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
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.67K+ 9.83% |
$224K - $235K
|
41.1K
$2.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 49.54% |
$219K - $229K
|
10.8K
$757K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.56K+ 2.39% |
$216K - $227K
|
152K
$10.6M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.54K+ 2.07% |
$216K - $226K
|
175K
$12.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.54K+ 9.89% |
$216K - $226K
|
39.3K
$2.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
3.52K+ 10.99% |
$214K - $225K
|
35.6K
$2.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.52K+ 7.6% |
$214K - $225K
|
49.8K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.5K+ 44.66% |
$213K - $224K
|
11.4K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.42KNew |
$208K - $218K
|
3.42K
$239K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.39K+ 0.21% |
$206K - $216K
|
1.59M
$111M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.28K+ 9.43% |
$200K - $209K
|
38K
$2.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.24KNew |
$197K - $207K
|
3.24K
$227K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.23K+ 5.21% |
$197K - $206K
|
65.2K
$4.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
3.19K+ 66.43% |
$194K - $204K
|
7.99K
$558K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.19K+ 10.56% |
$194K - $203K
|
33.4K
$2.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.07K+ 3.35% |
$187K - $196K
|
94.9K
$6.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.02K+ 0.34% |
$184K - $193K
|
884K
$61.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.02KNew |
$184K - $193K
|
3.02K
$211K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.94K+ 5.35% |
$179K - $187K
|
57.9K
$4.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.87K+ 11.98% |
$174K - $183K
|
26.8K
$1.87M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.77KNew |
$168K - $176K
|
2.77K
$193K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.71K+ 3.28% |
$165K - $173K
|
85.3K
$5.96M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 0.29% |
$164K - $172K
|
917K
$64.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 3.7% |
$159K - $166K
|
73K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.54K+ 1.74% |
$155K - $162K
|
149K
$10.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.48K+ 4.73% |
$151K - $158K
|
55K
$3.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.42K+ 5.15% |
$148K - $155K
|
49.5K
$3.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.35K+ 51.54% |
$143K - $150K
|
6.91K
$483K
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 4.92% |
$142K - $149K
|
49.9K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.27K+ 4.11% |
$138K - $145K
|
57.4K
$4.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.23K+ 0.23% |
$136K - $143K
|
975K
$68.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.23K+ 12.47% |
$136K - $142K
|
20.1K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
2.13K+ 2.79% |
$130K - $136K
|
78.7K
$5.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.12K+ 3.89% |
$129K - $135K
|
56.5K
$3.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.06K+ 5.16% |
$126K - $132K
|
42K
$2.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 0.22% |
$125K - $131K
|
926K
$64.7M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.03K+ 12.23% |
$123K - $129K
|
18.6K
$1.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.03K+ 31.21% |
$123K - $129K
|
8.51K
$595K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.01K+ 4.15% |
$122K - $128K
|
50.4K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.94K+ 0.67% |
$118K - $124K
|
289K
$20.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.91K+ 43.3% |
$116K - $122K
|
6.31K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.9K+ 9.69% |
$116K - $121K
|
21.5K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.86KNew |
$113K - $119K
|
1.86K
$130K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.83K+ 27.46% |
$112K - $117K
|
8.5K
$594K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.73K+ 3.37% |
$105K - $111K
|
53.1K
$3.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.72K+ 4.35% |
$105K - $110K
|
41.4K
$2.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 6.88% |
$105K - $110K
|
26.7K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.61K+ 10.07% |
$98K - $103K
|
17.6K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.55K+ 0.31% |
$94.4K - $99K
|
501K
$35M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.54K+ 25.67% |
$93.8K - $98.3K
|
7.54K
$527K
|