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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
84+ 1.61% |
$4.8K - $5.45K
|
5.29K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
84+ 0.42% |
$4.8K - $5.45K
|
20.2K
$1.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
81New |
$4.63K - $5.26K
|
81
$6.11K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
76+ 1.54% |
$4.35K - $4.93K
|
5K
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
65+ 1.19% |
$3.72K - $4.22K
|
5.52K
$416K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
63+ 1.65% |
$3.6K - $4.09K
|
3.87K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
61+ 1.16% |
$3.49K - $3.96K
|
5.33K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
60+ 1.6% |
$3.43K - $3.9K
|
3.81K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
60+ 0.47% |
$3.43K - $3.9K
|
12.8K
$962K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
59New |
$3.37K - $3.83K
|
59
$4.45K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$3.32K - $3.77K
|
58
$4.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
58+ 0.8% |
$3.32K - $3.77K
|
7.31K
$551K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
50+ 0.17% |
$2.86K - $3.25K
|
29.6K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
50New |
$2.86K - $3.25K
|
50
$3.77K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
41+ 1.24% |
$2.34K - $2.66K
|
3.36K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
40+ 0.38% |
$2.29K - $2.6K
|
10.6K
$799K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40+ 0.33% |
$2.29K - $2.6K
|
12.3K
$927K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 1.0% |
$2.23K - $2.53K
|
3.94K
$297K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
33+ 21.29% |
$1.89K - $2.14K
|
188
$14.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.97% |
$1.89K - $2.14K
|
3.43K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 6.0% |
$1.72K - $1.95K
|
530
$40K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 0.61% |
$1.66K - $1.88K
|
4.79K
$361K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$1.43K - $1.62K
|
25
$1.89K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
24+ 1.67% |
$1.37K - $1.56K
|
1.47K
$110K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24+ 0.05% |
$1.37K - $1.56K
|
46.5K
$3.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.32K - $1.49K
|
23
$1.73K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
22+ 0.06% |
$1.26K - $1.43K
|
39.9K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
17New |
$972 - $1.1K
|
17
$1.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 0.93% |
$972 - $1.1K
|
1.84K
$139K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 1.62% |
$686 - $779
|
755
$56.9K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 3.97% |
$572 - $649
|
262
$19.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.55% |
$572 - $649
|
656
$49.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.58% |
$515 - $584
|
1.56K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
8+ 0.03% |
$457 - $519
|
28.8K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 15.15% |
$286 - $325
|
38
$2.87K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.41% |
$286 - $325
|
1.22K
$91.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$229 - $260
|
4
$302
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.39% |
$172 - $195
|
766
$57.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.88% |
$172 - $195
|
163
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.78% |
$172 - $195
|
387
$29.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 2.44% |
$172 - $195
|
126
$9.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 1.23% |
$114 - $130
|
165
$12.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.71% |
$114 - $130
|
119
$8.97K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.02% |
$114 - $130
|
8.2K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 2.5% |
$114 - $130
|
82
$6.18K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 2.6% |
$114 - $130
|
79
$5.96K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$57.2 - $64.9
|
1
$75.4
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 5.88% |
$57.2 - $64.9
|
18
$1.36K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.27% |
$57.2 - $64.9
|
80
$6.03K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1- 0.01% |
$57.2 - $64.9
|
7.55K
$569K
|