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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.07K+ 7.37% |
$54.2K - $64.4K
|
15.5K
$1.07M
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.06K+ 9.11% |
$53.9K - $64K
|
12.7K
$874K
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
1.05K+ 0.24% |
$53.7K - $63.7K
|
440K
$30.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
972+ 4.75% |
$49.5K - $58.7K
|
21.4K
$1.48M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
921+ 11.7% |
$46.9K - $55.7K
|
8.79K
$606K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
907+ 412.27% |
$46.2K - $54.8K
|
1.13K
$77.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
880+ 3.81% |
$44.8K - $53.2K
|
24K
$1.65M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
861+ 1.77% |
$43.8K - $52K
|
49.6K
$3.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
854+ 3.29% |
$43.5K - $51.6K
|
26.8K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
841+ 2.25% |
$42.8K - $50.8K
|
38.2K
$2.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
823+ 129.61% |
$41.9K - $49.7K
|
1.46K
$100K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
820+ 7.6% |
$41.8K - $49.6K
|
11.6K
$800K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
820+ 7.6% |
$41.8K - $49.6K
|
11.6K
$800K
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
743+ 5.78% |
$37.8K - $44.9K
|
13.6K
$936K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
735+ 13.78% |
$37.4K - $44.4K
|
6.07K
$418K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
717+ 9.81% |
$36.5K - $43.3K
|
8.03K
$553K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
689+ 4.47% |
$35.1K - $41.6K
|
16.1K
$1.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
659+ 1.8% |
$33.6K - $39.8K
|
37.3K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
609+ 6.95% |
$31K - $36.8K
|
9.38K
$646K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
604+ 0.67% |
$30.8K - $36.5K
|
90.8K
$6.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
585+ 13.96% |
$29.8K - $35.4K
|
4.78K
$329K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
581+ 7.35% |
$29.6K - $35.1K
|
8.49K
$585K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
578+ 1.27% |
$29.4K - $34.9K
|
46K
$3.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
569+ 11.44% |
$29K - $34.4K
|
5.54K
$382K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
555+ 0.23% |
$28.3K - $33.5K
|
239K
$16.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
550+ 7.44% |
$28K - $33.2K
|
7.94K
$547K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
524+ 207.11% |
$26.7K - $31.7K
|
777
$53.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
484+ 5.52% |
$24.6K - $29.2K
|
9.25K
$637K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
449+ 3.94% |
$22.9K - $27.1K
|
11.8K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
442+ 0.89% |
$22.5K - $26.7K
|
50.3K
$3.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
389+ 4.28% |
$19.8K - $23.5K
|
9.48K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
379+ 11.54% |
$19.3K - $22.9K
|
3.66K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
378+ 0.57% |
$19.2K - $22.8K
|
66.5K
$4.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
370New |
$18.8K - $22.4K
|
370
$25.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
364+ 1.52% |
$18.5K - $22K
|
24.2K
$1.67M
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
352+ 140.8% |
$17.9K - $21.3K
|
602
$41.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
343+ 238.19% |
$17.5K - $20.7K
|
487
$33.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
288+ 6.12% |
$14.7K - $17.4K
|
5K
$344K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
284+ 14.19% |
$14.5K - $17.2K
|
2.29K
$157K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
276+ 363.16% |
$14.1K - $16.7K
|
352
$24.3K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
268+ 13.4% |
$13.6K - $16.2K
|
2.27K
$156K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
265+ 0.3% |
$13.5K - $16K
|
89.4K
$6.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
244+ 4.76% |
$12.4K - $14.7K
|
5.37K
$370K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
233+ 5.08% |
$11.9K - $14.1K
|
4.82K
$332K
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
229+ 6.28% |
$11.7K - $13.8K
|
3.88K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
225+ 4.06% |
$11.5K - $13.6K
|
5.77K
$398K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
221+ 4.13% |
$11.3K - $13.4K
|
5.57K
$384K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
210+ 1.44% |
$10.7K - $12.7K
|
14.8K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
203+ 4.87% |
$10.3K - $12.3K
|
4.37K
$301K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
201+ 5.74% |
$10.2K - $12.1K
|
3.7K
$255K
|