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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.44K+ 25.23% |
$353K - $399K
|
27K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.17K+ 8.37% |
$336K - $380K
|
67K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.14KNew |
$334K - $377K
|
5.14K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.09K+ 30.04% |
$330K - $373K
|
22K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5K+ 21.5% |
$325K - $367K
|
28.3K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.82KNew |
$313K - $354K
|
4.82K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.8K+ 1.02% |
$311K - $352K
|
477K
$32.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.77KNew |
$310K - $350K
|
4.77K
$326K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.74KNew |
$307K - $347K
|
4.74K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.68K+ 89.89% |
$303K - $343K
|
9.88K
$676K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.57K+ 10.76% |
$297K - $335K
|
47.1K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.45K+ 56.32% |
$289K - $327K
|
12.4K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.26K+ 3.44% |
$276K - $312K
|
128K
$8.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.14K+ 7.81% |
$269K - $304K
|
57.2K
$3.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.1KNew |
$266K - $301K
|
4.1K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.03KNew |
$261K - $295K
|
4.03K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.78K+ 20.2% |
$246K - $277K
|
22.5K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.74K+ 1.5% |
$243K - $274K
|
253K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.74K+ 2.44% |
$242K - $274K
|
157K
$10.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.73KNew |
$242K - $273K
|
3.73K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.68K+ 8.4% |
$239K - $270K
|
47.5K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.68K+ 7.29% |
$239K - $270K
|
54.1K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.61KNew |
$234K - $265K
|
3.61K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.54KNew |
$230K - $260K
|
3.54K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.54KNew |
$229K - $259K
|
3.54K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
3.53K+ 10.32% |
$229K - $259K
|
37.8K
$2.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.47KNew |
$225K - $254K
|
3.47K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.46K+ 21.97% |
$225K - $254K
|
19.2K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
3.44K+ 1.88% |
$223K - $252K
|
186K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.4K+ 2.16% |
$220K - $249K
|
161K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.33K+ 6.78% |
$216K - $245K
|
52.5K
$3.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.27KNew |
$212K - $240K
|
3.27K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.24KNew |
$210K - $238K
|
3.24K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$203K - $230K
|
3.13K
$214K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.11KNew |
$202K - $228K
|
3.11K
$212K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.1KNew |
$201K - $227K
|
3.1K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$199K - $225K
|
3.07K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.07K+ 44.4% |
$199K - $225K
|
9.98K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.06K+ 1.67% |
$198K - $224K
|
186K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.05KNew |
$198K - $223K
|
3.05K
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.03K+ 3.11% |
$197K - $222K
|
101K
$6.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.95K+ 1.83% |
$191K - $216K
|
164K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.95KNew |
$191K - $216K
|
2.95K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.92KNew |
$190K - $214K
|
2.92K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.92K+ 6.85% |
$190K - $214K
|
45.6K
$3.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.9KNew |
$188K - $213K
|
2.9K
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.89KNew |
$187K - $212K
|
2.89K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.88KNew |
$187K - $211K
|
2.88K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.85KNew |
$185K - $209K
|
2.85K
$195K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.84KNew |
$184K - $208K
|
2.84K
$194K
|