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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
21K+ 78.34% |
$1.06M - $1.26M
|
47.8K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.7KNew |
$1.05M - $1.24M
|
20.7K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.9K+ 397.82% |
$1M - $1.19M
|
24.9K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19.9KNew |
$1M - $1.19M
|
19.9K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.7KNew |
$997K - $1.18M
|
19.7K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
19.6KNew |
$990K - $1.18M
|
19.6K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
19.3K+ 47.35% |
$978K - $1.16M
|
60.2K
$4.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.3K+ 421.25% |
$977K - $1.16M
|
23.9K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
18.8K+ 1.23% |
$952K - $1.13M
|
1.55M
$108M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.8K+ 0.97% |
$950K - $1.13M
|
1.97M
$137M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.8KNew |
$948K - $1.13M
|
18.8K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
18.6KNew |
$941K - $1.12M
|
18.6K
$1.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
17.9KNew |
$905K - $1.07M
|
17.9K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.9K+ 34.67% |
$904K - $1.07M
|
69.4K
$4.83M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6K+ 12.6% |
$891K - $1.06M
|
158K
$11M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.4K+ 14.81% |
$881K - $1.05M
|
135K
$9.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.4K+ 426.22% |
$879K - $1.04M
|
21.5K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17.3KNew |
$874K - $1.04M
|
17.3K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.3K+ 40.9% |
$873K - $1.04M
|
59.5K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
17.2K+ 12.2% |
$871K - $1.03M
|
158K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 3.82% |
$853K - $1.01M
|
458K
$31.9M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
16.8KNew |
$848K - $1.01M
|
16.8K
$1.17M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
16.6K+ 2.46% |
$840K - $997K
|
691K
$48.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.4K+ 29.26% |
$831K - $986K
|
72.6K
$5.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
15.9KNew |
$802K - $952K
|
15.9K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15KNew |
$759K - $901K
|
15K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
14.5KNew |
$735K - $872K
|
14.5K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
14.4KNew |
$728K - $865K
|
14.4K
$1M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
13.9KNew |
$701K - $833K
|
13.9K
$966K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.9KNew |
$701K - $833K
|
13.9K
$966K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.9KNew |
$700K - $832K
|
13.9K
$964K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.2K+ 237.77% |
$670K - $795K
|
18.8K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.1KNew |
$660K - $783K
|
13.1K
$908K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
12.9KNew |
$653K - $775K
|
12.9K
$899K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6K+ 0.14% |
$639K - $758K
|
8.95M
$623M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
12.5K+ 78.64% |
$633K - $751K
|
28.4K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$632K - $751K
|
12.5K
$871K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
12.2KNew |
$615K - $731K
|
12.2K
$847K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
11.7K+ 732.96% |
$593K - $704K
|
13.3K
$927K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.5KNew |
$584K - $693K
|
11.5K
$804K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
11.4K+ 6.59% |
$575K - $682K
|
184K
$12.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.3KNew |
$572K - $679K
|
11.3K
$787K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.5K+ 70.59% |
$532K - $632K
|
25.5K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10.4K+ 28.18% |
$523K - $622K
|
47.1K
$3.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10.2K+ 611.35% |
$517K - $614K
|
11.9K
$829K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.1KNew |
$511K - $607K
|
10.1K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$506K - $600K
|
10K
$696K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.87KNew |
$499K - $592K
|
9.87K
$687K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9.71KNew |
$491K - $583K
|
9.71K
$676K
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
9.54KNew |
$482K - $572K
|
9.54K
$664K
|