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 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-68- 0.2% |
$3.96K - $4.32K
|
33.2K
$2.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-68- 1.27% |
$3.96K - $4.32K
|
5.27K
$360K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-71- 0.7% |
$4.14K - $4.51K
|
10K
$687K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-77- 1.75% |
$4.49K - $4.89K
|
4.32K
$296K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-87- 5.88% |
$5.07K - $5.53K
|
1.39K
$95.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-102- 1.51% |
$5.95K - $6.48K
|
6.67K
$456K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-103- 0.24% |
$6K - $6.55K
|
42.5K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-110- 7.78% |
$6.41K - $6.99K
|
1.3K
$89.2K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-110- 0.36% |
$6.41K - $6.99K
|
30.5K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-116- 4.58% |
$6.76K - $7.37K
|
2.42K
$165K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-118Closed |
$6.88K - $7.5K
|
0
$0
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-134- 1.41% |
$7.81K - $8.52K
|
9.4K
$643K
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-140- 1.02% |
$8.16K - $8.9K
|
13.6K
$931K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-145- 1.22% |
$8.45K - $9.22K
|
11.8K
$805K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-145- 3.37% |
$8.45K - $9.22K
|
4.16K
$284K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-150- 3.02% |
$8.75K - $9.53K
|
4.81K
$329K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-151- 1.21% |
$8.8K - $9.6K
|
12.3K
$842K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-152- 2.58% |
$8.86K - $9.66K
|
5.75K
$393K
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-153- 0.86% |
$8.92K - $9.72K
|
17.6K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-160- 0.16% |
$9.33K - $10.2K
|
98.1K
$6.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-160- 0.39% |
$9.33K - $10.2K
|
40.9K
$2.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-162- 3.36% |
$9.44K - $10.3K
|
4.66K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-163- 0.25% |
$9.5K - $10.4K
|
64.6K
$4.42M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-166- 3.42% |
$9.68K - $10.6K
|
4.69K
$321K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-171- 47.24% |
$9.97K - $10.9K
|
191
$13.1K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-172- 0.69% |
$10K - $10.9K
|
24.6K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-180- 2.0% |
$10.5K - $11.4K
|
8.84K
$604K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-181- 4.23% |
$10.6K - $11.5K
|
4.1K
$280K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-183- 28.2% |
$10.7K - $11.6K
|
466
$31.9K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-183- 2.45% |
$10.7K - $11.6K
|
7.3K
$499K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-192- 1.36% |
$11.2K - $12.2K
|
13.9K
$953K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-205- 2.32% |
$12K - $13K
|
8.64K
$591K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-212- 2.94% |
$12.4K - $13.5K
|
7K
$479K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-213- 1.13% |
$12.4K - $13.5K
|
18.6K
$1.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-215- 0.45% |
$12.5K - $13.7K
|
47.6K
$3.26M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-216- 92.31% |
$12.6K - $13.7K
|
18
$1.23K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-217- 2.71% |
$12.7K - $13.8K
|
7.79K
$533K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-224- 0.58% |
$13.1K - $14.2K
|
38.1K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-225- 0.48% |
$13.1K - $14.3K
|
47.1K
$3.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-234- 4.18% |
$13.6K - $14.9K
|
5.36K
$367K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-241- 6.77% |
$14.1K - $15.3K
|
3.32K
$227K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-244- 1.0% |
$14.2K - $15.5K
|
24.2K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-252- 5.17% |
$14.7K - $16K
|
4.62K
$316K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-259- 1.03% |
$15.1K - $16.5K
|
25K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-260- 7.28% |
$15.2K - $16.5K
|
3.31K
$226K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-269- 0.77% |
$15.7K - $17.1K
|
34.8K
$2.38M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-269- 4.91% |
$15.7K - $17.1K
|
5.21K
$356K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-273- 2.49% |
$15.9K - $17.4K
|
10.7K
$730K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-276- 3.99% |
$16.1K - $17.5K
|
6.64K
$454K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-285- 0.8% |
$16.6K - $18.1K
|
35.1K
$2.4M
|