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
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-305- 8.51% |
$18.6K - $19.5K
|
3.28K
$223K
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-319- 0.38% |
$19.4K - $20.4K
|
84.3K
$5.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-319- 0.41% |
$19.4K - $20.4K
|
77.6K
$5.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-327- 0.96% |
$19.9K - $20.9K
|
33.8K
$2.3M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-341- 2.45% |
$20.8K - $21.8K
|
13.6K
$927K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-349- 36.78% |
$21.2K - $22.3K
|
600
$40.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-363- 4.51% |
$22.1K - $23.2K
|
7.69K
$524K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-374- 10.21% |
$22.8K - $23.9K
|
3.29K
$224K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-375- 0.69% |
$22.8K - $23.9K
|
54.2K
$3.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-384- 0.9% |
$23.4K - $24.5K
|
42.2K
$2.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-387- 2.32% |
$23.6K - $24.7K
|
16.3K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-388- 0.42% |
$23.6K - $24.8K
|
92.9K
$6.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-400- 2.94% |
$24.4K - $25.5K
|
13.2K
$900K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-409- 3.71% |
$24.9K - $26.1K
|
10.6K
$724K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-422- 0.56% |
$25.7K - $26.9K
|
74.7K
$5.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-430- 3.68% |
$26.2K - $27.4K
|
11.3K
$768K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-437- 2.12% |
$26.6K - $27.9K
|
20.2K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-442- 15.02% |
$26.9K - $28.2K
|
2.5K
$170K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-445- 6.7% |
$27.1K - $28.4K
|
6.19K
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-471- 48.01% |
$28.7K - $30.1K
|
510
$34.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-475- 1.56% |
$28.9K - $30.3K
|
30K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-481- 11.57% |
$29.3K - $30.7K
|
3.68K
$251K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-500- 3.87% |
$30.4K - $31.9K
|
12.4K
$846K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-523- 2.44% |
$31.8K - $33.4K
|
20.9K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-539- 1.51% |
$32.8K - $34.4K
|
35.2K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-621- 4.4% |
$37.8K - $39.6K
|
13.5K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-629- 0.74% |
$38.3K - $40.1K
|
84.9K
$5.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-644- 3.46% |
$39.2K - $41.1K
|
18K
$1.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-651- 3.33% |
$39.6K - $41.6K
|
18.9K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-684- 13.88% |
$41.6K - $43.7K
|
4.24K
$289K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-687- 13.72% |
$41.8K - $43.9K
|
4.32K
$295K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-715- 12.64% |
$43.5K - $45.6K
|
4.94K
$337K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-732- 3.02% |
$44.6K - $46.7K
|
23.5K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-758- 1.57% |
$46.1K - $48.4K
|
47.6K
$3.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-758- 2.18% |
$46.1K - $48.4K
|
34K
$2.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-767- 1.13% |
$46.7K - $49K
|
67.2K
$4.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-775- 10.52% |
$47.2K - $49.5K
|
6.59K
$449K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-826- 21.71% |
$50.3K - $52.7K
|
2.98K
$203K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-830- 14.64% |
$50.5K - $53K
|
4.84K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-850- 9.09% |
$51.7K - $54.3K
|
8.5K
$580K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-857- 8.0% |
$52.2K - $54.7K
|
9.86K
$672K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-863- 0.97% |
$52.5K - $55.1K
|
87.7K
$5.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-933- 2.65% |
$56.8K - $59.6K
|
34.2K
$2.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-950- 6.73% |
$57.8K - $60.6K
|
13.2K
$897K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-953- 1.02% |
$58K - $60.8K
|
92.1K
$6.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1K- 2.56% |
$60.9K - $63.8K
|
38.1K
$2.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.02K- 1.39% |
$61.9K - $64.9K
|
72.4K
$4.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.04K- 20.6% |
$63.4K - $66.5K
|
4.02K
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.05K- 7.58% |
$63.9K - $67K
|
12.8K
$872K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.12K- 4.83% |
$67.9K - $71.2K
|
22K
$1.5M
|