Purchases and Sales Made in Q1 2023 in Ishares Tr (FXI)
This table provides information about the institutional ownership of Ishares Tr (FXI) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.26KNew |
$116K - $142K
|
4.26K
$128K
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
3.6K+ 5.25% |
$98.4K - $120K
|
72.2K
$2.18M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3KNew |
$82K - $99.9K
|
3K
$90.4K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.35K+ 23.6% |
$64.2K - $78.2K
|
12.3K
$371K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.32K+ 31.22% |
$63.4K - $77.2K
|
9.74K
$294K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.22K+ 13.22% |
$60.7K - $73.9K
|
19K
$573K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 3.32% |
$57.9K - $70.5K
|
65.9K
$1.99M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2K+ 0.69% |
$54.7K - $66.6K
|
294K
$8.86M
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
2K+ 40.0% |
$54.7K - $66.6K
|
7K
$211K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.95K+ 0.9% |
$53.2K - $64.8K
|
217K
$6.55M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.88K+ 15.63% |
$51.5K - $62.7K
|
13.9K
$420K
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.71K+ 0.36% |
$46.8K - $57K
|
477K
$14.4M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.49K+ 184.7% |
$40.6K - $49.4K
|
2.29K
$69K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 243.19% |
$40.5K - $49.3K
|
2.09K
$63K
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.25KNew |
$34.2K - $41.7K
|
1.25K
$37.8K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 332.33% |
$30.1K - $36.6K
|
1.43K
$43.1K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.05K+ 9.5% |
$28.6K - $34.8K
|
12K
$363K
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1KNew |
$27.4K - $33.4K
|
1K
$30.2K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
998+ 2.14% |
$27.3K - $33.2K
|
47.7K
$1.44M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
975+ 118.33% |
$26.6K - $32.5K
|
1.8K
$54.2K
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
895+ 3.27% |
$24.5K - $29.8K
|
28.2K
$851K
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
761+ 0.97% |
$20.8K - $25.3K
|
79.3K
$2.39M
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
626New |
$17.1K - $20.8K
|
626
$18.9K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
547New |
$14.9K - $18.2K
|
547
$16.5K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
538+ 244.55% |
$14.7K - $17.9K
|
758
$22.8K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
459+ 8.03% |
$12.5K - $15.3K
|
6.18K
$186K
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
370+ 1.92% |
$10.1K - $12.3K
|
19.7K
$593K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
325New |
$8.88K - $10.8K
|
325
$9.8K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
293New |
$8.01K - $9.75K
|
293
$8.83K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
255New |
$6.97K - $8.49K
|
255
$7.69K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
238+ 3.16% |
$6.5K - $7.92K
|
7.77K
$234K
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
200+ 0.33% |
$5.47K - $6.66K
|
61.2K
$1.84M
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200+ 7.95% |
$5.47K - $6.66K
|
2.72K
$81.8K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
175+ 3500.0% |
$4.78K - $5.83K
|
180
$5.43K
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
117+ 0.49% |
$3.2K - $3.89K
|
24.1K
$728K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 69.44% |
$2.73K - $3.33K
|
244
$7.35K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
80+ 0.72% |
$2.19K - $2.66K
|
11.1K
$336K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
54New |
$1.48K - $1.8K
|
54
$1.63K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$820 - $999
|
30
$904
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20New |
$547 - $666
|
20
$603
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 0.36% |
$410 - $499
|
4.17K
$126K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10New |
$273 - $333
|
10
$301
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 14.63% |
$164 - $200
|
47
$1.42K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.34% |
$54.7 - $66.6
|
599
$18.1K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$27.3 - $33.3
|
1
$30.1
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-12- 2.19% |
$328 - $399
|
536
$16.2K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-30Closed |
$820 - $999
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-77- 2.47% |
$2.1K - $2.56K
|
3.04K
$91.7K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 50.0% |
$2.73K - $3.33K
|
100
$3.01K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 32.26% |
$2.73K - $3.33K
|
210
$6.33K
|