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
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-17- 0.16% |
$972 - $1.1K
|
10.9K
$761K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 7.07% |
$1.2K - $1.36K
|
276
$19.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-24- 0.23% |
$1.37K - $1.56K
|
10.5K
$730K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-32- 0.12% |
$1.83K - $2.08K
|
27.7K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-35- 1.02% |
$2K - $2.27K
|
3.38K
$236K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-38- 1.22% |
$2.17K - $2.47K
|
3.07K
$215K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-39- 0.07% |
$2.23K - $2.53K
|
55.6K
$3.88M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-57- 1.49% |
$3.26K - $3.7K
|
3.78K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-61- 0.11% |
$3.49K - $3.96K
|
56.4K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-76- 13.48% |
$4.35K - $4.93K
|
488
$34.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-77- 5.0% |
$4.4K - $5K
|
1.46K
$102K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-81- 4.11% |
$4.63K - $5.26K
|
1.89K
$132K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-84- 3.27% |
$4.8K - $5.45K
|
2.49K
$174K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-85- 2.53% |
$4.86K - $5.52K
|
3.27K
$229K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-85- 0.31% |
$4.86K - $5.52K
|
27.6K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-93- 0.84% |
$5.32K - $6.04K
|
10.9K
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-98- 2.15% |
$5.6K - $6.36K
|
4.47K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-110- 1.16% |
$6.29K - $7.14K
|
9.34K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-122- 92.42% |
$6.98K - $7.92K
|
10
$699
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-133- 1.05% |
$7.6K - $8.64K
|
12.5K
$873K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-134- 1.5% |
$7.66K - $8.7K
|
8.82K
$616K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-140- 1.91% |
$8.01K - $9.09K
|
7.2K
$503K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-142- 3.02% |
$8.12K - $9.22K
|
4.56K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-143- 0.55% |
$8.18K - $9.28K
|
25.7K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-143- 13.1% |
$8.18K - $9.28K
|
949
$66.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-152- 2.72% |
$8.69K - $9.87K
|
5.44K
$380K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-158- 0.17% |
$9.03K - $10.3K
|
94.8K
$6.63M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-160- 11.41% |
$9.15K - $10.4K
|
1.24K
$86.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-160- 13.73% |
$9.15K - $10.4K
|
1.01K
$70.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-169- 2.91% |
$9.66K - $11K
|
5.64K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-179- 4.91% |
$10.2K - $11.6K
|
3.47K
$242K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-184- 1.63% |
$10.5K - $11.9K
|
11.1K
$776K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-192- 52.89% |
$11K - $12.5K
|
171
$11.9K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-192- 52.89% |
$11K - $12.5K
|
171
$11.9K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-196- 5.81% |
$11.2K - $12.7K
|
3.18K
$222K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-206- 1.64% |
$11.8K - $13.4K
|
12.3K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-209- 1.8% |
$12K - $13.6K
|
11.4K
$795K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-228- 0.7% |
$13K - $14.8K
|
32.5K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-236- 4.8% |
$13.5K - $15.3K
|
4.68K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-255- 0.69% |
$14.6K - $16.6K
|
37K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-263- 3.62% |
$15K - $17.1K
|
7.01K
$489K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-280- 0.93% |
$16K - $18.2K
|
29.7K
$2.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-285- 4.53% |
$16.3K - $18.5K
|
6.01K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-290- 2.27% |
$16.6K - $18.8K
|
12.5K
$871K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-293- 0.9% |
$16.8K - $19K
|
32.3K
$2.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-340- 46.64% |
$19.4K - $22.1K
|
389
$27.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-341- 2.66% |
$19.5K - $22.1K
|
12.5K
$871K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-350- 7.96% |
$20K - $22.7K
|
4.05K
$283K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-355- 5.63% |
$20.3K - $23.1K
|
5.96K
$416K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-355- 0.64% |
$20.3K - $23.1K
|
54.8K
$3.83M
|