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 |
---|---|---|---|---|---|---|---|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12- 0.28% |
$824 - $890
|
4.33K
$296K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-25- 0.38% |
$1.72K - $1.85K
|
6.6K
$452K
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-46- 0.18% |
$3.16K - $3.41K
|
25.2K
$1.72M
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-50- 30.3% |
$3.43K - $3.71K
|
115
$7.87K
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-57- 1.16% |
$3.91K - $4.23K
|
4.85K
$332K
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-60- 0.57% |
$4.12K - $4.45K
|
10.4K
$711K
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-64- 0.26% |
$4.39K - $4.75K
|
24.3K
$1.66M
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-72- 0.85% |
$4.94K - $5.34K
|
8.42K
$576K
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-90- 1.04% |
$6.18K - $6.67K
|
8.53K
$584K
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-95- 0.19% |
$6.52K - $7.04K
|
49.5K
$3.38M
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-97Closed |
$6.66K - $7.19K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-106- 1.62% |
$7.28K - $7.86K
|
6.42K
$439K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-108Closed |
$7.41K - $8.01K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-116- 0.84% |
$7.96K - $8.6K
|
13.7K
$937K
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-120- 23.08% |
$8.24K - $8.9K
|
400
$27.4K
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-131- 0.36% |
$8.99K - $9.71K
|
36.7K
$2.51M
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-133- 0.19% |
$9.13K - $9.86K
|
68.2K
$4.67M
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-153- 0.18% |
$10.5K - $11.3K
|
84.9K
$5.81M
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-153- 0.35% |
$10.5K - $11.3K
|
43.2K
$2.96M
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-155- 2.39% |
$10.6K - $11.5K
|
6.34K
$433K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-156- 0.36% |
$10.7K - $11.6K
|
43.7K
$2.99M
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-159Closed |
$10.9K - $11.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-167- 40.44% |
$11.5K - $12.4K
|
246
$16.8K
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-196- 21.19% |
$13.5K - $14.5K
|
729
$49.9K
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-199- 0.76% |
$13.7K - $14.8K
|
26.1K
$1.78M
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-213- 4.55% |
$14.6K - $15.8K
|
4.47K
$306K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-235- 5.99% |
$16.1K - $17.4K
|
3.69K
$252K
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-243- 1.98% |
$16.7K - $18K
|
12K
$823K
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-251- 1.93% |
$17.2K - $18.6K
|
12.7K
$872K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-258- 6.62% |
$17.7K - $19.1K
|
3.64K
$249K
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-260- 1.09% |
$17.8K - $19.3K
|
23.5K
$1.61M
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-274- 6.56% |
$18.8K - $20.3K
|
3.91K
$267K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-275- 1.34% |
$18.9K - $20.4K
|
20.3K
$1.39M
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-280- 5.06% |
$19.2K - $20.8K
|
5.25K
$359K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-302Closed |
$20.7K - $22.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-315Closed |
$21.6K - $23.4K
|
0
$0
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-333- 3.12% |
$22.9K - $24.7K
|
10.3K
$707K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-338- 38.24% |
$23.2K - $25.1K
|
546
$37.3K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-394- 40.0% |
$27K - $29.2K
|
591
$40.4K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-405- 11.11% |
$27.8K - $30K
|
3.24K
$222K
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-409- 9.59% |
$28.1K - $30.3K
|
3.86K
$264K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-410- 4.53% |
$28.1K - $30.4K
|
8.64K
$591K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-430- 0.83% |
$29.5K - $31.9K
|
51.2K
$3.5M
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-454- 0.56% |
$31.2K - $33.7K
|
80.9K
$5.54M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-480- 8.96% |
$32.9K - $35.6K
|
4.88K
$334K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-509- 6.35% |
$34.9K - $37.7K
|
7.51K
$514K
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-596- 4.79% |
$40.9K - $44.2K
|
11.8K
$810K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-599- 0.77% |
$41.1K - $44.4K
|
76.8K
$5.26M
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-629- 3.52% |
$43.2K - $46.6K
|
17.2K
$1.18M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-653- 77.19% |
$44.8K - $48.4K
|
193
$13.2K
|