Purchases and Sales Made in Q3 2021 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
6.2KNew |
$440K - $463K
|
6.2K
$433K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.84K+ 31.35% |
$415K - $437K
|
24.5K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
5.59K+ 96.28% |
$396K - $418K
|
11.4K
$795K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.45K+ 26.46% |
$387K - $408K
|
26.1K
$1.82M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5.44K+ 1783.28% |
$386K - $407K
|
5.74K
$401K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
5.36K+ 17.3% |
$381K - $401K
|
36.4K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.22K+ 22.14% |
$370K - $390K
|
28.8K
$2.01M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.19K+ 12.94% |
$368K - $388K
|
45.3K
$3.16M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.18KNew |
$368K - $387K
|
5.18K
$362K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
4.86K+ 23.74% |
$345K - $363K
|
25.3K
$1.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.68K+ 3.61% |
$332K - $350K
|
134K
$9.38M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.67K+ 11.91% |
$331K - $349K
|
43.8K
$3.06M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.59K+ 210.65% |
$326K - $343K
|
6.77K
$473K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.58K+ 11.99% |
$325K - $342K
|
42.8K
$2.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
4.58K+ 12.82% |
$325K - $342K
|
40.3K
$2.81M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.19K+ 8.31% |
$297K - $313K
|
54.6K
$3.82M
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.11K+ 15.17% |
$291K - $307K
|
31.2K
$2.18M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.04KNew |
$287K - $302K
|
4.04K
$282K
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
3.94KNew |
$280K - $295K
|
3.94K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.68K+ 2.59% |
$261K - $275K
|
146K
$10.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.68K+ 10.43% |
$261K - $275K
|
39K
$2.72M
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.55K+ 8.48% |
$252K - $265K
|
45.4K
$3.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.34K+ 15.41% |
$237K - $250K
|
25K
$1.75M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.33KNew |
$237K - $249K
|
3.33K
$233K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.3K+ 22.36% |
$234K - $247K
|
18.1K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.29K+ 132.05% |
$234K - $246K
|
5.79K
$404K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.28K+ 1.69% |
$233K - $246K
|
198K
$13.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.22K+ 4.94% |
$228K - $241K
|
68.3K
$4.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.21K+ 3.16% |
$228K - $240K
|
105K
$7.32M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.2K+ 13.39% |
$227K - $239K
|
27.1K
$1.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.13K+ 2.33% |
$222K - $234K
|
137K
$9.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
3.1K+ 3.46% |
$220K - $232K
|
92.7K
$6.48M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.06K+ 18.13% |
$217K - $229K
|
19.9K
$1.39M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.03KNew |
$215K - $227K
|
3.03K
$212K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
3.01KNew |
$214K - $225K
|
3.01K
$210K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.98KNew |
$212K - $223K
|
2.98K
$208K
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.97K+ 1.98% |
$211K - $222K
|
153K
$10.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.88K+ 26.81% |
$204K - $215K
|
13.6K
$951K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.85KNew |
$202K - $213K
|
2.85K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
2.79K+ 3.59% |
$198K - $208K
|
80.3K
$5.61M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.74K+ 8.04% |
$195K - $205K
|
36.9K
$2.57M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.74K+ 2.49% |
$195K - $205K
|
113K
$7.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.74K+ 9.97% |
$194K - $205K
|
30.2K
$2.11M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.65K+ 27.4% |
$188K - $198K
|
12.3K
$859K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
2.57KNew |
$182K - $192K
|
2.57K
$179K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.41K+ 5.12% |
$171K - $180K
|
49.5K
$3.46M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
2.39K+ 10.91% |
$170K - $179K
|
24.3K
$1.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.38K+ 104.99% |
$169K - $178K
|
4.64K
$324K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.29K+ 6.04% |
$163K - $172K
|
40.3K
$2.81M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.29K+ 1.71% |
$162K - $171K
|
136K
$9.48M
|