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 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.66K- 23.34% |
$99.3K - $108K
|
5.46K
$376K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.71K- 1.77% |
$102K - $111K
|
95K
$6.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.78K- 5.01% |
$106K - $116K
|
33.8K
$2.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.82K- 2.71% |
$109K - $118K
|
65.3K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.92K- 9.15% |
$114K - $125K
|
19K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.92K- 32.58% |
$115K - $125K
|
3.97K
$274K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-2K- 25.39% |
$119K - $130K
|
5.88K
$405K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2K- 72.41% |
$120K - $130K
|
763
$52.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.13K- 4.08% |
$127K - $138K
|
49.9K
$3.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.13K- 4.05% |
$127K - $139K
|
50.4K
$3.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 3.18% |
$134K - $146K
|
68.4K
$4.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.39K- 4.15% |
$143K - $156K
|
55.1K
$3.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-2.39K- 4.07% |
$143K - $156K
|
56.4K
$3.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.45K- 7.04% |
$146K - $160K
|
32.4K
$2.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.58K- 0.7% |
$154K - $168K
|
367K
$25.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.62K- 5.63% |
$156K - $170K
|
43.9K
$3.02M
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-2.7K- 3.2% |
$161K - $176K
|
81.6K
$5.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.87K- 12.21% |
$171K - $187K
|
20.6K
$1.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-3.02K- 9.75% |
$180K - $196K
|
27.9K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-3.11K- 0.54% |
$185K - $202K
|
577K
$39.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.2K- 2.28% |
$191K - $208K
|
137K
$9.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.22K- 37.85% |
$192K - $209K
|
5.29K
$364K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 29.88% |
$193K - $211K
|
7.6K
$524K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.27K- 24.79% |
$196K - $213K
|
9.93K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-3.42K- 8.27% |
$204K - $223K
|
38K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.52K- 10.65% |
$210K - $229K
|
29.5K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.55K- 4.0% |
$212K - $231K
|
85.2K
$5.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3.57K- 81.71% |
$213K - $233K
|
800
$55.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.64K- 42.66% |
$217K - $237K
|
4.89K
$337K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.82K- 33.51% |
$228K - $249K
|
7.59K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.02K- 7.0% |
$240K - $262K
|
53.4K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.13K- 4.85% |
$246K - $269K
|
80.9K
$5.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.73K- 0.53% |
$282K - $308K
|
879K
$60.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.73K- 2.1% |
$282K - $308K
|
220K
$15.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.76K- 16.67% |
$284K - $310K
|
23.8K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-4.99K- 47.11% |
$298K - $325K
|
5.61K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.09K- 3.48% |
$304K - $331K
|
141K
$9.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-5.15K- 12.68% |
$308K - $335K
|
35.5K
$2.44M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.2K- 9.45% |
$310K - $338K
|
49.8K
$3.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.42K- 3.87% |
$324K - $353K
|
135K
$9.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5.84K- 1.07% |
$349K - $380K
|
538K
$37.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.89K- 12.12% |
$352K - $383K
|
42.7K
$2.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.08K- 3.83% |
$363K - $395K
|
153K
$10.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-6.48K- 24.28% |
$387K - $422K
|
20.2K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.7K- 9.46% |
$400K - $436K
|
64.1K
$4.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-6.72K- 2.18% |
$401K - $437K
|
301K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-7.03K- 0.67% |
$420K - $458K
|
1.05M
$72.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.26K- 2.04% |
$434K - $473K
|
349K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-7.37K- 35.45% |
$440K - $480K
|
13.4K
$924K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.46K- 22.85% |
$445K - $485K
|
25.2K
$1.73M
|