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 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-500- 94.34% |
$31.2K - $34K
|
30
$2.09K
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-507- 4.75% |
$31.6K - $34.4K
|
10.2K
$708K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-522- 1.14% |
$32.6K - $35.5K
|
45.4K
$3.16M
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-530- 12.44% |
$33.1K - $36K
|
3.73K
$260K
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-536- 11.46% |
$33.4K - $36.4K
|
4.14K
$288K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-539- 5.21% |
$33.6K - $36.6K
|
9.81K
$683K
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-543- 0.57% |
$33.9K - $36.9K
|
94.7K
$6.59M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-584- 10.4% |
$36.4K - $39.7K
|
5.03K
$350K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-593- 1.55% |
$37K - $40.3K
|
37.6K
$2.61M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-613- 1.82% |
$38.2K - $41.6K
|
33.1K
$2.3M
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-622- 1.56% |
$38.8K - $42.2K
|
39.3K
$2.74M
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-663- 1.84% |
$41.4K - $45K
|
35.4K
$2.47M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-723- 5.78% |
$45.1K - $49.1K
|
11.8K
$820K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-747- 1.8% |
$46.6K - $50.7K
|
40.6K
$2.83M
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-757- 38.0% |
$47.2K - $51.4K
|
1.24K
$86K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-767- 1.93% |
$47.9K - $52.1K
|
38.9K
$2.71M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-813- 1.75% |
$50.7K - $55.2K
|
45.6K
$3.17M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-836- 2.0% |
$52.2K - $56.8K
|
40.9K
$2.85M
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-911- 1.7% |
$56.8K - $61.9K
|
52.6K
$3.66M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-974- 11.65% |
$60.8K - $66.2K
|
7.39K
$514K
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-987- 0.3% |
$61.6K - $67K
|
330K
$22.9M
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.03K- 8.65% |
$64.1K - $69.8K
|
10.9K
$755K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.05K- 22.56% |
$65.6K - $71.5K
|
3.61K
$251K
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.06K- 10.1% |
$65.9K - $71.7K
|
9.4K
$654K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.09K- 3.91% |
$67.8K - $73.8K
|
26.7K
$1.86M
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.11K- 18.41% |
$69.1K - $75.2K
|
4.91K
$342K
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 8.52% |
$69.8K - $76K
|
12K
$836K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.12K- 3.37% |
$70.1K - $76.3K
|
32.3K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 1.58% |
$75.1K - $81.7K
|
75K
$5.22M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.21K- 5.88% |
$75.6K - $82.3K
|
19.4K
$1.35M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.26K- 1.7% |
$78.9K - $85.9K
|
73.2K
$5.1M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.28K- 53.73% |
$79.9K - $87K
|
1.1K
$76.8K
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.29K- 10.31% |
$80.2K - $87.3K
|
11.2K
$778K
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.29K- 2.35% |
$80.2K - $87.3K
|
53.5K
$3.72M
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.34K- 9.87% |
$83.6K - $91K
|
12.2K
$852K
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.36K- 4.16% |
$85.1K - $92.6K
|
31.4K
$2.19M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.37K- 28.28% |
$85.6K - $93.2K
|
3.48K
$242K
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 0.4% |
$86K - $93.7K
|
340K
$23.7M
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.4K- 40.96% |
$87.4K - $95.2K
|
2.02K
$141K
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.44K- 13.17% |
$89.5K - $97.5K
|
9.46K
$659K
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.48K- 2.62% |
$92K - $100K
|
54.9K
$3.82M
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.52K- 1.27% |
$94.5K - $103K
|
118K
$8.19M
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.52K- 3.3% |
$94.8K - $103K
|
44.5K
$3.1M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.54K- 12.04% |
$96.2K - $105K
|
11.3K
$784K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.61K- 2.36% |
$101K - $109K
|
66.6K
$4.64M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.64K- 0.9% |
$102K - $111K
|
180K
$12.5M
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.66K- 3.98% |
$103K - $113K
|
40K
$2.78M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.66K- 0.46% |
$104K - $113K
|
363K
$25.3M
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.66K- 6.48% |
$104K - $113K
|
23.9K
$1.67M
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.86K- 24.23% |
$116K - $126K
|
5.82K
$405K
|