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 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.25% |
$365 - $383
|
2.41K
$165K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-9- 0.09% |
$548 - $574
|
10.4K
$712K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-14- 0.04% |
$852 - $894
|
37.8K
$2.58M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-17- 0.07% |
$1.03K - $1.09K
|
25.3K
$1.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-18- 0.44% |
$1.1K - $1.15K
|
4.07K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-22- 0.01% |
$1.34K - $1.4K
|
239K
$16.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-24- 0.12% |
$1.46K - $1.53K
|
19.3K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.74% |
$1.52K - $1.6K
|
3.36K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-27- 0.31% |
$1.64K - $1.72K
|
8.68K
$593K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-38- 1.15% |
$2.31K - $2.43K
|
3.27K
$224K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-44- 0.28% |
$2.68K - $2.81K
|
15.8K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-45- 0.68% |
$2.74K - $2.87K
|
6.57K
$449K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-46- 1.06% |
$2.8K - $2.94K
|
4.31K
$295K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54- 11.59% |
$3.29K - $3.45K
|
412
$28.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54- 11.59% |
$3.29K - $3.45K
|
412
$28.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-69- 0.3% |
$4.2K - $4.4K
|
22.8K
$1.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-72- 0.07% |
$4.38K - $4.6K
|
99.9K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-78- 96.3% |
$4.75K - $4.98K
|
3
$205
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-87- 7.1% |
$5.3K - $5.55K
|
1.14K
$77.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-87- 1.46% |
$5.3K - $5.55K
|
5.89K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-93- 2.25% |
$5.66K - $5.94K
|
4.04K
$276K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 0.36% |
$6.09K - $6.38K
|
28K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-124- 9.51% |
$7.55K - $7.91K
|
1.18K
$80.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-131- 1.51% |
$7.98K - $8.36K
|
8.53K
$583K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-139- 2.64% |
$8.46K - $8.87K
|
5.13K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-146- 0.83% |
$8.89K - $9.32K
|
17.5K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-153- 19.15% |
$9.31K - $9.77K
|
646
$44.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-153- 2.66% |
$9.31K - $9.77K
|
5.59K
$382K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-153- 0.54% |
$9.31K - $9.77K
|
28.4K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-157- 4.42% |
$9.56K - $10K
|
3.4K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-159- 3.88% |
$9.68K - $10.1K
|
3.94K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-162- 3.51% |
$9.86K - $10.3K
|
4.46K
$305K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-167- 3.53% |
$10.2K - $10.7K
|
4.57K
$312K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-181- 3.47% |
$11K - $11.6K
|
5.04K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-194- 10.05% |
$11.8K - $12.4K
|
1.74K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-195- 4.75% |
$11.9K - $12.4K
|
3.91K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-198- 7.61% |
$12.1K - $12.6K
|
2.4K
$164K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-200- 0.38% |
$12.2K - $12.8K
|
52.9K
$3.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-202- 4.3% |
$12.3K - $12.9K
|
4.49K
$307K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-203- 0.34% |
$12.4K - $13K
|
58.8K
$4.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-224- 1.69% |
$13.6K - $14.3K
|
13K
$888K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-238- 0.7% |
$14.5K - $15.2K
|
33.5K
$2.29M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-247- 2.63% |
$15K - $15.8K
|
9.16K
$626K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-249- 1.13% |
$15.2K - $15.9K
|
21.9K
$1.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-258- 4.99% |
$15.7K - $16.5K
|
4.91K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-262- 5.12% |
$16K - $16.7K
|
4.85K
$332K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-265- 0.65% |
$16.1K - $16.9K
|
40.6K
$2.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-276- 0.72% |
$16.8K - $17.6K
|
37.8K
$2.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-293- 3.72% |
$17.8K - $18.7K
|
7.58K
$518K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-304- 4.45% |
$18.5K - $19.4K
|
6.53K
$446K
|