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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.5K+ 24.49% |
$886K - $1.01M
|
78.8K
$5.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
15.5K+ 7.9% |
$884K - $1M
|
211K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
15.2K+ 10.61% |
$872K - $990K
|
159K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.1KNew |
$863K - $980K
|
15.1K
$1.05M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
14.3KNew |
$819K - $930K
|
14.3K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
14.1KNew |
$805K - $914K
|
14.1K
$983K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
13.6KNew |
$777K - $882K
|
13.6K
$949K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
13.5K+ 16.79% |
$772K - $877K
|
93.9K
$6.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12.8KNew |
$734K - $834K
|
12.8K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.3K+ 4087.42% |
$706K - $801K
|
12.6K
$883K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.2K+ 12.22% |
$697K - $792K
|
112K
$7.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
12.2K+ 44.06% |
$695K - $789K
|
39.7K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12KNew |
$687K - $781K
|
12K
$840K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
11.8KNew |
$677K - $768K
|
11.8K
$827K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.7K+ 10.48% |
$670K - $761K
|
124K
$8.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.7K+ 2.61% |
$668K - $758K
|
459K
$32M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.3K+ 56.98% |
$644K - $731K
|
31K
$2.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
11.1KNew |
$632K - $718K
|
11.1K
$772K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11KNew |
$629K - $715K
|
11K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.4K+ 16.28% |
$597K - $678K
|
74.6K
$5.21M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
10.3KNew |
$589K - $668K
|
10.3K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1K+ 2.2% |
$579K - $658K
|
470K
$32.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10.1KNew |
$579K - $657K
|
10.1K
$707K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 823.85% |
$575K - $653K
|
11.3K
$787K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.7K+ 8.35% |
$555K - $630K
|
126K
$8.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.6K+ 5.59% |
$549K - $623K
|
181K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.35K+ 0.46% |
$534K - $607K
|
2.04M
$143M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.3K+ 9.12% |
$532K - $604K
|
111K
$7.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
9.14K+ 34.39% |
$522K - $593K
|
35.7K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
9.07KNew |
$518K - $589K
|
9.07K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.56K+ 10.58% |
$489K - $556K
|
89.4K
$6.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.54KNew |
$488K - $554K
|
8.54K
$596K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
8.46K+ 92.97% |
$484K - $550K
|
17.6K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.36KNew |
$478K - $543K
|
8.36K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
8.33KNew |
$476K - $541K
|
8.33K
$582K
|
|
|
Feb 01, 2024
Q4 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.2K+ 1.78% |
$469K - $532K
|
468K
$32.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
7.86KNew |
$450K - $511K
|
7.86K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.73KNew |
$442K - $502K
|
7.73K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.56K+ 6.21% |
$432K - $491K
|
129K
$9.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
7.37KNew |
$421K - $478K
|
7.37K
$515K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.2K+ 13.2% |
$412K - $468K
|
61.8K
$4.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.07K+ 1.29% |
$404K - $459K
|
556K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.88K+ 23.39% |
$394K - $447K
|
36.3K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.86KNew |
$392K - $445K
|
6.86K
$479K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.65K+ 4.94% |
$380K - $432K
|
141K
$9.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.58K+ 1.64% |
$376K - $427K
|
408K
$28.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.39K+ 18.71% |
$366K - $415K
|
40.6K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.08K+ 82.13% |
$347K - $395K
|
13.5K
$941K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
6.02K+ 9.65% |
$344K - $391K
|
68.4K
$4.78M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.89KNew |
$337K - $383K
|
5.89K
$412K
|