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
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$303 - $360
|
6
$418
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6+ 0.88% |
$303 - $360
|
685
$47.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.04% |
$202 - $240
|
9.43K
$656K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.03% |
$202 - $240
|
15.5K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.97% |
$152 - $180
|
313
$21.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$152 - $180
|
9.49K
$661K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.01% |
$101 - $120
|
14.8K
$1.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$50.6 - $60
|
11.4K
$794K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.93% |
$50.6 - $60
|
108
$7.52K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.28% |
$50.6 - $60
|
79
$5.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 4.55% |
$50.6 - $60
|
23
$1.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.44% |
$152 - $180
|
675
$47K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 2.56% |
$455 - $540
|
343
$23.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-13- 2.67% |
$657 - $780
|
474
$33K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19- 0.08% |
$961 - $1.14K
|
24.9K
$1.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 16.67% |
$1.01K - $1.2K
|
100
$6.96K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-28- 1.23% |
$1.42K - $1.68K
|
2.24K
$156K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-28- 21.21% |
$1.42K - $1.68K
|
104
$7.24K
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
SELL
|
- |
-32- 0.83% |
$1.62K - $1.92K
|
3.84K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-33- 5.51% |
$1.67K - $1.98K
|
566
$39.4K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-35- 0.14% |
$1.77K - $2.1K
|
24.8K
$1.73M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-36- 0.81% |
$1.82K - $2.16K
|
4.4K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-38- 0.09% |
$1.92K - $2.28K
|
41.5K
$2.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-47- 0.74% |
$2.38K - $2.82K
|
6.32K
$440K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-70- 0.39% |
$3.54K - $4.2K
|
17.8K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-78- 1.02% |
$3.94K - $4.68K
|
7.57K
$527K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-78- 0.64% |
$3.94K - $4.68K
|
12.2K
$848K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-96- 1.91% |
$4.85K - $5.76K
|
4.93K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-113- 1.26% |
$5.71K - $6.78K
|
8.84K
$615K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-125- 3.38% |
$6.32K - $7.5K
|
3.58K
$249K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-145- 0.57% |
$7.33K - $8.7K
|
25.3K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-172- 16.17% |
$8.7K - $10.3K
|
892
$62.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-177- 2.91% |
$8.95K - $10.6K
|
5.9K
$410K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-200- 1.45% |
$10.1K - $12K
|
13.6K
$946K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-216- 5.71% |
$10.9K - $13K
|
3.57K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-242- 1.39% |
$12.2K - $14.5K
|
17.2K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-246- 6.01% |
$12.4K - $14.8K
|
3.85K
$268K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-282- 78.12% |
$14.3K - $16.9K
|
79
$5.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-285- 1.22% |
$14.4K - $17.1K
|
23K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-298- 6.44% |
$15.1K - $17.9K
|
4.33K
$301K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-304- 1.09% |
$15.4K - $18.2K
|
27.5K
$1.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-310- 3.14% |
$15.7K - $18.6K
|
9.55K
$665K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-342- 0.4% |
$17.3K - $20.5K
|
85.5K
$5.95M
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-357- 3.81% |
$18K - $21.4K
|
9.02K
$628K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-360- 2.51% |
$18.2K - $21.6K
|
14K
$974K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-388- 1.56% |
$19.6K - $23.3K
|
24.5K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-411- 0.83% |
$20.8K - $24.7K
|
49.2K
$3.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-412- 48.64% |
$20.8K - $24.7K
|
435
$30.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-419- 7.26% |
$21.2K - $25.2K
|
5.35K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-450- 1.45% |
$22.8K - $27K
|
30.6K
$2.13M
|