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 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
178New |
$11.7K - $12.9K
|
178
$13.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
176+ 4.54% |
$11.6K - $12.8K
|
4.05K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
169New |
$11.1K - $12.3K
|
169
$12.7K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
159+ 0.12% |
$10.5K - $11.5K
|
136K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
156+ 2.7% |
$10.3K - $11.3K
|
5.93K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
155+ 0.64% |
$10.2K - $11.2K
|
24.2K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
150+ 0.6% |
$9.89K - $10.9K
|
25.2K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
138New |
$9.1K - $10K
|
138
$10.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
127+ 3.44% |
$8.38K - $9.22K
|
3.82K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
123+ 1.73% |
$8.11K - $8.92K
|
7.22K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
119+ 1.8% |
$7.85K - $8.63K
|
6.75K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
115+ 1.5% |
$7.58K - $8.34K
|
7.81K
$589K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
109New |
$7.19K - $7.91K
|
109
$8.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
107+ 3.48% |
$7.06K - $7.76K
|
3.18K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
105New |
$6.92K - $7.62K
|
105
$7.92K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
101+ 0.49% |
$6.66K - $7.33K
|
20.5K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 0.98% |
$6.6K - $7.26K
|
10.3K
$780K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
99+ 1.79% |
$6.53K - $7.18K
|
5.62K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
96New |
$6.33K - $6.97K
|
96
$7.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
93New |
$6.13K - $6.75K
|
93
$7.01K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
90+ 1.26% |
$5.94K - $6.53K
|
7.22K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
88+ 1.74% |
$5.8K - $6.39K
|
5.14K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
77+ 1.84% |
$5.08K - $5.59K
|
4.27K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
77+ 0.85% |
$5.08K - $5.59K
|
9.11K
$687K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75New |
$4.95K - $5.44K
|
75
$5.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
69+ 1.79% |
$4.55K - $5.01K
|
3.93K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
66New |
$4.35K - $4.79K
|
66
$4.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
65+ 1.78% |
$4.29K - $4.72K
|
3.71K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
65+ 1.42% |
$4.29K - $4.72K
|
4.63K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
63+ 1.54% |
$4.15K - $4.57K
|
4.17K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
61+ 0.68% |
$4.02K - $4.43K
|
9.08K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56+ 4.56% |
$3.69K - $4.06K
|
1.29K
$96.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55+ 4.25% |
$3.63K - $3.99K
|
1.35K
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55+ 0.16% |
$3.63K - $3.99K
|
33.6K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
53+ 1.73% |
$3.5K - $3.85K
|
3.12K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
51+ 1.61% |
$3.36K - $3.7K
|
3.21K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
50+ 0.09% |
$3.3K - $3.63K
|
52.7K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
50+ 1.06% |
$3.3K - $3.63K
|
4.79K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
46+ 1.47% |
$3.03K - $3.34K
|
3.17K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
45+ 1.13% |
$2.97K - $3.27K
|
4.02K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
44+ 1.08% |
$2.9K - $3.19K
|
4.11K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
42+ 0.56% |
$2.77K - $3.05K
|
7.58K
$572K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
40+ 1.22% |
$2.64K - $2.9K
|
3.31K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
39New |
$2.57K - $2.83K
|
39
$2.94K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
33+ 0.36% |
$2.18K - $2.39K
|
9.17K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 0.3% |
$2.18K - $2.39K
|
10.9K
$824K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
31+ 0.83% |
$2.04K - $2.25K
|
3.76K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
30+ 0.55% |
$1.98K - $2.18K
|
5.48K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27+ 0.07% |
$1.78K - $1.96K
|
37.4K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
27+ 0.99% |
$1.78K - $1.96K
|
2.76K
$208K
|