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 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.05% |
$260 - $280
|
8.18K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 1.53% |
$260 - $280
|
266
$18.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.56% |
$130 - $140
|
130
$8.86K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 2.47% |
$130 - $140
|
83
$5.66K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.23% |
$130 - $140
|
165
$11.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.68% |
$130 - $140
|
121
$8.25K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2New |
$130 - $140
|
2
$136
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 2.5% |
$130 - $140
|
82
$5.59K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.79% |
$65.1 - $70.1
|
127
$8.66K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.69% |
$65.1 - $70.1
|
60
$4.09K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.27% |
$65.1 - $70.1
|
80
$5.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 5.88% |
$65.1 - $70.1
|
18
$1.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2- 0.18% |
$130 - $140
|
1.13K
$77.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5- 0.07% |
$326 - $350
|
7.33K
$500K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-15- 0.5% |
$976 - $1.05K
|
2.99K
$204K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-25- 0.5% |
$1.63K - $1.75K
|
5K
$341K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 8.27% |
$2.08K - $2.24K
|
355
$24.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-35- 0.02% |
$2.28K - $2.45K
|
180K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-43- 0.1% |
$2.8K - $3.01K
|
44.2K
$3.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-46- 0.9% |
$2.99K - $3.22K
|
5.07K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-47- 0.17% |
$3.06K - $3.29K
|
28.4K
$1.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 7.97% |
$3.12K - $3.36K
|
554
$37.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-49- 2.62% |
$3.19K - $3.43K
|
1.82K
$124K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-50- 17.24% |
$3.25K - $3.5K
|
240
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-50- 10.0% |
$3.25K - $3.5K
|
450
$30.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-50- 0.49% |
$3.25K - $3.5K
|
10.1K
$691K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-50- 0.49% |
$3.25K - $3.5K
|
10.1K
$690K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-55- 0.3% |
$3.58K - $3.85K
|
18.3K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-56- 0.82% |
$3.65K - $3.92K
|
6.76K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-60- 1.28% |
$3.91K - $4.2K
|
4.64K
$316K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-63- 0.44% |
$4.1K - $4.41K
|
14.2K
$971K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-69- 4.23% |
$4.49K - $4.83K
|
1.56K
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70- 1.04% |
$4.56K - $4.9K
|
6.64K
$453K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-71- 1.14% |
$4.62K - $4.97K
|
6.13K
$418K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-71- 0.15% |
$4.62K - $4.97K
|
47.4K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-72- 3.86% |
$4.69K - $5.05K
|
1.79K
$122K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-74- 4.22% |
$4.82K - $5.19K
|
1.68K
$114K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-76- 29.57% |
$4.95K - $5.33K
|
181
$12.3K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-79- 0.08% |
$5.14K - $5.54K
|
95.6K
$6.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-80- 3.95% |
$5.21K - $5.61K
|
1.95K
$133K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-82- 0.38% |
$5.34K - $5.75K
|
21.5K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-88- 1.51% |
$5.73K - $6.17K
|
5.73K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-90- 0.22% |
$5.86K - $6.31K
|
41.2K
$2.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-96- 2.55% |
$6.25K - $6.73K
|
3.67K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-98- 1.33% |
$6.38K - $6.87K
|
7.27K
$496K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-106- 1.18% |
$6.9K - $7.43K
|
8.91K
$607K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-114- 0.91% |
$7.42K - $7.99K
|
12.4K
$847K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-118- 2.67% |
$7.68K - $8.27K
|
4.3K
$293K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-126- 0.61% |
$8.2K - $8.83K
|
20.4K
$1.39M
|