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 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.29K- 1.66% |
$349K - $384K
|
313K
$23.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.71K- 1.82% |
$377K - $414K
|
308K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.02K- 5.51% |
$397K - $437K
|
103K
$7.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-6.36K- 19.87% |
$420K - $462K
|
25.7K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.83K- 13.33% |
$451K - $496K
|
44.4K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.25K- 0.95% |
$544K - $599K
|
857K
$64.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.45K- 20.96% |
$557K - $613K
|
31.9K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-8.58K- 9.41% |
$566K - $623K
|
82.6K
$6.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9.14K- 5.11% |
$603K - $663K
|
170K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-9.29K- 19.02% |
$613K - $674K
|
39.6K
$2.98M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.67K- 33.49% |
$638K - $702K
|
19.2K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.75K- 49.93% |
$643K - $707K
|
9.78K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-9.76K- 6.11% |
$644K - $708K
|
150K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-9.91K- 41.54% |
$653K - $719K
|
13.9K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 53.25% |
$705K - $776K
|
9.39K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.1K- 0.55% |
$734K - $807K
|
2.02M
$153M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.1K- 14.07% |
$795K - $875K
|
73.6K
$5.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.2K- 18.69% |
$805K - $886K
|
53.1K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.2K- 3.89% |
$869K - $956K
|
326K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.6K- 9.19% |
$896K - $986K
|
134K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13.7K- 2.68% |
$902K - $993K
|
497K
$37.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.8K- 98.1% |
$907K - $998K
|
266
$20.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15.3K- 6.92% |
$1.01M - $1.11M
|
205K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.9K- 23.78% |
$1.05M - $1.16M
|
51.1K
$3.85M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-16.4K- 11.27% |
$1.08M - $1.19M
|
129K
$9.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-17.1K- 1.34% |
$1.12M - $1.24M
|
1.25M
$94.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-17.5K- 19.57% |
$1.15M - $1.27M
|
71.7K
$5.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19K- 30.29% |
$1.26M - $1.38M
|
43.8K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-19.3K- 11.59% |
$1.28M - $1.4M
|
147K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.3K- 8.86% |
$1.47M - $1.62M
|
230K
$17.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-23.6K- 10.78% |
$1.56M - $1.71M
|
195K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-23.6K- 91.18% |
$1.56M - $1.71M
|
2.28K
$172K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-27.3K- 36.74% |
$1.8M - $1.98M
|
47K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-30.5K- 40.79% |
$2.01M - $2.21M
|
44.3K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.9K- 2.09% |
$2.03M - $2.24M
|
1.44M
$109M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-33.3K- 12.11% |
$2.19M - $2.41M
|
241K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.4K- 16.09% |
$2.27M - $2.5M
|
180K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.8K- 7.57% |
$2.49M - $2.74M
|
461K
$34.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39.8K- 64.06% |
$2.62M - $2.89M
|
22.3K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-43.4K- 4.46% |
$2.86M - $3.15M
|
928K
$70M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-45K- 14.56% |
$2.97M - $3.27M
|
264K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-47.9K- 3.76% |
$3.16M - $3.48M
|
1.23M
$92.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-58.1K- 35.93% |
$3.83M - $4.21M
|
104K
$7.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-58.6K- 2.64% |
$3.87M - $4.25M
|
2.16M
$163M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60K- 11.06% |
$3.96M - $4.35M
|
483K
$36.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-60.9K- 5.84% |
$4.01M - $4.42M
|
982K
$74M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-78K- 13.2% |
$5.14M - $5.66M
|
513K
$38.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-106K- 87.62% |
$6.99M - $7.69M
|
15K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-169K- 78.61% |
$11.1M - $12.2M
|
45.9K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-179K- 18.36% |
$11.8M - $13M
|
794K
$59.9M
|