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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-1.67K- 35.16% |
$110K - $121K
|
3.07K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-1.69K- 3.64% |
$111K - $123K
|
44.7K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.7K- 4.74% |
$112K - $123K
|
34.1K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.71K- 2.53% |
$113K - $124K
|
65.9K
$4.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.77K- 13.57% |
$117K - $129K
|
11.3K
$851K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.82K- 3.8% |
$120K - $132K
|
46.1K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.85K- 15.05% |
$122K - $134K
|
10.5K
$789K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.89K- 7.49% |
$125K - $137K
|
23.4K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.9K- 2.43% |
$126K - $138K
|
76.6K
$5.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.93K- 3.09% |
$127K - $140K
|
60.4K
$4.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.93K- 5.55% |
$127K - $140K
|
32.8K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.95K- 10.97% |
$129K - $142K
|
15.8K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2K- 12.44% |
$132K - $145K
|
14.1K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.02K- 2.15% |
$133K - $147K
|
92K
$6.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.1K- 1.06% |
$138K - $152K
|
195K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.11K- 1.96% |
$139K - $153K
|
105K
$7.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.17K- 5.61% |
$143K - $157K
|
36.5K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.23K- 26.59% |
$147K - $162K
|
6.15K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.28K- 0.14% |
$150K - $165K
|
1.58M
$120M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.29K- 4.36% |
$151K - $166K
|
50.2K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.37K- 18.72% |
$156K - $172K
|
10.3K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.38K- 1.22% |
$157K - $172K
|
193K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.38K- 14.67% |
$157K - $172K
|
13.8K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.39K- 19.93% |
$157K - $173K
|
9.58K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.57K- 0.04% |
$169K - $186K
|
7.21M
$544M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.59K- 7.98% |
$171K - $188K
|
29.9K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.68K- 3.19% |
$177K - $195K
|
81.3K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.74K- 6.27% |
$181K - $199K
|
41K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.02K- 36.8% |
$199K - $219K
|
5.18K
$391K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.19K- 1.96% |
$210K - $231K
|
159K
$12M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.22K- 21.22% |
$213K - $234K
|
12K
$903K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.39K- 5.31% |
$223K - $246K
|
60.3K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.49K- 31.3% |
$230K - $253K
|
7.65K
$577K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 5.79% |
$235K - $259K
|
58K
$4.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.65K- 29.41% |
$241K - $265K
|
8.76K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.66K- 52.49% |
$242K - $266K
|
3.32K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.75K- 0.9% |
$248K - $272K
|
413K
$31.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4K- 3.68% |
$264K - $290K
|
105K
$7.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.03K- 5.29% |
$266K - $293K
|
72.2K
$5.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.07K- 14.06% |
$268K - $295K
|
24.9K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.16K- 13.12% |
$274K - $302K
|
27.5K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.34K- 14.58% |
$286K - $315K
|
25.4K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.47K- 0.77% |
$295K - $324K
|
577K
$43.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.61K- 4.9% |
$304K - $334K
|
89.5K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.62K- 0.72% |
$304K - $335K
|
636K
$47.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 10.2% |
$316K - $348K
|
42.2K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.98K- 29.11% |
$328K - $361K
|
12.1K
$914K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.99K- 26.57% |
$329K - $362K
|
13.8K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.05K- 9.3% |
$333K - $366K
|
49.2K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 10.53% |
$341K - $375K
|
43.9K
$3.31M
|