Purchases and Sales Made in Q4 2021 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q4 2021. 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, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.47K+ 0.97% |
$238K - $258K
|
363K
$24.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
3.42KNew |
$235K - $254K
|
3.42K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 413.76% |
$231K - $250K
|
4.18K
$286K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.25K+ 12.03% |
$223K - $241K
|
30.3K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.23KNew |
$221K - $239K
|
3.23K
$221K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.17K+ 4.39% |
$218K - $235K
|
75.5K
$5.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
3.03K+ 2.23% |
$208K - $225K
|
139K
$9.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
2.99KNew |
$205K - $222K
|
2.99K
$205K
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.97K+ 1.02% |
$204K - $220K
|
293K
$20M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.95KNew |
$203K - $219K
|
2.95K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.89KNew |
$198K - $214K
|
2.89K
$198K
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.89K+ 10.04% |
$198K - $214K
|
31.7K
$2.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
2.88KNew |
$198K - $214K
|
2.88K
$197K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.88KNew |
$198K - $213K
|
2.88K
$197K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.86K+ 0.42% |
$196K - $212K
|
690K
$47.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65K+ 6.58% |
$182K - $197K
|
42.9K
$2.94M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.64K+ 13.54% |
$181K - $195K
|
22.1K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.6K+ 67.56% |
$178K - $193K
|
6.45K
$441K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.59K+ 14.79% |
$178K - $192K
|
20.1K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
2.59K+ 14.79% |
$178K - $192K
|
20.1K
$1.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 1.59% |
$176K - $190K
|
164K
$11.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.52K+ 4.61% |
$173K - $187K
|
57.2K
$3.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
2.46K+ 15.39% |
$169K - $182K
|
18.4K
$1.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2.45KNew |
$168K - $182K
|
2.45K
$168K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.28K+ 43.96% |
$156K - $169K
|
7.46K
$510K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.26K+ 15.16% |
$155K - $167K
|
17.1K
$1.17M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.19K+ 0.63% |
$150K - $162K
|
349K
$23.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
2.13K+ 2.6% |
$146K - $158K
|
84.2K
$5.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.94K+ 31.35% |
$133K - $144K
|
8.14K
$557K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.92K+ 3.48% |
$132K - $143K
|
57.2K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.84K+ 17.71% |
$126K - $136K
|
12.2K
$835K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.78K+ 1.64% |
$122K - $132K
|
111K
$7.57M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.7KNew |
$116K - $126K
|
1.7K
$116K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.65K+ 3.19% |
$113K - $122K
|
53.4K
$3.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 9.67% |
$111K - $119K
|
18.3K
$1.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.59K+ 2.48% |
$109K - $118K
|
65.8K
$4.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.57K+ 4.98% |
$108K - $117K
|
33.1K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.57K+ 10.46% |
$108K - $116K
|
16.6K
$1.13M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.55KNew |
$106K - $115K
|
1.55K
$106K
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
1.53K+ 1.65% |
$105K - $114K
|
94.2K
$6.45M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.49K+ 47.69% |
$102K - $110K
|
4.61K
$315K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.45K+ 24.0% |
$99.3K - $107K
|
7.48K
$511K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.45K+ 13.11% |
$99.3K - $107K
|
12.5K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.43K+ 3.93% |
$98.1K - $106K
|
37.8K
$2.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.38KNew |
$94.7K - $102K
|
1.38K
$94.4K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 15.0% |
$92.3K - $99.7K
|
10.3K
$705K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
1.34K+ 29.86% |
$91.9K - $99.3K
|
5.82K
$398K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.34K+ 0.98% |
$91.8K - $99.2K
|
138K
$9.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.33K+ 10.8% |
$91.2K - $98.5K
|
13.6K
$932K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.3K+ 0.07% |
$89.2K - $96.3K
|
1.83M
$125M
|