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 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.39K+ 4.34% |
$79.5K - $90.3K
|
33.4K
$2.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1.38K+ 1.61% |
$78.9K - $89.6K
|
87.2K
$6.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.34K+ 3.74% |
$76.6K - $86.9K
|
37.2K
$2.6M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.34K+ 7.07% |
$76.4K - $86.7K
|
20.2K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.3K+ 17.05% |
$74.6K - $84.7K
|
8.95K
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.3K+ 12.16% |
$74.2K - $84.3K
|
12K
$836K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.29K+ 12.43% |
$73.7K - $83.7K
|
11.7K
$815K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.28K+ 34.89% |
$73.2K - $83.2K
|
4.95K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.24K+ 1.9% |
$71.1K - $80.8K
|
66.8K
$4.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.24K+ 0.71% |
$70.6K - $80.2K
|
175K
$12.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.2K+ 19.77% |
$68.6K - $77.9K
|
7.27K
$508K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.19K+ 0.46% |
$68.2K - $77.4K
|
259K
$18.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.19K+ 1.62% |
$68K - $77.2K
|
74.5K
$5.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.23% |
$65.8K - $74.7K
|
52.8K
$3.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.11K+ 26.78% |
$63.6K - $72.2K
|
5.26K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.11K+ 26.78% |
$63.6K - $72.2K
|
5.26K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1K+ 22.54% |
$63.1K - $71.6K
|
6K
$419K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
1.1K+ 24.12% |
$62.8K - $71.4K
|
5.66K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.09K+ 67.16% |
$62.2K - $70.6K
|
2.71K
$189K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.08KNew |
$61.7K - $70.1K
|
1.08K
$75.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.06KNew |
$60.8K - $69K
|
1.06K
$74.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
953+ 2.11% |
$54.5K - $61.9K
|
46.1K
$3.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
943+ 24.13% |
$53.9K - $61.2K
|
4.85K
$339K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
937+ 1.39% |
$53.6K - $60.8K
|
68.2K
$4.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
917+ 0.35% |
$52.4K - $59.5K
|
266K
$18.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
904New |
$51.7K - $58.7K
|
904
$63.2K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
900+ 2.94% |
$51.5K - $58.4K
|
31.5K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
875+ 9.71% |
$50K - $56.8K
|
9.89K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
864+ 108.0% |
$49.4K - $56.1K
|
1.66K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
860+ 3.41% |
$49.2K - $55.8K
|
26.1K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
843+ 1.12% |
$48.2K - $54.7K
|
76.2K
$5.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
836+ 4.51% |
$47.8K - $54.3K
|
19.4K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
821+ 1.87% |
$46.9K - $53.3K
|
44.8K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
806+ 15.08% |
$46.1K - $52.3K
|
6.15K
$430K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
760+ 5.73% |
$43.5K - $49.3K
|
14K
$979K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
728+ 4.21% |
$41.6K - $47.3K
|
18K
$1.26M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
728New |
$41.6K - $47.3K
|
728
$50.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
725New |
$41.5K - $47.1K
|
725
$50.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
640New |
$36.6K - $41.6K
|
640
$44.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
637+ 0.65% |
$36.4K - $41.4K
|
98.7K
$6.89M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
632New |
$36.1K - $41K
|
632
$44.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
628+ 19.22% |
$35.9K - $40.8K
|
3.9K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
619+ 6.98% |
$35.4K - $40.2K
|
9.48K
$662K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
605New |
$34.6K - $39.3K
|
605
$42.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
573New |
$32.8K - $37.2K
|
573
$40K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
560+ 1.64% |
$32K - $36.4K
|
34.6K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
560+ 5.79% |
$32K - $36.4K
|
10.2K
$715K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
458+ 0.91% |
$26.2K - $29.7K
|
50.9K
$3.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
426+ 4.21% |
$24.4K - $27.7K
|
10.5K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
398+ 125.16% |
$22.8K - $25.8K
|
716
$50K
|