Purchases and Sales Made in Q4 2024 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.1M+ 49.54% |
$139M - $152M
|
6.34M
$437M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
766KNew |
$50.5M - $55.6M
|
766K
$52.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
719K+ 6599.07% |
$47.4M - $52.1M
|
729K
$50.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
599K+ 7.48% |
$39.5M - $43.4M
|
8.6M
$592M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
480K+ 11.35% |
$31.7M - $34.9M
|
4.71M
$325M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
306KNew |
$20.2M - $22.2M
|
306K
$21.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
269K+ 4.03% |
$17.7M - $19.5M
|
6.94M
$478M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
207K+ 5.28% |
$13.6M - $15M
|
4.12M
$284M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
170KNew |
$11.2M - $12.3M
|
170K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
130K+ 4.92% |
$8.55M - $9.41M
|
2.77M
$191M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
126K+ 467.9% |
$8.33M - $9.17M
|
153K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
93.4KNew |
$6.16M - $6.78M
|
93.4K
$6.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
79.6KNew |
$5.25M - $5.77M
|
79.6K
$5.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
71.3K+ 4.91% |
$4.7M - $5.17M
|
1.52M
$105M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
70.7K+ 4.41% |
$4.66M - $5.13M
|
1.68M
$115M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
66.5K+ 140.0% |
$4.38M - $4.82M
|
114K
$7.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
64.2KNew |
$4.23M - $4.66M
|
64.2K
$4.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.7K+ 11.19% |
$4.13M - $4.55M
|
623K
$42.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
56.9KNew |
$3.75M - $4.13M
|
56.9K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
51.4KNew |
$3.39M - $3.73M
|
51.4K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42.7K+ 3.26% |
$2.82M - $3.1M
|
1.35M
$93.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
42.7KNew |
$2.81M - $3.1M
|
42.7K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
37.5KNew |
$2.48M - $2.72M
|
37.5K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
37.2KNew |
$2.45M - $2.7M
|
37.2K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.7KNew |
$2.36M - $2.59M
|
35.7K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
35.1K+ 69.55% |
$2.31M - $2.54M
|
85.5K
$5.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
27.5K+ 8.84% |
$1.81M - $2M
|
339K
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
26.7KNew |
$1.76M - $1.93M
|
26.7K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
26.4K+ 1.25% |
$1.74M - $1.91M
|
2.14M
$148M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
24.6K+ 3.25% |
$1.62M - $1.79M
|
782K
$53.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
24K+ 246.63% |
$1.58M - $1.74M
|
33.7K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
22.8K+ 83.65% |
$1.51M - $1.66M
|
50.1K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20.5K+ 10.72% |
$1.35M - $1.49M
|
212K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
18.5K+ 48.48% |
$1.22M - $1.34M
|
56.7K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
16.9K+ 8.39% |
$1.11M - $1.23M
|
218K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
16.2K+ 3.3% |
$1.07M - $1.17M
|
507K
$34.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
13.4K+ 170.56% |
$884K - $973K
|
21.3K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
13.3K+ 108.68% |
$878K - $966K
|
25.6K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$869K - $956K
|
13.2K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.7K+ 4.3% |
$841K - $925K
|
309K
$21.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.7KNew |
$841K - $925K
|
12.7K
$878K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
12.5KNew |
$823K - $905K
|
12.5K
$860K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
12.3K+ 22.67% |
$809K - $890K
|
66.4K
$4.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12.1KNew |
$800K - $881K
|
12.1K
$836K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
11.9KNew |
$785K - $864K
|
11.9K
$821K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
11.8K+ 2.9% |
$779K - $857K
|
419K
$28.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11.3KNew |
$746K - $821K
|
11.3K
$780K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.4K+ 7.19% |
$688K - $757K
|
155K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.87KNew |
$651K - $716K
|
9.87K
$680K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.42K+ 4.5% |
$621K - $683K
|
219K
$15.1M
|