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 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
783New |
$45.6K - $49.8K
|
783
$53.6K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
750+ 0.39% |
$43.7K - $47.7K
|
194K
$13.3M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
710+ 0.08% |
$41.4K - $45.1K
|
881K
$60.3M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
705+ 0.52% |
$41.1K - $44.8K
|
138K
$9.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
702+ 1.49% |
$40.9K - $44.6K
|
47.9K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
690New |
$40.2K - $43.9K
|
690
$47.2K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
683+ 1.93% |
$39.8K - $43.4K
|
36K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
669+ 0.42% |
$39K - $42.5K
|
159K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
668New |
$38.9K - $42.5K
|
668
$45.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
666+ 0.73% |
$38.8K - $42.3K
|
91.8K
$6.28M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
666+ 13.67% |
$38.8K - $42.3K
|
5.54K
$379K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
660+ 116.61% |
$38.5K - $41.9K
|
1.23K
$83.9K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
630+ 1.79% |
$36.7K - $40K
|
35.8K
$2.45M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
621+ 277.23% |
$36.2K - $39.5K
|
845
$57.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
605+ 0.15% |
$35.3K - $38.5K
|
393K
$26.9M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
499+ 215.09% |
$29.1K - $31.7K
|
731
$50K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
481+ 1.05% |
$28K - $30.6K
|
46.3K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480+ 262.3% |
$28K - $30.5K
|
663
$45.3K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
475+ 1.39% |
$27.7K - $30.2K
|
34.6K
$2.37M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
474+ 10.95% |
$27.6K - $30.1K
|
4.8K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
470+ 3.03% |
$27.4K - $29.9K
|
16K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
467+ 2.2% |
$27.2K - $29.7K
|
21.7K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
449+ 2.61% |
$26.2K - $28.5K
|
17.7K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
403+ 1.17% |
$23.5K - $25.6K
|
34.9K
$2.38M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
403+ 1.17% |
$23.5K - $25.6K
|
34.9K
$2.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
390+ 28.45% |
$22.7K - $24.8K
|
1.76K
$120K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
389+ 5.2% |
$22.7K - $24.7K
|
7.88K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
388+ 16.08% |
$22.6K - $24.7K
|
2.8K
$192K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
378+ 4.99% |
$22K - $24K
|
7.95K
$544K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
365+ 2.0% |
$21.3K - $23.2K
|
18.6K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
355+ 4.74% |
$20.7K - $22.6K
|
7.85K
$537K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
355+ 1.05% |
$20.7K - $22.6K
|
34.1K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
350+ 0.1% |
$20.4K - $22.2K
|
367K
$25.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
347New |
$20.2K - $22.1K
|
347
$23.7K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
342+ 1.49% |
$19.9K - $21.7K
|
23.2K
$1.59M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
334+ 1.08% |
$19.5K - $21.2K
|
31.3K
$2.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
322New |
$18.8K - $20.5K
|
322
$22K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
303+ 69.66% |
$17.7K - $19.3K
|
738
$50.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
288+ 4.99% |
$16.8K - $18.3K
|
6.06K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
269+ 2.07% |
$15.7K - $17.1K
|
13.2K
$906K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
224+ 3.19% |
$13.1K - $14.2K
|
7.25K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
215+ 3.73% |
$12.5K - $13.7K
|
5.97K
$409K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
215+ 4.83% |
$12.5K - $13.7K
|
4.67K
$319K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
210+ 2.29% |
$12.2K - $13.3K
|
9.38K
$642K
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
210+ 0.53% |
$12.2K - $13.3K
|
40K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
194+ 11.17% |
$11.3K - $12.3K
|
1.93K
$132K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
175New |
$10.2K - $11.1K
|
175
$12K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
154+ 157.14% |
$8.98K - $9.79K
|
252
$17.2K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
149+ 1.37% |
$8.69K - $9.47K
|
11K
$755K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
122New |
$7.11K - $7.75K
|
122
$8.34K
|