Purchases and Sales Made in Q4 2021 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.43K+ 35.61% |
$442K - $477K
|
24.5K
$1.68M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.31K+ 3.64% |
$433K - $468K
|
179K
$12.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.09K+ 47.06% |
$418K - $451K
|
19K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
6.07K+ 56.73% |
$417K - $450K
|
16.8K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6.01K+ 10.05% |
$413K - $446K
|
65.8K
$4.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.99KNew |
$411K - $444K
|
5.99K
$410K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.8K+ 3.13% |
$398K - $430K
|
191K
$13.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.79KNew |
$397K - $429K
|
5.79K
$396K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.74K+ 118.65% |
$394K - $426K
|
10.6K
$724K
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
5.63KNew |
$387K - $418K
|
5.63K
$385K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.61K+ 17.99% |
$385K - $416K
|
36.8K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
5.5K+ 21.72% |
$377K - $408K
|
30.8K
$2.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.49KNew |
$377K - $407K
|
5.49K
$376K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.41K+ 5.16% |
$371K - $401K
|
110K
$7.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5.34K+ 94.05% |
$367K - $396K
|
11K
$754K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
5.13K+ 181.16% |
$352K - $381K
|
7.97K
$545K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.1K+ 12.66% |
$350K - $378K
|
45.4K
$3.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.09K+ 6.37% |
$350K - $378K
|
85.1K
$5.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
5.04K+ 44.25% |
$346K - $374K
|
16.4K
$1.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
5KNew |
$343K - $371K
|
5K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.9K+ 23.67% |
$337K - $364K
|
25.6K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.88K+ 62.17% |
$335K - $362K
|
12.7K
$871K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.88K+ 24.62% |
$335K - $362K
|
24.7K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
4.72K+ 5.87% |
$324K - $350K
|
85.1K
$5.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.65KNew |
$319K - $345K
|
4.65K
$318K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
4.64K+ 10.75% |
$318K - $344K
|
47.8K
$3.27M
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.49KNew |
$308K - $333K
|
4.49K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.42K+ 16.95% |
$303K - $328K
|
30.5K
$2.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.37KNew |
$300K - $324K
|
4.37K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.24K+ 1.24% |
$291K - $314K
|
345K
$23.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.22KNew |
$290K - $313K
|
4.22K
$289K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
4.19K+ 15.33% |
$287K - $310K
|
31.5K
$2.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.18KNew |
$287K - $310K
|
4.18K
$286K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4.16KNew |
$285K - $308K
|
4.16K
$284K
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.09KNew |
$281K - $303K
|
4.09K
$280K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
4.07KNew |
$279K - $302K
|
4.07K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
4.05KNew |
$278K - $300K
|
4.05K
$277K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.02KNew |
$276K - $298K
|
4.02K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.01KNew |
$275K - $297K
|
4.01K
$274K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
3.92K+ 0.54% |
$269K - $291K
|
736K
$50.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 28.67% |
$268K - $289K
|
17.5K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
3.9KNew |
$267K - $289K
|
3.9K
$266K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.88KNew |
$266K - $287K
|
3.88K
$265K
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.83K+ 7.73% |
$263K - $284K
|
53.3K
$3.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.81K+ 9.78% |
$262K - $283K
|
42.8K
$2.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
3.77KNew |
$259K - $280K
|
3.77K
$258K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
3.68KNew |
$253K - $273K
|
3.68K
$252K
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.67K+ 9.1% |
$252K - $272K
|
43.9K
$3.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.63KNew |
$249K - $269K
|
3.63K
$248K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.53K+ 5.97% |
$242K - $262K
|
62.7K
$4.29M
|