Purchases and Sales Made in Q1 2024 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.51K- 37.71% |
$468K - $510K
|
12.4K
$866K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-7.62K- 41.95% |
$475K - $518K
|
10.5K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.88K- 52.22% |
$492K - $535K
|
7.21K
$504K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.18K- 3.67% |
$572K - $623K
|
241K
$16.8M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.34K- 3.54% |
$583K - $634K
|
254K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.34K- 12.53% |
$583K - $635K
|
65.2K
$4.56M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.83K- 3.17% |
$613K - $667K
|
300K
$20.9M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 0.64% |
$628K - $684K
|
1.57M
$110M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-10.6K- 50.78% |
$661K - $720K
|
10.3K
$718K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.6K- 13.62% |
$663K - $721K
|
67.3K
$4.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.7K- 22.21% |
$669K - $728K
|
37.5K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-11.6K- 5.49% |
$724K - $788K
|
200K
$13.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.8K- 20.88% |
$735K - $800K
|
44.6K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-12.2K- 68.87% |
$762K - $829K
|
5.52K
$386K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-13.9K- 14.12% |
$869K - $946K
|
84.7K
$5.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-14K- 1.61% |
$872K - $949K
|
852K
$59.5M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-14.4K- 5.76% |
$901K - $980K
|
236K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-16.1K- 3.22% |
$1M - $1.09M
|
483K
$33.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-16.5K- 3.75% |
$1.03M - $1.12M
|
422K
$29.5M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-16.5K- 6.52% |
$1.03M - $1.12M
|
236K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.6K- 21.04% |
$1.03M - $1.13M
|
62.2K
$4.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-18.3K- 3.56% |
$1.14M - $1.24M
|
496K
$34.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-18.4K- 33.64% |
$1.15M - $1.25M
|
36.4K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-18.6K- 59.03% |
$1.16M - $1.26M
|
12.9K
$902K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-20.5K- 10.4% |
$1.28M - $1.39M
|
177K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-20.7K- 7.79% |
$1.29M - $1.41M
|
246K
$17.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-21.4K- 3.85% |
$1.34M - $1.45M
|
534K
$37.3M
|
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-21.8K- 29.86% |
$1.36M - $1.48M
|
51.2K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22K- 68.53% |
$1.38M - $1.5M
|
10.1K
$707K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.3K- 4.75% |
$1.51M - $1.65M
|
486K
$34M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-24.5K- 7.67% |
$1.53M - $1.67M
|
296K
$20.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24.8K- 24.97% |
$1.55M - $1.68M
|
74.5K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-26.4K- 33.01% |
$1.65M - $1.79M
|
53.5K
$3.74M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-26.9K- 37.75% |
$1.68M - $1.83M
|
44.4K
$3.1M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35.6K- 4.02% |
$2.22M - $2.42M
|
849K
$59.3M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-37.6K- 82.17% |
$2.34M - $2.55M
|
8.15K
$569K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-43.8K- 3.17% |
$2.73M - $2.98M
|
1.34M
$93.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54.1K- 44.55% |
$3.37M - $3.67M
|
67.3K
$4.7M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-57.3K- 24.72% |
$3.58M - $3.89M
|
174K
$12.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62.3K- 4.5% |
$3.89M - $4.23M
|
1.32M
$92.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-66.6K- 2.74% |
$4.16M - $4.52M
|
2.37M
$165M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-69.6K- 77.29% |
$4.34M - $4.72M
|
20.4K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-76.7K- 6.44% |
$4.79M - $5.21M
|
1.12M
$77.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-78.5K- 94.9% |
$4.9M - $5.33M
|
4.22K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-80.4K- 16.62% |
$5.02M - $5.46M
|
404K
$28.2M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-81.4K- 7.73% |
$5.08M - $5.53M
|
972K
$67.9M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-95K- 74.09% |
$5.92M - $6.45M
|
33.2K
$2.32M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-112K- 71.65% |
$6.98M - $7.6M
|
44.2K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-133K- 61.32% |
$8.27M - $9.01M
|
83.7K
$5.85M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-135K- 38.78% |
$8.4M - $9.14M
|
213K
$14.8M
|