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 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.6K+ 1.79% |
$80.8K - $96K
|
91K
$6.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.56K+ 38.2% |
$78.8K - $93.5K
|
5.64K
$388K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.55K+ 4.4% |
$78.6K - $93.3K
|
36.9K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.51KNew |
$76.4K - $90.7K
|
1.51K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.45K+ 37.09% |
$73.1K - $86.8K
|
5.35K
$368K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.38K+ 24.89% |
$70K - $83.1K
|
6.95K
$479K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.37K+ 15.64% |
$69.1K - $82.1K
|
10.1K
$697K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.94% |
$58.8K - $69.8K
|
40.8K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.11KNew |
$56.2K - $66.8K
|
1.11K
$76.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.09K+ 1.08% |
$55K - $65.3K
|
102K
$7.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
966+ 0.08% |
$48.8K - $58K
|
1.2M
$82.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
955+ 65.5% |
$48.3K - $57.3K
|
2.41K
$166K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
929New |
$47K - $55.8K
|
929
$64K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
920+ 3.29% |
$46.5K - $55.2K
|
28.9K
$1.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
882+ 0.89% |
$44.6K - $52.9K
|
100K
$6.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
841New |
$42.5K - $50.5K
|
841
$58K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
831+ 0.58% |
$42K - $49.9K
|
145K
$10M
|
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
812+ 18.09% |
$41.1K - $48.7K
|
5.3K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
798+ 8.41% |
$40.3K - $47.9K
|
10.3K
$709K
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
780+ 3.53% |
$39.4K - $46.8K
|
22.9K
$1.58M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
767New |
$38.8K - $46K
|
767
$52.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
765+ 0.99% |
$38.7K - $45.9K
|
77.9K
$5.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
760New |
$38.4K - $45.6K
|
760
$52.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
718+ 0.12% |
$36.3K - $43.1K
|
596K
$41.1M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
688+ 5.17% |
$34.8K - $41.3K
|
14K
$964K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
649New |
$32.8K - $39K
|
649
$44.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
599+ 11.61% |
$30.3K - $36K
|
5.76K
$397K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
592+ 2.88% |
$29.9K - $35.5K
|
21.1K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
590+ 7.43% |
$29.8K - $35.4K
|
8.53K
$588K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
584+ 8.46% |
$29.5K - $35.1K
|
7.49K
$516K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
563+ 1.28% |
$28.5K - $33.8K
|
44.7K
$3.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
560+ 68.8% |
$28.3K - $33.6K
|
1.37K
$94.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
550+ 9.14% |
$27.8K - $33K
|
6.57K
$453K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
550+ 4.5% |
$27.8K - $33K
|
12.8K
$880K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
549+ 3.41% |
$27.8K - $33K
|
16.6K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
541+ 3.98% |
$27.4K - $32.5K
|
14.1K
$974K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
503+ 6.6% |
$25.4K - $30.2K
|
8.12K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
500+ 1.61% |
$25.3K - $30K
|
31.6K
$2.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
416+ 1.8% |
$21K - $25K
|
23.5K
$1.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
411+ 4.45% |
$20.8K - $24.7K
|
9.66K
$665K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
408New |
$20.6K - $24.5K
|
408
$28.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
397+ 5.46% |
$20.1K - $23.8K
|
7.67K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
375+ 33.27% |
$19K - $22.5K
|
1.5K
$104K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
362New |
$18.3K - $21.7K
|
362
$24.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
311+ 1.01% |
$15.7K - $18.7K
|
31K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
291+ 3.74% |
$14.7K - $17.5K
|
8.06K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
272+ 1.05% |
$13.8K - $16.3K
|
26.2K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
250+ 9.29% |
$12.6K - $15K
|
2.94K
$203K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
240New |
$12.1K - $14.4K
|
240
$16.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
237+ 0.72% |
$12K - $14.2K
|
33K
$2.27M
|