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 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-294- 14.78% |
$17.1K - $18.7K
|
1.7K
$116K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-352- 3.63% |
$20.5K - $22.4K
|
9.35K
$640K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-361- 3.64% |
$21K - $22.9K
|
9.54K
$653K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-369- 0.43% |
$21.5K - $23.5K
|
85.1K
$5.82M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-372- 5.13% |
$21.7K - $23.6K
|
6.89K
$471K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-390- 10.94% |
$22.7K - $24.8K
|
3.18K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-392- 1.34% |
$22.9K - $24.9K
|
28.9K
$1.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-443- 2.24% |
$25.8K - $28.2K
|
19.3K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-447- 1.94% |
$26.1K - $28.4K
|
22.5K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-447- 64.78% |
$26.1K - $28.4K
|
243
$16.6K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-475- 5.57% |
$27.7K - $30.2K
|
8.06K
$551K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-477- 1.25% |
$27.8K - $30.3K
|
37.8K
$2.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-477- 9.19% |
$27.8K - $30.3K
|
4.71K
$322K
|
|
|
May 01, 2023
Q1 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-488- 0.57% |
$28.5K - $31K
|
84.7K
$5.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-494- 4.06% |
$28.8K - $31.4K
|
11.7K
$799K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-578- 2.39% |
$33.7K - $36.7K
|
23.6K
$1.62M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-588- 2.22% |
$34.3K - $37.4K
|
25.9K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-603- 10.6% |
$35.2K - $38.3K
|
5.09K
$348K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-627- 11.69% |
$36.6K - $39.9K
|
4.74K
$324K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-636- 0.67% |
$37.1K - $40.4K
|
94.4K
$6.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-640- 6.86% |
$37.3K - $40.7K
|
8.69K
$594K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-663- 6.39% |
$38.7K - $42.1K
|
9.71K
$664K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-684- 4.71% |
$39.9K - $43.5K
|
13.8K
$947K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-686- 2.91% |
$40K - $43.6K
|
22.9K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-723- 12.63% |
$42.2K - $46K
|
5K
$342K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-766- 3.89% |
$44.7K - $48.7K
|
18.9K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-840- 1.71% |
$49K - $53.4K
|
48.4K
$3.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-924- 13.08% |
$53.9K - $58.7K
|
6.14K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-952- 0.33% |
$55.5K - $60.5K
|
287K
$19.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-967- 20.35% |
$56.4K - $61.5K
|
3.78K
$259K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1K- 0.45% |
$58.3K - $63.6K
|
219K
$15M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1K- 2.03% |
$58.4K - $63.7K
|
48.4K
$3.31M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.05K- 2.6% |
$60.9K - $66.4K
|
39.1K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.08K- 8.97% |
$62.9K - $68.6K
|
10.9K
$749K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.18K- 15.43% |
$69K - $75.3K
|
6.49K
$444K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.2K- 14.18% |
$70.1K - $76.5K
|
7.28K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.22K- 15.18% |
$71.1K - $77.5K
|
6.81K
$466K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 17.03% |
$71.2K - $77.7K
|
5.95K
$407K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.23K- 15.27% |
$71.8K - $78.2K
|
6.83K
$467K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.26K- 22.26% |
$73.6K - $80.3K
|
4.41K
$302K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-1.31K- 4.82% |
$76.3K - $83.1K
|
25.8K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.38K- 2.44% |
$80.4K - $87.6K
|
55.2K
$3.77M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.46K- 25.86% |
$85K - $92.7K
|
4.18K
$286K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-1.46K- 2.67% |
$85.4K - $93.1K
|
53.3K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 18.54% |
$87.8K - $95.7K
|
6.62K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.51K- 1.97% |
$88K - $96K
|
75.1K
$5.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 10.82% |
$93.5K - $102K
|
13.2K
$904K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.6K- 1.26% |
$93.5K - $102K
|
126K
$8.59M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.62K- 15.77% |
$94.5K - $103K
|
8.66K
$592K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.64K- 2.57% |
$95.4K - $104K
|
62K
$4.24M
|