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 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
9.9K+ 2.98% |
$603K - $632K
|
342K
$23.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.9K+ 1.49% |
$603K - $632K
|
674K
$47.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
9.61K+ 7.11% |
$585K - $613K
|
145K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
9.61K+ 7.11% |
$585K - $613K
|
145K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.46K+ 12.22% |
$576K - $604K
|
86.8K
$6.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.28K+ 59.89% |
$565K - $592K
|
24.8K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.19K+ 47.5% |
$560K - $587K
|
28.5K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.9K+ 4.12% |
$542K - $568K
|
225K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
8.46K+ 36.78% |
$515K - $540K
|
31.5K
$2.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.41KNew |
$512K - $537K
|
8.41K
$588K
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
8.35K+ 10.11% |
$509K - $533K
|
91K
$6.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8.28KNew |
$504K - $529K
|
8.28K
$579K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
8.04KNew |
$490K - $513K
|
8.04K
$562K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.9K+ 30.59% |
$481K - $504K
|
33.7K
$2.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.68K+ 5.36% |
$467K - $490K
|
151K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
7.5K+ 114.91% |
$456K - $479K
|
14K
$980K
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
7.47K+ 1.89% |
$455K - $477K
|
402K
$28.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.4K+ 18.93% |
$451K - $473K
|
46.5K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.14K+ 6.62% |
$435K - $456K
|
115K
$8.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.12K+ 46.63% |
$434K - $455K
|
22.4K
$1.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.07K+ 2.28% |
$431K - $451K
|
317K
$22.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.05K+ 32.76% |
$429K - $450K
|
28.6K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.84K+ 100.0% |
$416K - $437K
|
13.7K
$956K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.68K+ 15.49% |
$406K - $426K
|
49.8K
$3.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
5.78K+ 4.44% |
$352K - $369K
|
136K
$9.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.64KNew |
$343K - $360K
|
5.64K
$394K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.62K+ 10.98% |
$342K - $358K
|
56.7K
$3.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.6K+ 10.79% |
$341K - $358K
|
57.5K
$4.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.32K+ 2.31% |
$324K - $339K
|
235K
$16.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.3K+ 100.0% |
$323K - $338K
|
10.6K
$741K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.2K+ 59.88% |
$317K - $332K
|
13.9K
$970K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
5.12K+ 22.01% |
$311K - $327K
|
28.4K
$1.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.09KNew |
$310K - $325K
|
5.09K
$356K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
5.03KNew |
$306K - $321K
|
5.03K
$351K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.98K+ 5.09% |
$303K - $318K
|
103K
$7.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
4.93KNew |
$300K - $315K
|
4.93K
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.74K+ 20.07% |
$289K - $303K
|
28.4K
$1.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
4.61K+ 23.3% |
$280K - $294K
|
24.4K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.41K+ 6.83% |
$268K - $281K
|
69K
$4.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
4.37KNew |
$266K - $279K
|
4.37K
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.36K+ 10.89% |
$265K - $278K
|
44.4K
$3.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.18KNew |
$255K - $267K
|
4.18K
$292K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$254K - $266K
|
4.17K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.04K+ 2.84% |
$246K - $258K
|
146K
$10.2M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.81KNew |
$232K - $243K
|
3.81K
$266K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.8K+ 15.43% |
$231K - $242K
|
28.4K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.76K+ 5.82% |
$229K - $240K
|
68.4K
$4.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3.75K+ 4.59% |
$228K - $239K
|
85.3K
$5.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.71K+ 26.59% |
$226K - $237K
|
17.6K
$1.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.7K+ 3.96% |
$225K - $236K
|
97.2K
$6.79M
|