Purchases and Sales Made in Q3 2023 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.25KNew |
$314K - $342K
|
5.25K
$357K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.13K+ 0.55% |
$306K - $334K
|
932K
$63.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.9K+ 12.55% |
$293K - $319K
|
43.9K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.8K+ 4.11% |
$287K - $313K
|
122K
$8.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
4.72K+ 7.76% |
$282K - $307K
|
65.5K
$4.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
4.64K+ 33.39% |
$277K - $302K
|
18.5K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.64K+ 11.36% |
$277K - $302K
|
45.5K
$3.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.61K+ 9.63% |
$276K - $300K
|
52.5K
$3.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 3.05% |
$275K - $300K
|
156K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.6K+ 0.87% |
$275K - $299K
|
533K
$36.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.59K+ 14.93% |
$274K - $299K
|
35.3K
$2.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
4.58KNew |
$273K - $298K
|
4.58K
$311K
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
4.56KNew |
$272K - $297K
|
4.56K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.5K+ 17.48% |
$269K - $293K
|
30.2K
$2.06M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.39K+ 3.15% |
$262K - $286K
|
144K
$9.77M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.36K+ 15.36% |
$261K - $284K
|
32.8K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.29K+ 1.48% |
$256K - $279K
|
294K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.21K+ 17.08% |
$251K - $274K
|
28.8K
$1.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
$251K - $274K
|
4.2K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.16K+ 2.58% |
$248K - $271K
|
166K
$11.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.15K+ 1.21% |
$248K - $270K
|
346K
$23.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.1KNew |
$245K - $267K
|
4.1K
$279K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.06KNew |
$243K - $265K
|
4.06K
$276K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.01KNew |
$239K - $261K
|
4.01K
$273K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.01K+ 25.06% |
$239K - $261K
|
20K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.98K+ 59.53% |
$238K - $259K
|
10.7K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.69K+ 17.71% |
$220K - $240K
|
24.5K
$1.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.67KNew |
$219K - $239K
|
3.67K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.67KNew |
$219K - $239K
|
3.67K
$250K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.58K+ 9.46% |
$214K - $233K
|
41.4K
$2.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.58K+ 11.41% |
$214K - $233K
|
34.9K
$2.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.51K+ 1.82% |
$210K - $229K
|
197K
$13.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.4KNew |
$203K - $221K
|
3.4K
$231K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.34K+ 1.46% |
$199K - $217K
|
231K
$15.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.28K+ 58.82% |
$196K - $214K
|
8.86K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.24K+ 10.29% |
$193K - $211K
|
34.7K
$2.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.22K+ 33.74% |
$192K - $210K
|
12.8K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.11K+ 13.9% |
$186K - $203K
|
25.5K
$1.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.09K+ 4.35% |
$184K - $201K
|
74K
$5.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.07K+ 5.78% |
$183K - $200K
|
56.1K
$3.82M
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
BUY
|
- |
2.83K+ 65.95% |
$169K - $184K
|
7.12K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 32.17% |
$168K - $184K
|
11.6K
$788K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.8K+ 2.8% |
$167K - $182K
|
103K
$6.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
2.79K+ 13.76% |
$166K - $181K
|
23K
$1.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.49KNew |
$148K - $162K
|
2.49K
$169K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.42K+ 19.86% |
$144K - $157K
|
14.6K
$992K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.36K+ 7.52% |
$141K - $154K
|
33.7K
$2.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.29K+ 2.73% |
$137K - $149K
|
86.4K
$5.88M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.25K+ 7.93% |
$134K - $146K
|
30.6K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.23K+ 6.36% |
$133K - $145K
|
37.3K
$2.54M
|