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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-6.42K- 9.36% |
$374K - $408K
|
62.2K
$4.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.45K- 52.09% |
$376K - $410K
|
5.93K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.69K- 25.15% |
$390K - $425K
|
19.9K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.8K- 2.88% |
$397K - $432K
|
230K
$15.7M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-6.81K- 12.52% |
$397K - $433K
|
47.6K
$3.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.07K- 15.9% |
$412K - $449K
|
37.4K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.08K- 6.85% |
$413K - $450K
|
96.3K
$6.58M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.14K- 4.11% |
$416K - $454K
|
167K
$11.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.5K- 7.47% |
$437K - $477K
|
92.9K
$6.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-7.73K- 9.6% |
$451K - $491K
|
72.8K
$4.98M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-8.66K- 6.36% |
$505K - $550K
|
127K
$8.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8.7K- 43.79% |
$507K - $553K
|
11.2K
$763K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.73K- 12.57% |
$509K - $555K
|
60.7K
$4.15M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-8.78K- 9.6% |
$512K - $558K
|
82.6K
$5.65M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.19K- 0.35% |
$536K - $584K
|
2.65M
$181M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.34K- 63.21% |
$545K - $594K
|
5.44K
$372K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10.1K- 3.08% |
$589K - $643K
|
318K
$21.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-10.3K- 1.01% |
$601K - $655K
|
1.01M
$69.3M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10.5K- 1.2% |
$614K - $669K
|
868K
$59.3M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10.8K- 13.75% |
$631K - $688K
|
67.9K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.8K- 2.49% |
$632K - $689K
|
424K
$29M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 4.16% |
$635K - $692K
|
251K
$17.1M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-11.2K- 31.93% |
$654K - $713K
|
23.9K
$1.63M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 96.32% |
$710K - $774K
|
466
$31.8K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-12.3K- 6.68% |
$716K - $781K
|
172K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.4K- 3.45% |
$723K - $788K
|
347K
$23.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-12.5K- 2.11% |
$729K - $795K
|
580K
$39.6M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12.6K- 99.51% |
$736K - $802K
|
62
$4.24K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 9.41% |
$741K - $808K
|
122K
$8.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14.7K- 7.6% |
$860K - $937K
|
179K
$12.2M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15K- 8.7% |
$876K - $955K
|
158K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.4K- 3.04% |
$899K - $980K
|
492K
$33.6M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-15.5K- 22.78% |
$903K - $984K
|
52.5K
$3.59M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.4K- 6.93% |
$954K - $1.04M
|
220K
$15M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-16.8K- 1.33% |
$981K - $1.07M
|
1.25M
$85.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-17.5K- 62.07% |
$1.02M - $1.11M
|
10.7K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.9K- 3.12% |
$1.04M - $1.14M
|
556K
$38M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.1K- 6.05% |
$1.11M - $1.21M
|
296K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.8K- 95.71% |
$1.15M - $1.26M
|
888
$60.7K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-19.9K- 18.48% |
$1.16M - $1.26M
|
87.6K
$5.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-20.3K- 22.97% |
$1.18M - $1.29M
|
67.9K
$4.64M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-21.4K- 28.36% |
$1.25M - $1.36M
|
54K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-21.7K- 2.18% |
$1.26M - $1.38M
|
973K
$66.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 83.11% |
$1.29M - $1.4M
|
4.49K
$306K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-22.4K- 6.67% |
$1.31M - $1.43M
|
314K
$21.4M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-22.7K- 19.46% |
$1.32M - $1.44M
|
93.8K
$6.41M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.9K- 5.0% |
$1.33M - $1.45M
|
435K
$29.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 2.45% |
$1.36M - $1.48M
|
924K
$63.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23.7K- 5.62% |
$1.38M - $1.51M
|
398K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.5K- 0.69% |
$1.55M - $1.69M
|
3.82M
$261M
|