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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$76K - $81.8K
|
1.17K
$78K
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.17K+ 2.48% |
$75.9K - $81.7K
|
48.3K
$3.22M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.16K+ 5.5% |
$75.3K - $81K
|
22.2K
$1.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 30.5% |
$74K - $79.6K
|
4.86K
$325K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.13K+ 4.72% |
$73.6K - $79.2K
|
25.1K
$1.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.12K+ 5.47% |
$72.8K - $78.3K
|
21.6K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$71.5K - $76.9K
|
1.1K
$73.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.09K+ 28.93% |
$71.1K - $76.5K
|
4.87K
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.07K+ 5.53% |
$69.7K - $75K
|
20.4K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 1.45% |
$69.3K - $74.6K
|
74.3K
$4.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.06K+ 6.66% |
$68.9K - $74.1K
|
16.9K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.03KNew |
$67K - $72.1K
|
1.03K
$68.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
957+ 29.62% |
$62.3K - $67.1K
|
4.19K
$280K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
949+ 1.37% |
$61.8K - $66.5K
|
70K
$4.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
919+ 18.41% |
$59.8K - $64.4K
|
5.91K
$395K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
917+ 3.08% |
$59.7K - $64.3K
|
30.7K
$2.05M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
880+ 23.54% |
$57.3K - $61.7K
|
4.62K
$309K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
864+ 7.34% |
$56.2K - $60.5K
|
12.6K
$844K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
823+ 1.97% |
$53.6K - $57.7K
|
42.5K
$2.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
808+ 18.1% |
$52.6K - $56.6K
|
5.27K
$352K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
761+ 2.23% |
$49.5K - $53.3K
|
34.8K
$2.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
751+ 8.58% |
$48.9K - $52.6K
|
9.51K
$635K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
728New |
$47.4K - $51K
|
728
$48.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
700+ 0.34% |
$45.6K - $49K
|
207K
$13.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
685+ 4.79% |
$44.6K - $48K
|
15K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
651+ 20.22% |
$42.4K - $45.6K
|
3.87K
$258K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
643+ 6.93% |
$41.9K - $45.1K
|
9.92K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
635+ 8.67% |
$41.3K - $44.5K
|
7.96K
$532K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
603New |
$39.3K - $42.3K
|
603
$40.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
600New |
$39.1K - $42K
|
600
$40.1K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
579New |
$37.7K - $40.6K
|
579
$38.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
577+ 6.09% |
$37.6K - $40.4K
|
10.1K
$672K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
565+ 3.12% |
$36.8K - $39.6K
|
18.7K
$1.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
541+ 10.15% |
$35.2K - $37.9K
|
5.87K
$392K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
535+ 6.6% |
$34.8K - $37.5K
|
8.65K
$577K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
529+ 2.3% |
$34.4K - $37.1K
|
23.5K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
525+ 1.52% |
$34.2K - $36.8K
|
35.1K
$2.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
512+ 1.89% |
$33.3K - $35.9K
|
27.6K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
510+ 7.37% |
$33.2K - $35.7K
|
7.43K
$496K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
506+ 2.78% |
$32.9K - $35.5K
|
18.7K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
493+ 1.03% |
$32.1K - $34.5K
|
48.4K
$3.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
492+ 1.1% |
$32K - $34.5K
|
45.1K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
491+ 34.1% |
$32K - $34.4K
|
1.93K
$129K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
445+ 2.06% |
$29K - $31.2K
|
22K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
436+ 1.76% |
$28.4K - $30.6K
|
25.3K
$1.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
426New |
$27.7K - $29.8K
|
426
$28.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
407+ 2.77% |
$26.5K - $28.5K
|
15.1K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
402+ 0.43% |
$26.2K - $28.2K
|
92.8K
$6.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
388+ 7.27% |
$25.3K - $27.2K
|
5.72K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
386+ 2.36% |
$25.1K - $27K
|
16.8K
$1.12M
|