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 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
508+ 0.73% |
$31.7K - $34.5K
|
70.2K
$4.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
497+ 5.82% |
$31K - $33.8K
|
9.03K
$631K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
481+ 9.65% |
$30K - $32.7K
|
5.47K
$382K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
480+ 2.04% |
$29.9K - $32.6K
|
24K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
471+ 3.4% |
$29.4K - $32K
|
14.3K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
450+ 900.0% |
$28.1K - $30.6K
|
500
$34.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
436New |
$27.2K - $29.6K
|
436
$30.5K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
434+ 13.29% |
$27.1K - $29.5K
|
3.7K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
424+ 8.56% |
$26.5K - $28.8K
|
5.38K
$376K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
417+ 7.37% |
$26K - $28.3K
|
6.07K
$424K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
403+ 0.86% |
$25.1K - $27.4K
|
47.1K
$3.29M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
392+ 46.56% |
$24.5K - $26.6K
|
1.23K
$86.2K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
373+ 2.07% |
$23.3K - $25.3K
|
18.4K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
372+ 0.31% |
$23.2K - $25.3K
|
121K
$8.47M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
355+ 10.49% |
$22.1K - $24.1K
|
3.74K
$261K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
339+ 3.35% |
$21.2K - $23K
|
10.5K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
335+ 1.96% |
$20.9K - $22.8K
|
17.4K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
291+ 4.39% |
$18.2K - $19.8K
|
6.92K
$483K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
265+ 2.94% |
$16.5K - $18K
|
9.28K
$648K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
260+ 2.54% |
$16.2K - $17.7K
|
10.5K
$733K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
257New |
$16K - $17.5K
|
257
$18K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
238+ 0.55% |
$14.8K - $16.2K
|
43.6K
$3.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
236+ 0.25% |
$14.7K - $16K
|
94.2K
$6.58M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
228+ 0.7% |
$14.2K - $15.5K
|
32.8K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
216+ 0.79% |
$13.5K - $14.7K
|
27.7K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
211+ 3.69% |
$13.2K - $14.3K
|
5.94K
$415K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
209+ 12.56% |
$13K - $14.2K
|
1.87K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
195New |
$12.2K - $13.2K
|
195
$13.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
187New |
$11.7K - $12.7K
|
187
$13.1K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
182+ 14.65% |
$11.4K - $12.4K
|
1.42K
$99.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
175+ 4.47% |
$10.9K - $11.9K
|
4.09K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
169+ 0.89% |
$10.5K - $11.5K
|
19.2K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
161New |
$10K - $10.9K
|
161
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
156+ 21.79% |
$9.73K - $10.6K
|
872
$60.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
147+ 1.61% |
$9.17K - $9.98K
|
9.31K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
144+ 1.13% |
$8.98K - $9.78K
|
12.9K
$901K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
142+ 0.26% |
$8.86K - $9.64K
|
54.1K
$3.78M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
142+ 142.0% |
$8.86K - $9.64K
|
242
$16.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
139+ 3.65% |
$8.67K - $9.44K
|
3.95K
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
135+ 7.14% |
$8.42K - $9.17K
|
2.03K
$141K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
122+ 1.75% |
$7.61K - $8.29K
|
7.08K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
119New |
$7.42K - $8.08K
|
119
$8.31K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
119+ 2.6% |
$7.42K - $8.08K
|
4.7K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
111+ 0.28% |
$6.93K - $7.54K
|
39.1K
$2.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
95+ 0.42% |
$5.93K - $6.45K
|
22.7K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
90+ 2.44% |
$5.62K - $6.11K
|
3.78K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
79+ 0.31% |
$4.93K - $5.37K
|
25.6K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
76+ 0.05% |
$4.74K - $5.16K
|
158K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
74+ 0.98% |
$4.62K - $5.03K
|
7.62K
$533K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
70+ 6.59% |
$4.37K - $4.75K
|
1.13K
$79.2K
|