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 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.2K+ 161.96% |
$570K - $677K
|
18.1K
$1.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11.2K+ 2.9% |
$569K - $675K
|
396K
$27.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
11.1K+ 37.22% |
$564K - $670K
|
40.9K
$2.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10.7K+ 32.04% |
$545K - $647K
|
44.1K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10.7K+ 5.56% |
$544K - $646K
|
203K
$14M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.73K+ 21.31% |
$495K - $588K
|
55.4K
$3.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.52KNew |
$485K - $576K
|
9.52K
$656K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.46K+ 6.89% |
$481K - $571K
|
147K
$10.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.13K+ 10.11% |
$465K - $552K
|
99.5K
$6.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.97K+ 14.31% |
$457K - $542K
|
71.7K
$4.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.63K+ 3.69% |
$439K - $521K
|
243K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.37K+ 2.9% |
$426K - $506K
|
297K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.3K+ 23.95% |
$423K - $502K
|
43K
$2.96M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.11K+ 8.75% |
$413K - $490K
|
101K
$6.95M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.81K+ 4.21% |
$397K - $472K
|
193K
$13.3M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.62KNew |
$388K - $460K
|
7.62K
$525K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.42KNew |
$378K - $448K
|
7.42K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.24K+ 20.12% |
$369K - $437K
|
43.2K
$2.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.8K+ 7.66% |
$346K - $411K
|
95.6K
$6.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
6.64K+ 26.82% |
$338K - $401K
|
31.4K
$2.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.64K+ 5.57% |
$338K - $401K
|
126K
$8.67M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.48K+ 2.53% |
$330K - $392K
|
263K
$18.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.07KNew |
$309K - $367K
|
6.07K
$418K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
6K+ 4.18% |
$305K - $362K
|
150K
$10.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.94KNew |
$302K - $359K
|
5.94K
$409K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
5.83K+ 10.12% |
$297K - $352K
|
63.4K
$4.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
5.8K+ 4.18% |
$295K - $350K
|
145K
$9.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.78K+ 23.34% |
$294K - $349K
|
30.5K
$2.1M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5.69KNew |
$290K - $344K
|
5.69K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.68K+ 4.63% |
$289K - $343K
|
129K
$8.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.66K+ 28.58% |
$288K - $342K
|
25.5K
$1.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.64KNew |
$287K - $341K
|
5.64K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.56K+ 57.54% |
$283K - $336K
|
15.2K
$1.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.48K+ 3.88% |
$279K - $331K
|
147K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.42KNew |
$276K - $327K
|
5.42K
$373K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
5.39K+ 8.52% |
$274K - $326K
|
68.6K
$4.73M
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.16KNew |
$263K - $312K
|
5.16K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.13K+ 6.58% |
$261K - $310K
|
83.2K
$5.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5K+ 7.2% |
$254K - $302K
|
74.4K
$5.13M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.9K+ 1.18% |
$250K - $296K
|
421K
$29M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
4.73K+ 4.53% |
$241K - $286K
|
109K
$7.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.54KNew |
$231K - $274K
|
4.54K
$313K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.49K+ 14.16% |
$229K - $272K
|
36.2K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
4.49K+ 33.15% |
$229K - $271K
|
18K
$1.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
BUY
|
- |
4.48K+ 12.1% |
$228K - $271K
|
41.6K
$2.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.21K+ 118.13% |
$214K - $254K
|
7.77K
$536K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.13K+ 8.08% |
$210K - $250K
|
55.3K
$3.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
4.1K+ 8.89% |
$209K - $248K
|
50.2K
$3.46M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.09KNew |
$208K - $247K
|
4.09K
$282K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.09K+ 13.66% |
$208K - $247K
|
34K
$2.35M
|