Purchases and Sales Made in Q4 2024 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-127- 1.49% |
$8.38K - $9.22K
|
8.4K
$602K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-128- 2.69% |
$8.44K - $9.29K
|
4.63K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-148- 2.53% |
$9.76K - $10.7K
|
5.71K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-160- 4.1% |
$10.6K - $11.6K
|
3.75K
$268K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-167- 0.18% |
$11K - $12.1K
|
93.4K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-168- 2.12% |
$11.1K - $12.2K
|
7.76K
$556K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-173- 0.14% |
$11.4K - $12.6K
|
128K
$9.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-190- 2.52% |
$12.5K - $13.8K
|
7.34K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-192- 4.28% |
$12.7K - $13.9K
|
4.29K
$307K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-214- 1.17% |
$14.1K - $15.5K
|
18.1K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-230- 0.7% |
$15.2K - $16.7K
|
32.7K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-237- 2.08% |
$15.6K - $17.2K
|
11.2K
$800K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-249- 28.56% |
$16.4K - $18.1K
|
623
$44.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-250- 2.65% |
$16.5K - $18.1K
|
9.2K
$659K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-253- 0.89% |
$16.7K - $18.4K
|
28.2K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-269- 3.01% |
$17.7K - $19.5K
|
8.66K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-282- 0.86% |
$18.6K - $20.5K
|
32.3K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-288- 1.19% |
$19K - $20.9K
|
23.8K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-291- 0.55% |
$19.2K - $21.1K
|
52.4K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-292- 0.76% |
$19.3K - $21.2K
|
37.9K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-301- 2.05% |
$19.9K - $21.8K
|
14.4K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-308- 4.63% |
$20.3K - $22.3K
|
6.34K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-310- 7.32% |
$20.4K - $22.5K
|
3.93K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-311- 1.77% |
$20.5K - $22.6K
|
17.2K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-323- 29.28% |
$21.3K - $23.4K
|
780
$55.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-328- 1.37% |
$21.6K - $23.8K
|
23.6K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-339- 1.54% |
$22.4K - $24.6K
|
21.7K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-361- 2.02% |
$23.8K - $26.2K
|
17.5K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-362- 1.28% |
$23.9K - $26.3K
|
27.8K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-374- 1.42% |
$24.7K - $27.1K
|
26K
$1.86M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-380- 10.19% |
$25.1K - $27.6K
|
3.35K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-390- 5.11% |
$25.7K - $28.3K
|
7.24K
$519K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-399- 1.5% |
$26.3K - $29K
|
26.1K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-404- 7.01% |
$26.6K - $29.3K
|
5.36K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-443- 79.96% |
$29.2K - $32.1K
|
111
$7.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-445- 4.58% |
$29.3K - $32.3K
|
9.26K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-456- 25.66% |
$30.1K - $33.1K
|
1.32K
$94.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-457- 3.63% |
$30.1K - $33.2K
|
12.1K
$869K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-461- 1.78% |
$30.4K - $33.5K
|
25.5K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-463- 0.99% |
$30.5K - $33.6K
|
46.2K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-490- 11.26% |
$32.3K - $35.6K
|
3.86K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-499- 0.87% |
$32.9K - $36.2K
|
56.5K
$4.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-502- 13.93% |
$33.1K - $36.4K
|
3.1K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-515- 0.87% |
$34K - $37.4K
|
58.5K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-517- 4.54% |
$34.1K - $37.5K
|
10.9K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-522- 2.19% |
$34.4K - $37.9K
|
23.3K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-527- 97.05% |
$34.8K - $38.2K
|
16
$1.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-549- 4.61% |
$36.2K - $39.8K
|
11.3K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-553- 1.14% |
$36.5K - $40.1K
|
48K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-573- 3.56% |
$37.8K - $41.6K
|
15.5K
$1.11M
|