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 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.87K+ 4.19% |
$335K - $381K
|
146K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.87K+ 18.18% |
$335K - $381K
|
38.1K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.48K+ 10.44% |
$313K - $356K
|
58K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.47K+ 3.3% |
$313K - $355K
|
171K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.42K+ 0.62% |
$310K - $352K
|
885K
$61.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.29K+ 9.43% |
$303K - $344K
|
61.4K
$4.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.24K+ 6.76% |
$300K - $340K
|
82.7K
$5.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.12KNew |
$293K - $332K
|
5.12K
$358K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
5.07K+ 22.02% |
$290K - $329K
|
28.1K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.04K+ 3.42% |
$288K - $327K
|
152K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.97KNew |
$284K - $323K
|
4.97K
$347K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.83K+ 19.7% |
$276K - $314K
|
29.3K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.8KNew |
$274K - $312K
|
4.8K
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.71K+ 2.45% |
$269K - $306K
|
197K
$13.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
4.7K+ 18.51% |
$269K - $305K
|
30.1K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
4.7K+ 9.88% |
$269K - $305K
|
52.3K
$3.65M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
4.68K+ 5.14% |
$267K - $304K
|
95.7K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.66KNew |
$267K - $303K
|
4.66K
$326K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.63K+ 4.7% |
$265K - $301K
|
103K
$7.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.63K+ 5.43% |
$265K - $300K
|
89.8K
$6.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
4.62K+ 7.49% |
$264K - $300K
|
66.3K
$4.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.61KNew |
$263K - $299K
|
4.61K
$322K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.32K+ 87.51% |
$247K - $281K
|
9.27K
$647K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
4.32K+ 67.95% |
$247K - $280K
|
10.7K
$746K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
4.24KNew |
$243K - $275K
|
4.24K
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.23K+ 6.75% |
$242K - $275K
|
66.9K
$4.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.23K+ 8.57% |
$242K - $274K
|
53.5K
$3.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.21K+ 0.35% |
$241K - $273K
|
1.2M
$83.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.19K+ 1.39% |
$240K - $272K
|
306K
$21.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.13KNew |
$236K - $268K
|
4.13K
$289K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.08KNew |
$233K - $265K
|
4.08K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.07KNew |
$232K - $264K
|
4.07K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.06K+ 8.93% |
$232K - $264K
|
49.5K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
4.03KNew |
$231K - $262K
|
4.03K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.03KNew |
$230K - $262K
|
4.03K
$282K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.03KNew |
$230K - $262K
|
4.03K
$282K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.02K+ 53.03% |
$230K - $261K
|
11.6K
$811K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.02K+ 62.45% |
$230K - $261K
|
10.4K
$730K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.88KNew |
$222K - $252K
|
3.88K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.87K+ 19.77% |
$221K - $251K
|
23.4K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.82KNew |
$218K - $248K
|
3.82K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.81KNew |
$218K - $247K
|
3.81K
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.7K+ 33.21% |
$212K - $240K
|
14.8K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.67K+ 18.64% |
$210K - $238K
|
23.4K
$1.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
3.63K+ 2.68% |
$208K - $236K
|
139K
$9.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.52K+ 2.3% |
$201K - $228K
|
156K
$10.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.47K+ 0.4% |
$198K - $225K
|
866K
$60.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.46K+ 11.45% |
$198K - $225K
|
33.7K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3.42KNew |
$196K - $222K
|
3.42K
$239K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.41K+ 16.18% |
$195K - $221K
|
24.5K
$1.71M
|