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 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
115+ 1.5% |
$7.58K - $8.34K
|
7.81K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
105New |
$6.92K - $7.62K
|
105
$7.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
101+ 0.49% |
$6.66K - $7.33K
|
20.5K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 0.98% |
$6.6K - $7.26K
|
10.3K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
99+ 1.79% |
$6.53K - $7.18K
|
5.62K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
90+ 1.26% |
$5.94K - $6.53K
|
7.22K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
88+ 1.74% |
$5.8K - $6.39K
|
5.14K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
77+ 0.85% |
$5.08K - $5.59K
|
9.11K
$623K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
65+ 1.42% |
$4.29K - $4.72K
|
4.63K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
63+ 1.54% |
$4.15K - $4.57K
|
4.17K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
61+ 0.68% |
$4.02K - $4.43K
|
9.08K
$621K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
51+ 1.61% |
$3.36K - $3.7K
|
3.21K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
50+ 0.09% |
$3.3K - $3.63K
|
52.7K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
46+ 1.47% |
$3.03K - $3.34K
|
3.17K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
44+ 1.08% |
$2.9K - $3.19K
|
4.11K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
40+ 1.22% |
$2.64K - $2.9K
|
3.31K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
39New |
$2.57K - $2.83K
|
39
$2.67K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
33+ 0.36% |
$2.18K - $2.39K
|
9.17K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
31+ 0.83% |
$2.04K - $2.25K
|
3.76K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
30+ 0.55% |
$1.98K - $2.18K
|
5.48K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27+ 0.07% |
$1.78K - $1.96K
|
37.4K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.68% |
$1.58K - $1.74K
|
3.56K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
22+ 1.79% |
$1.45K - $1.6K
|
1.25K
$85.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.3% |
$1.19K - $1.31K
|
5.94K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
15+ 0.36% |
$989 - $1.09K
|
4.14K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 1.82% |
$989 - $1.09K
|
838
$57.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
15+ 0.06% |
$989 - $1.09K
|
24.1K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.05% |
$857 - $943
|
24.3K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
10+ 1.71% |
$660 - $726
|
594
$40.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.2% |
$660 - $726
|
5.07K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.27% |
$660 - $726
|
3.75K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9+ 0.07% |
$594 - $653
|
13.2K
$904K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
9+ 0.02% |
$594 - $653
|
55.5K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.03% |
$528 - $580
|
28.6K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.49% |
$396 - $435
|
1.23K
$84.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 3.4% |
$330 - $363
|
152
$10.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$198 - $218
|
7.51K
$514K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.82% |
$198 - $218
|
168
$11.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.54% |
$132 - $145
|
132
$9.03K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$132 - $145
|
6.67K
$456K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.65% |
$132 - $145
|
123
$8.41K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 2.41% |
$132 - $145
|
85
$5.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.22% |
$66 - $72.6
|
83
$5.68K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.0% |
$66 - $72.6
|
30.7K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.02% |
$132 - $145
|
10.6K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5- 0.01% |
$330 - $363
|
44.1K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16- 0.91% |
$1.06K - $1.16K
|
1.75K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-18- 0.53% |
$1.19K - $1.31K
|
3.36K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-22- 0.3% |
$1.45K - $1.6K
|
7.29K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-34- 0.21% |
$2.24K - $2.47K
|
15.9K
$1.08M
|