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 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.29K+ 3.15% |
$88.8K - $96K
|
42.4K
$2.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.29K+ 26.36% |
$88.6K - $95.7K
|
6.19K
$423K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
1.22K+ 4.37% |
$83.5K - $90.2K
|
29K
$1.99M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.18K+ 820.83% |
$81.1K - $87.6K
|
1.33K
$90.7K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.16K+ 11.16% |
$79.3K - $85.6K
|
11.5K
$787K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.16K+ 11.16% |
$79.3K - $85.6K
|
11.5K
$787K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
1.15K+ 9.58% |
$78.9K - $85.3K
|
13.2K
$899K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.12K+ 3.2% |
$76.9K - $83K
|
36.1K
$2.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
1.09K+ 4.15% |
$75K - $81K
|
27.4K
$1.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$74.6K - $80.6K
|
1.09K
$74.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.08K+ 10.09% |
$74.1K - $80.1K
|
11.8K
$806K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.05K+ 11.03% |
$71.9K - $77.6K
|
10.5K
$721K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.04KNew |
$71.4K - $77.1K
|
1.04K
$71.1K
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.01K+ 9.71% |
$69.5K - $75.1K
|
11.4K
$783K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1KNew |
$68.8K - $74.3K
|
1K
$68.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
998+ 2.92% |
$68.5K - $74K
|
35.2K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
997+ 11.82% |
$68.4K - $73.9K
|
9.44K
$645K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
986New |
$67.7K - $73.1K
|
986
$67.4K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
953+ 2.23% |
$65.4K - $70.7K
|
43.7K
$2.99M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
947New |
$65K - $70.2K
|
947
$64.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
924+ 13.88% |
$63.4K - $68.5K
|
7.58K
$518K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
905+ 5.26% |
$62.1K - $67.1K
|
18.1K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
901+ 1.39% |
$61.8K - $66.8K
|
65.7K
$4.49M
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
875+ 1.17% |
$60.1K - $64.9K
|
75.6K
$5.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
839+ 2.48% |
$57.6K - $62.2K
|
34.7K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
807+ 3.25% |
$55.4K - $59.8K
|
25.6K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
748New |
$51.3K - $55.5K
|
748
$51.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
746+ 3.65% |
$51.2K - $55.3K
|
21.2K
$1.45M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
715+ 722.22% |
$49.1K - $53K
|
814
$55.7K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
710+ 2.59% |
$48.7K - $52.6K
|
28.1K
$1.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
701+ 13.73% |
$48.1K - $52K
|
5.81K
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
700+ 19.67% |
$48K - $51.9K
|
4.26K
$291K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
677+ 30.9% |
$46.5K - $50.2K
|
2.87K
$196K
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
671+ 4.06% |
$46.1K - $49.8K
|
17.2K
$1.18M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
662+ 8.93% |
$45.4K - $49.1K
|
8.07K
$552K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
639+ 3.74% |
$43.9K - $47.4K
|
17.7K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
602New |
$41.3K - $44.6K
|
602
$41.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
569New |
$39.1K - $42.2K
|
569
$38.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
557+ 13.9% |
$38.2K - $41.3K
|
4.56K
$312K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
547+ 71.69% |
$37.5K - $40.6K
|
1.31K
$89.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
534+ 4.33% |
$36.7K - $39.6K
|
12.9K
$880K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
530+ 2.47% |
$36.4K - $39.3K
|
22K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
529+ 0.83% |
$36.3K - $39.2K
|
64.6K
$4.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
525+ 7.55% |
$36K - $38.9K
|
7.48K
$512K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
523+ 46.45% |
$35.9K - $38.8K
|
1.65K
$113K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
513New |
$35.2K - $38K
|
513
$35.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
508+ 1.87% |
$34.9K - $37.7K
|
27.7K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
502+ 2.42% |
$34.5K - $37.2K
|
21.2K
$1.45M
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
495+ 0.45% |
$34K - $36.7K
|
112K
$7.63M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
488New |
$33.5K - $36.2K
|
488
$33.4K
|