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 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
65+ 1.19% |
$3.72K - $4.22K
|
5.52K
$368K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
63+ 1.65% |
$3.6K - $4.09K
|
3.87K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
61+ 1.16% |
$3.49K - $3.96K
|
5.33K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
60+ 1.6% |
$3.43K - $3.9K
|
3.81K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
60+ 0.47% |
$3.43K - $3.9K
|
12.8K
$849K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
59New |
$3.37K - $3.83K
|
59
$3.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
58+ 0.8% |
$3.32K - $3.77K
|
7.31K
$486K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$3.32K - $3.77K
|
58
$3.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
50New |
$2.86K - $3.25K
|
50
$3.33K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
50+ 0.17% |
$2.86K - $3.25K
|
29.6K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
41+ 1.24% |
$2.34K - $2.66K
|
3.36K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40+ 0.33% |
$2.29K - $2.6K
|
12.3K
$818K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
40+ 0.38% |
$2.29K - $2.6K
|
10.6K
$705K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 1.0% |
$2.23K - $2.53K
|
3.94K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.97% |
$1.89K - $2.14K
|
3.43K
$228K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
33+ 21.29% |
$1.89K - $2.14K
|
188
$12.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 6.0% |
$1.72K - $1.95K
|
530
$35.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 0.61% |
$1.66K - $1.88K
|
4.79K
$319K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$1.43K - $1.62K
|
25
$1.66K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
24+ 1.67% |
$1.37K - $1.56K
|
1.47K
$97.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24+ 0.05% |
$1.37K - $1.56K
|
46.5K
$3.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.32K - $1.49K
|
23
$1.53K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
22+ 0.06% |
$1.26K - $1.43K
|
39.9K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
17New |
$972 - $1.1K
|
17
$1.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 0.93% |
$972 - $1.1K
|
1.84K
$123K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 1.62% |
$686 - $779
|
755
$50.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.55% |
$572 - $649
|
656
$43.7K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 3.97% |
$572 - $649
|
262
$17.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.58% |
$515 - $584
|
1.56K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
8+ 0.03% |
$457 - $519
|
28.8K
$1.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.41% |
$286 - $325
|
1.22K
$81.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 15.15% |
$286 - $325
|
38
$2.53K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$229 - $260
|
4
$266
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.39% |
$172 - $195
|
766
$51K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.78% |
$172 - $195
|
387
$25.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.88% |
$172 - $195
|
163
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 2.44% |
$172 - $195
|
126
$8.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.02% |
$114 - $130
|
8.2K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 2.5% |
$114 - $130
|
82
$5.46K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 1.23% |
$114 - $130
|
165
$11K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.71% |
$114 - $130
|
119
$7.92K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 2.6% |
$114 - $130
|
79
$5.26K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$57.2 - $64.9
|
1
$66.6
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.27% |
$57.2 - $64.9
|
80
$5.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 5.88% |
$57.2 - $64.9
|
18
$1.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1- 0.01% |
$57.2 - $64.9
|
7.55K
$503K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5- 17.86% |
$286 - $325
|
23
$1.53K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5- 0.14% |
$286 - $325
|
3.67K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-9- 0.26% |
$515 - $584
|
3.44K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 36.11% |
$743 - $844
|
23
$1.53K
|