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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.01K- 6.14% |
$131K - $141K
|
30.8K
$2.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.02K- 2.19% |
$131K - $141K
|
90K
$6.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.06K- 4.59% |
$134K - $144K
|
42.8K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.13K- 4.33% |
$138K - $149K
|
46.9K
$3.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.13K- 2.97% |
$138K - $149K
|
69.5K
$4.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.17K- 11.2% |
$141K - $152K
|
17.2K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.22K- 1.54% |
$145K - $156K
|
142K
$9.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-2.23K- 22.78% |
$145K - $157K
|
7.58K
$529K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.24K- 7.52% |
$146K - $157K
|
27.5K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.33K- 7.83% |
$152K - $164K
|
27.5K
$1.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.41K- 12.07% |
$157K - $169K
|
17.5K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.48K- 35.04% |
$161K - $174K
|
4.6K
$321K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.51K- 2.13% |
$163K - $176K
|
115K
$8.05M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.51K- 1.31% |
$163K - $176K
|
189K
$13.2M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 40.96% |
$165K - $178K
|
3.66K
$255K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.56K- 27.86% |
$167K - $179K
|
6.63K
$463K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.8K- 4.7% |
$182K - $196K
|
56.7K
$3.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.82K- 40.68% |
$184K - $198K
|
4.11K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.91K- 25.85% |
$190K - $204K
|
8.36K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.02K- 26.72% |
$197K - $212K
|
8.28K
$579K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.24K- 9.71% |
$211K - $227K
|
30.1K
$2.1M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.28K- 2.19% |
$214K - $230K
|
147K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.43K- 39.76% |
$223K - $241K
|
5.2K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.95K- 72.93% |
$257K - $276K
|
1.47K
$102K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.17K- 13.27% |
$271K - $292K
|
27.3K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.51K- 58.11% |
$293K - $316K
|
3.25K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-4.52K- 8.77% |
$294K - $317K
|
47K
$3.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-4.54K- 11.71% |
$295K - $318K
|
34.2K
$2.39M
|
|
|
Aug 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-4.62K- 6.11% |
$301K - $324K
|
71K
$4.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.62K- 3.96% |
$301K - $324K
|
112K
$7.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.75K- 20.64% |
$309K - $333K
|
18.3K
$1.28M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.78K- 4.21% |
$311K - $335K
|
109K
$7.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.95K- 44.78% |
$322K - $347K
|
6.11K
$427K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.16K- 42.94% |
$336K - $361K
|
6.85K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.25K- 14.98% |
$341K - $368K
|
29.8K
$2.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.28K- 52.2% |
$344K - $370K
|
4.84K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.32K- 9.96% |
$347K - $373K
|
48.1K
$3.36M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.36K- 17.44% |
$349K - $375K
|
25.4K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.4K- 13.93% |
$351K - $378K
|
33.4K
$2.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.87K- 8.81% |
$382K - $411K
|
60.7K
$4.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-6.64K- 2.71% |
$432K - $465K
|
239K
$16.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.74K- 19.03% |
$439K - $473K
|
28.7K
$2M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-6.94K- 1.64% |
$452K - $486K
|
415K
$29M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-7.38K- 12.48% |
$481K - $517K
|
51.8K
$3.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.55K- 0.89% |
$492K - $529K
|
842K
$58.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.82K- 19.24% |
$509K - $548K
|
32.8K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.82K- 20.01% |
$509K - $548K
|
31.3K
$2.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-7.84K- 37.59% |
$510K - $549K
|
13K
$909K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.97K- 13.84% |
$519K - $558K
|
49.6K
$3.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.81K- 2.43% |
$573K - $617K
|
354K
$24.8M
|