Purchases and Sales Made in Q3 2024 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
920+ 2.15% |
$59.7K - $67.5K
|
43.7K
$2.99M
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
900+ 3.9% |
$58.4K - $66K
|
24K
$1.64M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
876+ 5.32% |
$56.9K - $64.3K
|
17.3K
$1.18M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
872+ 17.49% |
$56.6K - $64K
|
5.86K
$400K
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
867+ 0.07% |
$56.3K - $63.6K
|
1.27M
$86.7M
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
822+ 17.16% |
$53.3K - $60.3K
|
5.61K
$383K
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
807+ 17.38% |
$52.4K - $59.2K
|
5.45K
$372K
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
800+ 4.67% |
$51.9K - $58.7K
|
17.9K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
797+ 6.92% |
$51.7K - $58.5K
|
12.3K
$841K
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
780+ 1.02% |
$50.6K - $57.2K
|
77.5K
$5.29M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
768+ 0.94% |
$49.8K - $56.3K
|
82.8K
$5.66M
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
730+ 18.3% |
$47.4K - $53.5K
|
4.72K
$322K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
728+ 7.66% |
$47.2K - $53.4K
|
10.2K
$699K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
698+ 1.38% |
$45.3K - $51.2K
|
51.1K
$3.49M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
683New |
$44.3K - $50.1K
|
683
$46.7K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
658+ 0.25% |
$42.7K - $48.3K
|
262K
$17.9M
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
656+ 1.88% |
$42.6K - $48.1K
|
35.5K
$2.42M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
654+ 15.12% |
$42.4K - $48K
|
4.98K
$340K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
632+ 263.33% |
$41K - $46.4K
|
872
$59.6K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600+ 2.55% |
$38.9K - $44K
|
24.1K
$1.65M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
595+ 12.25% |
$38.6K - $43.6K
|
5.45K
$373K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
573+ 3.8% |
$37.2K - $42K
|
15.7K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
569+ 4.81% |
$36.9K - $41.7K
|
12.4K
$847K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
548+ 5.3% |
$35.6K - $40.2K
|
10.9K
$744K
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
544+ 1.13% |
$35.3K - $39.9K
|
48.8K
$3.34M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
534+ 6.97% |
$34.7K - $39.2K
|
8.2K
$560K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
527+ 0.88% |
$34.2K - $38.7K
|
60.1K
$4.11M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
522+ 5.26% |
$33.9K - $38.3K
|
10.4K
$714K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
520+ 1.86% |
$33.7K - $38.1K
|
28.4K
$1.94M
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
496+ 2.47% |
$32.2K - $36.4K
|
20.6K
$1.41M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
485+ 12.49% |
$31.5K - $35.6K
|
4.37K
$298K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
478+ 3.12% |
$31K - $35.1K
|
15.8K
$1.08M
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
434+ 1.19% |
$28.2K - $31.8K
|
37K
$2.53M
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
430+ 1.73% |
$27.9K - $31.5K
|
25.3K
$1.73M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
430+ 13.54% |
$27.9K - $31.5K
|
3.61K
$246K
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
418+ 4.33% |
$27.1K - $30.7K
|
10.1K
$688K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
381+ 0.3% |
$24.7K - $27.9K
|
129K
$8.83M
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
378+ 5.76% |
$24.5K - $27.7K
|
6.94K
$474K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
378+ 6.17% |
$24.5K - $27.7K
|
6.51K
$445K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
367+ 9.48% |
$23.8K - $26.9K
|
4.24K
$290K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
362+ 4.94% |
$23.5K - $26.6K
|
7.69K
$526K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
358+ 0.43% |
$23.2K - $26.3K
|
83.3K
$5.69M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
353New |
$22.9K - $25.9K
|
353
$24.1K
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
338+ 0.6% |
$21.9K - $24.8K
|
57K
$3.9M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
337+ 43.99% |
$21.9K - $24.7K
|
1.1K
$75.4K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
324New |
$21K - $23.8K
|
324
$22.1K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
324+ 6.7% |
$21K - $23.8K
|
5.16K
$353K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
323+ 1.38% |
$21K - $23.7K
|
23.8K
$1.63M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
305+ 128.15% |
$19.8K - $22.4K
|
543
$37.1K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
295+ 6.07% |
$19.1K - $21.6K
|
5.16K
$352K
|