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 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
477+ 0.98% |
$32.7K - $35.4K
|
49K
$3.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
472New |
$32.4K - $35K
|
472
$32.3K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
445+ 0.18% |
$30.5K - $33K
|
243K
$16.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
436+ 11.2% |
$29.9K - $32.3K
|
4.33K
$296K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
400New |
$27.5K - $29.7K
|
400
$27.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
396+ 9.42% |
$27.2K - $29.4K
|
4.6K
$315K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
391+ 2.47% |
$26.8K - $29K
|
16.2K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
384New |
$26.4K - $28.5K
|
384
$26.3K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
375+ 14.61% |
$25.7K - $27.8K
|
2.94K
$201K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
375+ 0.76% |
$25.7K - $27.8K
|
49.9K
$3.41M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
366+ 200.0% |
$25.1K - $27.1K
|
549
$37.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
362New |
$24.8K - $26.8K
|
362
$24.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
347+ 0.97% |
$23.8K - $25.7K
|
36.1K
$2.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
333New |
$22.9K - $24.7K
|
333
$22.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
329+ 1.64% |
$22.6K - $24.4K
|
20.3K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
320+ 29.14% |
$22K - $23.7K
|
1.42K
$97K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
310+ 7.88% |
$21.3K - $23K
|
4.25K
$290K
|
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
300+ 1.22% |
$20.6K - $22.2K
|
24.9K
$1.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
285+ 8.33% |
$19.6K - $21.1K
|
3.71K
$253K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
277+ 0.61% |
$19K - $20.5K
|
45.7K
$3.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
233+ 7.72% |
$16K - $17.3K
|
3.25K
$222K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
228+ 1.49% |
$15.6K - $16.9K
|
15.5K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
224+ 0.78% |
$15.4K - $16.6K
|
29K
$1.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
222New |
$15.2K - $16.5K
|
222
$15.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
210+ 1.93% |
$14.4K - $15.6K
|
11.1K
$760K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
206+ 6.14% |
$14.1K - $15.3K
|
3.56K
$244K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
204New |
$14K - $15.1K
|
204
$14K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
202+ 0.57% |
$13.9K - $15K
|
35.8K
$2.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
201+ 0.35% |
$13.8K - $14.9K
|
57.6K
$3.94M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
192+ 0.94% |
$13.2K - $14.2K
|
20.6K
$1.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
192+ 0.23% |
$13.2K - $14.2K
|
83.5K
$5.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
191+ 1.1% |
$13.1K - $14.2K
|
17.6K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
191+ 0.74% |
$13.1K - $14.2K
|
26.1K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
175+ 3.41% |
$12K - $13K
|
5.31K
$363K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
174+ 181.25% |
$11.9K - $12.9K
|
270
$18.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
170New |
$11.7K - $12.6K
|
170
$11.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
151New |
$10.4K - $11.2K
|
151
$10.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
144+ 1.84% |
$9.88K - $10.7K
|
7.99K
$546K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
142+ 0.66% |
$9.75K - $10.5K
|
21.6K
$1.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
134+ 4.54% |
$9.2K - $9.94K
|
3.08K
$211K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
125+ 2.98% |
$8.58K - $9.27K
|
4.32K
$296K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125New |
$8.58K - $9.27K
|
125
$8.55K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
118New |
$8.1K - $8.75K
|
118
$8.07K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
117+ 6.4% |
$8.03K - $8.68K
|
1.95K
$133K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
111+ 1.96% |
$7.62K - $8.23K
|
5.76K
$394K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
110+ 1.92% |
$7.55K - $8.16K
|
5.85K
$400K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
110+ 0.75% |
$7.55K - $8.16K
|
14.7K
$1.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$6.86K - $7.42K
|
100
$6.84K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
100+ 25.64% |
$6.86K - $7.42K
|
490
$33.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
97+ 0.75% |
$6.66K - $7.19K
|
13K
$888K
|