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 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-75- 1.51% |
$4.48K - $4.88K
|
4.89K
$333K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-77- 0.57% |
$4.6K - $5.01K
|
13.4K
$914K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-82- 0.99% |
$4.9K - $5.34K
|
8.2K
$558K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-85- 0.28% |
$5.08K - $5.53K
|
30K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-87- 0.31% |
$5.2K - $5.66K
|
27.7K
$1.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-87- 1.12% |
$5.2K - $5.66K
|
7.71K
$524K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-93- 0.94% |
$5.55K - $6.05K
|
9.77K
$664K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-99- 0.29% |
$5.91K - $6.44K
|
34.1K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 11.76% |
$5.97K - $6.51K
|
750
$51K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-100- 1.02% |
$5.97K - $6.51K
|
9.68K
$658K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-105- 0.17% |
$6.27K - $6.84K
|
62.3K
$4.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-109- 8.2% |
$6.51K - $7.1K
|
1.22K
$83K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-110- 0.98% |
$6.57K - $7.16K
|
11.1K
$758K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-110- 26.7% |
$6.57K - $7.16K
|
302
$20.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-111- 11.65% |
$6.63K - $7.23K
|
842
$57.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-135- 2.79% |
$8.06K - $8.79K
|
4.71K
$320K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-147- 8.32% |
$8.78K - $9.57K
|
1.62K
$110K
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-173- 2.74% |
$10.3K - $11.3K
|
6.14K
$417K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-178- 3.32% |
$10.6K - $11.6K
|
5.18K
$352K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-200- 0.48% |
$11.9K - $13K
|
41.3K
$2.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-208- 1.08% |
$12.4K - $13.5K
|
19.1K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-215- 2.12% |
$12.8K - $14K
|
9.92K
$675K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-220- 3.26% |
$13.1K - $14.3K
|
6.52K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-227- 1.3% |
$13.6K - $14.8K
|
17.3K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-238- 2.11% |
$14.2K - $15.5K
|
11K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-247Closed |
$14.8K - $16.1K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-249- 2.23% |
$14.9K - $16.2K
|
10.9K
$743K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-255- 8.58% |
$15.2K - $16.6K
|
2.72K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-255- 8.58% |
$15.2K - $16.6K
|
2.72K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-272- 0.72% |
$16.2K - $17.7K
|
37.5K
$2.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-272- 5.76% |
$16.2K - $17.7K
|
4.45K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-281- 5.06% |
$16.8K - $18.3K
|
5.27K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-284- 5.31% |
$17K - $18.5K
|
5.06K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-292- 7.97% |
$17.4K - $19K
|
3.37K
$229K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-299- 6.15% |
$17.9K - $19.5K
|
4.56K
$310K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-302- 0.34% |
$18K - $19.7K
|
87.4K
$5.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-315- 1.13% |
$18.8K - $20.5K
|
27.7K
$1.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-328- 0.6% |
$19.6K - $21.4K
|
54.2K
$3.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-367- 0.43% |
$21.9K - $23.9K
|
85K
$5.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-368- 9.16% |
$22K - $24K
|
3.65K
$248K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-379- 0.41% |
$22.6K - $24.7K
|
92.2K
$6.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-381- 4.53% |
$22.8K - $24.8K
|
8.03K
$546K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-381- 0.44% |
$22.8K - $24.8K
|
85.8K
$5.84M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-396- 17.71% |
$23.6K - $25.8K
|
1.84K
$125K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-404- 1.51% |
$24.1K - $26.3K
|
26.3K
$1.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-421- 7.85% |
$25.1K - $27.4K
|
4.94K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-438- 11.12% |
$26.2K - $28.5K
|
3.5K
$238K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-480- 0.83% |
$28.7K - $31.2K
|
57.7K
$3.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-494- 6.91% |
$29.5K - $32.2K
|
6.65K
$452K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-555- 2.63% |
$33.1K - $36.1K
|
20.5K
$1.4M
|