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 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.27K- 9.19% |
$321K - $336K
|
52.1K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.3K- 3.18% |
$323K - $339K
|
161K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.45K- 6.21% |
$332K - $348K
|
82.2K
$5.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-5.55K- 31.51% |
$338K - $354K
|
12.1K
$843K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-5.69K- 1.81% |
$346K - $363K
|
308K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-5.85K- 21.97% |
$356K - $374K
|
20.8K
$1.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-5.91K- 1.5% |
$360K - $377K
|
387K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 21.7% |
$363K - $381K
|
21.5K
$1.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.24K- 39.32% |
$380K - $398K
|
9.63K
$673K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-6.63K- 4.4% |
$403K - $423K
|
144K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.87K- 0.53% |
$418K - $438K
|
1.3M
$90.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.9K- 4.17% |
$420K - $441K
|
159K
$11.1M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.01K- 65.66% |
$427K - $447K
|
3.67K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.12K- 1.45% |
$433K - $454K
|
485K
$33.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.2K- 7.81% |
$438K - $459K
|
85K
$5.94M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-7.59K- 1.06% |
$462K - $484K
|
707K
$49.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7.82K- 5.94% |
$476K - $499K
|
124K
$8.64M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-8.66K- 5.94% |
$527K - $552K
|
137K
$9.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.95K- 35.91% |
$545K - $571K
|
16K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.98K- 1.62% |
$547K - $573K
|
547K
$38.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.95K- 10.34% |
$606K - $635K
|
86.3K
$6.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.2K- 0.85% |
$620K - $650K
|
1.19M
$82.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-11.2K- 46.92% |
$683K - $716K
|
12.7K
$887K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-11.9KClosed |
$724K - $759K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.3K- 30.75% |
$809K - $848K
|
29.9K
$2.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 3.63% |
$815K - $855K
|
356K
$24.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-14.2K- 1.64% |
$865K - $907K
|
854K
$59.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-14.9K- 2.57% |
$907K - $951K
|
565K
$39.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-15.1K- 1.9% |
$919K - $964K
|
780K
$54.5M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-17.3K- 19.5% |
$1.06M - $1.11M
|
71.6K
$5M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.6K- 11.19% |
$1.07M - $1.13M
|
140K
$9.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-18.6K- 5.06% |
$1.13M - $1.19M
|
349K
$24.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-21.8K- 10.93% |
$1.33M - $1.39M
|
178K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-21.8K- 1.63% |
$1.33M - $1.39M
|
1.32M
$92.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.6K- 33.01% |
$1.44M - $1.51M
|
47.9K
$3.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-26.7K- 1.31% |
$1.63M - $1.71M
|
2.01M
$140M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-28.7K- 7.2% |
$1.75M - $1.83M
|
370K
$25.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-28.8K- 37.79% |
$1.76M - $1.84M
|
47.5K
$3.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.2K- 24.65% |
$1.84M - $1.92M
|
92.2K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.5K- 12.57% |
$1.92M - $2.01M
|
219K
$15.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-31.6K- 33.44% |
$1.92M - $2.02M
|
62.9K
$4.39M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-34.8K- 10.94% |
$2.12M - $2.22M
|
283K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39.9K- 3.1% |
$2.43M - $2.55M
|
1.25M
$87.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-44K- 3.51% |
$2.68M - $2.81M
|
1.21M
$84.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-45.6K- 67.15% |
$2.78M - $2.91M
|
22.3K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46.5K- 89.28% |
$2.83M - $2.97M
|
5.58K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-49.5K- 1.87% |
$3.01M - $3.16M
|
2.6M
$182M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-49.5K- 1.87% |
$3.01M - $3.16M
|
2.6M
$182M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-51.5K- 8.87% |
$3.14M - $3.29M
|
529K
$36.9M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-53.9K- 4.51% |
$3.28M - $3.44M
|
1.14M
$79.7M
|