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 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.8K+ 19.28% |
$1.12M - $1.22M
|
116K
$8.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.6K+ 47.53% |
$1.11M - $1.21M
|
57.6K
$3.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.6K+ 35.3% |
$1.05M - $1.14M
|
67.3K
$4.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5K+ 11.37% |
$1.05M - $1.14M
|
172K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.5K+ 32.56% |
$1.04M - $1.14M
|
71.1K
$4.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.3K+ 11.99% |
$974K - $1.06M
|
152K
$10.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
16K+ 17.24% |
$956K - $1.04M
|
109K
$7.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
14.6K+ 4.59% |
$870K - $949K
|
332K
$22.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
14.1K+ 3.22% |
$844K - $920K
|
453K
$31.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
13.5K+ 3.02% |
$806K - $879K
|
460K
$31.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
13.3K+ 15.56% |
$792K - $864K
|
98.6K
$6.79M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
13.2K+ 8.28% |
$790K - $861K
|
173K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
11.6K+ 82.98% |
$695K - $758K
|
25.7K
$1.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.6KNew |
$695K - $757K
|
11.6K
$802K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 1.71% |
$686K - $748K
|
685K
$47.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.3K+ 17.32% |
$675K - $735K
|
76.5K
$5.27M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
10.8K+ 191.71% |
$644K - $702K
|
16.4K
$1.13M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.4KNew |
$619K - $675K
|
10.4K
$715K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 4.05% |
$599K - $653K
|
258K
$17.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.63K+ 1.3% |
$575K - $627K
|
751K
$51.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.49K+ 0.8% |
$567K - $618K
|
1.2M
$82.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.38K+ 2.33% |
$560K - $610K
|
411K
$28.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.18KNew |
$548K - $598K
|
9.18K
$633K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.68K+ 1.02% |
$518K - $565K
|
863K
$59.4M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
8.68KNew |
$518K - $565K
|
8.68K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.57K+ 13.14% |
$512K - $558K
|
73.8K
$5.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.49K+ 128.8% |
$507K - $553K
|
15.1K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
8.24K+ 2.05% |
$492K - $536K
|
411K
$28.3M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.11K+ 9.87% |
$485K - $528K
|
90.3K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.1KNew |
$484K - $527K
|
8.1K
$558K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
8.08K+ 41.57% |
$483K - $526K
|
27.5K
$1.9M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.86K+ 4.49% |
$469K - $512K
|
183K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.75K+ 3.45% |
$463K - $504K
|
232K
$16M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.67K+ 5.49% |
$458K - $499K
|
147K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
7.25K+ 31.39% |
$433K - $472K
|
30.4K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.92KNew |
$413K - $450K
|
6.92K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.92K+ 1.53% |
$413K - $450K
|
460K
$31.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.87KNew |
$410K - $447K
|
6.87K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.84K+ 8.33% |
$409K - $445K
|
89K
$6.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.73K+ 16.85% |
$402K - $438K
|
46.6K
$3.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.71K+ 4.66% |
$401K - $437K
|
151K
$10.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.61K+ 8.03% |
$395K - $430K
|
89K
$6.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.38K+ 9.25% |
$381K - $415K
|
75.3K
$5.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.31K+ 13.08% |
$377K - $411K
|
54.6K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.18K+ 10.81% |
$369K - $402K
|
63.3K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.11K+ 10.56% |
$365K - $398K
|
64K
$4.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.98K+ 10.54% |
$357K - $389K
|
62.7K
$4.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.94K+ 68.34% |
$355K - $387K
|
14.6K
$1.01M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.73K+ 82.92% |
$342K - $373K
|
12.6K
$871K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.7KNew |
$340K - $371K
|
5.7K
$393K
|