Purchases and Sales Made in Q4 2024 in Ishares Tr (FXI)
This table provides information about the institutional ownership of Ishares Tr (FXI) during Q4 2024. 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 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.32KNew |
$216K - $269K
|
7.32K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.38KNew |
$188K - $234K
|
6.38K
$209K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.7K+ 30.59% |
$139K - $172K
|
20.1K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.06K+ 6120.0% |
$90.3K - $112K
|
3.11K
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.02K+ 10.9% |
$89.1K - $111K
|
30.7K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.72K+ 11.08% |
$80.3K - $99.8K
|
27.3K
$893K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.55K+ 2.49% |
$75.2K - $93.4K
|
105K
$3.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.33KNew |
$68.6K - $85.3K
|
2.33K
$76.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2KNew |
$59K - $73.4K
|
2K
$65.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.95K+ 29.36% |
$57.6K - $71.6K
|
8.6K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.65K+ 12.22% |
$48.6K - $60.4K
|
15.1K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.37K+ 20.55% |
$40.6K - $50.4K
|
8.06K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
990New |
$29.2K - $36.3K
|
990
$32.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
975+ 2.22% |
$28.8K - $35.8K
|
44.8K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
715+ 4.19% |
$21.1K - $26.2K
|
17.8K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
705New |
$20.8K - $25.9K
|
705
$23.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400New |
$11.8K - $14.7K
|
400
$13.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300New |
$8.86K - $11K
|
300
$9.82K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
212+ 0.14% |
$6.26K - $7.78K
|
153K
$5.02M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
140New |
$4.13K - $5.14K
|
140
$4.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
140New |
$4.13K - $5.14K
|
140
$4.58K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
120New |
$3.54K - $4.4K
|
120
$3.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
113+ 33.53% |
$3.34K - $4.15K
|
450
$14.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
100New |
$2.95K - $3.67K
|
100
$3.27K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$2.95K - $3.67K
|
100
$3.27K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
61+ 55.96% |
$1.8K - $2.24K
|
170
$5.56K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60New |
$1.77K - $2.2K
|
60
$1.96K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
55New |
$1.62K - $2.02K
|
55
$1.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
54+ 30.34% |
$1.59K - $1.98K
|
232
$7.59K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.18% |
$236 - $294
|
4.38K
$143K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 1.85% |
$118 - $147
|
220
$7.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3+ 0.01% |
$88.6 - $110
|
44.4K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.54% |
$59 - $73.4
|
132
$4.32K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.33% |
$29.5 - $36.7
|
44
$1.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-20- 50.0% |
$590 - $734
|
20
$655
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-20- 0.18% |
$590 - $734
|
11.3K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-53- 0.34% |
$1.56K - $1.94K
|
15.6K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-91- 16.79% |
$2.69K - $3.34K
|
451
$14.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
SELL
|
- |
-112- 0.49% |
$3.31K - $4.11K
|
23K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-160- 61.78% |
$4.72K - $5.87K
|
99
$3.24K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-293- 6.23% |
$8.65K - $10.8K
|
4.41K
$144K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-312- 1.93% |
$9.21K - $11.4K
|
15.9K
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-335- 11.24% |
$9.89K - $12.3K
|
2.65K
$86.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-360- 4.14% |
$10.6K - $13.2K
|
8.33K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-400- 2.39% |
$11.8K - $14.7K
|
16.4K
$536K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-403- 18.57% |
$11.9K - $14.8K
|
1.77K
$57.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-833- 30.21% |
$24.6K - $30.6K
|
1.92K
$63K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1K- 69.54% |
$29.5K - $36.7K
|
438
$14.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.2K- 10.95% |
$35.4K - $44K
|
9.75K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.93K- 10.6% |
$56.8K - $70.6K
|
16.2K
$531K
|