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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
30.5K+ 1.52% |
$1.78M - $1.94M
|
2.03M
$140M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
28.4K+ 36.45% |
$1.66M - $1.8M
|
106K
$7.32M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.4K+ 41.37% |
$1.59M - $1.74M
|
93.5K
$6.44M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.8KNew |
$1.45M - $1.58M
|
24.8K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
23KNew |
$1.34M - $1.46M
|
23K
$1.59M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
23K+ 3.33% |
$1.34M - $1.46M
|
714K
$49.2M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
22.7K+ 5.85% |
$1.32M - $1.44M
|
410K
$28.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
22.6K+ 16.22% |
$1.32M - $1.44M
|
162K
$11.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
22.2K+ 347.05% |
$1.29M - $1.41M
|
28.6K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
21.2K+ 5.67% |
$1.23M - $1.35M
|
395K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.7K+ 36.46% |
$1.09M - $1.19M
|
69.8K
$4.81M
|
|
|
May 10, 2023
Q1 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
17.8K+ 5.04% |
$1.04M - $1.13M
|
371K
$25.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
17.3K+ 2.23% |
$1.01M - $1.1M
|
795K
$54.8M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.01M - $1.1M
|
17.3K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
17K+ 413.63% |
$991K - $1.08M
|
21.1K
$1.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
16.3K+ 96.21% |
$951K - $1.04M
|
33.3K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
16K+ 37.74% |
$933K - $1.02M
|
58.4K
$4.02M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15K+ 9.53% |
$876K - $955K
|
173K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
14.8K+ 4.67% |
$863K - $941K
|
332K
$22.9M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.5K+ 7.19% |
$845K - $921K
|
216K
$14.9M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
14K+ 1.06% |
$818K - $892K
|
1.34M
$92.4M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
13.6K+ 7.29% |
$790K - $862K
|
199K
$13.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
13.2K+ 21.93% |
$769K - $839K
|
73.4K
$5.06M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13K+ 2.3% |
$760K - $828K
|
580K
$40M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11.9KNew |
$693K - $755K
|
11.9K
$819K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
10.7KNew |
$623K - $679K
|
10.7K
$736K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.3K+ 52.56% |
$601K - $656K
|
29.9K
$2.06M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
10.2K+ 35.33% |
$594K - $648K
|
39.1K
$2.69M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
10.2KNew |
$593K - $647K
|
10.2K
$702K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.94K+ 52.54% |
$580K - $632K
|
28.9K
$1.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.63K+ 64.14% |
$561K - $612K
|
24.6K
$1.7M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.54K+ 31.74% |
$556K - $606K
|
39.6K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
8.92K+ 7.15% |
$520K - $567K
|
134K
$9.21M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
8.72K+ 8.47% |
$508K - $554K
|
112K
$7.69M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.37K+ 5.89% |
$488K - $532K
|
151K
$10.4M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.28K+ 3.72% |
$483K - $526K
|
231K
$15.9M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
8.22K+ 16.17% |
$479K - $522K
|
59K
$4.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.05KNew |
$469K - $511K
|
8.05K
$554K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.02K+ 3.89% |
$468K - $510K
|
214K
$14.8M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
7.75K+ 319.1% |
$452K - $493K
|
10.2K
$702K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.52KNew |
$438K - $478K
|
7.52K
$518K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.44K+ 27.21% |
$434K - $473K
|
34.8K
$2.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.33K+ 22.44% |
$427K - $466K
|
40K
$2.75M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.03K+ 21.97% |
$410K - $447K
|
39K
$2.69M
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.54KNew |
$381K - $416K
|
6.54K
$451K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.53KNew |
$380K - $415K
|
6.53K
$450K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
6.45K+ 48.45% |
$376K - $410K
|
19.8K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.3K+ 4.96% |
$367K - $400K
|
133K
$9.17M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6.28K+ 17.89% |
$366K - $399K
|
41.4K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6KNew |
$350K - $381K
|
6K
$413K
|