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 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.48KNew |
$230K - $253K
|
3.48K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.37KNew |
$222K - $244K
|
3.37K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.37KNew |
$222K - $244K
|
3.37K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.36K+ 2.82% |
$222K - $244K
|
123K
$9.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
3.34KNew |
$220K - $242K
|
3.34K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.33KNew |
$220K - $242K
|
3.33K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.04KNew |
$200K - $221K
|
3.04K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.03KNew |
$200K - $220K
|
3.03K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.01K+ 5.25% |
$199K - $218K
|
60.3K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.89K+ 6.84% |
$191K - $210K
|
45.2K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.74K+ 7.99% |
$180K - $198K
|
36.9K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.71K+ 13.82% |
$179K - $197K
|
22.3K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.71K+ 64.21% |
$178K - $196K
|
6.92K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 83.32% |
$178K - $196K
|
5.94K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.66K+ 9.02% |
$175K - $193K
|
32.1K
$2.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.65K+ 4.29% |
$175K - $192K
|
64.3K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.58KNew |
$170K - $187K
|
2.58K
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.52K+ 1.57% |
$166K - $183K
|
163K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.5K+ 24.38% |
$165K - $181K
|
12.7K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.36KNew |
$156K - $171K
|
2.36K
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.36K+ 42.05% |
$156K - $171K
|
7.97K
$601K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.31K+ 2.78% |
$153K - $168K
|
85.6K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.19K+ 11.37% |
$144K - $159K
|
21.4K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.16K+ 15.7% |
$142K - $156K
|
15.9K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.11K+ 13.45% |
$139K - $153K
|
17.8K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.1K+ 11.72% |
$139K - $153K
|
20.1K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.03K+ 813.6% |
$134K - $148K
|
2.28K
$172K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.02K+ 0.47% |
$133K - $146K
|
433K
$32.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2K+ 41.52% |
$132K - $145K
|
6.82K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.97K+ 4.12% |
$130K - $143K
|
49.8K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.94K+ 4.88% |
$128K - $141K
|
41.7K
$3.14M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.93KNew |
$128K - $140K
|
1.93K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.92K+ 7.0% |
$126K - $139K
|
29.3K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.9K+ 0.99% |
$125K - $138K
|
193K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.89KNew |
$124K - $137K
|
1.89K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.84K+ 2.37% |
$121K - $133K
|
79.3K
$5.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.83K+ 7.41% |
$121K - $133K
|
26.5K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.78K+ 6.64% |
$117K - $129K
|
28.6K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.78K+ 17.0% |
$117K - $129K
|
12.2K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.7K+ 2.97% |
$112K - $123K
|
58.9K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.67K+ 30.19% |
$110K - $121K
|
7.21K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.66K+ 126.29% |
$110K - $121K
|
2.98K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 1.0% |
$108K - $119K
|
165K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.56K+ 5.39% |
$103K - $113K
|
30.6K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 0.84% |
$102K - $112K
|
185K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.49K+ 33.63% |
$98.5K - $108K
|
5.93K
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.48K+ 30.08% |
$97.7K - $108K
|
6.41K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.48K+ 0.55% |
$97.3K - $107K
|
268K
$20.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.46K+ 3.75% |
$96.3K - $106K
|
40.4K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.42K+ 2.53% |
$93.3K - $103K
|
57.3K
$4.32M
|