Purchases and Sales Made in Q4 2023 in Ishares Msci All Country Asia (AAXJ)
This table provides information about the institutional ownership of Ishares Msci All Country Asia (AAXJ) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI ALL COUNTRY ASIA .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
822+ 3.08% |
$50.3K - $54.7K
|
27.5K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
796+ 8.82% |
$48.7K - $53K
|
9.82K
$722K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
695+ 12.64% |
$42.5K - $46.3K
|
6.19K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
583+ 0.72% |
$35.7K - $38.8K
|
81.9K
$6.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
406+ 2.07% |
$24.9K - $27K
|
20K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
346+ 1.01% |
$21.2K - $23K
|
34.5K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
299+ 0.43% |
$18.3K - $19.9K
|
70.2K
$5.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
268+ 4.51% |
$16.4K - $17.8K
|
6.21K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
201+ 1.31% |
$12.3K - $13.4K
|
15.5K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
198+ 0.38% |
$12.1K - $13.2K
|
52.7K
$3.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
153+ 1.1% |
$9.37K - $10.2K
|
14.1K
$1.04M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
100+ 1.99% |
$6.12K - $6.66K
|
5.13K
$378K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
100+ 1.99% |
$6.12K - $6.66K
|
5.13K
$378K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
61+ 1.71% |
$3.73K - $4.06K
|
3.62K
$267K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
37+ 0.7% |
$2.27K - $2.46K
|
5.31K
$390K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33New |
$2.02K - $2.2K
|
33
$2.43K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 215.38% |
$1.71K - $1.86K
|
41
$3.02K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
25New |
$1.53K - $1.66K
|
25
$1.84K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$980 - $1.07K
|
16
$1.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3+ 0.01% |
$184 - $200
|
46.5K
$3.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2+ 0.74% |
$122 - $133
|
273
$20.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5- 0.15% |
$306 - $333
|
3.26K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 10.2% |
$306 - $333
|
44
$3.24K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-22- 0.37% |
$1.35K - $1.46K
|
5.88K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-35- 0.11% |
$2.14K - $2.33K
|
31.1K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-45- 9.39% |
$2.75K - $3K
|
434
$31.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-70- 1.35% |
$4.29K - $4.66K
|
5.1K
$375K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-79- 2.31% |
$4.84K - $5.26K
|
3.34K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-84- 6.1% |
$5.14K - $5.59K
|
1.29K
$95K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-93- 16.49% |
$5.69K - $6.19K
|
471
$34.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-125- 2.27% |
$7.65K - $8.32K
|
5.38K
$396K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-167- 0.38% |
$10.2K - $11.1K
|
44.1K
$3.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-172- 2.06% |
$10.5K - $11.5K
|
8.16K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-235- 2.64% |
$14.4K - $15.6K
|
8.66K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-240- 1.49% |
$14.7K - $16K
|
15.9K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-245- 5.2% |
$15K - $16.3K
|
4.47K
$329K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-282- 8.53% |
$17.3K - $18.8K
|
3.03K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-400- 7.07% |
$24.5K - $26.6K
|
5.26K
$387K
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-438- 1.28% |
$26.8K - $29.2K
|
33.8K
$2.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-475- 19.7% |
$29.1K - $31.6K
|
1.94K
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-597- 2.87% |
$36.5K - $39.7K
|
20.2K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-797- 17.52% |
$48.8K - $53.1K
|
3.75K
$276K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-802- 47.97% |
$49.1K - $53.4K
|
870
$64K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-922- 31.93% |
$56.4K - $61.4K
|
1.97K
$145K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 19.6% |
$66.1K - $71.8K
|
4.43K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.16K- 82.62% |
$70.7K - $76.9K
|
243
$17.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.37K- 8.74% |
$83.9K - $91.3K
|
14.3K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 2.25% |
$91.2K - $99.2K
|
64.7K
$4.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.5K- 52.54% |
$91.8K - $99.9K
|
1.36K
$99.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.62K- 9.75% |
$98.9K - $108K
|
15K
$1.1M
|