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 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
380+ 1.92% |
$21.7K - $24.7K
|
20.1K
$1.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
379New |
$21.7K - $24.6K
|
379
$25.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
373+ 1.36% |
$21.3K - $24.2K
|
27.9K
$1.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
365+ 7.21% |
$20.9K - $23.7K
|
5.43K
$361K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
332+ 4.13% |
$19K - $21.6K
|
8.36K
$557K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
329+ 7.71% |
$18.8K - $21.4K
|
4.6K
$306K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
325+ 5.53% |
$18.6K - $21.1K
|
6.2K
$413K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
322+ 0.66% |
$18.4K - $20.9K
|
49.1K
$3.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
318+ 8.84% |
$18.2K - $20.6K
|
3.92K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
310+ 8.61% |
$17.7K - $20.1K
|
3.91K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
309+ 1.53% |
$17.7K - $20.1K
|
20.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
300+ 1.78% |
$17.2K - $19.5K
|
17.1K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$17.2K - $19.5K
|
300
$20K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
288+ 3.3% |
$16.5K - $18.7K
|
9.02K
$600K
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
280+ 4.56% |
$16K - $18.2K
|
6.42K
$427K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
275+ 2.94% |
$15.7K - $17.9K
|
9.64K
$642K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
269+ 1.95% |
$15.4K - $17.5K
|
14K
$935K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
266+ 1.19% |
$15.2K - $17.3K
|
22.6K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
260+ 1.12% |
$14.9K - $16.9K
|
23.5K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
256+ 0.05% |
$14.6K - $16.6K
|
534K
$35.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
236+ 0.23% |
$13.5K - $15.3K
|
103K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
224+ 4.16% |
$12.8K - $14.5K
|
5.61K
$374K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
220+ 32.69% |
$12.6K - $14.3K
|
893
$59.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
219+ 1.63% |
$12.5K - $14.2K
|
13.7K
$909K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
210New |
$12K - $13.6K
|
210
$14K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
207+ 2.55% |
$11.8K - $13.4K
|
8.32K
$554K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
190+ 0.1% |
$10.9K - $12.3K
|
197K
$13.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
179+ 542.42% |
$10.2K - $11.6K
|
212
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
169+ 0.8% |
$9.66K - $11K
|
21.3K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
135New |
$7.72K - $8.77K
|
135
$8.99K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
130+ 1.0% |
$7.43K - $8.44K
|
13.1K
$874K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
129+ 2.9% |
$7.38K - $8.38K
|
4.58K
$305K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
128+ 2.25% |
$7.32K - $8.31K
|
5.81K
$387K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
128New |
$7.32K - $8.31K
|
128
$8.52K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123New |
$7.03K - $7.99K
|
123
$8.19K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
122+ 1.71% |
$6.98K - $7.92K
|
7.24K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
121+ 3.46% |
$6.92K - $7.86K
|
3.62K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
111+ 1.62% |
$6.35K - $7.21K
|
6.96K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
110+ 0.27% |
$6.29K - $7.14K
|
41.4K
$2.76M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
110+ 0.43% |
$6.29K - $7.14K
|
25.7K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
108+ 1.66% |
$6.18K - $7.01K
|
6.63K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
105+ 6.21% |
$6K - $6.82K
|
1.8K
$119K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
104+ 0.88% |
$5.95K - $6.75K
|
11.9K
$791K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
100+ 2.79% |
$5.72K - $6.49K
|
3.68K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
90New |
$5.15K - $5.84K
|
90
$5.99K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
86+ 2.18% |
$4.92K - $5.58K
|
4.03K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
84+ 1.61% |
$4.8K - $5.45K
|
5.29K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
84+ 0.42% |
$4.8K - $5.45K
|
20.2K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
81New |
$4.63K - $5.26K
|
81
$5.39K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
76+ 1.54% |
$4.35K - $4.93K
|
5K
$333K
|