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 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.59K+ 3.22% |
$494K - $532K
|
244K
$16.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.35K+ 4.05% |
$478K - $515K
|
189K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.18KNew |
$467K - $503K
|
7.18K
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.12K+ 40.81% |
$463K - $499K
|
24.6K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.08KNew |
$461K - $496K
|
7.08K
$484K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.73K+ 5.75% |
$438K - $472K
|
124K
$8.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
6.67K+ 88.54% |
$434K - $468K
|
14.2K
$971K
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
6.57KNew |
$427K - $460K
|
6.57K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.45KNew |
$420K - $452K
|
6.45K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.33K+ 14.35% |
$412K - $443K
|
50.4K
$3.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6.31K+ 4.08% |
$411K - $442K
|
161K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.2K+ 11.13% |
$403K - $434K
|
61.8K
$4.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.1K+ 12.99% |
$397K - $428K
|
53.1K
$3.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.07K+ 26.69% |
$395K - $425K
|
28.8K
$1.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.04K+ 12.7% |
$393K - $423K
|
53.6K
$3.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
6.01K+ 8.55% |
$391K - $421K
|
76.2K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.74K+ 3.88% |
$374K - $402K
|
154K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
5.72K+ 10.14% |
$372K - $401K
|
62.1K
$4.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.7K+ 11.51% |
$371K - $399K
|
55.2K
$3.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.63KNew |
$367K - $394K
|
5.63K
$385K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.48K+ 51.94% |
$357K - $384K
|
16K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.47KNew |
$356K - $383K
|
5.47K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.45KNew |
$354K - $382K
|
5.45K
$372K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.42K+ 42.39% |
$353K - $380K
|
18.2K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.39K+ 108.28% |
$351K - $377K
|
10.4K
$708K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.23K+ 12.77% |
$341K - $367K
|
46.2K
$3.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$312K - $336K
|
4.79K
$327K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.63KNew |
$301K - $324K
|
4.63K
$316K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.61KNew |
$300K - $323K
|
4.61K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.45K+ 135.88% |
$290K - $312K
|
7.73K
$528K
|
|
|
Aug 07, 2024
Q2 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
4.27K+ 3.02% |
$278K - $299K
|
145K
$9.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.16K+ 7.77% |
$271K - $292K
|
57.7K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.15K+ 12.54% |
$270K - $291K
|
37.2K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.13K+ 8.03% |
$269K - $289K
|
55.5K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.08KNew |
$266K - $286K
|
4.08K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.07K+ 15.96% |
$265K - $285K
|
29.6K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.02K+ 0.86% |
$262K - $282K
|
472K
$32.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4K+ 0.54% |
$260K - $280K
|
743K
$50.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.99KNew |
$260K - $279K
|
3.99K
$273K
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
3.99K+ 2.11% |
$259K - $279K
|
193K
$13.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3.96K+ 6.87% |
$258K - $277K
|
61.6K
$4.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.95K+ 5.3% |
$257K - $277K
|
78.5K
$5.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3.83K+ 18.21% |
$249K - $269K
|
24.9K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.72KNew |
$242K - $260K
|
3.72K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.71K+ 4.95% |
$242K - $260K
|
78.7K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.7K+ 31.79% |
$241K - $259K
|
15.4K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.68K+ 5.31% |
$239K - $258K
|
73K
$4.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.64K+ 1504.55% |
$237K - $255K
|
3.88K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.62KNew |
$236K - $254K
|
3.62K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.59K+ 2.32% |
$234K - $252K
|
158K
$10.8M
|