Purchases and Sales Made in Q3 2024 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-22K- 0.83% |
$1.43M - $1.61M
|
2.64M
$180M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.1K- 7.66% |
$1.44M - $1.62M
|
267K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-24.6K- 2.76% |
$1.6M - $1.8M
|
865K
$59.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.9K- 22.84% |
$1.61M - $1.82M
|
84K
$5.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28.9K- 2.7% |
$1.87M - $2.12M
|
1.04M
$71.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29.5K- 2.65% |
$1.91M - $2.16M
|
1.08M
$74.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-30.1K- 12.66% |
$1.95M - $2.21M
|
208K
$14.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.3K- 68.73% |
$1.97M - $2.23M
|
13.8K
$944K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-35.4K- 81.71% |
$2.3M - $2.6M
|
7.93K
$542K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-36.7K- 63.66% |
$2.38M - $2.69M
|
21K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.5K- 7.51% |
$2.63M - $2.97M
|
499K
$34.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-44.9K- 37.68% |
$2.91M - $3.29M
|
74.3K
$5.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-48.5K- 5.86% |
$3.15M - $3.56M
|
779K
$53.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.8K- 3.67% |
$3.23M - $3.66M
|
1.31M
$89.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-54.9K- 1.85% |
$3.56M - $4.03M
|
2.91M
$199M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-104K- 23.05% |
$6.76M - $7.64M
|
348K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-106K- 15.27% |
$6.91M - $7.81M
|
591K
$40.4M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-122K- 8.71% |
$7.9M - $8.92M
|
1.28M
$87.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-127K- 5.4% |
$8.21M - $9.28M
|
2.22M
$152M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-131K- 6.06% |
$8.53M - $9.64M
|
2.04M
$139M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-145K- 74.97% |
$9.4M - $10.6M
|
48.3K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-152K- 48.07% |
$9.85M - $11.1M
|
164K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-157K- 15.09% |
$10.2M - $11.5M
|
885K
$60.5M
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-659K- 93.1% |
$42.8M - $48.3M
|
48.9K
$3.34M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-743K- 70.77% |
$48.2M - $54.5M
|
307K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.3M- 95.01% |
$150M - $169M
|
121K
$8.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.31M- 55.57% |
$344M - $389M
|
4.24M
$290M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.76M- 70.83% |
$374M - $422M
|
2.37M
$162M
|