Purchases and Sales Made in Q2 2023 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) 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 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.87M+ 4.06% |
$601M - $630M
|
253M
$17.3B
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.83MNew |
$172M - $181M
|
2.83M
$194M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.23M+ 101.37% |
$74.8M - $78.4M
|
2.44M
$167M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.19M+ 6181.81% |
$72.6M - $76.1M
|
1.21M
$82.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.09M+ 4.43% |
$66.2M - $69.4M
|
25.6M
$1.75B
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
817K+ 9.25% |
$49.7M - $52.1M
|
9.65M
$659M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
788K+ 4.44% |
$48M - $50.3M
|
18.5M
$1.27B
|
|
|
Aug 09, 2023
Q2 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
747K+ 16.01% |
$45.5M - $47.7M
|
5.41M
$370M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
539K+ 110.84% |
$32.8M - $34.4M
|
1.03M
$70.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
459K+ 9.83% |
$28M - $29.3M
|
5.13M
$351M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
387KNew |
$23.6M - $24.7M
|
387K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
353K+ 5.96% |
$21.5M - $22.5M
|
6.27M
$428M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
313K+ 9.88% |
$19.1M - $20M
|
3.48M
$238M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
292K+ 55.64% |
$17.8M - $18.6M
|
817K
$55.8M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
284K+ 44.67% |
$17.3M - $18.1M
|
921K
$62.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
268K+ 48.2% |
$16.3M - $17.1M
|
823K
$56.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
259K+ 46.33% |
$15.8M - $16.6M
|
819K
$56M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
250K+ 4.86% |
$15.2M - $16M
|
5.4M
$369M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
226K+ 11.2% |
$13.8M - $14.4M
|
2.24M
$153M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
219K+ 169.03% |
$13.3M - $14M
|
349K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
193KNew |
$11.8M - $12.3M
|
193K
$13.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
183K+ 4.49% |
$11.1M - $11.7M
|
4.26M
$291M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
183K+ 2504.8% |
$11.1M - $11.7M
|
190K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
155K+ 145.61% |
$9.42M - $9.88M
|
261K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
142K+ 4.93% |
$8.64M - $9.05M
|
3.02M
$206M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
135K+ 2.29% |
$8.19M - $8.59M
|
6.01M
$410M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
131K+ 1630.95% |
$7.99M - $8.38M
|
139K
$9.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
129K+ 153.93% |
$7.88M - $8.26M
|
213K
$14.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115K+ 461.56% |
$7.01M - $7.34M
|
140K
$9.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 11.26% |
$6.5M - $6.82M
|
1.06M
$72.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
106K+ 35.83% |
$6.45M - $6.76M
|
402K
$27.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
89.9K+ 1199.75% |
$5.47M - $5.74M
|
97.4K
$6.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
78KNew |
$4.75M - $4.98M
|
78K
$5.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
75.5K+ 20.36% |
$4.6M - $4.82M
|
446K
$30.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74.6K+ 25.22% |
$4.54M - $4.76M
|
370K
$25.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
74.2K+ 125.81% |
$4.52M - $4.73M
|
133K
$9.1M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
74.2K+ 125.81% |
$4.52M - $4.73M
|
133K
$9.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
73.6KNew |
$4.48M - $4.7M
|
73.6K
$5.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
66.2K+ 1407.69% |
$4.03M - $4.23M
|
71K
$4.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66.2K+ 94.87% |
$4.03M - $4.23M
|
136K
$9.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.5K+ 3.19% |
$3.93M - $4.12M
|
2.09M
$143M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
62.6KNew |
$3.81M - $3.99M
|
62.6K
$4.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
60.8KNew |
$3.7M - $3.88M
|
60.8K
$4.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50.3K+ 157.9% |
$3.06M - $3.21M
|
82.2K
$5.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
48.8K+ 8.15% |
$2.97M - $3.11M
|
648K
$44.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.9K+ 3.82% |
$2.91M - $3.06M
|
1.3M
$88.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.4K+ 13.64% |
$2.88M - $3.02M
|
395K
$27M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
46.7KNew |
$2.84M - $2.98M
|
46.7K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
41.9KNew |
$2.55M - $2.67M
|
41.9K
$2.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
40.2KNew |
$2.45M - $2.56M
|
40.2K
$2.75M
|