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 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 9.32% |
$78.8K - $86.7K
|
11.6K
$795K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.22K- 72.78% |
$80.6K - $88.7K
|
457
$31.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.27K- 3.61% |
$84K - $92.4K
|
34K
$2.32M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.34K- 3.43% |
$88.6K - $97.5K
|
37.9K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.44K- 0.35% |
$95.2K - $105K
|
414K
$28.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.52K- 29.81% |
$100K - $110K
|
3.58K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.65K- 18.48% |
$109K - $120K
|
7.28K
$498K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-1.67K- 35.16% |
$110K - $121K
|
3.07K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.77K- 13.57% |
$117K - $129K
|
11.3K
$772K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.89K- 7.49% |
$125K - $137K
|
23.4K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.93K- 5.55% |
$127K - $140K
|
32.8K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2K- 12.44% |
$132K - $145K
|
14.1K
$963K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.1K- 1.06% |
$138K - $152K
|
195K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.11K- 1.96% |
$139K - $153K
|
105K
$7.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.37K- 18.72% |
$156K - $172K
|
10.3K
$703K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.38K- 1.22% |
$157K - $172K
|
193K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.38K- 14.67% |
$157K - $172K
|
13.8K
$945K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.59K- 7.98% |
$171K - $188K
|
29.9K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.39K- 5.31% |
$223K - $246K
|
60.3K
$4.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 5.79% |
$235K - $259K
|
58K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.07K- 14.06% |
$268K - $295K
|
24.9K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 10.2% |
$316K - $348K
|
42.2K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.98K- 29.11% |
$328K - $361K
|
12.1K
$829K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.99K- 26.57% |
$329K - $362K
|
13.8K
$944K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 10.53% |
$341K - $375K
|
43.9K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.29K- 1.66% |
$349K - $384K
|
313K
$21.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.71K- 1.82% |
$377K - $414K
|
308K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.45K- 20.96% |
$557K - $613K
|
31.9K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-8.58K- 9.41% |
$566K - $623K
|
82.6K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9.14K- 5.11% |
$603K - $663K
|
170K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-9.76K- 6.11% |
$644K - $708K
|
150K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.2K- 3.89% |
$869K - $956K
|
326K
$22.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13.7K- 2.68% |
$902K - $993K
|
497K
$34M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.8K- 98.1% |
$907K - $998K
|
266
$18.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19K- 30.29% |
$1.26M - $1.38M
|
43.8K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-19.3K- 11.59% |
$1.28M - $1.4M
|
147K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.3K- 8.86% |
$1.47M - $1.62M
|
230K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-23.6K- 91.18% |
$1.56M - $1.71M
|
2.28K
$156K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.9K- 2.09% |
$2.03M - $2.24M
|
1.44M
$98.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39.8K- 64.06% |
$2.62M - $2.89M
|
22.3K
$1.53M
|