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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
40K+ 36.6% |
$2.44M - $2.55M
|
149K
$10.4M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39KNew |
$2.38M - $2.49M
|
39K
$2.73M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
37.3KNew |
$2.27M - $2.38M
|
37.3K
$2.61M
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
31.3KNew |
$1.91M - $2M
|
31.3K
$2.19M
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
30.5K+ 106.75% |
$1.86M - $1.95M
|
59.1K
$4.13M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30.4KNew |
$1.85M - $1.94M
|
30.4K
$2.13M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30.2K+ 645.99% |
$1.84M - $1.92M
|
34.8K
$2.43M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.3K+ 111.26% |
$1.72M - $1.8M
|
53.7K
$3.75M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
28.2K+ 12.81% |
$1.71M - $1.8M
|
248K
$17.3M
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
28K+ 6.83% |
$1.71M - $1.79M
|
438K
$30.6M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27.8K+ 381.59% |
$1.69M - $1.77M
|
35.1K
$2.45M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27.8K+ 381.59% |
$1.69M - $1.77M
|
35.1K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
27.6K+ 2.69% |
$1.68M - $1.76M
|
1.05M
$73.5M
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25K+ 5.81% |
$1.52M - $1.59M
|
454K
$31.7M
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
24.9K+ 1.72% |
$1.52M - $1.59M
|
1.48M
$103M
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
24.5KNew |
$1.49M - $1.56M
|
24.5K
$1.71M
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
23K+ 24.5% |
$1.4M - $1.47M
|
117K
$8.16M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.9K+ 3.19% |
$1.4M - $1.46M
|
741K
$51.8M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9K+ 23.56% |
$1.33M - $1.4M
|
115K
$8.02M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21K+ 15.76% |
$1.28M - $1.34M
|
154K
$10.8M
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
20.9K+ 29.02% |
$1.27M - $1.33M
|
92.8K
$6.48M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.7K+ 116.66% |
$1.26M - $1.32M
|
38.4K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.3K+ 116.99% |
$1.23M - $1.29M
|
37.6K
$2.63M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.2KNew |
$1.23M - $1.29M
|
20.2K
$1.41M
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
18.2K+ 7.9% |
$1.11M - $1.16M
|
249K
$17.4M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.7K+ 4.06% |
$1.08M - $1.13M
|
453K
$31.6M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
16.9K+ 270.46% |
$1.03M - $1.08M
|
23.1K
$1.61M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$1.02M - $1.07M
|
16.8K
$1.17M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16.5K+ 33.79% |
$1M - $1.05M
|
65.2K
$4.56M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
16.2K+ 48.61% |
$985K - $1.03M
|
49.5K
$3.45M
|
|
Jul 24, 2023
Q2 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
15.6K+ 9.79% |
$948K - $994K
|
175K
$12.2M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.6K+ 25.06% |
$890K - $933K
|
73K
$5.1M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
14.5K+ 252.22% |
$882K - $925K
|
20.2K
$1.41M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14.1KNew |
$859K - $900K
|
14.1K
$985K
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
13.9K+ 3.28% |
$848K - $889K
|
439K
$30.7M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.9K+ 40.48% |
$847K - $888K
|
48.3K
$3.37M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13.5K+ 6.3% |
$823K - $863K
|
228K
$15.9M
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
13.2K+ 11.79% |
$801K - $840K
|
125K
$8.72M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13K+ 8.12% |
$790K - $828K
|
173K
$12.1M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.7K+ 6.37% |
$775K - $813K
|
213K
$14.9M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
12.4KNew |
$758K - $794K
|
12.4K
$869K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12.2K+ 29.61% |
$745K - $781K
|
53.6K
$3.74M
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 20.96% |
$745K - $781K
|
70.6K
$4.93M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.1K+ 65.11% |
$737K - $773K
|
30.7K
$2.15M
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
11.9K+ 45.78% |
$722K - $757K
|
37.8K
$2.64M
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 15.55% |
$689K - $723K
|
84.1K
$5.88M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2K+ 14.5% |
$684K - $717K
|
88.7K
$6.2M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.1K+ 45.14% |
$677K - $710K
|
35.8K
$2.5M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 0.85% |
$675K - $708K
|
1.31M
$91.4M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$662K - $694K
|
10.9K
$759K
|