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 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-57- 1.74% |
$3.76K - $4.14K
|
3.22K
$249K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-59- 10.0% |
$3.89K - $4.28K
|
531
$41.1K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 0.18% |
$4.29K - $4.72K
|
35.8K
$2.77M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-73- 0.98% |
$4.81K - $5.3K
|
7.36K
$569K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 62.02% |
$5.28K - $5.8K
|
49
$3.79K
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-81- 1.3% |
$5.34K - $5.88K
|
6.16K
$477K
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-81- 1.09% |
$5.34K - $5.88K
|
7.38K
$571K
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-81- 1.09% |
$5.34K - $5.88K
|
7.38K
$571K
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-90- 0.87% |
$5.94K - $6.53K
|
10.2K
$790K
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-96- 1.73% |
$6.33K - $6.97K
|
5.45K
$422K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-96- 1.88% |
$6.33K - $6.97K
|
5.02K
$388K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-119- 1.24% |
$7.85K - $8.63K
|
9.49K
$734K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-120- 0.37% |
$7.91K - $8.71K
|
32.3K
$2.5M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-127- 1.49% |
$8.38K - $9.22K
|
8.4K
$650K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-128- 2.69% |
$8.44K - $9.29K
|
4.63K
$358K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-148- 2.53% |
$9.76K - $10.7K
|
5.71K
$442K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-160- 4.1% |
$10.6K - $11.6K
|
3.75K
$290K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-167- 0.18% |
$11K - $12.1K
|
93.4K
$7.23M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-168- 2.12% |
$11.1K - $12.2K
|
7.76K
$601K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-173- 0.14% |
$11.4K - $12.6K
|
128K
$9.9M
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-190- 2.52% |
$12.5K - $13.8K
|
7.34K
$568K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-192- 4.28% |
$12.7K - $13.9K
|
4.29K
$332K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-214- 1.17% |
$14.1K - $15.5K
|
18.1K
$1.4M
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-230- 0.7% |
$15.2K - $16.7K
|
32.7K
$2.53M
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-237- 2.08% |
$15.6K - $17.2K
|
11.2K
$864K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-249- 28.56% |
$16.4K - $18.1K
|
623
$48.2K
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-250- 2.65% |
$16.5K - $18.1K
|
9.2K
$712K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-253- 0.89% |
$16.7K - $18.4K
|
28.2K
$2.18M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-269- 3.01% |
$17.7K - $19.5K
|
8.66K
$670K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-282- 0.86% |
$18.6K - $20.5K
|
32.3K
$2.5M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-288- 1.19% |
$19K - $20.9K
|
23.8K
$1.84M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-291- 0.55% |
$19.2K - $21.1K
|
52.4K
$4.05M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-292- 0.76% |
$19.3K - $21.2K
|
37.9K
$2.94M
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-301- 2.05% |
$19.9K - $21.8K
|
14.4K
$1.11M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-308- 4.63% |
$20.3K - $22.3K
|
6.34K
$491K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-310- 7.32% |
$20.4K - $22.5K
|
3.93K
$304K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-311- 1.77% |
$20.5K - $22.6K
|
17.2K
$1.33M
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-322- 5.86% |
$21.2K - $23.4K
|
5.17K
$400K
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-322- 5.86% |
$21.2K - $23.4K
|
5.17K
$400K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-323- 29.28% |
$21.3K - $23.4K
|
780
$60.4K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-328- 1.37% |
$21.6K - $23.8K
|
23.6K
$1.83M
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-339- 1.54% |
$22.4K - $24.6K
|
21.7K
$1.68M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-361- 2.02% |
$23.8K - $26.2K
|
17.5K
$1.36M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-362- 1.28% |
$23.9K - $26.3K
|
27.8K
$2.15M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-374- 1.42% |
$24.7K - $27.1K
|
26K
$2.01M
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-380- 10.19% |
$25.1K - $27.6K
|
3.35K
$259K
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-390- 5.11% |
$25.7K - $28.3K
|
7.24K
$560K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-399- 1.5% |
$26.3K - $29K
|
26.1K
$2.02M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-404- 7.01% |
$26.6K - $29.3K
|
5.36K
$415K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-443- 79.96% |
$29.2K - $32.1K
|
111
$8.59K
|