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 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.95K- 10.97% |
$129K - $142K
|
15.8K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2K- 12.44% |
$132K - $145K
|
14.1K
$970K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.1K- 1.06% |
$138K - $152K
|
195K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.11K- 1.96% |
$139K - $153K
|
105K
$7.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.28K- 0.14% |
$150K - $165K
|
1.58M
$109M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.37K- 18.72% |
$156K - $172K
|
10.3K
$709K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.38K- 1.22% |
$157K - $172K
|
193K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.38K- 14.67% |
$157K - $172K
|
13.8K
$953K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.39K- 19.93% |
$157K - $173K
|
9.58K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.59K- 7.98% |
$171K - $188K
|
29.9K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.02K- 36.8% |
$199K - $219K
|
5.18K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.19K- 1.96% |
$210K - $231K
|
159K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.22K- 21.22% |
$213K - $234K
|
12K
$825K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.39K- 5.31% |
$223K - $246K
|
60.3K
$4.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 5.79% |
$235K - $259K
|
58K
$4M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.65K- 29.41% |
$241K - $265K
|
8.76K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.75K- 0.9% |
$248K - $272K
|
413K
$28.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.07K- 14.06% |
$268K - $295K
|
24.9K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 10.2% |
$316K - $348K
|
42.2K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.98K- 29.11% |
$328K - $361K
|
12.1K
$835K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.99K- 26.57% |
$329K - $362K
|
13.8K
$951K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 10.53% |
$341K - $375K
|
43.9K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.29K- 1.66% |
$349K - $384K
|
313K
$21.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.71K- 1.82% |
$377K - $414K
|
308K
$21.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.83K- 13.33% |
$451K - $496K
|
44.4K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.25K- 0.95% |
$544K - $599K
|
857K
$59.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.45K- 20.96% |
$557K - $613K
|
31.9K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-8.58K- 9.41% |
$566K - $623K
|
82.6K
$5.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9.14K- 5.11% |
$603K - $663K
|
170K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-9.29K- 19.02% |
$613K - $674K
|
39.6K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-9.76K- 6.11% |
$644K - $708K
|
150K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.1K- 14.07% |
$795K - $875K
|
73.6K
$5.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.2K- 3.89% |
$869K - $956K
|
326K
$22.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.6K- 9.19% |
$896K - $986K
|
134K
$9.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13.7K- 2.68% |
$902K - $993K
|
497K
$34.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.8K- 98.1% |
$907K - $998K
|
266
$18.3K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-16.4K- 11.27% |
$1.08M - $1.19M
|
129K
$8.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19K- 30.29% |
$1.26M - $1.38M
|
43.8K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-19.3K- 11.59% |
$1.28M - $1.4M
|
147K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.3K- 8.86% |
$1.47M - $1.62M
|
230K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-23.6K- 10.78% |
$1.56M - $1.71M
|
195K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-23.6K- 91.18% |
$1.56M - $1.71M
|
2.28K
$157K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-27.3K- 36.74% |
$1.8M - $1.98M
|
47K
$3.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.9K- 2.09% |
$2.03M - $2.24M
|
1.44M
$99.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.8K- 7.57% |
$2.49M - $2.74M
|
461K
$31.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39.8K- 64.06% |
$2.62M - $2.89M
|
22.3K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-43.4K- 4.46% |
$2.86M - $3.15M
|
928K
$64M
|
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.89M- 99.27% |
$190M - $209M
|
21.3K
$1.47M
|