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 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
105+ 6.21% |
$6K - $6.82K
|
1.8K
$150K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
104+ 0.88% |
$5.95K - $6.75K
|
11.9K
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
100+ 2.79% |
$5.72K - $6.49K
|
3.68K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
90New |
$5.15K - $5.84K
|
90
$7.52K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
86+ 2.18% |
$4.92K - $5.58K
|
4.03K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
84+ 0.42% |
$4.8K - $5.45K
|
20.2K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
84+ 1.61% |
$4.8K - $5.45K
|
5.29K
$442K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
81New |
$4.63K - $5.26K
|
81
$6.76K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
76+ 1.54% |
$4.35K - $4.93K
|
5K
$417K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
65+ 1.19% |
$3.72K - $4.22K
|
5.52K
$461K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
63+ 1.65% |
$3.6K - $4.09K
|
3.87K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
61+ 1.16% |
$3.49K - $3.96K
|
5.33K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
60+ 0.47% |
$3.43K - $3.9K
|
12.8K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
60+ 1.6% |
$3.43K - $3.9K
|
3.81K
$318K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
59New |
$3.37K - $3.83K
|
59
$4.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
58+ 0.8% |
$3.32K - $3.77K
|
7.31K
$610K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$3.32K - $3.77K
|
58
$4.84K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
50+ 0.17% |
$2.86K - $3.25K
|
29.6K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
50New |
$2.86K - $3.25K
|
50
$4.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
41+ 1.24% |
$2.34K - $2.66K
|
3.36K
$280K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40+ 0.33% |
$2.29K - $2.6K
|
12.3K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
40+ 0.38% |
$2.29K - $2.6K
|
10.6K
$884K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 1.0% |
$2.23K - $2.53K
|
3.94K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.97% |
$1.89K - $2.14K
|
3.43K
$286K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
33+ 21.29% |
$1.89K - $2.14K
|
188
$15.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 6.0% |
$1.72K - $1.95K
|
530
$44.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 0.61% |
$1.66K - $1.88K
|
4.79K
$400K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$1.43K - $1.62K
|
25
$2.09K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
24+ 1.67% |
$1.37K - $1.56K
|
1.47K
$122K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24+ 0.05% |
$1.37K - $1.56K
|
46.5K
$3.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.32K - $1.49K
|
23
$1.92K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
22+ 0.06% |
$1.26K - $1.43K
|
39.9K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 0.93% |
$972 - $1.1K
|
1.84K
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
17New |
$972 - $1.1K
|
17
$1.42K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 1.62% |
$686 - $779
|
755
$63K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.55% |
$572 - $649
|
656
$54.8K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 3.97% |
$572 - $649
|
262
$21.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.58% |
$515 - $584
|
1.56K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
8+ 0.03% |
$457 - $519
|
28.8K
$2.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.41% |
$286 - $325
|
1.22K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 15.15% |
$286 - $325
|
38
$3.17K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$229 - $260
|
4
$334
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.88% |
$172 - $195
|
163
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 2.44% |
$172 - $195
|
126
$10.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.39% |
$172 - $195
|
766
$64K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.78% |
$172 - $195
|
387
$32.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.02% |
$114 - $130
|
8.2K
$685K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 1.23% |
$114 - $130
|
165
$13.8K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 2.6% |
$114 - $130
|
79
$6.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.71% |
$114 - $130
|
119
$9.94K
|