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 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.35KNew |
$89.3K - $98.2K
|
1.35K
$92.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.3K+ 9.57% |
$85.6K - $94.2K
|
14.9K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.27K+ 0.42% |
$83.9K - $92.3K
|
302K
$20.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.2K+ 30.59% |
$79.3K - $87.2K
|
5.13K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.17K+ 3.3% |
$77.2K - $85K
|
36.6K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.09K+ 25.94% |
$71.9K - $79.1K
|
5.29K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1K+ 8.2% |
$66.2K - $72.9K
|
13.2K
$906K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
990+ 2.68% |
$65.3K - $71.8K
|
38K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
970+ 30.88% |
$64K - $70.4K
|
4.11K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
811+ 8.06% |
$53.5K - $58.8K
|
10.9K
$744K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
781+ 2.76% |
$51.5K - $56.7K
|
29.1K
$1.99M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
779+ 2.23% |
$51.4K - $56.5K
|
35.6K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
755+ 14.65% |
$49.8K - $54.8K
|
5.91K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
690+ 20.22% |
$45.5K - $50.1K
|
4.1K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
677+ 4.22% |
$44.6K - $49.1K
|
16.7K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
651New |
$42.9K - $47.2K
|
651
$44.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
621+ 5.34% |
$41K - $45.1K
|
12.2K
$837K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
617+ 2.99% |
$40.7K - $44.8K
|
21.2K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
573New |
$37.8K - $41.6K
|
573
$39.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
559New |
$36.9K - $40.6K
|
559
$38.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
542+ 1.84% |
$35.7K - $39.3K
|
29.9K
$2.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
476+ 2.12% |
$31.4K - $34.5K
|
22.9K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
457+ 5.63% |
$30.1K - $33.2K
|
8.57K
$586K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
449New |
$29.6K - $32.6K
|
449
$30.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
436+ 55.33% |
$28.8K - $31.6K
|
1.22K
$83.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
429+ 15.05% |
$28.3K - $31.1K
|
3.28K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
425+ 1.79% |
$28K - $30.8K
|
24.1K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
418+ 1.5% |
$27.6K - $30.3K
|
28.2K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
399+ 5.73% |
$26.3K - $29K
|
7.37K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
383New |
$25.3K - $27.8K
|
383
$26.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
381+ 1.01% |
$25.1K - $27.6K
|
38.1K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
378+ 6.33% |
$24.9K - $27.4K
|
6.35K
$434K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
376+ 464.2% |
$24.8K - $27.3K
|
457
$31.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
375+ 0.18% |
$24.7K - $27.2K
|
208K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
366New |
$24.1K - $26.6K
|
366
$25K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
322+ 223.61% |
$21.2K - $23.4K
|
466
$31.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
300+ 41.38% |
$19.8K - $21.8K
|
1.03K
$70.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
283+ 332.94% |
$18.7K - $20.5K
|
368
$25.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
266+ 2.06% |
$17.5K - $19.3K
|
13.2K
$901K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
261New |
$17.2K - $18.9K
|
261
$17.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
255+ 7.36% |
$16.8K - $18.5K
|
3.72K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
242+ 18.52% |
$16K - $17.6K
|
1.55K
$106K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
217+ 0.69% |
$14.3K - $15.7K
|
31.6K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
210+ 1.79% |
$13.8K - $15.2K
|
11.9K
$817K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
198+ 3.94% |
$13.1K - $14.4K
|
5.23K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
197+ 3.81% |
$13K - $14.3K
|
5.37K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
184+ 3.69% |
$12.1K - $13.4K
|
5.16K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
176+ 4.54% |
$11.6K - $12.8K
|
4.05K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
169New |
$11.1K - $12.3K
|
169
$11.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
123+ 1.73% |
$8.11K - $8.92K
|
7.22K
$494K
|