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 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
418+ 1.5% |
$27.6K - $30.3K
|
28.2K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
399+ 5.73% |
$26.3K - $29K
|
7.37K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
390New |
$25.7K - $28.3K
|
390
$27.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
383New |
$25.3K - $27.8K
|
383
$27.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
383+ 1.84% |
$25.3K - $27.8K
|
21.1K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
381+ 1.01% |
$25.1K - $27.6K
|
38.1K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
378+ 6.33% |
$24.9K - $27.4K
|
6.35K
$455K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
376+ 464.2% |
$24.8K - $27.3K
|
457
$32.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
375+ 0.18% |
$24.7K - $27.2K
|
208K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
366New |
$24.1K - $26.6K
|
366
$26.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
360New |
$23.7K - $26.1K
|
360
$25.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
342+ 8.22% |
$22.6K - $24.8K
|
4.5K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
341New |
$22.5K - $24.7K
|
341
$24.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
331+ 0.68% |
$21.8K - $24K
|
48.8K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
322+ 223.61% |
$21.2K - $23.4K
|
466
$33.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
317+ 9.74% |
$20.9K - $23K
|
3.57K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
312+ 8.64% |
$20.6K - $22.6K
|
3.92K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
300+ 41.38% |
$19.8K - $21.8K
|
1.03K
$73.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
283+ 332.94% |
$18.7K - $20.5K
|
368
$26.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
280+ 1.68% |
$18.5K - $20.3K
|
17K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
266+ 2.06% |
$17.5K - $19.3K
|
13.2K
$943K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
265+ 4.71% |
$17.5K - $19.2K
|
5.89K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
261New |
$17.2K - $18.9K
|
261
$18.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
259+ 0.92% |
$17.1K - $18.8K
|
28.5K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
255+ 7.36% |
$16.8K - $18.5K
|
3.72K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
253+ 1.79% |
$16.7K - $18.4K
|
14.4K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
250+ 2.25% |
$16.5K - $18.1K
|
11.4K
$814K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
250+ 4.57% |
$16.5K - $18.1K
|
5.73K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
245New |
$16.2K - $17.8K
|
245
$17.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
242+ 18.52% |
$16K - $17.6K
|
1.55K
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
240+ 12.68% |
$15.8K - $17.4K
|
2.13K
$153K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
232+ 1.67% |
$15.3K - $16.8K
|
14.2K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
228+ 1.6% |
$15K - $16.5K
|
14.5K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
225+ 2.83% |
$14.8K - $16.3K
|
8.18K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
217+ 0.69% |
$14.3K - $15.7K
|
31.6K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
210+ 1.79% |
$13.8K - $15.2K
|
11.9K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
205+ 4.13% |
$13.5K - $14.9K
|
5.17K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
198+ 3.94% |
$13.1K - $14.4K
|
5.23K
$374K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
197+ 3.81% |
$13K - $14.3K
|
5.37K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
194+ 1.79% |
$12.8K - $14.1K
|
11.1K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
193+ 7.44% |
$12.7K - $14K
|
2.79K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
184+ 3.69% |
$12.1K - $13.4K
|
5.16K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
178New |
$11.7K - $12.9K
|
178
$12.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
176+ 4.54% |
$11.6K - $12.8K
|
4.05K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
169New |
$11.1K - $12.3K
|
169
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
159+ 0.12% |
$10.5K - $11.5K
|
136K
$9.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
156+ 2.7% |
$10.3K - $11.3K
|
5.93K
$424K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
155+ 0.64% |
$10.2K - $11.2K
|
24.2K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
150+ 0.6% |
$9.89K - $10.9K
|
25.2K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
138New |
$9.1K - $10K
|
138
$9.89K
|