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 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
63+ 0.87% |
$3.93K - $4.28K
|
7.33K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
51+ 0.17% |
$3.18K - $3.46K
|
29.8K
$2.08M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
50+ 20.83% |
$3.12K - $3.4K
|
290
$20.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
44+ 0.05% |
$2.75K - $2.99K
|
87.2K
$6.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
31+ 0.49% |
$1.93K - $2.11K
|
6.34K
$443K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
29New |
$1.81K - $1.97K
|
29
$2.03K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
26+ 0.49% |
$1.62K - $1.77K
|
5.33K
$372K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
23+ 1.57% |
$1.43K - $1.56K
|
1.49K
$104K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
20+ 0.36% |
$1.25K - $1.36K
|
5.63K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
20+ 0.58% |
$1.25K - $1.36K
|
3.49K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
19+ 190.0% |
$1.19K - $1.29K
|
29
$2.03K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
16+ 0.4% |
$998 - $1.09K
|
4.05K
$283K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
15+ 7.98% |
$936 - $1.02K
|
203
$14.2K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 1.46% |
$811 - $883
|
906
$63.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.4% |
$250 - $272
|
1.01K
$70.5K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3+ 0.06% |
$187 - $204
|
5.31K
$371K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
3+ 0.01% |
$187 - $204
|
47.5K
$3.32M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1- 0.02% |
$62.4 - $67.9
|
4.13K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 1.22% |
$62.4 - $67.9
|
81
$5.66K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1- -0.0% |
$62.4 - $67.9
|
49.1K
$3.43M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.02% |
$749 - $815
|
49.5K
$3.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-15- 0.3% |
$936 - $1.02K
|
4.98K
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-20- 0.16% |
$1.25K - $1.36K
|
12.3K
$861K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-25- 0.13% |
$1.56K - $1.7K
|
19.9K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 0.54% |
$1.75K - $1.9K
|
5.12K
$357K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40- 0.5% |
$2.5K - $2.72K
|
7.9K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-43- 0.96% |
$2.68K - $2.92K
|
4.42K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-43- 0.61% |
$2.68K - $2.92K
|
6.96K
$486K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-43- 2.4% |
$2.68K - $2.92K
|
1.75K
$122K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.09% |
$2.87K - $3.12K
|
50.6K
$3.53M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-54- 8.23% |
$3.37K - $3.67K
|
602
$42.1K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-55- 5.1% |
$3.43K - $3.74K
|
1.02K
$71.5K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-58- 1.05% |
$3.62K - $3.94K
|
5.47K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-61- 7.89% |
$3.81K - $4.14K
|
712
$49.7K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-64- 0.78% |
$3.99K - $4.35K
|
8.17K
$571K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-66- 1.58% |
$4.12K - $4.48K
|
4.12K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-68- 0.28% |
$4.24K - $4.62K
|
24.5K
$1.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-76- 0.37% |
$4.74K - $5.16K
|
20.5K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 1.75% |
$4.99K - $5.43K
|
4.48K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-82- 0.24% |
$5.12K - $5.57K
|
34.5K
$2.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-86- 0.92% |
$5.37K - $5.84K
|
9.25K
$646K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-88- 9.73% |
$5.49K - $5.98K
|
816
$57K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-90- 70.31% |
$5.62K - $6.11K
|
38
$2.65K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-96- 2.57% |
$5.99K - $6.52K
|
3.64K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 5.78% |
$6.11K - $6.66K
|
1.6K
$112K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-100- 0.85% |
$6.24K - $6.79K
|
11.7K
$819K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-100- 2.72% |
$6.24K - $6.79K
|
3.58K
$250K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-100- 1.46% |
$6.24K - $6.79K
|
6.76K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-102- 20.9% |
$6.36K - $6.93K
|
386
$27K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-113- 0.14% |
$7.05K - $7.67K
|
83.2K
$5.81M
|