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
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
196New |
$9.98K - $11.8K
|
196
$13.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
196+ 2.92% |
$9.98K - $11.8K
|
6.91K
$476K
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
195+ 4.13% |
$9.93K - $11.8K
|
4.92K
$339K
|
|
|
Nov 04, 2022
Q3 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
194+ 0.21% |
$9.88K - $11.7K
|
93.5K
$6.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
181+ 0.55% |
$9.22K - $10.9K
|
33.3K
$2.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
178+ 2.65% |
$9.06K - $10.8K
|
6.91K
$476K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
170+ 3.09% |
$8.66K - $10.3K
|
5.67K
$391K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
155New |
$7.89K - $9.37K
|
155
$10.7K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
152+ 3.55% |
$7.74K - $9.19K
|
4.43K
$306K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
151New |
$7.69K - $9.12K
|
151
$10.4K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
146New |
$7.43K - $8.82K
|
146
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
140+ 0.23% |
$7.13K - $8.46K
|
62.2K
$4.28M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
130New |
$6.62K - $7.86K
|
130
$8.96K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
127+ 0.95% |
$6.47K - $7.67K
|
13.5K
$930K
|
|
|
Nov 09, 2022
Q3 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
100+ 0.46% |
$5.09K - $6.04K
|
21.8K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
100+ 0.2% |
$5.09K - $6.04K
|
51.3K
$3.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
85New |
$4.33K - $5.14K
|
85
$5.86K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
68+ 40.72% |
$3.46K - $4.11K
|
235
$16.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
60+ 0.06% |
$3.06K - $3.63K
|
97.8K
$6.74M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
58+ 0.07% |
$2.95K - $3.5K
|
77.7K
$5.36M
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
37+ 0.06% |
$1.88K - $2.24K
|
58.8K
$4.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.48K - $1.75K
|
29
$2K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19New |
$967 - $1.15K
|
19
$1.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19+ 0.08% |
$967 - $1.15K
|
24.9K
$1.72M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.26% |
$967 - $1.15K
|
7.28K
$501K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
12New |
$611 - $725
|
12
$827
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
11+ 2.13% |
$560 - $665
|
528
$36.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.24% |
$560 - $665
|
4.65K
$321K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
10+ 0.25% |
$509 - $604
|
3.96K
$273K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.83% |
$509 - $604
|
1.22K
$83.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$50.9 - $60.4
|
1.6K
$110K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
1+ 0.02% |
$50.9 - $60.4
|
4.63K
$319K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 0.2% |
$255 - $302
|
2.44K
$168K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-10- 0.1% |
$509 - $604
|
10.1K
$697K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-12- 0.11% |
$611 - $725
|
11.3K
$777K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-13- 8.61% |
$662 - $786
|
138
$9.51K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-20- 0.02% |
$1.02K - $1.21K
|
87K
$6M
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-27- 0.22% |
$1.37K - $1.63K
|
12.3K
$845K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-29- 0.13% |
$1.48K - $1.75K
|
22K
$1.52M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-42- 0.11% |
$2.14K - $2.54K
|
37.5K
$2.59M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-48- 1.56% |
$2.44K - $2.9K
|
3.03K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48- 2.41% |
$2.44K - $2.9K
|
1.95K
$134K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-50- 4.49% |
$2.55K - $3.02K
|
1.06K
$73.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-56- 0.27% |
$2.85K - $3.38K
|
20.6K
$1.42M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-56- 1.01% |
$2.85K - $3.38K
|
5.49K
$378K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-59- 0.54% |
$3K - $3.57K
|
10.8K
$745K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-70- 1.37% |
$3.56K - $4.23K
|
5.02K
$346K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-72- 0.35% |
$3.67K - $4.35K
|
20.6K
$1.42M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-75- 1.04% |
$3.82K - $4.53K
|
7.1K
$490K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-90- 4.48% |
$4.58K - $5.44K
|
1.92K
$132K
|