Purchases and Sales Made in Q2 2024 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-553- 0.88% |
$36K - $38.7K
|
62.5K
$4.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-589- 1.47% |
$38.3K - $41.3K
|
39.4K
$2.75M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-614- 4.76% |
$40K - $43K
|
12.3K
$859K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-615- 5.78% |
$40K - $43.1K
|
10K
$700K
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-637- 1.43% |
$41.5K - $44.6K
|
43.9K
$3.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-648- 0.37% |
$42.2K - $45.4K
|
176K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-654- 2.03% |
$42.6K - $45.8K
|
31.6K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-656- 1.49% |
$42.7K - $46K
|
43.4K
$3.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-672- 12.43% |
$43.7K - $47.1K
|
4.73K
$331K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-673- 5.79% |
$43.8K - $47.2K
|
11K
$765K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-676- 13.62% |
$44K - $47.4K
|
4.29K
$299K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-699- 47.01% |
$45.5K - $49K
|
788
$55K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-703- 2.1% |
$45.8K - $49.3K
|
32.8K
$2.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-742- 8.86% |
$48.3K - $52K
|
7.63K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-752- 18.58% |
$49K - $52.7K
|
3.3K
$230K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-797- 11.79% |
$51.9K - $55.8K
|
5.96K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-828- 0.28% |
$53.9K - $58K
|
295K
$20.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-851- 2.26% |
$55.4K - $59.6K
|
36.8K
$2.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-865- 7.02% |
$56.3K - $60.6K
|
11.5K
$801K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-893- 7.95% |
$58.1K - $62.6K
|
10.3K
$722K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-916- 2.1% |
$59.6K - $64.2K
|
42.7K
$2.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-920- 3.81% |
$59.9K - $64.5K
|
23.2K
$1.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-960- 0.61% |
$62.5K - $67.3K
|
157K
$11M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.03K- 23.31% |
$66.7K - $71.8K
|
3.37K
$236K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 19.36% |
$67.8K - $72.9K
|
4.34K
$303K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 6.51% |
$71.6K - $77.1K
|
15.8K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.15K- 1.05% |
$75.1K - $80.9K
|
109K
$7.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 1.94% |
$76.7K - $82.5K
|
59.6K
$4.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.27K- 1.52% |
$82.5K - $88.8K
|
82K
$5.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.29K- 1.49% |
$84.1K - $90.5K
|
85.2K
$5.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 2.58% |
$84.9K - $91.4K
|
49.3K
$3.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.34K- 1.58% |
$87.2K - $93.9K
|
83.4K
$5.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.35K- 1.12% |
$87.6K - $94.2K
|
119K
$8.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.35K- 2.68% |
$88.1K - $94.8K
|
49.2K
$3.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.41K- 4.81% |
$91.7K - $98.7K
|
27.9K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.46K- 14.2% |
$95K - $102K
|
8.82K
$616K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.53K- 13.72% |
$99.9K - $107K
|
9.65K
$674K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.57K- 8.37% |
$102K - $110K
|
17.1K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.64K- 1.05% |
$106K - $115K
|
154K
$10.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.66K- 3.63% |
$108K - $116K
|
44.1K
$3.08M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.67K- 5.45% |
$109K - $117K
|
29K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.72K- 84.99% |
$112K - $120K
|
303
$21.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.75K- 18.58% |
$114K - $122K
|
7.65K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.8K- 0.9% |
$117K - $126K
|
198K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.82K- 37.57% |
$118K - $127K
|
3.02K
$211K
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.83K- 2.86% |
$119K - $128K
|
62.2K
$4.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 0.21% |
$124K - $134K
|
890K
$62.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.92K- 3.48% |
$125K - $135K
|
53.2K
$3.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2K- 2.66% |
$130K - $140K
|
73.3K
$5.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.01K- 5.65% |
$131K - $141K
|
33.5K
$2.34M
|