Purchases and Sales Made in Q2 2024 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-8.98K- 21.54% |
$585K - $629K
|
32.7K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.22K- 48.7% |
$600K - $646K
|
9.71K
$663K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-9.5K- 17.3% |
$618K - $666K
|
45.4K
$3.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-10K- 18.52% |
$652K - $702K
|
44.1K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10K- 2.49% |
$654K - $704K
|
393K
$26.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.1K- 3.38% |
$660K - $710K
|
290K
$19.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-11.1K- 5.22% |
$722K - $777K
|
201K
$13.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11.3K- 27.58% |
$737K - $793K
|
29.7K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.5K- 28.74% |
$747K - $803K
|
28.4K
$1.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-11.6K- 5.55% |
$752K - $810K
|
197K
$13.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 3.43% |
$761K - $819K
|
329K
$22.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-12.1K- 43.45% |
$789K - $849K
|
15.8K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.3K- 5.1% |
$799K - $860K
|
228K
$15.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.5K- 0.54% |
$942K - $1.01M
|
2.66M
$182M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-17K- 4.62% |
$1.11M - $1.19M
|
351K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-17.2K- 14.31% |
$1.12M - $1.21M
|
103K
$7.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-17.5K- 1.3% |
$1.14M - $1.22M
|
1.32M
$90.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-18K- 27.36% |
$1.17M - $1.26M
|
47.8K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.9K- 0.88% |
$1.36M - $1.46M
|
2.35M
$160M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.7K- 5.56% |
$1.41M - $1.52M
|
368K
$25.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-24.9K- 2.92% |
$1.62M - $1.74M
|
827K
$56.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-24.9K- 74.94% |
$1.62M - $1.74M
|
8.32K
$569K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25K- 11.4% |
$1.63M - $1.75M
|
194K
$13.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-25.3K- 4.73% |
$1.64M - $1.77M
|
509K
$34.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-25.9K- 18.71% |
$1.68M - $1.81M
|
112K
$7.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26K- 16.19% |
$1.69M - $1.82M
|
134K
$9.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29.6K- 43.91% |
$1.92M - $2.07M
|
37.8K
$2.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-30.7K- 7.13% |
$2M - $2.15M
|
400K
$27.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-33.7K- 27.78% |
$2.19M - $2.36M
|
87.6K
$5.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-34.6K- 4.73% |
$2.26M - $2.43M
|
697K
$47.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36.4K- 2.44% |
$2.37M - $2.55M
|
1.46M
$99.6M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-38.9K- 71.39% |
$2.53M - $2.73M
|
15.6K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-41.7K- 17.67% |
$2.71M - $2.92M
|
194K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44.1K- 3.95% |
$2.87M - $3.09M
|
1.07M
$73.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50.2K- 10.33% |
$3.27M - $3.52M
|
436K
$29.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-53.6K- 22.7% |
$3.49M - $3.75M
|
182K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.7K- 2.85% |
$3.69M - $3.97M
|
1.94M
$132M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-109K- 71.39% |
$7.11M - $7.66M
|
43.8K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-113K- 38.33% |
$7.38M - $7.94M
|
182K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-120K- 47.76% |
$7.81M - $8.41M
|
131K
$8.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-138K- 11.04% |
$9M - $9.68M
|
1.11M
$76.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-155K- 43.24% |
$10.1M - $10.9M
|
204K
$13.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-179K- 36.05% |
$11.6M - $12.5M
|
317K
$21.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-189K- 25.96% |
$12.3M - $13.2M
|
539K
$36.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-229K- 3.07% |
$14.9M - $16M
|
7.22M
$493M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-284K- 99.51% |
$18.5M - $19.9M
|
1.41K
$96.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-718K- 19.51% |
$46.7M - $50.3M
|
2.96M
$202M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.86M- 73.67% |
$121M - $130M
|
665K
$45.5M
|