Purchases and Sales Made in Q4 2022 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.84K- 42.12% |
$93.2K - $111K
|
2.53K
$176K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.01K- 21.46% |
$102K - $121K
|
7.37K
$513K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.04K- 70.7% |
$103K - $122K
|
845
$58.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-2.07K- 34.11% |
$105K - $124K
|
4K
$278K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.24K- 4.6% |
$113K - $135K
|
46.5K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.3K- 25.16% |
$116K - $138K
|
6.84K
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.35K- 8.61% |
$119K - $141K
|
24.9K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.37K- 10.3% |
$120K - $142K
|
20.6K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.38K- 14.6% |
$120K - $143K
|
13.9K
$968K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.41K- 16.19% |
$122K - $145K
|
12.5K
$868K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.74K- 4.12% |
$138K - $164K
|
63.6K
$4.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-2.78K- 22.93% |
$140K - $167K
|
9.33K
$649K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.83K- 23.88% |
$143K - $170K
|
9.02K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 53.86% |
$148K - $176K
|
2.51K
$175K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-2.99K- 14.97% |
$151K - $179K
|
17K
$1.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3K- 1.34% |
$152K - $180K
|
220K
$15.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.06K- 7.09% |
$155K - $184K
|
40.1K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3.13K- 30.46% |
$158K - $188K
|
7.15K
$498K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.27K- 3.9% |
$165K - $196K
|
80.6K
$5.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.27K- 3.85% |
$166K - $197K
|
81.7K
$5.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.31K- 3.3% |
$167K - $198K
|
96.8K
$6.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.4K- 12.03% |
$172K - $204K
|
24.9K
$1.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.4K- 2.61% |
$172K - $204K
|
127K
$8.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.52K- 32.64% |
$178K - $211K
|
7.26K
$505K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-3.53K- 25.18% |
$179K - $212K
|
10.5K
$731K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.54K- 2.41% |
$179K - $213K
|
143K
$9.97M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.66K- 22.41% |
$185K - $220K
|
12.7K
$883K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.76K- 11.28% |
$190K - $225K
|
29.5K
$2.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.76K- 52.96% |
$190K - $226K
|
3.34K
$233K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-3.77K- 8.27% |
$191K - $226K
|
41.8K
$2.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.78K- 0.43% |
$191K - $227K
|
872K
$60.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.79K- 19.05% |
$191K - $227K
|
16.1K
$1.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 6.52% |
$192K - $228K
|
54.4K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.88K- 46.73% |
$196K - $233K
|
4.42K
$308K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.88K- 11.68% |
$196K - $233K
|
29.3K
$2.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.05K- 11.47% |
$205K - $243K
|
31.3K
$2.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.1K- 36.23% |
$207K - $246K
|
7.21K
$502K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-4.22K- 13.44% |
$213K - $253K
|
27.2K
$1.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4.26K- 11.35% |
$215K - $256K
|
33.3K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.34K- 3.27% |
$219K - $261K
|
128K
$8.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.44K- 8.82% |
$224K - $266K
|
45.8K
$3.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4.47K- 10.44% |
$226K - $268K
|
38.3K
$2.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-4.54K- 8.83% |
$230K - $273K
|
46.9K
$3.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.64K- 24.6% |
$235K - $279K
|
14.2K
$990K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-4.87K- 1.11% |
$246K - $292K
|
435K
$30.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.98K- 5.48% |
$252K - $299K
|
85.8K
$5.97M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.19K- 2.9% |
$263K - $312K
|
174K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.47K- 51.31% |
$277K - $328K
|
5.19K
$361K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5.69KClosed |
$288K - $342K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.01K- 9.15% |
$304K - $361K
|
59.6K
$4.15M
|