Purchases and Sales Made in Q1 2023 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.91K+ 24.31% |
$344K - $375K
|
30.2K
$2.07M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.85K+ 43.34% |
$341K - $372K
|
19.4K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
5.75K+ 1.06% |
$335K - $365K
|
549K
$37.6M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.67KNew |
$331K - $360K
|
5.67K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.63K+ 28.49% |
$328K - $358K
|
25.4K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.62KNew |
$328K - $357K
|
5.62K
$385K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
5.54K+ 3.81% |
$323K - $352K
|
151K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.46K+ 0.42% |
$318K - $347K
|
1.31M
$89.4M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
5.34K+ 84.23% |
$311K - $339K
|
11.7K
$799K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.02K+ 1.01% |
$293K - $319K
|
500K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.93KNew |
$288K - $314K
|
4.93K
$337K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.84K+ 10.41% |
$282K - $307K
|
51.3K
$3.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.72KNew |
$275K - $300K
|
4.72K
$323K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.71KNew |
$274K - $299K
|
4.71K
$322K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.6K+ 9.9% |
$268K - $293K
|
51.1K
$3.5M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.56KNew |
$266K - $290K
|
4.56K
$312K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.36KNew |
$254K - $277K
|
4.36K
$298K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
4.23KNew |
$246K - $269K
|
4.23K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.13KNew |
$241K - $262K
|
4.13K
$282K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.09KNew |
$238K - $260K
|
4.09K
$280K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.03K+ 2.5% |
$235K - $256K
|
166K
$11.3M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.86K+ 27.81% |
$225K - $245K
|
17.7K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.86K+ 27.81% |
$225K - $245K
|
17.7K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.83K+ 10.6% |
$223K - $243K
|
39.9K
$2.73M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.79KNew |
$221K - $241K
|
3.79K
$259K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.77K+ 9.01% |
$220K - $239K
|
45.6K
$3.12M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.77K+ 8.37% |
$220K - $239K
|
48.8K
$3.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.71K+ 2.74% |
$216K - $236K
|
139K
$9.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
3.65K+ 91.3% |
$213K - $232K
|
7.65K
$523K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
3.6K+ 12.67% |
$210K - $229K
|
32K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.58KNew |
$209K - $228K
|
3.58K
$245K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.56KNew |
$207K - $226K
|
3.56K
$243K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.5KNew |
$204K - $223K
|
3.5K
$240K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.47KNew |
$202K - $221K
|
3.47K
$237K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.4KNew |
$198K - $216K
|
3.4K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
3.39K+ 3.78% |
$198K - $216K
|
93.1K
$6.37M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.38KNew |
$197K - $215K
|
3.38K
$231K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$195K - $212K
|
3.34K
$228K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.33KNew |
$194K - $211K
|
3.33K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.33KNew |
$194K - $211K
|
3.33K
$227K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.32KNew |
$193K - $211K
|
3.32K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
3.29KNew |
$192K - $209K
|
3.29K
$225K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.2KNew |
$186K - $203K
|
3.2K
$219K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.17K+ 60.52% |
$185K - $201K
|
8.4K
$574K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.16K+ 8.57% |
$184K - $201K
|
40K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.15K+ 4.3% |
$184K - $200K
|
76.3K
$5.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.97K+ 9.0% |
$173K - $189K
|
35.9K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.96K+ 64.21% |
$173K - $188K
|
7.57K
$518K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.87K+ 2.04% |
$167K - $182K
|
143K
$9.8M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.81K+ 5.05% |
$164K - $178K
|
58.4K
$3.99M
|