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 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-7.07K- 20.4% |
$404K - $459K
|
27.6K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-7.45K- 1.29% |
$426K - $483K
|
570K
$37.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7.6K- 2.0% |
$435K - $494K
|
372K
$24.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.62K- 16.14% |
$435K - $495K
|
39.6K
$2.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-7.93K- 23.5% |
$453K - $515K
|
25.8K
$1.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-8.15K- 15.04% |
$466K - $529K
|
46K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.19K- 16.4% |
$468K - $532K
|
41.7K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.87K- 9.97% |
$507K - $576K
|
80.1K
$5.33M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-9.36K- 11.46% |
$535K - $607K
|
72.3K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9.47K- 68.28% |
$542K - $615K
|
4.4K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-10.8K- 1.03% |
$615K - $698K
|
1.03M
$68.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.7K- 15.48% |
$667K - $757K
|
63.7K
$4.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-12.1K- 20.58% |
$692K - $786K
|
46.7K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.2K- 2.34% |
$700K - $795K
|
511K
$34M
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-12.3K- 1.75% |
$705K - $800K
|
693K
$46.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.3K- 23.71% |
$705K - $801K
|
39.7K
$2.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-12.9K- 46.08% |
$736K - $836K
|
15.1K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-14.7K- 38.75% |
$841K - $955K
|
23.2K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-15K- 34.72% |
$860K - $977K
|
28.3K
$1.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-15.9K- 52.21% |
$911K - $1.03M
|
14.6K
$971K
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-16.2K- 9.34% |
$924K - $1.05M
|
157K
$10.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-16.7K- 69.28% |
$956K - $1.09M
|
7.41K
$494K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 25.92% |
$1.01M - $1.15M
|
50.6K
$3.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.6K- 44.57% |
$1.12M - $1.27M
|
24.3K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-27.5K- 7.9% |
$1.57M - $1.78M
|
320K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-27.5K- 56.87% |
$1.57M - $1.78M
|
20.8K
$1.39M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-28.8K- 1.08% |
$1.65M - $1.87M
|
2.64M
$176M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-28.8K- 1.08% |
$1.65M - $1.87M
|
2.64M
$176M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-29.4K- 1.85% |
$1.68M - $1.91M
|
1.56M
$104M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-31K- 20.32% |
$1.77M - $2.01M
|
121K
$8.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-32.1K- 73.39% |
$1.84M - $2.09M
|
11.6K
$775K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-33K- 3.54% |
$1.89M - $2.14M
|
899K
$59.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.8K- 5.07% |
$1.99M - $2.26M
|
650K
$43.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-41.3K- 91.71% |
$2.36M - $2.68M
|
3.74K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-42.4K- 16.39% |
$2.42M - $2.75M
|
216K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.4K- 77.48% |
$2.82M - $3.2M
|
14.3K
$955K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-49.6K- 24.95% |
$2.84M - $3.22M
|
149K
$9.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49.9K- 4.02% |
$2.85M - $3.24M
|
1.19M
$79.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.3K- 4.41% |
$2.88M - $3.27M
|
1.09M
$72.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-62.2K- 12.43% |
$3.56M - $4.04M
|
438K
$29.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-62.9K- 46.28% |
$3.6M - $4.08M
|
73K
$4.86M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-68.3K- 32.44% |
$3.9M - $4.43M
|
142K
$9.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-77.9K- 23.57% |
$4.45M - $5.06M
|
253K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-80K- 2.11% |
$4.57M - $5.19M
|
3.71M
$247M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-92.2K- 60.43% |
$5.27M - $5.99M
|
60.4K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-115K- 44.54% |
$6.57M - $7.46M
|
143K
$9.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-121K- 8.98% |
$6.9M - $7.83M
|
1.22M
$81.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-124K- 56.17% |
$7.07M - $8.03M
|
96.6K
$6.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140K- 34.0% |
$7.99M - $9.08M
|
271K
$18.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-175K- 6.37% |
$10M - $11.4M
|
2.57M
$171M
|