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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
88New |
$6.04K - $6.53K
|
88
$6.02K
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
79+ 1.87% |
$5.42K - $5.86K
|
4.31K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
78+ 1.76% |
$5.35K - $5.78K
|
4.5K
$308K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
67+ 0.09% |
$4.6K - $4.97K
|
71.5K
$4.89M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
67+ 0.26% |
$4.6K - $4.97K
|
26.1K
$1.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
65+ 1.84% |
$4.46K - $4.82K
|
3.6K
$246K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
54+ 0.92% |
$3.71K - $4K
|
5.92K
$405K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
53+ 1.84% |
$3.64K - $3.93K
|
2.93K
$201K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 3.83% |
$3.64K - $3.93K
|
1.44K
$98.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
53+ 1.87% |
$3.64K - $3.93K
|
2.88K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50+ 1.1% |
$3.43K - $3.71K
|
4.6K
$315K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
43New |
$2.95K - $3.19K
|
43
$2.94K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
43New |
$2.95K - $3.19K
|
43
$2.94K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
43New |
$2.95K - $3.19K
|
43
$2.94K
|
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
41+ 1.14% |
$2.81K - $3.04K
|
3.65K
$250K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
40+ 0.36% |
$2.75K - $2.97K
|
11.3K
$772K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
33+ 0.09% |
$2.27K - $2.45K
|
37.5K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 0.12% |
$2.13K - $2.3K
|
25.5K
$1.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
30+ 0.62% |
$2.06K - $2.22K
|
4.85K
$332K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
25+ 1.84% |
$1.72K - $1.85K
|
1.38K
$94.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 15.63% |
$1.37K - $1.48K
|
148
$10.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
16+ 0.53% |
$1.1K - $1.19K
|
3.03K
$207K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
15+ 0.29% |
$1.03K - $1.11K
|
5.13K
$351K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
15+ 0.26% |
$1.03K - $1.11K
|
5.73K
$392K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
15+ 0.41% |
$1.03K - $1.11K
|
3.67K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
13+ 0.43% |
$892 - $964
|
3.04K
$208K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 1.83% |
$824 - $890
|
667
$45.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
11+ 1.03% |
$755 - $816
|
1.08K
$74.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10+ 0.32% |
$686 - $742
|
3.17K
$217K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 0.17% |
$618 - $667
|
5.25K
$359K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
8+ 0.13% |
$549 - $593
|
6.08K
$416K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$549 - $593
|
9.04K
$618K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.16% |
$480 - $519
|
4.39K
$300K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5+ 0.01% |
$343 - $371
|
57.3K
$3.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
4+ 0.04% |
$275 - $297
|
8.95K
$612K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.93% |
$275 - $297
|
433
$29.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
2+ 0.03% |
$137 - $148
|
7.88K
$539K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$137 - $148
|
4.36K
$298K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.8% |
$137 - $148
|
113
$7.73K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 2.63% |
$137 - $148
|
78
$5.34K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1New |
$68.6 - $74.2
|
1
$68.4
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 3.57% |
$68.6 - $74.2
|
29
$1.98K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 5.88% |
$68.6 - $74.2
|
18
$1.23K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.02% |
$68.6 - $74.2
|
6.41K
$438K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 6.25% |
$68.6 - $74.2
|
17
$1.16K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.37% |
$68.6 - $74.2
|
74
$5.06K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$68.6 - $74.2
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3- 0.09% |
$206 - $222
|
3.33K
$227K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 0.47% |
$686 - $742
|
2.1K
$144K
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
SELL
|
- |
-11- 0.13% |
$755 - $816
|
8.32K
$569K
|