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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.25K+ 7.93% |
$134K - $146K
|
30.6K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.23K+ 6.36% |
$133K - $145K
|
37.3K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
2.17K+ 1.24% |
$129K - $141K
|
177K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.16K+ 11.34% |
$129K - $140K
|
21.2K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06K+ 118.31% |
$123K - $134K
|
3.79K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.03K+ 210.17% |
$121K - $132K
|
2.99K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.93K+ 10.92% |
$115K - $125K
|
19.6K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.93K+ 1.39% |
$115K - $125K
|
140K
$9.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.92K+ 4.33% |
$115K - $125K
|
46.3K
$3.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.91K+ 16.8% |
$114K - $124K
|
13.3K
$914K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.87K+ 18.02% |
$112K - $122K
|
12.2K
$844K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 6.34% |
$108K - $118K
|
30.4K
$2.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
1.75K+ 2.22% |
$104K - $114K
|
80.4K
$5.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.68K+ 21.78% |
$100K - $109K
|
9.37K
$645K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.64K+ 49.95% |
$97.8K - $107K
|
4.91K
$339K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
1.62K+ 3.46% |
$96.5K - $105K
|
48.3K
$3.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.6K+ 30.6% |
$95.8K - $104K
|
6.85K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.6K+ 42.64% |
$95.4K - $104K
|
5.35K
$368K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.59K+ 13.76% |
$94.7K - $103K
|
13.1K
$904K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.42K+ 3.46% |
$84.9K - $92.6K
|
42.5K
$2.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$84.1K - $91.7K
|
1.41K
$97K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.39K+ 17425.0% |
$83.2K - $90.7K
|
1.4K
$96.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.39K+ 21.2% |
$82.9K - $90.4K
|
7.94K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.34K+ 1.17% |
$80.1K - $87.3K
|
116K
$8.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.33K+ 1.41% |
$79.6K - $86.8K
|
96.2K
$6.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1.29K+ 0.96% |
$76.9K - $83.8K
|
136K
$9.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.28K+ 2.54% |
$76.4K - $83.3K
|
51.6K
$3.56M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.15K+ 101.32% |
$68.9K - $75.1K
|
2.29K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.09KNew |
$65.2K - $71.1K
|
1.09K
$75.2K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.08KNew |
$64.5K - $70.3K
|
1.08K
$74.4K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.08K+ 1.5% |
$64.3K - $70.1K
|
72.7K
$5.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05K+ 3.7% |
$62.7K - $68.4K
|
29.4K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 5.13% |
$61.7K - $67.2K
|
21.2K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.03K+ 4.22% |
$61.4K - $66.9K
|
25.4K
$1.75M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
998+ 18.37% |
$59.6K - $65K
|
6.43K
$443K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
991+ 0.89% |
$59.2K - $64.5K
|
112K
$7.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
926+ 8.72% |
$55.3K - $60.3K
|
11.6K
$796K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
921New |
$55K - $60K
|
921
$63.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
881+ 250.28% |
$52.6K - $57.4K
|
1.23K
$85K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
851+ 0.88% |
$50.8K - $55.4K
|
98K
$6.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
840+ 6.22% |
$50.2K - $54.7K
|
14.3K
$989K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
795+ 0.62% |
$47.5K - $51.8K
|
128K
$8.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
773+ 0.06% |
$46.2K - $50.3K
|
1.21M
$83.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
751+ 5.57% |
$44.8K - $48.9K
|
14.2K
$981K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
744+ 16.02% |
$44.4K - $48.4K
|
5.39K
$371K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
741+ 0.05% |
$44.3K - $48.2K
|
1.59M
$110M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
696+ 16.64% |
$41.6K - $45.3K
|
4.88K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
684New |
$40.8K - $44.5K
|
684
$47.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
652+ 13.05% |
$38.9K - $42.4K
|
5.65K
$389K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
647+ 13.64% |
$38.6K - $42.1K
|
5.39K
$371K
|