Purchases and Sales Made in Q1 2023 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.67MNew |
$447M - $487M
|
7.67M
$524M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.64M+ 42742.62% |
$154M - $168M
|
2.65M
$181M
|
|
|
May 15, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
2.16M+ 86.23% |
$126M - $137M
|
4.67M
$319M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
617K+ 1726.21% |
$36M - $39.2M
|
653K
$44.6M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
599KNew |
$34.9M - $38.1M
|
599K
$40.9M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
551K+ 13.37% |
$32.1M - $35M
|
4.67M
$319M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
488K+ 2.03% |
$28.5M - $31M
|
24.5M
$1.68B
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
469K+ 10.02% |
$27.4M - $29.8M
|
5.15M
$352M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
467K+ 5.1% |
$27.3M - $29.7M
|
9.64M
$658M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
429KNew |
$25M - $27.3M
|
429K
$29.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
396K+ 249.08% |
$23.1M - $25.2M
|
555K
$38M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
343K+ 1343.53% |
$20M - $21.8M
|
369K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
279K+ 10.73% |
$16.3M - $17.7M
|
2.88M
$197M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
228KNew |
$13.3M - $14.5M
|
228K
$15.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
209K+ 40.98% |
$12.2M - $13.3M
|
718K
$49.1M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
196K+ 44.55% |
$11.4M - $12.5M
|
637K
$43.5M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
168K+ 14.98% |
$9.77M - $10.7M
|
1.29M
$87.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
157K+ 5.22% |
$9.16M - $9.99M
|
3.17M
$217M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
146KNew |
$8.49M - $9.26M
|
146K
$9.96M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
127K+ 5272.57% |
$7.42M - $8.09M
|
130K
$8.86M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
126KNew |
$7.34M - $8M
|
126K
$8.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
123K+ 3.12% |
$7.19M - $7.84M
|
4.08M
$279M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 9.35% |
$6.47M - $7.05M
|
1.3M
$88.6M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
109KNew |
$6.33M - $6.91M
|
109K
$7.42M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
97.5K+ 29.77% |
$5.68M - $6.19M
|
425K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.7K+ 1.64% |
$5.58M - $6.08M
|
5.91M
$404M
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
91.2K+ 3.29% |
$5.32M - $5.8M
|
2.86M
$196M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
88.4K+ 1.53% |
$5.15M - $5.62M
|
5.87M
$401M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
87.4K+ 4625.46% |
$5.09M - $5.55M
|
89.3K
$6.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
81.5K+ 35.65% |
$4.75M - $5.18M
|
310K
$21.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.9K+ 8.83% |
$4.49M - $4.89M
|
949K
$64.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
73.3K+ 888.66% |
$4.27M - $4.66M
|
81.5K
$5.57M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
69.5K+ 736.62% |
$4.05M - $4.42M
|
78.9K
$5.39M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
66.5KNew |
$3.88M - $4.23M
|
66.5K
$4.55M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
66K+ 14.38% |
$3.85M - $4.2M
|
525K
$35.9M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.2K+ 3.01% |
$3.45M - $3.76M
|
2.02M
$138M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
54.1K+ 57.21% |
$3.15M - $3.44M
|
149K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.8K+ 4.4% |
$3.08M - $3.36M
|
1.25M
$85.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
40.8KNew |
$2.38M - $2.59M
|
40.8K
$2.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
40.5K+ 281.27% |
$2.36M - $2.58M
|
54.9K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39.7KNew |
$2.31M - $2.52M
|
39.7K
$2.71M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
37.6K+ 2.66% |
$2.19M - $2.39M
|
1.45M
$99.1M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
36.8K+ 70.59% |
$2.15M - $2.34M
|
88.9K
$6.08M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.6K+ 32.2% |
$2.07M - $2.26M
|
146K
$9.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
34.8K+ 27.81% |
$2.03M - $2.21M
|
160K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
33.3K+ 2.14% |
$1.94M - $2.11M
|
1.59M
$108M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.6K+ 23.33% |
$1.9M - $2.08M
|
173K
$11.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.6K+ 96.99% |
$1.9M - $2.07M
|
66.2K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
32.3K+ 99.98% |
$1.89M - $2.06M
|
64.7K
$4.42M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.5K+ 14.38% |
$1.84M - $2M
|
251K
$17.1M
|