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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
70.4K+ 79.45% |
$3.56M - $4.23M
|
159K
$11.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
68KNew |
$3.44M - $4.08M
|
68K
$4.73M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
67.6K+ 117.73% |
$3.42M - $4.06M
|
125K
$8.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.8K+ 50.76% |
$3.23M - $3.83M
|
190K
$13.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63.6K+ 1102.36% |
$3.22M - $3.82M
|
69.4K
$4.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
57.1KNew |
$2.89M - $3.43M
|
57.1K
$3.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53.9K+ 28.11% |
$2.73M - $3.24M
|
246K
$17.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
53.1KNew |
$2.68M - $3.19M
|
53.1K
$3.7M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
51K+ 61.71% |
$2.58M - $3.06M
|
134K
$9.31M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
51K+ 61.71% |
$2.58M - $3.06M
|
134K
$9.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
50.4K+ 14.74% |
$2.55M - $3.03M
|
393K
$27.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.2K+ 10.25% |
$2.38M - $2.83M
|
507K
$35.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45.7K+ 2890.14% |
$2.31M - $2.74M
|
47.3K
$3.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.4K+ 29.4% |
$2.3M - $2.73M
|
200K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
44.5KNew |
$2.25M - $2.67M
|
44.5K
$3.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.2K+ 7.1% |
$2.24M - $2.66M
|
668K
$46.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
44.1K+ 46.14% |
$2.23M - $2.65M
|
140K
$9.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
39.1K+ 33.03% |
$1.98M - $2.35M
|
158K
$11M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
36.9K+ 101.91% |
$1.87M - $2.22M
|
73.1K
$5.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
36.6KNew |
$1.85M - $2.2M
|
36.6K
$2.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
35.8KNew |
$1.81M - $2.15M
|
35.8K
$2.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
35.7K+ 2.59% |
$1.8M - $2.14M
|
1.41M
$98.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
35.4K+ 18.35% |
$1.79M - $2.13M
|
229K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
35.2KNew |
$1.78M - $2.11M
|
35.2K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
35.2KNew |
$1.78M - $2.11M
|
35.2K
$2.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
35KNew |
$1.77M - $2.1M
|
35K
$2.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
35K+ 58.23% |
$1.77M - $2.1M
|
95.1K
$6.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
34.1KNew |
$1.73M - $2.05M
|
34.1K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33.5K+ 27.02% |
$1.69M - $2.01M
|
158K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
32.3KNew |
$1.64M - $1.94M
|
32.3K
$2.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
31.5K+ 2.54% |
$1.59M - $1.89M
|
1.27M
$88.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.7K+ 90.16% |
$1.55M - $1.84M
|
64.7K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
30.1KNew |
$1.52M - $1.81M
|
30.1K
$2.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
29.9KNew |
$1.51M - $1.79M
|
29.9K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
29.3K+ 233.99% |
$1.48M - $1.76M
|
41.8K
$2.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
28.9K+ 2.91% |
$1.46M - $1.73M
|
1.02M
$71.2M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
28.2KNew |
$1.42M - $1.69M
|
28.2K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
27.6K+ 1.4% |
$1.4M - $1.66M
|
2M
$139M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27.5K+ 393.39% |
$1.39M - $1.65M
|
34.5K
$2.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27.5K+ 393.39% |
$1.39M - $1.65M
|
34.5K
$2.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 111.72% |
$1.26M - $1.49M
|
47.2K
$3.28M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
24.6KNew |
$1.24M - $1.47M
|
24.6K
$1.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
24.5K+ 38.56% |
$1.24M - $1.47M
|
88.2K
$6.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.4K+ 1.92% |
$1.13M - $1.34M
|
1.19M
$82.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
22.3KNew |
$1.13M - $1.34M
|
22.3K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.2KNew |
$1.12M - $1.33M
|
22.2K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.9K+ 130.51% |
$1.11M - $1.32M
|
38.7K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
21.7K+ 7.1% |
$1.1M - $1.3M
|
327K
$22.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
21.2K+ 2.47% |
$1.07M - $1.27M
|
879K
$61.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
21.1K+ 5.97% |
$1.06M - $1.26M
|
374K
$26M
|