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 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.5K+ 17.82% |
$91.1K - $95.5K
|
9.89K
$691K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.45K+ 1.33% |
$88.5K - $92.8K
|
111K
$7.74M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.44K+ 34.51% |
$87.8K - $92K
|
5.62K
$393K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.43K+ 3.11% |
$87.1K - $91.3K
|
47.4K
$3.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
1.4K+ 21.62% |
$85.2K - $89.4K
|
7.88K
$550K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.34K+ 16.46% |
$81.3K - $85.2K
|
9.45K
$660K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.3K+ 0.67% |
$79.1K - $83K
|
196K
$13.7M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.27K+ 36.64% |
$77.4K - $81.2K
|
4.74K
$331K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.26K+ 2.22% |
$76.7K - $80.4K
|
58.1K
$4.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.24K+ 5.7% |
$75.2K - $78.8K
|
22.9K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 1202.94% |
$74.7K - $78.3K
|
1.33K
$92.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.22K+ 3.53% |
$74.3K - $77.9K
|
35.8K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 15.81% |
$72.9K - $76.4K
|
8.77K
$612K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.19K+ 11.8% |
$72.3K - $75.8K
|
11.3K
$786K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.16K+ 4.71% |
$70.4K - $73.8K
|
25.7K
$1.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.13K+ 2.47% |
$68.7K - $72K
|
46.7K
$3.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.11K+ 3.82% |
$67.4K - $70.7K
|
30.1K
$2.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.1K+ 342.24% |
$67.1K - $70.3K
|
1.42K
$99.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1.09K+ 1.27% |
$66.1K - $69.3K
|
86.2K
$6.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.01K+ 10.05% |
$61.4K - $64.4K
|
11K
$772K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
952+ 21.16% |
$58K - $60.8K
|
5.45K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
947+ 33.81% |
$57.7K - $60.4K
|
3.75K
$262K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
937+ 2.82% |
$57K - $59.8K
|
34.2K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
926+ 11.65% |
$56.4K - $59.1K
|
8.87K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
881+ 4.42% |
$53.6K - $56.2K
|
20.8K
$1.45M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
878+ 1.38% |
$53.5K - $56K
|
64.7K
$4.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
872+ 2.93% |
$53.1K - $55.7K
|
30.7K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
859+ 3.81% |
$52.3K - $54.8K
|
23.4K
$1.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
823+ 11.62% |
$50.1K - $52.5K
|
7.91K
$552K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
770+ 2.97% |
$46.9K - $49.1K
|
26.7K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
752+ 2.33% |
$45.8K - $48K
|
33K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
685+ 0.51% |
$41.7K - $43.7K
|
134K
$9.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
682+ 1.42% |
$41.5K - $43.5K
|
48.6K
$3.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
664+ 1.63% |
$40.4K - $42.4K
|
41.5K
$2.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
662+ 0.81% |
$40.3K - $42.3K
|
82.4K
$5.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
613+ 1.53% |
$37.3K - $39.1K
|
40.7K
$2.84M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
587+ 682.56% |
$35.7K - $37.5K
|
673
$47K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
558+ 12.91% |
$34K - $35.6K
|
4.88K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
540+ 0.11% |
$32.9K - $34.5K
|
508K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
534New |
$32.5K - $34.1K
|
534
$37.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
501+ 2.47% |
$30.5K - $32K
|
20.8K
$1.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
500+ 1.67% |
$30.4K - $31.9K
|
30.4K
$2.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
500New |
$30.4K - $31.9K
|
500
$34.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
483+ 2.58% |
$29.4K - $30.8K
|
19.2K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
475+ 7.82% |
$28.9K - $30.3K
|
6.55K
$457K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
466+ 1.49% |
$28.4K - $29.7K
|
31.7K
$2.22M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
433+ 32.46% |
$26.4K - $27.6K
|
1.77K
$123K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
409+ 55.42% |
$24.9K - $26.1K
|
1.15K
$80.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
399+ 6.34% |
$24.3K - $25.5K
|
6.69K
$467K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
398+ 3.49% |
$24.2K - $25.4K
|
11.8K
$824K
|