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 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
93+ 0.33% |
$5.55K - $6.05K
|
28.5K
$1.97M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
91+ 142.19% |
$5.43K - $5.92K
|
155
$10.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
88+ 1.56% |
$5.26K - $5.73K
|
5.73K
$395K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
81+ 0.91% |
$4.84K - $5.27K
|
8.95K
$617K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
80+ 2.44% |
$4.78K - $5.21K
|
3.36K
$231K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
79New |
$4.72K - $5.14K
|
79
$5.44K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
63+ 1.88% |
$3.76K - $4.1K
|
3.42K
$236K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
51+ 1.35% |
$3.05K - $3.32K
|
3.84K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
50+ 0.09% |
$2.99K - $3.25K
|
58.3K
$4.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
48New |
$2.87K - $3.12K
|
48
$3.31K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
44+ 0.28% |
$2.63K - $2.86K
|
15.9K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
40New |
$2.39K - $2.6K
|
40
$2.76K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
40+ 40.0% |
$2.39K - $2.6K
|
140
$9.65K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
40+ 0.64% |
$2.39K - $2.6K
|
6.3K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 32.77% |
$2.33K - $2.54K
|
158
$10.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
36+ 0.74% |
$2.15K - $2.34K
|
4.92K
$339K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
35New |
$2.09K - $2.28K
|
35
$2.41K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
33New |
$1.97K - $2.15K
|
33
$2.27K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
32New |
$1.91K - $2.08K
|
32
$2.21K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
30+ 15.0% |
$1.79K - $1.95K
|
230
$15.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 0.91% |
$1.79K - $1.95K
|
3.32K
$229K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 0.8% |
$1.55K - $1.69K
|
3.27K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 0.53% |
$1.49K - $1.63K
|
4.76K
$328K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
22+ 0.07% |
$1.31K - $1.43K
|
30.7K
$2.11M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$1.19K - $1.3K
|
20
$1.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.2% |
$1.02K - $1.11K
|
8.53K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
9+ 0.09% |
$537 - $586
|
10.4K
$719K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
8+ 0.06% |
$478 - $521
|
12.8K
$882K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10- 0.03% |
$597 - $651
|
35.2K
$2.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-12- 0.03% |
$717 - $781
|
39.9K
$2.75M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-14- 0.28% |
$836 - $911
|
4.99K
$344K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15- 0.2% |
$896 - $976
|
7.61K
$524K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 1.27% |
$896 - $976
|
1.17K
$80.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-15- 0.5% |
$896 - $976
|
2.96K
$204K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 15.25% |
$1.07K - $1.17K
|
100
$6.89K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-22- 0.24% |
$1.31K - $1.43K
|
9.13K
$629K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-27- 0.15% |
$1.61K - $1.76K
|
17.9K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-30- 0.15% |
$1.79K - $1.95K
|
20.2K
$1.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-33- 0.44% |
$1.97K - $2.15K
|
7.55K
$520K
|
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-37- 0.09% |
$2.21K - $2.41K
|
40.6K
$2.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-38- 0.32% |
$2.27K - $2.47K
|
11.8K
$811K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-39- 0.87% |
$2.33K - $2.54K
|
4.45K
$307K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-43- 0.41% |
$2.57K - $2.8K
|
10.6K
$727K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-45- 0.11% |
$2.69K - $2.93K
|
39.3K
$2.71M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-46- 0.74% |
$2.75K - $2.99K
|
6.15K
$424K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-46- 13.41% |
$2.75K - $2.99K
|
297
$20.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-54- 1.18% |
$3.22K - $3.52K
|
4.52K
$311K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-54- 0.4% |
$3.22K - $3.52K
|
13.6K
$938K
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-57- 0.11% |
$3.4K - $3.71K
|
54.2K
$3.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-60- 1.39% |
$3.58K - $3.91K
|
4.26K
$294K
|