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
Feb 07, 2023 Q4 2022	Cozad Asset Management Inc Champaign, IL	BUY	-	9.17K New	$464K - $551K	9.17K $638K
Jan 23, 2023 Q4 2022	Intelligence Driven Advisers, LLC	BUY	-	9.14K + 13.12%	$462K - $548K	78.8K $5.48M
Feb 01, 2023 Q4 2022	Sage Mountain Advisors LLC	BUY	-	9.05K New	$458K - $543K	9.05K $630K
Feb 13, 2023 Q4 2022	Smithfield Trust CO Pittsburgh, PA	BUY	-	8.77K New	$444K - $527K	8.77K $611K
Jan 13, 2023 Q4 2022	Advisor Net Financial, Inc	BUY	-	8.68K + 5.85%	$439K - $521K	157K $10.9M
Feb 09, 2023 Q4 2022	Briggs Advisory Group, Inc.	BUY	-	8.59K + 31.99%	$434K - $515K	35.4K $2.47M
Feb 14, 2023 Q4 2022	Swmg, LLC Fort Worth, TX	BUY	-	8.49K + 8.57%	$429K - $509K	107K $7.48M
Jan 31, 2023 Q4 2022	Source Financial Advisors LLC New York, NY	BUY	-	8.25K New	$417K - $495K	8.25K $574K
Jan 31, 2023 Q4 2022	Kestra Private Wealth Services, LLC	BUY	-	8.19K + 19.05%	$414K - $492K	51.2K $3.56M
Jan 25, 2023 Q4 2022	Hoxton Planning & Management, LLC Shepherdstown, WV	BUY	-	8.03K New	$406K - $482K	8.03K $559K
Feb 13, 2023 Q4 2022	Brown Advisory Inc	BUY	-	8.01K New	$405K - $481K	8.01K $557K
Feb 14, 2023 Q4 2022	Waterford Advisors, LLC Orchard Park, NY	BUY	-	7.65K New	$387K - $459K	7.65K $532K
Jan 02, 2024 Q4 2022	Lji Wealth Management, LLC Indianapolis, IN	BUY	-	7.48K New	$378K - $449K	7.48K $521K
Feb 06, 2023 Q4 2022	Pinnacle Wealth Management Advisory Group, LLC	BUY	-	7.34K + 59.72%	$371K - $441K	19.6K $1.37M
Jan 11, 2023 Q4 2022	Verity Wealth Advisors	BUY	-	7.29K New	$369K - $438K	7.29K $508K
Jan 10, 2023 Q4 2022	Fc Advisory LLC	BUY	-	7.28K + 8.37%	$368K - $437K	94.3K $6.56M
Feb 09, 2023 Q4 2022	Valeo Financial Advisors, LLC	BUY	-	7.03K New	$355K - $422K	7.03K $489K
Feb 10, 2023 Q4 2022	Forum Private Client Group LLC	BUY	-	6.97K + 7.26%	$352K - $418K	103K $7.17M
Jan 09, 2023 Q4 2022	Garrett Investment Advisors LLC	BUY	-	6.88K + 27.01%	$348K - $413K	32.4K $2.25M
Jan 24, 2023 Q4 2022	Pallas Capital Advisors LLC Braintree, MA	BUY	-	6.7K New	$339K - $402K	6.7K $466K
Feb 16, 2023 Q4 2022	Alpha Financial Partners, LLC Lexington, KY	BUY	-	6.55K New	$331K - $393K	6.55K $456K
Feb 07, 2023 Q4 2022	Main Street Financial Solutions, LLC	BUY	-	6.44K New	$326K - $386K	6.44K $448K
Feb 02, 2023 Q4 2022	Lodestar Private Asset Management LLC Alamo, CA	BUY	-	6.4K New	$323K - $384K	6.4K $445K
Feb 02, 2023 Q4 2022	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	6.1K + 33.65%	$308K - $366K	24.2K $1.69M
Feb 09, 2023 Q4 2022	True Capital Management San Francisco, CA	BUY	-	6.02K New	$304K - $361K	6.02K $419K
Jan 19, 2023 Q4 2022	Procyon Advisors, LLC	BUY	-	5.97K + 29.06%	$302K - $359K	26.5K $1.85M
Mar 23, 2023 Q4 2022	Prostatis Group LLC Hanover, MD	BUY	-	5.96K + 15.1%	$301K - $358K	45.4K $3.16M
Feb 14, 2023 Q4 2022	Williams Jones Wealth Management, Llc. New York, NY	BUY	-	5.9K New	$298K - $354K	5.9K $410K
Feb 23, 2023 Q4 2022	Wc Walker & Associates, Inc.	BUY	-	5.85K + 22.02%	$296K - $351K	32.4K $2.26M
Feb 02, 2023 Q4 2022	Columbus Macro, LLC	BUY	-	5.77K New	$292K - $346K	5.77K $402K
Jan 12, 2023 Q4 2022	Sharper & Granite LLC El Segundo, CA	BUY	-	5.69K New	$288K - $342K	5.69K $396K
Jan 09, 2023 Q4 2022	Wedmont Private Capital	BUY	-	5.63K New	$285K - $338K	5.63K $392K
Jan 25, 2023 Q4 2022	Tarbox Family Office, Inc.	BUY	-	5.27K + 62.13%	$266K - $316K	13.7K $957K
Jun 13, 2023 Q4 2022	Windsor Advisory Group, LLC Columbus, OH	BUY	-	5.24K New	$265K - $315K	5.24K $365K
Feb 02, 2023 Q4 2022	Breakwater Capital Group Paramus, NJ	BUY	-	5.23K New	$264K - $314K	5.23K $364K
Feb 01, 2023 Q4 2022	Private Ocean, LLC	BUY	-	5.13K New	$259K - $308K	5.13K $357K
Feb 08, 2023 Q4 2022	Prime Capital Investment Advisors, LLC Overland Park, KS	BUY	-	5.12K + 1.0%	$259K - $308K	518K $36M
Jan 24, 2023 Q4 2022	Koshinski Asset Management, Inc.	BUY	-	4.82K New	$244K - $289K	4.82K $336K
Feb 13, 2023 Q4 2022	Integrated Wealth Concepts LLC	BUY	-	4.8K + 11.72%	$243K - $288K	45.8K $3.18M
Feb 07, 2023 Q4 2022	Ma Private Wealth	BUY	-	4.8K + 10.43%	$243K - $288K	50.8K $3.54M
Feb 14, 2023 Q4 2022	Patrick Mauro Investment Advisor, Inc. Oak Brook, IL	BUY	-	4.69K + 3.9%	$237K - $281K	125K $8.68M
Feb 14, 2023 Q4 2022	Alpine Global Management, LLC New York, NY	BUY	-	4.66K New	$236K - $280K	4.66K $325K
Feb 02, 2023 Q4 2022	Davidson Investment Advisors	BUY	-	4.61K + 84.31%	$233K - $276K	10.1K $701K
Feb 09, 2023 Q4 2022	Argonautica Private Wealth Management, Inc Wellesley, MA	BUY	-	4.45K New	$225K - $267K	4.45K $310K
Feb 06, 2023 Q4 2022	Wescott Financial Advisory Group, LLC	BUY	-	4.37K + 8.52%	$221K - $262K	55.7K $3.88M
Mar 22, 2024 Q4 2022	Waypoint Wealth Counsel Atlanta, GA	BUY	-	4.36K New	$220K - $262K	4.36K $303K
Feb 03, 2023 Q4 2022	Parallel Advisors, LLC	BUY	-	4.35K + 54.14%	$220K - $261K	12.4K $861K
Feb 03, 2023 Q4 2022	Ieq Capital, LLC	BUY	-	4.3K New	$218K - $258K	4.3K $300K
Jan 31, 2023 Q4 2022	Fifth Third Securities, Inc.	BUY	-	4.26K + 75.54%	$215K - $256K	9.9K $689K
Jan 24, 2023 Q4 2022	Rtd Financial Advisors, Inc.	BUY	-	4.25K New	$215K - $255K	4.25K $296K

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Account

Purchases and Sales Made in Q4 2022 in Ishares Tr (IXUS)

9.17K

9.14K

9.05K

8.77K

8.68K

8.59K

8.49K

8.25K

8.19K

8.03K

8.01K

7.65K

7.48K

7.34K

7.29K

7.28K

7.03K

6.97K

6.88K

6.7K

6.55K

6.44K

6.4K

6.1K

6.02K

5.97K

5.96K

5.9K

5.85K

5.77K

5.69K

5.63K

5.27K

5.24K

5.23K

5.13K

5.12K

4.82K

4.8K

4.8K

4.69K

4.66K

4.61K

4.45K

4.37K

4.36K

4.35K

4.3K

4.26K

4.25K

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