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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
711+ 0.43% |
$50.5K - $53.2K
|
166K
$11.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
677New |
$48.1K - $50.6K
|
677
$47.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
613+ 2.94% |
$43.5K - $45.8K
|
21.4K
$1.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
592+ 10.89% |
$42K - $44.3K
|
6.03K
$421K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
577+ 0.97% |
$41K - $43.2K
|
60.1K
$4.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
572+ 1.59% |
$40.6K - $42.8K
|
36.6K
$2.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
563+ 12.79% |
$40K - $42.1K
|
4.97K
$347K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
504+ 17.68% |
$35.8K - $37.7K
|
3.35K
$234K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
500+ 5.35% |
$35.5K - $37.4K
|
9.84K
$687K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
477+ 4.57% |
$33.9K - $35.7K
|
10.9K
$762K
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
443+ 1.72% |
$31.4K - $33.1K
|
26.3K
$1.83M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
425+ 5.71% |
$30.2K - $31.8K
|
7.87K
$550K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
410+ 12.67% |
$29.1K - $30.7K
|
3.65K
$255K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
404+ 8.75% |
$28.7K - $30.2K
|
5.02K
$351K
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
BUY
|
- |
387+ 2.04% |
$27.5K - $28.9K
|
19.3K
$1.35M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
382+ 8.57% |
$27.1K - $28.6K
|
4.84K
$338K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
378+ 3.48% |
$26.8K - $28.3K
|
11.2K
$786K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
375+ 13.63% |
$26.6K - $28K
|
3.13K
$218K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
373+ 60.95% |
$26.5K - $27.9K
|
985
$68.8K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
352+ 4.08% |
$25K - $26.3K
|
8.97K
$627K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
348+ 3.5% |
$24.7K - $26K
|
10.3K
$719K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
338+ 1.09% |
$24K - $25.3K
|
31.3K
$2.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
336+ 1.76% |
$23.8K - $25.1K
|
19.5K
$1.36M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
331+ 8.17% |
$23.5K - $24.8K
|
4.38K
$306K
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
329+ 0.93% |
$23.4K - $24.6K
|
35.6K
$2.48M
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
308+ 67.69% |
$21.9K - $23K
|
763
$53.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
275+ 1.32% |
$19.5K - $20.6K
|
21.1K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
275+ 1.33% |
$19.5K - $20.6K
|
21K
$1.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
261+ 1.02% |
$18.5K - $19.5K
|
25.9K
$1.81M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
258+ 4.73% |
$18.3K - $19.3K
|
5.71K
$399K
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
248+ 1.82% |
$17.6K - $18.5K
|
13.9K
$969K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
228+ 4.64% |
$16.2K - $17.1K
|
5.14K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
226+ 5.68% |
$16K - $16.9K
|
4.2K
$294K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
220+ 1.53% |
$15.6K - $16.5K
|
14.6K
$1.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
209New |
$14.8K - $15.6K
|
209
$14.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
204+ 2.27% |
$14.5K - $15.3K
|
9.21K
$643K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
201+ 5.45% |
$14.3K - $15K
|
3.89K
$272K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
197New |
$14K - $14.7K
|
197
$13.8K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
192+ 3.39% |
$13.6K - $14.4K
|
5.86K
$409K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
185+ 9.61% |
$13.1K - $13.8K
|
2.11K
$147K
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
175+ 0.3% |
$12.4K - $13.1K
|
58.4K
$4.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
172+ 2.71% |
$12.2K - $12.9K
|
6.53K
$456K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 1120.0% |
$11.9K - $12.6K
|
183
$12.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
162+ 3.48% |
$11.5K - $12.1K
|
4.82K
$337K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
161+ 4.94% |
$11.4K - $12K
|
3.42K
$239K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
152+ 0.62% |
$10.8K - $11.4K
|
24.5K
$1.71M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
147+ 0.41% |
$10.4K - $11K
|
35.7K
$2.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
147+ 0.72% |
$10.4K - $11K
|
20.6K
$1.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
134+ 10.72% |
$9.51K - $10K
|
1.38K
$96.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
129+ 2.03% |
$9.16K - $9.65K
|
6.49K
$454K
|