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 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-116- 59.18% |
$7.24K - $7.88K
|
80
$5.57K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-117- 2.93% |
$7.3K - $7.95K
|
3.88K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-132- 1.21% |
$8.24K - $8.97K
|
10.8K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-141- 0.32% |
$8.8K - $9.58K
|
43.4K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-143- 1.26% |
$8.92K - $9.71K
|
11.2K
$782K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-151- 2.08% |
$9.42K - $10.3K
|
7.09K
$494K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-160- 93.57% |
$9.98K - $10.9K
|
11
$766
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-163- 5.07% |
$10.2K - $11.1K
|
3.06K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-168- 3.51% |
$10.5K - $11.4K
|
4.62K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-169- 5.32% |
$10.5K - $11.5K
|
3.01K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-179- 0.46% |
$11.2K - $12.2K
|
38.9K
$2.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-180- 11.57% |
$11.2K - $12.2K
|
1.38K
$95.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-181- 0.44% |
$11.3K - $12.3K
|
40.9K
$2.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-195- 2.18% |
$12.2K - $13.2K
|
8.76K
$610K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-206- 2.34% |
$12.9K - $14K
|
8.61K
$600K
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-209- 6.34% |
$13K - $14.2K
|
3.09K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-210- 3.73% |
$13.1K - $14.3K
|
5.43K
$378K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-210- 0.96% |
$13.1K - $14.3K
|
21.6K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-219- 0.56% |
$13.7K - $14.9K
|
38.8K
$2.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-225- 4.44% |
$14K - $15.3K
|
4.84K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-238- 4.52% |
$14.8K - $16.2K
|
5.03K
$350K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-238- 4.52% |
$14.8K - $16.2K
|
5.03K
$350K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-265- 1.51% |
$16.5K - $18K
|
17.3K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-267- 2.77% |
$16.7K - $18.1K
|
9.38K
$653K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-268- 6.53% |
$16.7K - $18.2K
|
3.83K
$267K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-272- 4.99% |
$17K - $18.5K
|
5.18K
$360K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-279- 0.29% |
$17.4K - $18.9K
|
94.9K
$6.6M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-279- 0.94% |
$17.4K - $18.9K
|
29.3K
$2.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-290- 34.32% |
$18.1K - $19.7K
|
555
$38.6K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-305- 16.56% |
$19K - $20.7K
|
1.54K
$107K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-310- 6.3% |
$19.3K - $21.1K
|
4.61K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-340- 2.6% |
$21.2K - $23.1K
|
12.8K
$888K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-340- 10.12% |
$21.2K - $23.1K
|
3.02K
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-342- 8.41% |
$21.3K - $23.2K
|
3.72K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-347- 9.58% |
$21.6K - $23.6K
|
3.28K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-347- 51.56% |
$21.6K - $23.6K
|
326
$22.7K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-352- 10.55% |
$22K - $23.9K
|
2.99K
$208K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-356- 0.86% |
$22.2K - $24.2K
|
41.1K
$2.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-367- 1.27% |
$22.9K - $24.9K
|
28.4K
$1.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-376- 1.72% |
$23.5K - $25.5K
|
21.5K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-389- 1.35% |
$24.3K - $26.4K
|
28.4K
$1.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-391- 5.43% |
$24.4K - $26.6K
|
6.81K
$474K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-398- 6.85% |
$24.8K - $27K
|
5.41K
$377K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-424- 1.26% |
$26.5K - $28.8K
|
33.3K
$2.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-431- 6.62% |
$26.9K - $29.3K
|
6.08K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-445- 6.35% |
$27.8K - $30.2K
|
6.56K
$457K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-445- 11.27% |
$27.8K - $30.2K
|
3.5K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-461- 0.46% |
$28.8K - $31.3K
|
99.5K
$6.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-471- 4.97% |
$29.4K - $32K
|
9.01K
$627K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-485- 8.23% |
$30.3K - $32.9K
|
5.41K
$376K
|