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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
363+ 1.48% |
$23.6K - $25.4K
|
24.8K
$1.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
339+ 1.48% |
$22.1K - $23.8K
|
23.2K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
337+ 3.12% |
$21.9K - $23.6K
|
11.1K
$759K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
333New |
$21.7K - $23.3K
|
333
$22.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
331+ 6.75% |
$21.5K - $23.2K
|
5.24K
$357K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
312+ 1.14% |
$20.3K - $21.9K
|
27.6K
$1.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
294+ 3.78% |
$19.1K - $20.6K
|
8.08K
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
269+ 5.35% |
$17.5K - $18.8K
|
5.3K
$361K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
259+ 0.74% |
$16.9K - $18.1K
|
35.4K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
234+ 5.72% |
$15.2K - $16.4K
|
4.33K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
227+ 7.7% |
$14.8K - $15.9K
|
3.18K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
215+ 0.59% |
$14K - $15.1K
|
36.6K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
215+ 0.16% |
$14K - $15.1K
|
138K
$9.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
213+ 2.6% |
$13.9K - $14.9K
|
8.42K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
212+ 1.53% |
$13.8K - $14.9K
|
14.1K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
198+ 11.79% |
$12.9K - $13.9K
|
1.88K
$128K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
173+ 5.58% |
$11.3K - $12.1K
|
3.27K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
173+ 1.59% |
$11.3K - $12.1K
|
11K
$752K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
166New |
$10.8K - $11.6K
|
166
$11.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
165+ 2.24% |
$10.7K - $11.6K
|
7.53K
$513K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
161+ 894.44% |
$10.5K - $11.3K
|
179
$12.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
159+ 1.16% |
$10.4K - $11.1K
|
13.8K
$942K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
142+ 1.53% |
$9.24K - $9.95K
|
9.45K
$644K
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
136+ 0.2% |
$8.85K - $9.53K
|
69.7K
$4.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
133+ 4.45% |
$8.66K - $9.32K
|
3.12K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
130+ 0.54% |
$8.46K - $9.11K
|
24.1K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
128+ 0.74% |
$8.33K - $8.97K
|
17.4K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
117+ 1.89% |
$7.62K - $8.2K
|
6.31K
$430K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
112+ 1.58% |
$7.29K - $7.85K
|
7.2K
$491K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
112+ 0.28% |
$7.29K - $7.85K
|
39.4K
$2.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
110+ 1.02% |
$7.16K - $7.71K
|
10.9K
$745K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
101+ 0.34% |
$6.58K - $7.08K
|
29.4K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98+ 9.71% |
$6.38K - $6.87K
|
1.11K
$75.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
92+ 0.28% |
$5.99K - $6.45K
|
33.4K
$2.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
90+ 1.39% |
$5.86K - $6.31K
|
6.55K
$446K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
83+ 0.82% |
$5.4K - $5.82K
|
10.2K
$698K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 1.53% |
$5.27K - $5.68K
|
5.37K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
81+ 1.68% |
$5.27K - $5.68K
|
4.91K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
80New |
$5.21K - $5.61K
|
80
$5.45K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
79+ 2.0% |
$5.14K - $5.54K
|
4.03K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
75+ 0.53% |
$4.88K - $5.26K
|
14.2K
$967K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
73+ 1.47% |
$4.75K - $5.12K
|
5.05K
$345K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
72New |
$4.69K - $5.05K
|
72
$4.91K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 1.54% |
$4.62K - $4.97K
|
4.69K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
71+ 0.41% |
$4.62K - $4.97K
|
17.4K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
68+ 1.68% |
$4.43K - $4.76K
|
4.11K
$280K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64+ 5.3% |
$4.17K - $4.48K
|
1.27K
$86.7K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63+ 1.53% |
$4.1K - $4.41K
|
4.19K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
60+ 1.1% |
$3.91K - $4.2K
|
5.53K
$377K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
59+ 0.65% |
$3.84K - $4.13K
|
9.09K
$620K
|