Purchases and Sales Made in Q3 2023 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-7.5K- 1.48% |
$448K - $488K
|
501K
$34.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7.71K- 1.99% |
$461K - $502K
|
380K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-7.86K- 35.74% |
$469K - $511K
|
14.1K
$973K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-8.81K- 22.41% |
$526K - $574K
|
30.5K
$2.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-8.83K- 42.52% |
$527K - $575K
|
11.9K
$822K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.95K- 4.08% |
$534K - $583K
|
210K
$14.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.38K- 10.8% |
$560K - $611K
|
77.5K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.52K- 11.21% |
$568K - $620K
|
75.4K
$5.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.61K- 10.51% |
$574K - $625K
|
81.8K
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-9.8K- 6.73% |
$585K - $638K
|
136K
$9.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9.82K- 18.33% |
$587K - $640K
|
43.8K
$3.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.5K- 27.54% |
$626K - $682K
|
27.6K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-10.7K- 35.07% |
$638K - $695K
|
19.8K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-10.8K- 99.74% |
$647K - $706K
|
28
$1.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.4K- 45.75% |
$681K - $742K
|
13.5K
$931K
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-11.7K- 52.83% |
$701K - $764K
|
10.5K
$722K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-12.1K- 4.87% |
$725K - $791K
|
237K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.7K- 0.13% |
$757K - $825K
|
9.64M
$664M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.2K- 59.25% |
$790K - $861K
|
9.09K
$627K
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-13.6K- 18.74% |
$810K - $883K
|
58.8K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.5K- 1.12% |
$866K - $944K
|
1.29M
$88.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15K- 13.09% |
$897K - $978K
|
99.8K
$6.87M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-16.1K- 2.85% |
$961K - $1.05M
|
549K
$37.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-16.9K- 19.6% |
$1.01M - $1.1M
|
69.4K
$4.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-17.7K- 6.25% |
$1.06M - $1.15M
|
265K
$18.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-17.7K- 0.88% |
$1.06M - $1.15M
|
1.99M
$137M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-18.8K- 39.47% |
$1.12M - $1.22M
|
28.8K
$1.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-19.2K- 38.8% |
$1.15M - $1.25M
|
30.3K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.6K- 4.89% |
$1.23M - $1.34M
|
402K
$27.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20.9K- 44.03% |
$1.25M - $1.36M
|
26.6K
$1.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.4K- 1.71% |
$1.34M - $1.46M
|
1.29M
$88.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.1K- 4.4% |
$1.44M - $1.57M
|
523K
$36M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-24.5K- 63.89% |
$1.47M - $1.6M
|
13.9K
$956K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.7K- 20.07% |
$1.6M - $1.74M
|
106K
$7.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-28.6K- 4.41% |
$1.71M - $1.86M
|
619K
$42.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-37.7K- 7.78% |
$2.25M - $2.45M
|
447K
$30.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37.8K- 45.26% |
$2.26M - $2.46M
|
45.7K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-44.3K- 64.74% |
$2.65M - $2.88M
|
24.1K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-45.2K- 32.95% |
$2.7M - $2.94M
|
91.9K
$6.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-49.4K- 6.34% |
$2.95M - $3.22M
|
731K
$50.4M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-52.2K- 56.68% |
$3.12M - $3.4M
|
39.9K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-56.2K- 2.69% |
$3.35M - $3.66M
|
2.03M
$140M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-57.4K- 91.83% |
$3.43M - $3.74M
|
5.11K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-69K- 32.47% |
$4.12M - $4.49M
|
144K
$9.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-72.6K- 93.06% |
$4.34M - $4.73M
|
5.41K
$373K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-91K- 66.87% |
$5.43M - $5.92M
|
45.1K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-98.1K- 26.5% |
$5.86M - $6.39M
|
272K
$18.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-107K- 23.5% |
$6.38M - $6.95M
|
348K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-123K- 82.61% |
$7.33M - $7.99M
|
25.8K
$1.78M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-135K- 11.87% |
$8.08M - $8.81M
|
1.01M
$69.3M
|