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
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.32K- 1.82% |
$75.6K - $85.8K
|
71.4K
$4.75M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.33K- 2.67% |
$76.1K - $86.4K
|
48.5K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.35K- 1.05% |
$77.2K - $87.7K
|
127K
$8.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.38K- 4.78% |
$78.8K - $89.5K
|
27.5K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.41K- 15.55% |
$80.9K - $91.8K
|
7.68K
$511K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.48K- 17.3% |
$84.4K - $95.8K
|
7.06K
$470K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.53K- 0.4% |
$87.7K - $99.6K
|
382K
$25.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.58K- 5.91% |
$90.1K - $102K
|
25.1K
$1.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.62K- 2.99% |
$92.6K - $105K
|
52.6K
$3.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.65K- 16.2% |
$94.2K - $107K
|
8.52K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.67K- 1.97% |
$95.5K - $108K
|
83.3K
$5.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.7K- 4.88% |
$97.3K - $111K
|
33.2K
$2.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.72K- 4.84% |
$98.1K - $111K
|
33.7K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.75K- 21.38% |
$99.8K - $113K
|
6.42K
$427K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.8K- 26.24% |
$103K - $117K
|
5.07K
$337K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2K- 0.91% |
$114K - $130K
|
217K
$14.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09K- 9.52% |
$120K - $136K
|
19.9K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.18K- 8.29% |
$125K - $142K
|
24.1K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.19K- 4.79% |
$125K - $142K
|
43.5K
$2.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.2K- 0.6% |
$126K - $143K
|
365K
$24.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-2.2K- 4.44% |
$126K - $143K
|
47.5K
$3.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.24K- 2.06% |
$128K - $146K
|
107K
$7.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.25K- 11.84% |
$129K - $146K
|
16.8K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.41K- 42.67% |
$138K - $156K
|
3.24K
$216K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.72K- 8.4% |
$155K - $177K
|
29.7K
$1.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.8K- 4.8% |
$160K - $182K
|
55.5K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.81K- 1.11% |
$161K - $182K
|
250K
$16.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.9K- 59.27% |
$166K - $188K
|
1.99K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.91K- 5.45% |
$166K - $189K
|
50.5K
$3.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.14K- 8.89% |
$179K - $204K
|
32.2K
$2.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.21K- 5.39% |
$184K - $208K
|
56.4K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.22K- 0.27% |
$184K - $209K
|
1.21M
$80.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.26K- 41.94% |
$186K - $212K
|
4.51K
$300K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-3.36K- 5.15% |
$192K - $218K
|
62K
$4.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.4K- 13.52% |
$195K - $221K
|
21.8K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.47K- 34.89% |
$198K - $225K
|
6.47K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.58K- 11.77% |
$204K - $232K
|
26.8K
$1.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.77K- 18.3% |
$216K - $245K
|
16.8K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.91K- 96.26% |
$224K - $254K
|
152
$10.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.47K- 14.77% |
$256K - $290K
|
25.8K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.47K- 6.99% |
$256K - $290K
|
59.5K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5.16K- 3.31% |
$295K - $335K
|
150K
$10M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.48K- 6.34% |
$313K - $356K
|
81K
$5.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.54K- 22.41% |
$317K - $360K
|
19.2K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.58K- 4.47% |
$319K - $362K
|
119K
$7.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-5.77K- 17.08% |
$330K - $375K
|
28K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-5.91K- 44.06% |
$338K - $384K
|
7.5K
$499K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.94K- 8.12% |
$340K - $386K
|
67.3K
$4.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.77K- 2.86% |
$387K - $440K
|
230K
$15.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.86K- 1.97% |
$392K - $445K
|
342K
$22.8M
|