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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.2K+ 24.17% |
$1.95M - $2.12M
|
160K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
30.3K+ 28.09% |
$1.89M - $2.06M
|
138K
$9.66M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.3K+ 4.37% |
$1.83M - $1.99M
|
699K
$48.9M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
28.8K+ 2.39% |
$1.8M - $1.96M
|
1.24M
$86.3M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
28.4K+ 22.39% |
$1.77M - $1.93M
|
155K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.8K+ 2.12% |
$1.73M - $1.89M
|
1.34M
$93.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.3K+ 104.46% |
$1.7M - $1.85M
|
53.4K
$3.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.7K+ 24.01% |
$1.6M - $1.74M
|
133K
$9.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25.7K+ 27.05% |
$1.6M - $1.74M
|
120K
$8.42M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24K+ 8.84% |
$1.5M - $1.63M
|
295K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
23.6K+ 921.52% |
$1.47M - $1.6M
|
26.2K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23KNew |
$1.43M - $1.56M
|
23K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
21K+ 4.47% |
$1.31M - $1.43M
|
491K
$34.3M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.7K+ 80.98% |
$1.23M - $1.34M
|
44K
$3.08M
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
19.7K+ 4.31% |
$1.23M - $1.33M
|
475K
$33.2M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
19.2K+ 12.76% |
$1.2M - $1.31M
|
170K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
18.6K+ 3.97% |
$1.16M - $1.26M
|
487K
$34M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
18.4KNew |
$1.15M - $1.25M
|
18.4K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9KNew |
$1.12M - $1.21M
|
17.9K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
15.1K+ 14.59% |
$939K - $1.02M
|
118K
$8.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
14.8KNew |
$921K - $1M
|
14.8K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
14.7K+ 11.48% |
$919K - $1M
|
143K
$9.99M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 5.16% |
$885K - $964K
|
289K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 7.69% |
$823K - $896K
|
185K
$12.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13.1K+ 118.61% |
$815K - $887K
|
24.1K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 3004.61% |
$772K - $841K
|
12.8K
$894K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.2K+ 11.55% |
$762K - $830K
|
118K
$8.24M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
11.9K+ 0.76% |
$743K - $809K
|
1.57M
$110M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11KNew |
$686K - $747K
|
11K
$768K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.9K+ 32.76% |
$679K - $739K
|
44.1K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
9.83K+ 7.12% |
$613K - $668K
|
148K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
9.48KNew |
$592K - $644K
|
9.48K
$662K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.01K+ 107.83% |
$562K - $612K
|
17.4K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.57K+ 23.6% |
$535K - $582K
|
44.9K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.21K+ 30.63% |
$512K - $558K
|
35K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.2K+ 2.15% |
$512K - $557K
|
390K
$27.3M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
7.74K+ 22.78% |
$483K - $525K
|
41.7K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
7.5K+ 4.95% |
$468K - $509K
|
159K
$11.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
7.26K+ 14.8% |
$453K - $493K
|
56.4K
$3.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7.21K+ 41.74% |
$450K - $489K
|
24.5K
$1.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.16K+ 6.96% |
$447K - $486K
|
110K
$7.69M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.1K+ 3.84% |
$443K - $482K
|
192K
$13.4M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7.06KNew |
$440K - $479K
|
7.06K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
7.05K+ 0.67% |
$440K - $478K
|
1.07M
$74.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
6.95K+ 3.82% |
$434K - $472K
|
189K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.89K+ 393.94% |
$430K - $468K
|
8.63K
$603K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
6.83K+ 13.06% |
$426K - $464K
|
59.1K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.46KNew |
$403K - $439K
|
6.46K
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6.45K+ 27.59% |
$402K - $438K
|
29.8K
$2.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.36K+ 76.43% |
$397K - $432K
|
14.7K
$1.03M
|