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 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.62KNew |
$569K - $626K
|
8.62K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.6K+ 5.36% |
$567K - $624K
|
169K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.31K+ 272.83% |
$548K - $603K
|
11.4K
$783K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.21K+ 0.97% |
$541K - $596K
|
857K
$59.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.76K+ 16.49% |
$512K - $563K
|
54.8K
$3.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.58KNew |
$500K - $550K
|
7.58K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
7.44K+ 4.0% |
$491K - $540K
|
194K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.36K+ 24.83% |
$485K - $534K
|
37K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.16KNew |
$472K - $519K
|
7.16K
$493K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
7.13K+ 9.7% |
$470K - $517K
|
80.7K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.11K+ 10.0% |
$469K - $516K
|
78.3K
$5.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.01K+ 4.47% |
$462K - $509K
|
164K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.81K+ 4.5% |
$449K - $494K
|
158K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.65KNew |
$439K - $483K
|
6.65K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6.65K+ 5.4% |
$438K - $482K
|
130K
$8.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.43K+ 3.61% |
$424K - $467K
|
185K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.4KNew |
$422K - $464K
|
6.4K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6.09K+ 11.42% |
$402K - $442K
|
59.4K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.08KNew |
$401K - $441K
|
6.08K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.86KNew |
$387K - $425K
|
5.86K
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
5.72KNew |
$377K - $415K
|
5.72K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.56K+ 22.72% |
$367K - $404K
|
30K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.52K+ 6.5% |
$364K - $400K
|
90.4K
$6.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.47K+ 15.96% |
$361K - $397K
|
39.7K
$2.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.37K+ 22.65% |
$354K - $390K
|
29.1K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.37K+ 30.96% |
$354K - $389K
|
22.7K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.16K+ 85.17% |
$340K - $374K
|
11.2K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
5.08K+ 2.26% |
$335K - $369K
|
230K
$15.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.03KNew |
$332K - $365K
|
5.03K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$330K - $363K
|
5K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.99K+ 2.61% |
$329K - $362K
|
196K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.69K+ 10.66% |
$310K - $341K
|
48.7K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.68K+ 3.31% |
$309K - $340K
|
146K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.57K+ 15.31% |
$301K - $331K
|
34.4K
$2.37M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.52K+ 1.73% |
$298K - $328K
|
266K
$18.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
4.39K+ 4.68% |
$290K - $319K
|
98.2K
$6.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.25K+ 1.22% |
$280K - $309K
|
353K
$24.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.13K+ 10.87% |
$272K - $299K
|
42.1K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
4.11K+ 19.01% |
$271K - $298K
|
25.7K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 4.34% |
$267K - $294K
|
97.3K
$6.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.96K+ 8.69% |
$261K - $287K
|
49.5K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.92KNew |
$259K - $285K
|
3.92K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.84KNew |
$253K - $278K
|
3.84K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.79K+ 1.89% |
$250K - $275K
|
205K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.79K+ 97.05% |
$250K - $275K
|
7.69K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.73KNew |
$246K - $271K
|
3.73K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.67K+ 5.46% |
$242K - $266K
|
71K
$4.89M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
3.62K+ 3.26% |
$239K - $263K
|
115K
$7.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.57K+ 3.55% |
$235K - $259K
|
104K
$7.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.53KNew |
$232K - $256K
|
3.53K
$243K
|