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 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-494- 6.91% |
$29.5K - $32.2K
|
6.65K
$458K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-555- 2.63% |
$33.1K - $36.1K
|
20.5K
$1.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-578- 2.28% |
$34.5K - $37.6K
|
24.7K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-594- 7.43% |
$35.5K - $38.7K
|
7.4K
$510K
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-605- 4.6% |
$36.1K - $39.4K
|
12.6K
$865K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-611- 1.22% |
$36.5K - $39.8K
|
49.3K
$3.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-620- 1.53% |
$37K - $40.4K
|
40K
$2.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-670- 6.92% |
$40K - $43.6K
|
9.01K
$621K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-696- 85.71% |
$41.6K - $45.3K
|
116
$7.99K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-700- 93.58% |
$41.8K - $45.6K
|
48
$3.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-708- 3.25% |
$42.3K - $46.1K
|
21.1K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-715- 3.44% |
$42.7K - $46.5K
|
20.1K
$1.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-715- 8.87% |
$42.7K - $46.5K
|
7.34K
$506K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-755- 2.82% |
$45.1K - $49.2K
|
26K
$1.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-760- 11.58% |
$45.4K - $49.5K
|
5.8K
$400K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-760- 1.54% |
$45.4K - $49.5K
|
48.7K
$3.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-784- 6.5% |
$46.8K - $51K
|
11.3K
$778K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-820- 2.16% |
$49K - $53.4K
|
37.2K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-824- 1.46% |
$49.2K - $53.6K
|
55.6K
$3.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-849- 0.83% |
$50.7K - $55.3K
|
102K
$7.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-850- 0.24% |
$50.8K - $55.3K
|
348K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-878- 19.69% |
$52.4K - $57.2K
|
3.58K
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-884- 18.12% |
$52.8K - $57.5K
|
4K
$275K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-908- 18.92% |
$54.2K - $59.1K
|
3.89K
$268K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-910- 2.72% |
$54.3K - $59.2K
|
32.6K
$2.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-916- 4.84% |
$54.7K - $59.6K
|
18K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-966- 2.3% |
$57.7K - $62.9K
|
41.1K
$2.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-966- 8.72% |
$57.7K - $62.9K
|
10.1K
$697K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-974- 2.05% |
$58.2K - $63.4K
|
46.4K
$3.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-993- 10.91% |
$59.3K - $64.6K
|
8.11K
$559K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1K- 0.8% |
$59.9K - $65.3K
|
125K
$8.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.03K- 4.48% |
$61.6K - $67.2K
|
22K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.04K- 43.26% |
$62.1K - $67.7K
|
1.36K
$94K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.17K- 11.78% |
$69.6K - $75.8K
|
8.73K
$601K
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.17K- 1.8% |
$69.8K - $76K
|
63.6K
$4.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.18K- 1.88% |
$70.5K - $76.8K
|
61.7K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.24K- 14.53% |
$73.8K - $80.5K
|
7.27K
$501K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.29K- 97.29% |
$77.2K - $84.1K
|
36
$2.48K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.39K- 4.15% |
$82.7K - $90.2K
|
32K
$2.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.41K- 71.49% |
$84.4K - $92.1K
|
564
$38.9K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.45K- 4.84% |
$86.6K - $94.4K
|
28.5K
$1.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.47K- 15.23% |
$87.5K - $95.4K
|
8.16K
$562K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.47K- 0.21% |
$88K - $95.9K
|
705K
$48.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-1.47K- 2.88% |
$88K - $95.9K
|
49.7K
$3.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.48K- 1.98% |
$88.4K - $96.3K
|
73.2K
$5.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.5K- 1.11% |
$89.5K - $97.5K
|
133K
$9.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.52K- 27.02% |
$90.7K - $98.9K
|
4.1K
$283K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.55K- 3.31% |
$92.4K - $101K
|
45.2K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.6K- 7.44% |
$95.6K - $104K
|
19.9K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.64K- 1.77% |
$98K - $107K
|
91.3K
$6.29M
|