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 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
397+ 0.43% |
$24.2K - $25.3K
|
92.6K
$6.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
395+ 4.21% |
$24K - $25.2K
|
9.78K
$683K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
379+ 4.56% |
$23.1K - $24.2K
|
8.69K
$607K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
352New |
$21.4K - $22.5K
|
352
$24.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
337+ 7.23% |
$20.5K - $21.5K
|
5K
$349K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
333+ 0.36% |
$20.3K - $21.3K
|
91.9K
$6.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
316+ 1.02% |
$19.2K - $20.2K
|
31.4K
$2.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
302+ 0.03% |
$18.4K - $19.3K
|
1.01M
$70.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
289+ 1.19% |
$17.6K - $18.4K
|
24.6K
$1.72M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
274+ 1.27% |
$16.7K - $17.5K
|
21.8K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
267+ 4.75% |
$16.3K - $17K
|
5.89K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
260+ 5.11% |
$15.8K - $16.6K
|
5.35K
$374K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
255+ 1.02% |
$15.5K - $16.3K
|
25.2K
$1.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
250New |
$15.2K - $16K
|
250
$17.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
250+ 59.52% |
$15.2K - $16K
|
670
$46.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
249+ 1.88% |
$15.2K - $15.9K
|
13.5K
$942K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
242+ 0.39% |
$14.7K - $15.4K
|
62.4K
$4.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
241+ 2.55% |
$14.7K - $15.4K
|
9.68K
$676K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
234+ 1300.0% |
$14.2K - $14.9K
|
252
$17.6K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
232+ 3.72% |
$14.1K - $14.8K
|
6.46K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
227+ 4.79% |
$13.8K - $14.5K
|
4.97K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
225+ 3.45% |
$13.7K - $14.4K
|
6.74K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
222+ 5.85% |
$13.5K - $14.2K
|
4.02K
$280K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
217+ 2.44% |
$13.2K - $13.9K
|
9.1K
$636K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
216+ 19.42% |
$13.2K - $13.8K
|
1.33K
$92.8K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
208New |
$12.7K - $13.3K
|
208
$14.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
174+ 0.14% |
$10.6K - $11.1K
|
126K
$8.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
172+ 90.05% |
$10.5K - $11K
|
363
$25.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
168+ 2.74% |
$10.2K - $10.7K
|
6.31K
$441K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
163New |
$9.92K - $10.4K
|
163
$11.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
159+ 23.04% |
$9.68K - $10.1K
|
849
$59.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
141+ 1.56% |
$8.58K - $9K
|
9.16K
$640K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
135+ 1.23% |
$8.22K - $8.62K
|
11.1K
$774K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
132New |
$8.04K - $8.43K
|
132
$9.22K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
127+ 18.54% |
$7.73K - $8.11K
|
812
$56.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
126+ 1.96% |
$7.67K - $8.04K
|
6.56K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
119+ 14.08% |
$7.24K - $7.6K
|
964
$67.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
119+ 1.73% |
$7.24K - $7.6K
|
7K
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119New |
$7.24K - $7.6K
|
119
$8.31K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
117+ 1.58% |
$7.12K - $7.47K
|
7.53K
$526K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
111+ 3.3% |
$6.76K - $7.09K
|
3.47K
$242K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
111New |
$6.76K - $7.09K
|
111
$7.75K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
109+ 0.58% |
$6.64K - $6.96K
|
19K
$1.33M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 13.33% |
$6.09K - $6.38K
|
850
$59.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
94+ 0.2% |
$5.72K - $6K
|
47.2K
$3.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
92+ 1.55% |
$5.6K - $5.87K
|
6.05K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
86+ 1.85% |
$5.24K - $5.49K
|
4.73K
$331K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
85+ 1.8% |
$5.17K - $5.43K
|
4.8K
$335K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
79+ 1.54% |
$4.81K - $5.04K
|
5.21K
$364K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
78+ 2600.0% |
$4.75K - $4.98K
|
81
$5.66K
|