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 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.69K+ 63.37% |
$168K - $183K
|
6.93K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.64K+ 0.16% |
$165K - $179K
|
1.69M
$118M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.59K+ 12.86% |
$162K - $176K
|
22.7K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.56K+ 28.22% |
$160K - $174K
|
11.6K
$809K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.42K+ 9.37% |
$151K - $164K
|
28.2K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.35K+ 16.77% |
$147K - $160K
|
16.4K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.33K+ 3.49% |
$146K - $158K
|
69.3K
$4.82M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.29K+ 0.91% |
$143K - $155K
|
253K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.22K+ 21.19% |
$139K - $151K
|
12.7K
$884K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.22K+ 55.8% |
$138K - $151K
|
6.19K
$431K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.19K+ 3.78% |
$137K - $149K
|
60.2K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.16K+ 12.88% |
$135K - $147K
|
18.9K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.09K+ 8.9% |
$130K - $142K
|
25.5K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.08K+ 8.24% |
$130K - $141K
|
27.3K
$1.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.07K+ 17.86% |
$129K - $141K
|
13.7K
$952K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.07K+ 76.48% |
$129K - $141K
|
4.78K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.02K+ 8.25% |
$126K - $137K
|
26.5K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.01K+ 1.89% |
$126K - $137K
|
109K
$7.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2K+ 0.92% |
$125K - $136K
|
219K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1.97K+ 1.41% |
$123K - $134K
|
141K
$9.83M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.95K+ 48.29% |
$121K - $132K
|
5.98K
$416K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.93K+ 1.72% |
$120K - $131K
|
114K
$7.93M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.92K+ 30.95% |
$120K - $130K
|
8.11K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.91K+ 3.86% |
$119K - $130K
|
51.4K
$3.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.87K+ 2.21% |
$117K - $127K
|
86.5K
$6.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.84K+ 14.77% |
$115K - $125K
|
14.3K
$996K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.84KNew |
$114K - $125K
|
1.84K
$128K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
1.81K+ 6.02% |
$113K - $123K
|
31.9K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.8K+ 1.13% |
$112K - $122K
|
161K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.79K+ 4.84% |
$112K - $121K
|
38.8K
$2.7M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.76K+ 3.63% |
$110K - $119K
|
50.2K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 1.81% |
$109K - $119K
|
98.3K
$6.84M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.73K+ 53.27% |
$108K - $117K
|
4.96K
$345K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.71K+ 5.91% |
$107K - $116K
|
30.7K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.69K+ 22.46% |
$105K - $114K
|
9.19K
$640K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.67K+ 1.57% |
$104K - $113K
|
108K
$7.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.63K+ 1.46% |
$102K - $111K
|
113K
$7.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.62K+ 50.47% |
$101K - $110K
|
4.82K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.6KNew |
$99.7K - $109K
|
1.6K
$111K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.59K+ 5.67% |
$99.4K - $108K
|
29.7K
$2.07M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.53K+ 7.17% |
$95.5K - $104K
|
22.9K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.52K+ 3.83% |
$94.8K - $103K
|
41.2K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.52K+ 5.36% |
$94.6K - $103K
|
29.8K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.5K+ 20.46% |
$93.3K - $102K
|
8.8K
$613K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.49K+ 3.21% |
$93.1K - $101K
|
48K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 21.06% |
$92.8K - $101K
|
8.55K
$595K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.42K+ 5.37% |
$88.6K - $96.4K
|
27.9K
$1.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.39K+ 8.02% |
$86.7K - $94.4K
|
18.7K
$1.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.39K+ 11.54% |
$86.5K - $94.2K
|
13.4K
$933K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.37K+ 4.41% |
$85.5K - $93.1K
|
32.4K
$2.26M
|