Purchases and Sales Made in Q1 2023 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23.7K- 5.62% |
$1.38M - $1.51M
|
398K
$27.4M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.5K- 0.69% |
$1.55M - $1.69M
|
3.82M
$263M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27.2K- 78.89% |
$1.59M - $1.73M
|
7.28K
$502K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27.2K- 78.89% |
$1.59M - $1.73M
|
7.28K
$502K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-27.6K- 46.44% |
$1.61M - $1.76M
|
31.9K
$2.2M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.3K- 66.14% |
$1.76M - $1.92M
|
15.5K
$1.07M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31.6K- 6.1% |
$1.84M - $2.01M
|
486K
$33.5M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.2K- 3.4% |
$1.88M - $2.05M
|
915K
$63M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-35.9K- 8.87% |
$2.09M - $2.28M
|
369K
$25.5M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.2K- 88.84% |
$2.17M - $2.36M
|
4.67K
$322K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-39.4K- 40.74% |
$2.3M - $2.51M
|
57.3K
$3.95M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44.9K- 35.0% |
$2.62M - $2.86M
|
83.5K
$5.75M
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-51.7K- 32.09% |
$3.01M - $3.28M
|
109K
$7.54M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-52.6K- 36.7% |
$3.07M - $3.34M
|
90.7K
$6.25M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.6K- 39.82% |
$3.24M - $3.54M
|
84.1K
$5.79M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.6K- 34.82% |
$3.36M - $3.66M
|
108K
$7.43M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-61.9K- 89.2% |
$3.61M - $3.93M
|
7.5K
$516K
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-70.1K- 25.45% |
$4.09M - $4.46M
|
205K
$14.1M
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-86K- 11.49% |
$5.01M - $5.46M
|
662K
$45.6M
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-94.2K- 63.29% |
$5.49M - $5.99M
|
54.6K
$3.76M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-104K- 42.17% |
$6.04M - $6.59M
|
142K
$9.79M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-112K- 59.13% |
$6.54M - $7.13M
|
77.5K
$5.34M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-113K- 81.87% |
$6.56M - $7.15M
|
24.9K
$1.72M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-119K- 1.58% |
$6.92M - $7.55M
|
7.4M
$510M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-121K- 1.35% |
$7.03M - $7.66M
|
8.83M
$609M
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-130K- 54.33% |
$7.58M - $8.26M
|
109K
$7.53M
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-159K- 23.89% |
$9.29M - $10.1M
|
508K
$35M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-174K- 37.05% |
$10.2M - $11.1M
|
296K
$20.4M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-182K- 8.29% |
$10.6M - $11.6M
|
2.02M
$139M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-208K- 27.1% |
$12.1M - $13.2M
|
560K
$38.6M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-514K- 30.09% |
$30M - $32.7M
|
1.19M
$82.3M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.15M- 96.37% |
$67M - $73M
|
43.2K
$2.98M
|
|
May 12, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.75M- 52.32% |
$160M - $175M
|
2.51M
$173M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.84M- 13.79% |
$166M - $181M
|
17.8M
$1.22B
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.4M- 2.56% |
$373M - $407M
|
243M
$16.7B
|