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 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
72+ 1.5% |
$4.38K - $4.6K
|
4.88K
$333K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
67+ 2.11% |
$4.08K - $4.28K
|
3.24K
$221K
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
66+ 1.56% |
$4.02K - $4.21K
|
4.29K
$293K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
65+ 0.62% |
$3.96K - $4.15K
|
10.6K
$723K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
64New |
$3.9K - $4.09K
|
64
$4.36K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
60+ 3.41% |
$3.65K - $3.83K
|
1.82K
$124K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
59+ 69.41% |
$3.59K - $3.77K
|
144
$9.82K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
57+ 1.55% |
$3.47K - $3.64K
|
3.75K
$255K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
57+ 1.22% |
$3.47K - $3.64K
|
4.73K
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
50+ 0.48% |
$3.04K - $3.19K
|
10.6K
$719K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
48+ 6.86% |
$2.92K - $3.06K
|
748
$51K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
48+ 0.41% |
$2.92K - $3.06K
|
11.8K
$805K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
43+ 0.61% |
$2.62K - $2.74K
|
7.12K
$485K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
42+ 1.23% |
$2.56K - $2.68K
|
3.45K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
40+ 1.25% |
$2.44K - $2.55K
|
3.24K
$221K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
38+ 0.61% |
$2.31K - $2.43K
|
6.26K
$427K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
37+ 0.96% |
$2.25K - $2.36K
|
3.9K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
33+ 0.63% |
$2.01K - $2.11K
|
5.24K
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
27+ 0.07% |
$1.64K - $1.72K
|
39.9K
$2.72M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
22+ 1.55% |
$1.34K - $1.4K
|
1.44K
$98.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 18.0% |
$1.1K - $1.15K
|
118
$8.05K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
17New |
$1.03K - $1.09K
|
17
$1.16K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17+ 0.31% |
$1.03K - $1.09K
|
5.55K
$379K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
14New |
$852 - $894
|
14
$955
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 1.64% |
$731 - $766
|
743
$50.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 0.03% |
$670 - $702
|
40.8K
$2.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 4.13% |
$609 - $638
|
252
$17.2K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8New |
$487 - $511
|
8
$545
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.07% |
$426 - $447
|
9.5K
$648K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.27% |
$365 - $383
|
2.24K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 1.6% |
$304 - $319
|
318
$21.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
5+ 0.06% |
$304 - $319
|
7.8K
$531K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.41% |
$304 - $319
|
1.21K
$82.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 1.65% |
$244 - $255
|
247
$16.8K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
3+ 0.03% |
$183 - $191
|
8.64K
$589K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.91% |
$183 - $191
|
160
$10.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$122 - $128
|
11.4K
$778K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.74% |
$122 - $128
|
117
$7.98K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 1.31% |
$122 - $128
|
155
$10.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.72% |
$60.9 - $63.8
|
140
$9.55K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$60.9 - $63.8
|
7K
$477K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.32% |
$60.9 - $63.8
|
77
$5.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.82% |
$60.9 - $63.8
|
123
$8.39K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.28% |
$60.9 - $63.8
|
79
$5.39K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 12.5% |
$60.9 - $63.8
|
9
$614
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.27% |
$60.9 - $63.8
|
80
$5.45K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1- 0.01% |
$60.9 - $63.8
|
7.52K
$513K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4- 0.04% |
$244 - $255
|
11.2K
$761K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-5- 0.15% |
$304 - $319
|
3.31K
$226K
|