Purchases and Sales Made in Q3 2022 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q3 2022. 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 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.4K+ 7.16% |
$2.36M - $2.8M
|
695K
$47.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
46.4K+ 8.64% |
$2.36M - $2.8M
|
583K
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.8K+ 31.41% |
$2.18M - $2.59M
|
179K
$12.3M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
41.2K+ 9.89% |
$2.1M - $2.49M
|
458K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.1K+ 10.01% |
$2.04M - $2.43M
|
441K
$30.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
39.6K+ 7.12% |
$2.02M - $2.39M
|
595K
$41M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
37.9K+ 2.83% |
$1.93M - $2.29M
|
1.38M
$94.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
36.6K+ 36.31% |
$1.87M - $2.21M
|
138K
$9.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
35.6KNew |
$1.81M - $2.15M
|
35.6K
$2.46M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.8K+ 40.33% |
$1.72M - $2.04M
|
118K
$8.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
31.1KNew |
$1.58M - $1.88M
|
31.1K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
29.6K+ 12.21% |
$1.51M - $1.79M
|
272K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
29.3K+ 14.33% |
$1.49M - $1.77M
|
234K
$16.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
28.7K+ 9.16% |
$1.46M - $1.74M
|
342K
$23.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.1K+ 6.52% |
$1.43M - $1.7M
|
460K
$31.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
27.2K+ 28.16% |
$1.39M - $1.64M
|
124K
$8.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
26.6KNew |
$1.35M - $1.61M
|
26.6K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.2K+ 5.89% |
$1.33M - $1.58M
|
471K
$32.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25.9K+ 5.36% |
$1.32M - $1.57M
|
509K
$35.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.8K+ 423.23% |
$1.31M - $1.56M
|
31.9K
$2.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.7K+ 68.43% |
$1.31M - $1.56M
|
63.4K
$4.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
24.5K+ 157.96% |
$1.25M - $1.48M
|
39.9K
$2.75M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23K+ 0.6% |
$1.17M - $1.39M
|
3.84M
$264M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
22.8KNew |
$1.16M - $1.37M
|
22.8K
$1.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21.1K+ 135.29% |
$1.08M - $1.28M
|
36.7K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19KNew |
$970K - $1.15M
|
19K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18.4K+ 1.58% |
$936K - $1.11M
|
1.18M
$81.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.3K+ 26.06% |
$933K - $1.11M
|
88.7K
$6.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 2.15% |
$932K - $1.11M
|
870K
$60M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.9K+ 0.5% |
$910K - $1.08M
|
3.63M
$250M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
17.6K+ 22.52% |
$898K - $1.07M
|
96K
$6.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
17.1K+ 3.8% |
$872K - $1.03M
|
468K
$32.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16K+ 34.1% |
$817K - $970K
|
63.1K
$4.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
15.9K+ 5.5% |
$812K - $964K
|
306K
$21.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
15.2K+ 33.04% |
$776K - $921K
|
61.4K
$4.23M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.9K+ 8.44% |
$760K - $902K
|
192K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.3K+ 3.19% |
$728K - $864K
|
462K
$31.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
14.2K+ 8.81% |
$723K - $858K
|
175K
$12.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
13.5K+ 1.6% |
$689K - $818K
|
857K
$59.1M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.5K+ 26.3% |
$686K - $814K
|
64.7K
$4.46M
|
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
13.4K+ 2.02% |
$680K - $807K
|
675K
$46.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
12.7K+ 1.4% |
$648K - $770K
|
924K
$63.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 160.53% |
$645K - $766K
|
20.6K
$1.42M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.5KNew |
$638K - $757K
|
12.5K
$863K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 17.46% |
$634K - $753K
|
83.8K
$5.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4K+ 1.04% |
$630K - $748K
|
1.2M
$82.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.8K+ 26.69% |
$602K - $715K
|
56.1K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.6K+ 0.9% |
$593K - $704K
|
1.3M
$89.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.6K+ 39.67% |
$592K - $703K
|
41K
$2.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
11.2K+ 6.72% |
$573K - $680K
|
179K
$12.3M
|