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 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.38K+ 13.78% |
$193K - $219K
|
27.9K
$1.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.37KNew |
$193K - $219K
|
3.37K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.34KNew |
$191K - $217K
|
3.34K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.33K+ 12.99% |
$191K - $216K
|
29K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.33K+ 39.23% |
$190K - $216K
|
11.8K
$826K
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.3KNew |
$188K - $214K
|
3.3K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.29K+ 1.86% |
$188K - $214K
|
180K
$12.6M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.27KNew |
$187K - $212K
|
3.27K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3.25K+ 45.77% |
$186K - $211K
|
10.3K
$723K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.22KNew |
$184K - $209K
|
3.22K
$225K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
$183K - $208K
|
3.21K
$224K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
3.14KNew |
$180K - $204K
|
3.14K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.1KNew |
$177K - $201K
|
3.1K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.09K+ 8.29% |
$177K - $201K
|
40.4K
$2.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.05K+ 9.05% |
$174K - $198K
|
36.8K
$2.57M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
3K+ 41.13% |
$172K - $195K
|
10.3K
$719K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.99K+ 3.25% |
$171K - $194K
|
95.2K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.94K+ 1.08% |
$168K - $191K
|
275K
$19.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.86K+ 3.49% |
$163K - $185K
|
84.7K
$5.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2.72KNew |
$156K - $177K
|
2.72K
$190K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.72K+ 6.7% |
$156K - $177K
|
43.3K
$3.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.69K+ 2.76% |
$154K - $175K
|
100K
$6.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.62K+ 6.15% |
$150K - $170K
|
45.3K
$3.16M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.62K+ 2.16% |
$150K - $170K
|
124K
$8.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.6K+ 1.13% |
$149K - $169K
|
234K
$16.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.59K+ 14.39% |
$148K - $168K
|
20.6K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
2.58K+ 65.19% |
$148K - $168K
|
6.54K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.47K+ 66.34% |
$141K - $160K
|
6.19K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.43K+ 89.22% |
$139K - $157K
|
5.14K
$359K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.26K+ 21.37% |
$129K - $146K
|
12.8K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.25K+ 8.84% |
$129K - $146K
|
27.8K
$1.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.2K+ 6.09% |
$126K - $143K
|
38.4K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.15K+ 3.19% |
$123K - $140K
|
69.5K
$4.85M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.97K+ 4.26% |
$113K - $128K
|
48.3K
$3.37M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.95K+ 1.68% |
$112K - $127K
|
118K
$8.26M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.95K+ 1.06% |
$111K - $126K
|
185K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.87K+ 19.89% |
$107K - $122K
|
11.3K
$789K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.82K+ 3.43% |
$104K - $118K
|
54.8K
$3.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.8K+ 14.42% |
$103K - $117K
|
14.3K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.8K+ 7.54% |
$103K - $117K
|
25.6K
$1.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.78K+ 33.59% |
$101K - $115K
|
7.06K
$493K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.73K+ 1.17% |
$98.9K - $112K
|
149K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.72K+ 13.86% |
$98.1K - $111K
|
14.1K
$985K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.7K+ 0.58% |
$97.4K - $111K
|
295K
$20.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.63KNew |
$93.3K - $106K
|
1.63K
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
1.52K+ 5.34% |
$87.1K - $98.9K
|
30K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.5K+ 7.51% |
$85.8K - $97.4K
|
21.5K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.46KNew |
$83.7K - $95.1K
|
1.46K
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.44K+ 3.84% |
$82.3K - $93.5K
|
39K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.42K+ 1.86% |
$81.2K - $92.2K
|
77.9K
$5.45M
|