Purchases and Sales Made in Q4 2023 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-362- 8.9% |
$20.7K - $23.5K
|
3.71K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-365- 26.76% |
$20.9K - $23.7K
|
999
$69.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-373- 81.98% |
$21.3K - $24.2K
|
82
$5.73K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-380- 3.89% |
$21.7K - $24.7K
|
9.39K
$656K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-393- 8.91% |
$22.5K - $25.5K
|
4.02K
$281K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-405- 2.84% |
$23.2K - $26.3K
|
13.8K
$967K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-417- 7.29% |
$23.8K - $27.1K
|
5.3K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-424- 6.9% |
$24.2K - $27.5K
|
5.72K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-456- 3.18% |
$26.1K - $29.6K
|
13.9K
$970K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-458- 6.02% |
$26.2K - $29.7K
|
7.14K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-463- 12.61% |
$26.5K - $30.1K
|
3.21K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-471- 8.74% |
$26.9K - $30.6K
|
4.92K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-474- 9.72% |
$27.1K - $30.8K
|
4.4K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-483- 0.76% |
$27.6K - $31.4K
|
63.1K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-506- 11.36% |
$28.9K - $32.9K
|
3.95K
$276K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-511- 3.76% |
$29.2K - $33.2K
|
13.1K
$915K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-542- 12.0% |
$31K - $35.2K
|
3.97K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-543- 2.09% |
$31K - $35.3K
|
25.5K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-545- 23.77% |
$31.2K - $35.4K
|
1.75K
$122K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-555- 7.2% |
$31.7K - $36K
|
7.15K
$500K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-558- 13.15% |
$31.9K - $36.2K
|
3.69K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-580- 19.57% |
$33.2K - $37.7K
|
2.38K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-585- 0.64% |
$33.5K - $38K
|
90.7K
$6.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-657- 3.67% |
$37.6K - $42.7K
|
17.3K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-665- 8.84% |
$38K - $43.2K
|
6.86K
$479K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-670- 0.77% |
$38.3K - $43.5K
|
86.8K
$6.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-679- 0.2% |
$38.8K - $44.1K
|
347K
$24.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-687- 1.47% |
$39.3K - $44.6K
|
46K
$3.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-707- 3.44% |
$40.4K - $45.9K
|
19.8K
$1.39M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-710- 2.74% |
$40.6K - $46.1K
|
25.2K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-741- 2.14% |
$42.4K - $48.1K
|
34K
$2.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-746- 0.95% |
$42.7K - $48.4K
|
77.4K
$5.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-794- 2.19% |
$45.4K - $51.6K
|
35.5K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-873- 3.83% |
$49.9K - $56.7K
|
21.9K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-893- 2.91% |
$51.1K - $58K
|
29.8K
$2.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-897- 9.82% |
$51.3K - $58.2K
|
8.24K
$575K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-930- 2.33% |
$53.2K - $60.4K
|
39K
$2.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-935- 4.89% |
$53.5K - $60.7K
|
18.2K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-977- 2.44% |
$55.9K - $63.4K
|
39K
$2.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-986- 0.3% |
$56.4K - $64K
|
331K
$23.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.05K- 2.54% |
$60.1K - $68.2K
|
40.4K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.06K- 2.51% |
$60.4K - $68.6K
|
41.1K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.07K- 9.23% |
$61K - $69.2K
|
10.5K
$732K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.07K- 1.11% |
$61.2K - $69.5K
|
95.1K
$6.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.08K- 2.54% |
$61.6K - $70K
|
41.4K
$2.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.1K- 2.68% |
$63K - $71.5K
|
40K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.11K- 13.72% |
$63.7K - $72.3K
|
7.01K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.14K- 1.61% |
$65.4K - $74.2K
|
69.7K
$4.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.21K- 3.57% |
$69.4K - $78.8K
|
32.8K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.22K- 18.72% |
$69.9K - $79.3K
|
5.31K
$371K
|