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 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
59+ 1.52% |
$3.84K - $4.13K
|
3.93K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
58+ 1.52% |
$3.78K - $4.06K
|
3.86K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
57+ 0.06% |
$3.71K - $3.99K
|
94.9K
$6.63M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
55+ 1.21% |
$3.58K - $3.85K
|
4.6K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
52+ 0.59% |
$3.39K - $3.64K
|
8.86K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.08% |
$3.25K - $3.5K
|
62.3K
$4.35M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
49+ 1.55% |
$3.19K - $3.43K
|
3.21K
$224K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
48New |
$3.12K - $3.36K
|
48
$3.35K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
45+ 155.17% |
$2.93K - $3.15K
|
74
$5.17K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
44New |
$2.86K - $3.08K
|
44
$3.07K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43+ 22.05% |
$2.8K - $3.01K
|
238
$16.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
42+ 0.55% |
$2.73K - $2.94K
|
7.67K
$535K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
40+ 0.97% |
$2.6K - $2.8K
|
4.16K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38+ 3.08% |
$2.47K - $2.66K
|
1.27K
$88.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
38+ 0.96% |
$2.47K - $2.66K
|
3.98K
$278K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
38+ 0.64% |
$2.47K - $2.66K
|
6.01K
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
38+ 0.7% |
$2.47K - $2.66K
|
5.46K
$382K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
38+ 1.26% |
$2.47K - $2.66K
|
3.06K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
36+ 0.41% |
$2.34K - $2.52K
|
8.84K
$617K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
32+ 0.87% |
$2.08K - $2.24K
|
3.7K
$259K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27+ 12.98% |
$1.76K - $1.89K
|
235
$16.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.21% |
$1.76K - $1.89K
|
12.9K
$903K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 0.67% |
$1.69K - $1.82K
|
3.9K
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26+ 0.52% |
$1.69K - $1.82K
|
5.06K
$353K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
25+ 0.68% |
$1.63K - $1.75K
|
3.73K
$260K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 0.24% |
$1.63K - $1.75K
|
10.5K
$735K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
25+ 65.79% |
$1.63K - $1.75K
|
63
$4.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.06% |
$1.43K - $1.54K
|
37.4K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
22+ 1.5% |
$1.43K - $1.54K
|
1.49K
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
22+ 0.34% |
$1.43K - $1.54K
|
6.58K
$460K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
20+ 0.65% |
$1.3K - $1.4K
|
3.09K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 1.55% |
$1.3K - $1.4K
|
1.31K
$91.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.15% |
$1.17K - $1.26K
|
11.9K
$829K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
18+ 0.2% |
$1.17K - $1.26K
|
9.04K
$632K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
17+ 0.24% |
$1.11K - $1.19K
|
7.07K
$494K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16New |
$1.04K - $1.12K
|
16
$1.12K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 0.05% |
$911 - $981
|
28.2K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
14+ 0.26% |
$911 - $981
|
5.32K
$372K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13+ 0.18% |
$846 - $911
|
7.09K
$495K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$716 - $771
|
11
$768
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 1.46% |
$716 - $771
|
766
$53.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$586 - $631
|
1.55K
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8+ 0.01% |
$521 - $561
|
55.5K
$3.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
8+ 0.58% |
$521 - $561
|
1.38K
$96.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7+ 0.86% |
$456 - $490
|
823
$57.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.02% |
$456 - $490
|
28.6K
$2M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.49% |
$391 - $420
|
1.22K
$85.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 1.32% |
$326 - $350
|
384
$26.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5+ 0.13% |
$326 - $350
|
3.71K
$259K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
5+ 0.1% |
$326 - $350
|
5.03K
$351K
|