Purchases and Sales Made in Q2 2023 in Ishares Tr (FXI)
This table provides information about the institutional ownership of Ishares Tr (FXI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
300New |
$7.79K - $8.85K
|
300
$10.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
253+ 1.01% |
$6.57K - $7.46K
|
25.4K
$901K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
224+ 2.37% |
$5.82K - $6.61K
|
9.67K
$343K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
201New |
$5.22K - $5.93K
|
201
$7.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
183+ 1.28% |
$4.75K - $5.4K
|
14.5K
$515K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100+ 100.0% |
$2.6K - $2.95K
|
200
$7.1K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100+ 100.0% |
$2.6K - $2.95K
|
200
$7.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84+ 0.15% |
$2.18K - $2.48K
|
56.7K
$2.02M
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
81+ 0.14% |
$2.1K - $2.39K
|
56.5K
$2.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.3K - $1.47K
|
50
$1.78K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 1.12% |
$883 - $1K
|
3.08K
$109K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.34% |
$545 - $619
|
6.2K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8New |
$208 - $236
|
8
$284
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.52% |
$77.9 - $88.5
|
578
$20.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.78% |
$51.9 - $59
|
257
$9.13K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.78% |
$51.9 - $59
|
260
$9.24K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 2.13% |
$26 - $29.5
|
48
$1.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.34% |
$26 - $29.5
|
294
$10.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.01% |
$26 - $29.5
|
9.84K
$349K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$26 - $29.5
|
4.26K
$151K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 10.0% |
$77.9 - $88.5
|
27
$959
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.36% |
$390 - $442
|
4.15K
$147K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-170- 0.36% |
$4.41K - $5.01K
|
47.5K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-182- 1.72% |
$4.73K - $5.37K
|
10.4K
$370K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-324- 7.56% |
$8.41K - $9.55K
|
3.96K
$141K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-426- 23.68% |
$11.1K - $12.6K
|
1.37K
$48.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-426- 77.88% |
$11.1K - $12.6K
|
121
$4.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-443- 43.65% |
$11.5K - $13.1K
|
572
$20.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-450- 4.04% |
$11.7K - $13.3K
|
10.7K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-485- 9.11% |
$12.6K - $14.3K
|
4.84K
$172K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-503- 97.67% |
$13.1K - $14.8K
|
12
$426
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-518- 0.79% |
$13.5K - $15.3K
|
65.4K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-559- 5.65% |
$14.5K - $16.5K
|
9.33K
$331K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-790- 4.84% |
$20.5K - $23.3K
|
15.5K
$551K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-905- 0.65% |
$23.5K - $26.7K
|
139K
$4.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-978- 2.34% |
$25.4K - $28.8K
|
40.8K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-985- 24.63% |
$25.6K - $29K
|
3.02K
$107K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.06K- 5.96% |
$27.4K - $31.1K
|
16.7K
$592K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.13K- 79.04% |
$29.4K - $33.4K
|
300
$10.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.41K- 4.76% |
$36.6K - $41.6K
|
28.2K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.98K- 16.13% |
$51.5K - $58.5K
|
10.3K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2K- 7.53% |
$51.9K - $58.9K
|
24.5K
$872K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.03K- 16.88% |
$52.8K - $60K
|
10K
$356K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.7K- 11.1% |
$70.1K - $79.6K
|
21.6K
$768K
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.65K- 12.93% |
$94.8K - $108K
|
24.6K
$873K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.7K- 8.17% |
$96.1K - $109K
|
41.6K
$1.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.06K- 6.12% |
$106K - $120K
|
62.3K
$2.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.29K- 29.95% |
$111K - $126K
|
10K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.85K- 89.79% |
$126K - $143K
|
551
$19.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5K- 26.88% |
$130K - $147K
|
13.6K
$483K
|