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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
120+ 0.86% |
$7K - $7.63K
|
14.1K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
117+ 0.55% |
$6.82K - $7.44K
|
21.5K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
117New |
$6.82K - $7.44K
|
117
$8.46K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
97+ 0.39% |
$5.66K - $6.17K
|
24.9K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
86+ 2.4% |
$5.01K - $5.47K
|
3.66K
$265K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
85New |
$4.96K - $5.4K
|
85
$6.15K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
81New |
$4.72K - $5.15K
|
81
$5.86K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 1.7% |
$4.37K - $4.77K
|
4.5K
$325K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
BUY
|
- |
73+ 1.9% |
$4.26K - $4.64K
|
3.92K
$283K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
69+ 0.51% |
$4.02K - $4.39K
|
13.7K
$988K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
63+ 0.33% |
$3.67K - $4K
|
19.4K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62+ 0.08% |
$3.61K - $3.94K
|
81.7K
$5.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
61New |
$3.56K - $3.88K
|
61
$4.41K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
61+ 6.84% |
$3.56K - $3.88K
|
953
$68.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
60+ 75.95% |
$3.5K - $3.81K
|
139
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
57New |
$3.32K - $3.62K
|
57
$4.12K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
56New |
$3.26K - $3.56K
|
56
$4.05K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
50+ 0.48% |
$2.92K - $3.18K
|
10.5K
$762K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
49+ 13.73% |
$2.86K - $3.11K
|
406
$29.4K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
46+ 1.07% |
$2.68K - $2.92K
|
4.36K
$315K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
46New |
$2.68K - $2.92K
|
46
$3.33K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
45+ 41.67% |
$2.62K - $2.86K
|
153
$11.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
36New |
$2.1K - $2.29K
|
36
$2.6K
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
33+ 0.76% |
$1.92K - $2.1K
|
4.4K
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
31New |
$1.81K - $1.97K
|
31
$2.24K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
29+ 0.52% |
$1.69K - $1.84K
|
5.66K
$409K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26+ 50.0% |
$1.52K - $1.65K
|
78
$5.64K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24+ 19.51% |
$1.4K - $1.53K
|
147
$10.6K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.09% |
$1.11K - $1.21K
|
20.6K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18+ 0.01% |
$1.05K - $1.14K
|
143K
$10.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17+ 0.51% |
$991 - $1.08K
|
3.36K
$243K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16+ 0.06% |
$933 - $1.02K
|
24.9K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
14+ 0.04% |
$816 - $890
|
32K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
14New |
$816 - $890
|
14
$1.01K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 0.14% |
$758 - $826
|
9.44K
$683K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 2.98% |
$408 - $445
|
242
$17.5K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3New |
$175 - $191
|
3
$217
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$175 - $191
|
5.03K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.3% |
$117 - $127
|
673
$48.7K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 0.04% |
$583 - $636
|
24.9K
$1.8M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 0.45% |
$583 - $636
|
2.23K
$161K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-14- 2.1% |
$816 - $890
|
652
$47.1K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15- 1.51% |
$875 - $953
|
981
$70.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-23- 18.4% |
$1.34K - $1.46K
|
102
$7.38K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38- 36.54% |
$2.22K - $2.42K
|
66
$4.77K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 4.77% |
$2.33K - $2.54K
|
799
$57.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-41- 0.05% |
$2.39K - $2.61K
|
77.9K
$5.63M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 1.06% |
$2.92K - $3.18K
|
4.65K
$336K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-56- 0.85% |
$3.26K - $3.56K
|
6.51K
$471K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-68- 0.2% |
$3.96K - $4.32K
|
33.2K
$2.4M
|