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 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
11.8K+ 2.9% |
$779K - $857K
|
419K
$30.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11.3KNew |
$746K - $821K
|
11.3K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.4K+ 7.19% |
$688K - $757K
|
155K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.2KNew |
$672K - $739K
|
10.2K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10.1K+ 9.16% |
$667K - $733K
|
120K
$8.71M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
9.93KNew |
$655K - $721K
|
9.93K
$718K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.87KNew |
$651K - $716K
|
9.87K
$714K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.8KNew |
$646K - $711K
|
9.8K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.74K+ 11.76% |
$642K - $707K
|
92.5K
$6.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9.64KNew |
$636K - $700K
|
9.64K
$697K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.42K+ 4.5% |
$621K - $683K
|
219K
$15.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.22KNew |
$608K - $669K
|
9.22K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.03KNew |
$595K - $655K
|
9.03K
$653K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.62KNew |
$569K - $626K
|
8.62K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.6K+ 5.36% |
$567K - $624K
|
169K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.34K+ 8.18% |
$550K - $605K
|
110K
$7.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.31K+ 272.83% |
$548K - $603K
|
11.4K
$821K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.21KNew |
$541K - $596K
|
8.21K
$594K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.21K+ 0.97% |
$541K - $596K
|
857K
$62M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.98K+ 2.6% |
$526K - $579K
|
315K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.76K+ 16.49% |
$512K - $563K
|
54.8K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.66K+ 7.82% |
$505K - $556K
|
106K
$7.64M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.58K+ 76.77% |
$500K - $550K
|
17.5K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.58KNew |
$500K - $550K
|
7.58K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
7.44K+ 4.0% |
$491K - $540K
|
194K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.42K+ 42.31% |
$490K - $539K
|
25K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.36K+ 24.83% |
$485K - $534K
|
37K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.16KNew |
$472K - $519K
|
7.16K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
7.13K+ 9.7% |
$470K - $517K
|
80.7K
$5.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.11K+ 10.0% |
$469K - $516K
|
78.3K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.09K+ 21.39% |
$468K - $514K
|
40.2K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.03KNew |
$463K - $510K
|
7.03K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.01K+ 4.47% |
$462K - $509K
|
164K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.81K+ 4.5% |
$449K - $494K
|
158K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.79K+ 9.09% |
$448K - $493K
|
81.5K
$5.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.65KNew |
$439K - $483K
|
6.65K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6.65K+ 5.4% |
$438K - $482K
|
130K
$9.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.43K+ 3.61% |
$424K - $467K
|
185K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.42KNew |
$424K - $466K
|
6.42K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.4KNew |
$422K - $464K
|
6.4K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.26KNew |
$413K - $454K
|
6.26K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6.09K+ 11.42% |
$402K - $442K
|
59.4K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.08KNew |
$401K - $441K
|
6.08K
$440K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
6KNew |
$396K - $435K
|
6K
$434K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.86KNew |
$387K - $425K
|
5.86K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.73K+ 7.14% |
$378K - $416K
|
86K
$6.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
5.72KNew |
$377K - $415K
|
5.72K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.66K+ 0.26% |
$373K - $410K
|
2.21M
$160M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.56K+ 22.72% |
$367K - $404K
|
30K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.52K+ 6.5% |
$364K - $400K
|
90.4K
$6.54M
|