Purchases and Sales Made in Q4 2023 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.53M+ 2.92% |
$431M - $489M
|
265M
$17.7B
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.19M+ 6.14% |
$67.9M - $77.1M
|
20.5M
$1.37B
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.16M+ 4.36% |
$66.4M - $75.4M
|
27.8M
$1.85B
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
690KNew |
$39.4M - $44.8M
|
690K
$46M
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
689K+ 111.29% |
$39.4M - $44.7M
|
1.31M
$87.3M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
515K+ 5.34% |
$29.4M - $33.4M
|
10.2M
$678M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
496K+ 45.58% |
$28.3M - $32.2M
|
1.58M
$106M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
491K+ 7.13% |
$28.1M - $31.9M
|
7.38M
$492M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
468K+ 7.87% |
$26.8M - $30.4M
|
6.42M
$428M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
359KNew |
$20.5M - $23.3M
|
359K
$23.9M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
354K+ 11.13% |
$20.2M - $23M
|
3.53M
$236M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
298K+ 21.45% |
$17M - $19.4M
|
1.69M
$113M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
284KNew |
$16.2M - $18.4M
|
284K
$19M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
268K+ 5.19% |
$15.3M - $17.4M
|
5.43M
$362M
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
262KNew |
$15M - $17M
|
262K
$17.5M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
247K+ 58.34% |
$14.1M - $16M
|
670K
$44.7M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
239K+ 5.56% |
$13.7M - $15.5M
|
4.54M
$303M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
233K+ 20.3% |
$13.3M - $15.1M
|
1.38M
$92.3M
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
222K+ 2236.85% |
$12.7M - $14.4M
|
232K
$15.5M
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
221K+ 7.5% |
$12.6M - $14.4M
|
3.17M
$212M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
213K+ 199.99% |
$12.2M - $13.8M
|
319K
$21.3M
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
213KNew |
$12.2M - $13.8M
|
213K
$14.2M
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
182KNew |
$10.4M - $11.8M
|
182K
$12.2M
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
180KNew |
$10.3M - $11.7M
|
180K
$12M
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
167K+ 16.16% |
$9.54M - $10.8M
|
1.2M
$80M
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
160K+ 1022.5% |
$9.13M - $10.4M
|
175K
$11.7M
|
|
Jan 19, 2024
Q4 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
158KNew |
$9.04M - $10.3M
|
158K
$10.5M
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
151KNew |
$8.66M - $9.83M
|
151K
$10.1M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
148K+ 2.42% |
$8.45M - $9.59M
|
6.26M
$418M
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
138KNew |
$7.89M - $8.96M
|
138K
$9.21M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
122K+ 33.86% |
$7M - $7.95M
|
484K
$32.3M
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
121KNew |
$6.91M - $7.85M
|
121K
$8.07M
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
116K+ 974.55% |
$6.65M - $7.55M
|
128K
$8.56M
|
|
Feb 09, 2024
Q4 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
112K+ 2075.3% |
$6.42M - $7.29M
|
118K
$7.86M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
107K+ 74.82% |
$6.15M - $6.98M
|
251K
$16.8M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
106KNew |
$6.07M - $6.89M
|
106K
$7.09M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98.6K+ 7.67% |
$5.64M - $6.4M
|
1.38M
$92.4M
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
93.6KNew |
$5.35M - $6.08M
|
93.6K
$6.25M
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
92.2K+ 11.88% |
$5.27M - $5.98M
|
868K
$58M
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
82.8KNew |
$4.74M - $5.38M
|
82.8K
$5.53M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
81.9K+ 344.34% |
$4.68M - $5.32M
|
106K
$7.06M
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
79.9KNew |
$4.57M - $5.19M
|
79.9K
$5.33M
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
71.3K+ 358.46% |
$4.08M - $4.63M
|
91.2K
$6.09M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
70.6K+ 29.56% |
$4.04M - $4.59M
|
310K
$20.7M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
69.8K+ 346.47% |
$3.99M - $4.53M
|
90K
$6.01M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68.7K+ 7.62% |
$3.93M - $4.46M
|
970K
$64.8M
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
61.7K+ 409.04% |
$3.53M - $4M
|
76.8K
$5.12M
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50.7KNew |
$2.9M - $3.29M
|
50.7K
$3.38M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49.2K+ 9.33% |
$2.82M - $3.2M
|
577K
$38.5M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
49.1KNew |
$2.81M - $3.19M
|
49.1K
$3.28M
|