Purchases and Sales Made in Q1 2024 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.13K+ 4.87% |
$383K - $417K
|
132K
$9.22M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
5.92K+ 0.85% |
$369K - $402K
|
699K
$48.8M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.69K+ 9.21% |
$355K - $386K
|
67.5K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.42K+ 21.08% |
$338K - $368K
|
31.1K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.15K+ 10.2% |
$321K - $350K
|
55.6K
$3.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.99KNew |
$311K - $339K
|
4.99K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.95KNew |
$309K - $336K
|
4.95K
$346K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4.93KNew |
$307K - $335K
|
4.93K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.79K+ 67.85% |
$299K - $325K
|
11.8K
$827K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.68K+ 78.59% |
$292K - $318K
|
10.6K
$743K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.4K+ 110.91% |
$275K - $299K
|
8.37K
$585K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.4KNew |
$274K - $299K
|
4.4K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.35K+ 7.08% |
$271K - $295K
|
65.8K
$4.59M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.32KNew |
$270K - $294K
|
4.32K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.31K+ 0.42% |
$269K - $293K
|
1.04M
$72.6M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.3K+ 61.31% |
$268K - $292K
|
11.3K
$790K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.18K+ 29.72% |
$260K - $284K
|
18.2K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.16K+ 2.77% |
$260K - $283K
|
155K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.05K+ 2.72% |
$252K - $275K
|
153K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.04KNew |
$252K - $274K
|
4.04K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.04K+ 2.31% |
$252K - $274K
|
179K
$12.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.78K+ 2.59% |
$236K - $257K
|
150K
$10.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.77KNew |
$235K - $256K
|
3.77K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.67KNew |
$229K - $249K
|
3.67K
$256K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.55KNew |
$222K - $241K
|
3.55K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.53K+ 17.53% |
$220K - $240K
|
23.7K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.47K+ 3.86% |
$216K - $235K
|
93.3K
$6.52M
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
3.38K+ 4.67% |
$211K - $229K
|
75.7K
$5.29M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.35K+ 15.61% |
$209K - $228K
|
24.8K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.32K+ 2.35% |
$207K - $225K
|
144K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
3.3K+ 1.55% |
$206K - $224K
|
216K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.23KNew |
$202K - $219K
|
3.23K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.22KNew |
$201K - $219K
|
3.22K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.21KNew |
$200K - $218K
|
3.21K
$224K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.18K+ 69.03% |
$198K - $216K
|
7.78K
$544K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3.17K+ 1.04% |
$198K - $215K
|
309K
$21.6M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.16K+ 3.94% |
$197K - $215K
|
83.3K
$5.82M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.16KNew |
$197K - $215K
|
3.16K
$221K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.13K+ 8.52% |
$196K - $213K
|
39.9K
$2.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.13KNew |
$195K - $212K
|
3.13K
$218K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.1KNew |
$194K - $211K
|
3.1K
$217K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.07KNew |
$191K - $208K
|
3.07K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.01K+ 3.37% |
$188K - $205K
|
92.4K
$6.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$188K - $205K
|
3.01K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3KNew |
$187K - $204K
|
3K
$210K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.99K+ 1.14% |
$187K - $203K
|
265K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.99K+ 1.52% |
$186K - $203K
|
200K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.95KNew |
$184K - $200K
|
2.95K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.75K+ 4.12% |
$172K - $187K
|
69.5K
$4.86M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.73K+ 1.05% |
$170K - $185K
|
262K
$18.3M
|