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 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 1.65% |
$83.4K - $90.8K
|
82.3K
$5.75M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.31K+ 4.47% |
$81.8K - $89K
|
30.7K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 0.77% |
$81.7K - $89K
|
172K
$12M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.31K+ 1.44% |
$81.6K - $88.8K
|
92K
$6.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 2.8% |
$79K - $86.1K
|
46.6K
$3.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.26KNew |
$78.6K - $85.6K
|
1.26K
$88K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.25K+ 186.42% |
$77.9K - $84.8K
|
1.92K
$134K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.21KNew |
$75.4K - $82K
|
1.21K
$84.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.2K+ 3.73% |
$75.1K - $81.7K
|
33.5K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.18K+ 19.1% |
$73.3K - $79.8K
|
7.33K
$512K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.12K+ 2.76% |
$69.9K - $76.1K
|
41.7K
$2.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.09K+ 2.14% |
$67.9K - $73.9K
|
52K
$3.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.05K+ 2.35% |
$65.5K - $71.3K
|
45.8K
$3.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.99% |
$65.5K - $71.3K
|
53.8K
$3.76M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.04K+ 30.25% |
$64.7K - $70.4K
|
4.47K
$312K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.03K+ 18.95% |
$64.2K - $69.9K
|
6.46K
$451K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.03K+ 6.93% |
$64.2K - $69.9K
|
15.9K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.01K+ 819.51% |
$62.9K - $68.5K
|
1.13K
$79K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
994+ 15.19% |
$62K - $67.5K
|
7.54K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
989+ 1.14% |
$61.7K - $67.2K
|
87.8K
$6.13M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
976+ 1.55% |
$60.9K - $66.3K
|
64K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
925+ 9.36% |
$57.7K - $62.8K
|
10.8K
$755K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
910New |
$56.8K - $61.8K
|
910
$63.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
892+ 9.63% |
$55.7K - $60.6K
|
10.2K
$710K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
879+ 7.54% |
$54.8K - $59.7K
|
12.5K
$876K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
863+ 1.87% |
$53.8K - $58.6K
|
47K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
807+ 7.14% |
$50.3K - $54.8K
|
12.1K
$846K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
778+ 3.85% |
$48.5K - $52.8K
|
21K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
770+ 20.38% |
$48K - $52.3K
|
4.55K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
729+ 1.07% |
$45.5K - $49.5K
|
69.1K
$4.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
718+ 3.62% |
$44.8K - $48.8K
|
20.6K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
715+ 11.92% |
$44.6K - $48.6K
|
6.71K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
714+ 10.74% |
$44.5K - $48.5K
|
7.37K
$515K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
707+ 8.5% |
$44.1K - $48K
|
9.03K
$630K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
691+ 4.9% |
$43.1K - $46.9K
|
14.8K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
680+ 68.07% |
$42.4K - $46.2K
|
1.68K
$117K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
670+ 12.13% |
$41.8K - $45.5K
|
6.19K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
666+ 5.56% |
$41.6K - $45.2K
|
12.6K
$883K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
654+ 2.54% |
$40.8K - $44.4K
|
26.4K
$1.84M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
652+ 47.52% |
$40.7K - $44.3K
|
2.02K
$141K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
643+ 2.31% |
$40.1K - $43.7K
|
28.5K
$1.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
615+ 1.52% |
$38.4K - $41.8K
|
41K
$2.86M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
612+ 4.98% |
$38.2K - $41.6K
|
12.9K
$901K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
611+ 9.45% |
$38.1K - $41.5K
|
7.08K
$494K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
610+ 5.84% |
$38.1K - $41.4K
|
11.1K
$772K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
579New |
$36.1K - $39.3K
|
579
$40.4K
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
570+ 7.25% |
$35.6K - $38.7K
|
8.43K
$589K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
564+ 6.01% |
$35.2K - $38.3K
|
9.95K
$695K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
553+ 3.86% |
$34.5K - $37.6K
|
14.9K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
531+ 16.55% |
$33.1K - $36.1K
|
3.74K
$261K
|