Purchases and Sales Made in Q2 2023 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.14K- 0.82% |
$69.5K - $72.8K
|
138K
$9.64M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.16K- 3.34% |
$70.8K - $74.2K
|
33.7K
$2.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.16K- 3.34% |
$70.8K - $74.2K
|
33.7K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.18K- 5.05% |
$71.8K - $75.3K
|
22.2K
$1.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.18K- 0.77% |
$72.1K - $75.6K
|
152K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.27K- 18.66% |
$77.4K - $81.1K
|
5.54K
$387K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.28K- 14.1% |
$77.7K - $81.4K
|
7.78K
$543K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.33K- 2.23% |
$81.1K - $85K
|
58.3K
$4.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.41K- 2.61% |
$85.7K - $89.9K
|
52.6K
$3.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.47K- 1.08% |
$89.3K - $93.6K
|
134K
$9.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.48K- 7.0% |
$89.9K - $94.2K
|
19.6K
$1.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.51K- 6.77% |
$91.7K - $96.1K
|
20.8K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-1.56K- 3.22% |
$94.7K - $99.3K
|
46.7K
$3.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.58K- 3.75% |
$96.4K - $101K
|
40.6K
$2.84M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.65K- 30.4% |
$101K - $106K
|
3.79K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.69K- 4.12% |
$103K - $108K
|
39.3K
$2.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.69K- 19.14% |
$103K - $108K
|
7.15K
$499K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.75K- 1.39% |
$106K - $112K
|
124K
$8.68M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.79K- 0.22% |
$109K - $114K
|
818K
$57.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.86K- 5.66% |
$113K - $119K
|
31K
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-2.13K- 3.99% |
$129K - $136K
|
51.2K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.21K- 0.52% |
$135K - $141K
|
422K
$29.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.44K- 92.15% |
$149K - $156K
|
208
$14.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.45K- 55.28% |
$149K - $156K
|
1.98K
$138K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.45K- 6.81% |
$149K - $156K
|
33.5K
$2.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-2.52K- 1.55% |
$154K - $161K
|
160K
$11.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.63K- 36.19% |
$160K - $168K
|
4.65K
$324K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.8K- 4.89% |
$171K - $179K
|
54.5K
$3.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.82K- 0.69% |
$171K - $180K
|
403K
$28.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-2.86K- 6.69% |
$174K - $183K
|
39.9K
$2.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.96K- 49.86% |
$180K - $189K
|
2.97K
$208K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.96K- 49.86% |
$180K - $189K
|
2.97K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3K- 11.54% |
$183K - $192K
|
23K
$1.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.05K- 31.88% |
$185K - $194K
|
6.51K
$455K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.35K- 22.5% |
$204K - $214K
|
11.5K
$805K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.37K- 9.37% |
$205K - $215K
|
32.6K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.53K- 1.55% |
$215K - $225K
|
224K
$15.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.58K- 2.5% |
$218K - $228K
|
140K
$9.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 5.92% |
$219K - $230K
|
57.1K
$3.99M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.64K- 9.13% |
$221K - $232K
|
36.2K
$2.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-3.82K- 39.36% |
$233K - $244K
|
5.89K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.91K- 22.41% |
$238K - $249K
|
13.5K
$945K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-4.04K- 0.69% |
$246K - $258K
|
580K
$40.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.12K- 5.5% |
$251K - $263K
|
70.8K
$4.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.13K- 36.83% |
$252K - $264K
|
7.09K
$495K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-4.16K- 13.02% |
$254K - $266K
|
27.8K
$1.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-4.75K- 18.36% |
$289K - $303K
|
21.1K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-4.91K- 48.21% |
$299K - $313K
|
5.27K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-4.92K- 42.11% |
$299K - $314K
|
6.76K
$472K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5.1K- 0.93% |
$310K - $325K
|
544K
$38M
|