Purchases and Sales Made in Q4 2023 in Ishares Tr (FXI)
This table provides information about the institutional ownership of Ishares Tr (FXI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
800New |
$18.3K - $21.8K
|
800
$24.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
721+ 0.2% |
$16.5K - $19.6K
|
356K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700+ 1400.0% |
$16K - $19K
|
750
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
621+ 3.48% |
$14.2K - $16.9K
|
18.5K
$562K
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
570New |
$13.1K - $15.5K
|
570
$17.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
326+ 1.65% |
$7.47K - $8.87K
|
20.1K
$613K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
300New |
$6.87K - $8.16K
|
300
$9.13K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
300New |
$6.87K - $8.16K
|
300
$9.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
285New |
$6.53K - $7.75K
|
285
$8.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
265New |
$6.07K - $7.21K
|
265
$8.06K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
259New |
$5.93K - $7.05K
|
259
$7.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
216+ 5.4% |
$4.95K - $5.88K
|
4.22K
$128K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
176+ 11.5% |
$4.03K - $4.79K
|
1.71K
$51.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
143+ 3.98% |
$3.28K - $3.89K
|
3.73K
$114K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
130New |
$2.98K - $3.54K
|
130
$3.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
63+ 1.99% |
$1.44K - $1.71K
|
3.22K
$98K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15+ 2.6% |
$344 - $408
|
593
$18K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 2.87% |
$160 - $190
|
251
$7.64K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 2.86% |
$137 - $163
|
216
$6.57K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
6+ 0.04% |
$137 - $163
|
15.7K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$137 - $163
|
6
$183
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 2.33% |
$137 - $163
|
263
$8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 2.36% |
$68.7 - $81.6
|
130
$3.95K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3+ 2.83% |
$68.7 - $81.6
|
109
$3.32K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.38% |
$22.9 - $27.2
|
43
$1.31K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$22.9 - $27.2
|
1
$30.4
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 45.45% |
$115 - $136
|
6
$183
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 0.4% |
$504 - $599
|
5.54K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-50- 22.62% |
$1.15K - $1.36K
|
171
$5.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-80- 50.0% |
$1.83K - $2.18K
|
80
$2.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-90- 0.15% |
$2.06K - $2.45K
|
60.4K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-92- 24.15% |
$2.11K - $2.5K
|
289
$8.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 16.95% |
$2.29K - $2.72K
|
490
$14.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-105- 21.56% |
$2.41K - $2.86K
|
382
$11.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-108- 5.78% |
$2.47K - $2.94K
|
1.76K
$53.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 20.44% |
$3.18K - $3.78K
|
541
$16.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 25.0% |
$4.58K - $5.44K
|
600
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-200- 7.37% |
$4.58K - $5.44K
|
2.52K
$76.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-203- 2.09% |
$4.65K - $5.52K
|
9.51K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-266- 3.06% |
$6.09K - $7.24K
|
8.44K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-300- 2.34% |
$6.87K - $8.16K
|
12.5K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-356- 2.19% |
$8.16K - $9.69K
|
15.9K
$483K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-459- 0.82% |
$10.5K - $12.5K
|
55.4K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-464- 45.31% |
$10.6K - $12.6K
|
560
$17K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-616- 6.2% |
$14.1K - $16.8K
|
9.33K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-718- 68.06% |
$16.4K - $19.5K
|
337
$10.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.47K- 8.81% |
$33.7K - $40K
|
15.2K
$463K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.7K- 3.94% |
$38.9K - $46.3K
|
41.4K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.35K- 19.94% |
$53.8K - $63.9K
|
9.43K
$287K
|