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 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
337+ 43.99% |
$21.9K - $24.7K
|
1.1K
$75.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
324+ 6.7% |
$21K - $23.8K
|
5.16K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
324New |
$21K - $23.8K
|
324
$22.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
323+ 1.38% |
$21K - $23.7K
|
23.8K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
305+ 128.15% |
$19.8K - $22.4K
|
543
$37.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
295+ 6.07% |
$19.1K - $21.6K
|
5.16K
$353K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
275+ 0.38% |
$17.8K - $20.2K
|
73.6K
$5.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
266+ 1.21% |
$17.3K - $19.5K
|
22.3K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
263+ 2.81% |
$17.1K - $19.3K
|
9.63K
$659K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
250+ 1.08% |
$16.2K - $18.3K
|
23.5K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
241+ 3.41% |
$15.6K - $17.7K
|
7.31K
$500K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
235+ 2.23% |
$15.3K - $17.2K
|
10.8K
$736K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
232+ 6.32% |
$15.1K - $17K
|
3.9K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
215+ 0.2% |
$14K - $15.8K
|
110K
$7.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
210+ 3.11% |
$13.6K - $15.4K
|
6.97K
$477K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
209+ 18.88% |
$13.6K - $15.3K
|
1.32K
$90K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
201+ 0.7% |
$13K - $14.7K
|
29K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
197+ 0.09% |
$12.8K - $14.4K
|
225K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
183+ 2.07% |
$11.9K - $13.4K
|
9.02K
$617K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
164+ 4.17% |
$10.6K - $12K
|
4.1K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
159+ 1.45% |
$10.3K - $11.7K
|
11.1K
$760K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
146+ 4.11% |
$9.48K - $10.7K
|
3.7K
$253K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
134+ 2.38% |
$8.7K - $9.83K
|
5.76K
$394K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
134+ 4.48% |
$8.7K - $9.83K
|
3.13K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
107+ 2.61% |
$6.94K - $7.85K
|
4.21K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
107+ 0.61% |
$6.94K - $7.85K
|
17.5K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
104+ 1.59% |
$6.75K - $7.63K
|
6.65K
$455K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100+ 212.77% |
$6.49K - $7.33K
|
147
$10.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
96New |
$6.23K - $7.04K
|
96
$6.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 168.75% |
$5.26K - $5.94K
|
129
$8.82K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
81New |
$5.26K - $5.94K
|
81
$5.54K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
76+ 1.55% |
$4.93K - $5.57K
|
4.98K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
68+ 3.73% |
$4.41K - $4.99K
|
1.89K
$129K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
65+ 0.37% |
$4.22K - $4.77K
|
17.5K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
54+ 1.61% |
$3.5K - $3.96K
|
3.41K
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
45+ 2.31% |
$2.92K - $3.3K
|
1.99K
$136K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
41+ 1.31% |
$2.66K - $3.01K
|
3.16K
$216K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39+ 3.79% |
$2.53K - $2.86K
|
1.07K
$73.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 0.3% |
$2.34K - $2.64K
|
11.9K
$814K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
34+ 0.48% |
$2.21K - $2.49K
|
7.13K
$487K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
28+ 0.06% |
$1.82K - $2.05K
|
48.5K
$3.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22+ 1.73% |
$1.43K - $1.61K
|
1.29K
$88.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
22+ 0.09% |
$1.43K - $1.61K
|
24.3K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
21+ 72.41% |
$1.36K - $1.54K
|
50
$3.42K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 0.2% |
$1.17K - $1.32K
|
8.92K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18+ 0.31% |
$1.17K - $1.32K
|
5.74K
$393K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18+ 0.36% |
$1.17K - $1.32K
|
4.97K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15+ 3.89% |
$974 - $1.1K
|
401
$27.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
15+ 0.49% |
$974 - $1.1K
|
3.07K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$779 - $880
|
12
$821
|