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 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
103+ 78.63% |
$7.31K - $7.7K
|
234
$16.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
BUY
|
- |
100+ 2.85% |
$7.1K - $7.48K
|
3.61K
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
100+ 49.5% |
$7.1K - $7.48K
|
302
$21.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$7.1K - $7.48K
|
100
$6.99K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
99New |
$7.03K - $7.4K
|
99
$6.92K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
98+ 3.58% |
$6.96K - $7.33K
|
2.83K
$198K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96New |
$6.81K - $7.18K
|
96
$6.71K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
89+ 0.95% |
$6.32K - $6.66K
|
9.49K
$663K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
84New |
$5.96K - $6.28K
|
84
$5.87K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
84+ 1.01% |
$5.96K - $6.28K
|
8.44K
$589K
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
81+ 0.49% |
$5.75K - $6.06K
|
16.5K
$1.16M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
61+ 0.93% |
$4.33K - $4.56K
|
6.63K
$463K
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
55+ 1.32% |
$3.9K - $4.11K
|
4.23K
$296K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
49+ 1.01% |
$3.48K - $3.66K
|
4.91K
$343K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
41+ 73.21% |
$2.91K - $3.07K
|
97
$6.78K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
35+ 9.86% |
$2.48K - $2.62K
|
390
$27.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
34+ 0.67% |
$2.41K - $2.54K
|
5.12K
$358K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.49% |
$1.85K - $1.94K
|
5.36K
$374K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.03% |
$1.56K - $1.65K
|
64.1K
$4.48M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
21New |
$1.49K - $1.57K
|
21
$1.47K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
15+ 0.29% |
$1.06K - $1.12K
|
5.11K
$357K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
15+ 1.22% |
$1.06K - $1.12K
|
1.25K
$87K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
14+ 0.77% |
$994 - $1.05K
|
1.83K
$128K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
13New |
$923 - $972
|
13
$908
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
12+ 0.31% |
$852 - $897
|
3.94K
$275K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.2% |
$710 - $748
|
5.11K
$357K
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
7+ 0.16% |
$497 - $524
|
4.49K
$313K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4+ 0.04% |
$284 - $299
|
10.4K
$723K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4+ 0.04% |
$284 - $299
|
10.4K
$723K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 14.29% |
$142 - $150
|
16
$1.12K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 3.7% |
$71 - $74.8
|
28
$1.96K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$71 - $74.8
|
1
$69.9
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$71 - $74.8
|
2.83K
$198K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12- 0.05% |
$852 - $897
|
25.2K
$1.76M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-15- 0.27% |
$1.06K - $1.12K
|
5.57K
$389K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-16Closed |
$1.14K - $1.2K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-18- 0.15% |
$1.28K - $1.35K
|
12.3K
$857K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-25- 0.06% |
$1.77K - $1.87K
|
41.1K
$2.87M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-34- 0.1% |
$2.41K - $2.54K
|
35K
$2.44M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.17% |
$2.48K - $2.62K
|
20.7K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-41- 2.13% |
$2.91K - $3.07K
|
1.88K
$132K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-45- 0.01% |
$3.19K - $3.37K
|
360K
$25.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-51- 1.2% |
$3.62K - $3.81K
|
4.2K
$293K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-54- 0.62% |
$3.83K - $4.04K
|
8.62K
$602K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-62- 0.1% |
$4.4K - $4.64K
|
61K
$4.26M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-71- 1.61% |
$5.04K - $5.31K
|
4.34K
$303K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-81Closed |
$5.75K - $6.06K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-84- 0.86% |
$5.96K - $6.28K
|
9.65K
$674K
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-86- 0.25% |
$6.1K - $6.43K
|
34.2K
$2.39M
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-87- 0.06% |
$6.18K - $6.51K
|
137K
$9.54M
|