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 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
48.2K+ 4.8% |
$2.76M - $3.13M
|
1.05M
$70.1M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
47.2K+ 66.41% |
$2.7M - $3.07M
|
118K
$7.88M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
45.7KNew |
$2.61M - $2.97M
|
45.7K
$3.04M
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
41.6KNew |
$2.38M - $2.7M
|
41.6K
$2.77M
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
39.5K+ 44.46% |
$2.26M - $2.56M
|
128K
$8.54M
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
36.6K+ 7.9% |
$2.09M - $2.37M
|
499K
$33.2M
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
36.2KNew |
$2.07M - $2.35M
|
36.2K
$2.41M
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
36.1KNew |
$2.06M - $2.34M
|
36.1K
$2.4M
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
35.5KNew |
$2.03M - $2.31M
|
35.5K
$2.37M
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
34.8K+ 237.98% |
$1.99M - $2.26M
|
49.4K
$3.29M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 25.41% |
$1.99M - $2.26M
|
172K
$11.4M
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
29.8K+ 6.99% |
$1.7M - $1.93M
|
456K
$30.3M
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
29.8K+ 1.99% |
$1.7M - $1.93M
|
1.53M
$102M
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29.6KNew |
$1.69M - $1.92M
|
29.6K
$1.97M
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
29.3KNew |
$1.68M - $1.9M
|
29.3K
$1.95M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.3K+ 2.07% |
$1.62M - $1.84M
|
1.4M
$93M
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
28.1K+ 74.79% |
$1.61M - $1.82M
|
65.7K
$4.37M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
27.9KNew |
$1.6M - $1.81M
|
27.9K
$1.86M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 2.09% |
$1.54M - $1.75M
|
1.31M
$87.4M
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
26.8K+ 11.33% |
$1.53M - $1.74M
|
264K
$17.6M
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
26.5KNew |
$1.51M - $1.72M
|
26.5K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.8K+ 18.27% |
$1.47M - $1.67M
|
167K
$11.1M
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25.6KNew |
$1.46M - $1.66M
|
25.6K
$1.7M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25.5K+ 34.57% |
$1.46M - $1.66M
|
99.3K
$6.61M
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
24.6KNew |
$1.4M - $1.59M
|
24.6K
$1.64M
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
24.5K+ 48.58% |
$1.4M - $1.59M
|
75K
$4.99M
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
24K+ 79.97% |
$1.37M - $1.56M
|
53.9K
$3.59M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
23K+ 0.96% |
$1.32M - $1.5M
|
2.43M
$162M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.3KNew |
$1.22M - $1.39M
|
21.3K
$1.42M
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
21.2K+ 278.48% |
$1.21M - $1.38M
|
28.8K
$1.92M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21KNew |
$1.2M - $1.36M
|
21K
$1.4M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.9K+ 1.76% |
$1.19M - $1.36M
|
1.21M
$80.3M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
20.9KNew |
$1.19M - $1.36M
|
20.9K
$1.39M
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
20.6K+ 1.98% |
$1.18M - $1.34M
|
1.06M
$70.5M
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
20.1KNew |
$1.15M - $1.31M
|
20.1K
$1.34M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20KNew |
$1.14M - $1.3M
|
20K
$1.33M
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.9KNew |
$1.14M - $1.29M
|
19.9K
$1.33M
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
19.1K+ 201.16% |
$1.09M - $1.24M
|
28.6K
$1.9M
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
19KNew |
$1.09M - $1.24M
|
19K
$1.27M
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
18.2K+ 7.85% |
$1.04M - $1.18M
|
250K
$16.7M
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
18K+ 0.91% |
$1.03M - $1.17M
|
2.01M
$134M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.9K+ 20.06% |
$1.02M - $1.16M
|
107K
$7.11M
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
17.6K+ 19.54% |
$1.01M - $1.15M
|
108K
$7.19M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.5K+ 61.25% |
$999K - $1.13M
|
46K
$3.06M
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
17.4K+ 3.85% |
$997K - $1.13M
|
470K
$31.3M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$996K - $1.13M
|
17.4K
$1.16M
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
17.3KNew |
$991K - $1.12M
|
17.3K
$1.15M
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
16.5K+ 4.77% |
$944K - $1.07M
|
363K
$24.2M
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
16.2KNew |
$925K - $1.05M
|
16.2K
$1.08M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
16.1K+ 52.87% |
$918K - $1.04M
|
46.4K
$3.09M
|