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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 20.15% |
$163K - $178K
|
16.7K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.69K+ 0.26% |
$157K - $171K
|
1.03M
$70.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.65KNew |
$154K - $168K
|
2.65K
$181K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.58K+ 15.97% |
$151K - $164K
|
18.8K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.58K+ 3.71% |
$150K - $164K
|
71.9K
$4.92M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.56K+ 18.27% |
$149K - $163K
|
16.6K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.43K+ 176.93% |
$142K - $155K
|
3.81K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.37K+ 3.26% |
$138K - $150K
|
74.9K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 8.42% |
$124K - $136K
|
27.5K
$1.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.11K+ 5.46% |
$123K - $134K
|
40.8K
$2.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.97K+ 259.34% |
$115K - $125K
|
2.73K
$187K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.88K+ 23.01% |
$110K - $120K
|
10.1K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.88K+ 40.23% |
$109K - $119K
|
6.54K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.79K+ 13.27% |
$104K - $114K
|
15.3K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.77KNew |
$103K - $113K
|
1.77K
$121K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.76K+ 26.84% |
$103K - $112K
|
8.31K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.73K+ 32.28% |
$101K - $110K
|
7.08K
$484K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.57K+ 4.8% |
$91.6K - $99.9K
|
34.3K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.55K+ 2.21% |
$90.2K - $98.4K
|
71.5K
$4.89M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.41K+ 1.05% |
$82K - $89.4K
|
135K
$9.24M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
1.41K+ 1.05% |
$82K - $89.4K
|
135K
$9.24M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.4K+ 4.32% |
$81.6K - $88.9K
|
33.8K
$2.31M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
1.39K+ 2.95% |
$80.7K - $88K
|
48.3K
$3.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
1.38K+ 27.06% |
$80.4K - $87.6K
|
6.48K
$443K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.34K+ 8.34% |
$78.2K - $85.3K
|
17.4K
$1.19M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.33KNew |
$77.8K - $84.8K
|
1.33K
$91.2K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.33K+ 1.47% |
$77.5K - $84.5K
|
91.6K
$6.26M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.32K+ 0.33% |
$77.1K - $84K
|
406K
$27.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
1.3K+ 1.01% |
$75.6K - $82.4K
|
130K
$8.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.28K+ 5.19% |
$74.3K - $81K
|
25.8K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.27K+ 2.83% |
$73.8K - $80.5K
|
46K
$3.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
1.27K+ 3.05% |
$73.7K - $80.4K
|
42.8K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.25K+ 7.52% |
$73K - $79.6K
|
17.9K
$1.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.25KNew |
$72.8K - $79.4K
|
1.25K
$85.4K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.25K+ 2.35% |
$72.6K - $79.2K
|
54.3K
$3.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.24K+ 3.11% |
$72.2K - $78.7K
|
41K
$2.81M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.21KNew |
$70.4K - $76.8K
|
1.21K
$82.6K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.19K+ 1.31% |
$69.3K - $75.5K
|
92.2K
$6.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.17K+ 9.14% |
$68K - $74.2K
|
13.9K
$953K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.06K+ 10.96% |
$61.7K - $67.2K
|
10.7K
$733K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.05K+ 1.09% |
$61.3K - $66.9K
|
97.9K
$6.69M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.02K+ 19.35% |
$59.5K - $64.8K
|
6.29K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$58.3K - $63.6K
|
1K
$68.4K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
987+ 3.58% |
$57.5K - $62.7K
|
28.6K
$1.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
973+ 4.6% |
$56.7K - $61.8K
|
22.1K
$1.51M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
927+ 15.05% |
$54K - $58.9K
|
7.09K
$485K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
921+ 13.75% |
$53.7K - $58.5K
|
7.62K
$521K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
820New |
$47.8K - $52.1K
|
820
$56.1K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
814+ 15.91% |
$47.5K - $51.7K
|
5.93K
$406K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
808+ 2.31% |
$47.1K - $51.4K
|
35.7K
$2.44M
|