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 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.77K- 16.58% |
$103K - $112K
|
8.89K
$606K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.98K- 27.7% |
$115K - $126K
|
5.17K
$352K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.01K- 1.97% |
$117K - $128K
|
99.9K
$6.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.02K- 28.7% |
$117K - $128K
|
5.01K
$341K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.07K- 12.34% |
$121K - $132K
|
14.7K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.08K- 20.48% |
$121K - $132K
|
8.06K
$549K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-2.1K- 2.22% |
$122K - $133K
|
92.2K
$6.29M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.2K- 31.72% |
$128K - $140K
|
4.74K
$323K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.24K- 3.08% |
$130K - $142K
|
70.4K
$4.8M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.26K- 35.78% |
$132K - $144K
|
4.06K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-2.3K- 10.5% |
$134K - $146K
|
19.6K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-2.37K- 6.75% |
$138K - $151K
|
32.8K
$2.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.38K- 2.62% |
$139K - $151K
|
88.6K
$6.04M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.38K- 27.64% |
$139K - $151K
|
6.24K
$425K
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2.39K- 2.49% |
$139K - $152K
|
93.3K
$6.36M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.43K- 31.73% |
$141K - $154K
|
5.22K
$356K
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-2.43K- 9.41% |
$142K - $154K
|
23.4K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.43K- 4.46% |
$142K - $155K
|
52.1K
$3.55M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.55K- 4.58% |
$149K - $162K
|
53.1K
$3.62M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.56K- 7.34% |
$149K - $163K
|
32.3K
$2.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.73K- 2.74% |
$159K - $173K
|
96.7K
$6.59M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.74K- 51.32% |
$160K - $174K
|
2.6K
$177K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.01K- 21.16% |
$176K - $191K
|
11.2K
$765K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.04K- 46.26% |
$177K - $193K
|
3.53K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.11K- 11.88% |
$181K - $198K
|
23.1K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.17K- 3.7% |
$185K - $202K
|
82.6K
$5.63M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.32K- 5.48% |
$194K - $211K
|
57.3K
$3.91M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.47K- 11.52% |
$202K - $220K
|
26.6K
$1.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.52K- 11.93% |
$205K - $224K
|
26K
$1.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-3.61K- 4.51% |
$211K - $230K
|
76.6K
$5.22M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.66K- 7.84% |
$214K - $233K
|
43.1K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.69K- 0.55% |
$215K - $235K
|
664K
$45.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.8K- 2.72% |
$221K - $241K
|
136K
$9.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.95K- 2.5% |
$230K - $251K
|
154K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.13K- 7.36% |
$240K - $262K
|
51.9K
$3.54M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.21K- 5.16% |
$246K - $268K
|
77.4K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.33K- 14.97% |
$252K - $275K
|
24.6K
$1.67M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4.46K- 1.7% |
$260K - $284K
|
257K
$17.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-4.62K- 6.75% |
$269K - $294K
|
63.8K
$4.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.65K- 0.39% |
$271K - $295K
|
1.2M
$81.6M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.83K- 43.64% |
$281K - $307K
|
6.23K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.97K- 5.49% |
$290K - $316K
|
85.5K
$5.83M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-5.21K- 51.7% |
$303K - $331K
|
4.86K
$331K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.27K- 3.36% |
$307K - $335K
|
152K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.55K- 22.35% |
$324K - $353K
|
19.3K
$1.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5.61K- 26.11% |
$327K - $356K
|
15.9K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.68K- 56.23% |
$331K - $361K
|
4.42K
$302K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.74K- 11.96% |
$335K - $365K
|
42.2K
$2.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.95K- 19.01% |
$347K - $378K
|
25.3K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.05K- 22.95% |
$353K - $385K
|
20.3K
$1.39M
|