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 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
634+ 1.89% |
$37.9K - $41.3K
|
34.2K
$2.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
603+ 0.78% |
$36K - $39.3K
|
78.2K
$5.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
584+ 1.17% |
$34.9K - $38K
|
50.4K
$3.47M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
581+ 7.35% |
$34.7K - $37.8K
|
8.49K
$585K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
553+ 10.78% |
$33K - $36K
|
5.68K
$391K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
553+ 1.74% |
$33K - $36K
|
32.3K
$2.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
540+ 15.89% |
$32.2K - $35.2K
|
3.94K
$271K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
514+ 1.44% |
$30.7K - $33.5K
|
36.3K
$2.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
511+ 2.34% |
$30.5K - $33.3K
|
22.4K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
497New |
$29.7K - $32.4K
|
497
$34.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
470+ 1.9% |
$28.1K - $30.6K
|
25.2K
$1.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
464+ 5.37% |
$27.7K - $30.2K
|
9.1K
$627K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
459+ 2.39% |
$27.4K - $29.9K
|
19.7K
$1.36M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
455+ 1.81% |
$27.2K - $29.6K
|
25.6K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
441+ 35.31% |
$26.3K - $28.7K
|
1.69K
$116K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
400+ 34.87% |
$23.9K - $26K
|
1.55K
$107K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
384New |
$22.9K - $25K
|
384
$26.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
358+ 11.04% |
$21.4K - $23.3K
|
3.6K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
336+ 4.97% |
$20.1K - $21.9K
|
7.1K
$489K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
327+ 0.45% |
$19.5K - $21.3K
|
73.3K
$5.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
326+ 1.42% |
$19.5K - $21.2K
|
23.2K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
322+ 0.13% |
$19.2K - $21K
|
239K
$16.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
316+ 0.21% |
$18.9K - $20.6K
|
153K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
315+ 225.0% |
$18.8K - $20.5K
|
455
$31.4K
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
313+ 1.68% |
$18.7K - $20.4K
|
18.9K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
302+ 8.83% |
$18K - $19.7K
|
3.72K
$257K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
296+ 4.89% |
$17.7K - $19.3K
|
6.36K
$438K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
266+ 4.4% |
$15.9K - $17.3K
|
6.31K
$435K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
255+ 0.13% |
$15.2K - $16.6K
|
196K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
246+ 3.51% |
$14.7K - $16K
|
7.25K
$500K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
227+ 4.1% |
$13.6K - $14.8K
|
5.77K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
216+ 3.29% |
$12.9K - $14.1K
|
6.79K
$468K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
192+ 112.28% |
$11.5K - $12.5K
|
363
$25K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
182+ 1.34% |
$10.9K - $11.8K
|
13.8K
$949K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
181+ 3.07% |
$10.8K - $11.8K
|
6.07K
$418K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
179+ 3.23% |
$10.7K - $11.7K
|
5.72K
$394K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
171+ 28.41% |
$10.2K - $11.1K
|
773
$53.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
160+ 0.51% |
$9.56K - $10.4K
|
31.7K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
159+ 6.59% |
$9.5K - $10.4K
|
2.57K
$177K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
150+ 8.24% |
$8.96K - $9.77K
|
1.97K
$136K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
150+ 0.5% |
$8.96K - $9.77K
|
30K
$2.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
145New |
$8.66K - $9.44K
|
145
$9.99K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
136+ 0.69% |
$8.12K - $8.85K
|
19.8K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
133+ 0.05% |
$7.94K - $8.66K
|
258K
$17.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
129+ 3.72% |
$7.7K - $8.4K
|
3.6K
$248K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
126+ 12.6% |
$7.52K - $8.2K
|
1.13K
$77.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
116+ 8.15% |
$6.93K - $7.55K
|
1.54K
$106K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
112+ 6.54% |
$6.69K - $7.29K
|
1.83K
$126K
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
100+ 2.4% |
$5.97K - $6.51K
|
4.27K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
95+ 3.15% |
$5.67K - $6.18K
|
3.11K
$214K
|