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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
127+ 3.44% |
$8.38K - $9.22K
|
3.82K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
123+ 1.73% |
$8.11K - $8.92K
|
7.22K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
119+ 1.8% |
$7.85K - $8.63K
|
6.75K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
115+ 1.5% |
$7.58K - $8.34K
|
7.81K
$559K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
107+ 3.48% |
$7.06K - $7.76K
|
3.18K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
105New |
$6.92K - $7.62K
|
105
$7.52K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
101+ 0.49% |
$6.66K - $7.33K
|
20.5K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 0.98% |
$6.6K - $7.26K
|
10.3K
$741K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
99+ 1.79% |
$6.53K - $7.18K
|
5.62K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
96New |
$6.33K - $6.97K
|
96
$6.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
93New |
$6.13K - $6.75K
|
93
$6.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
90+ 1.26% |
$5.94K - $6.53K
|
7.22K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
88+ 1.74% |
$5.8K - $6.39K
|
5.14K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
77+ 1.84% |
$5.08K - $5.59K
|
4.27K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
77+ 0.85% |
$5.08K - $5.59K
|
9.11K
$653K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75New |
$4.95K - $5.44K
|
75
$5.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
69+ 1.79% |
$4.55K - $5.01K
|
3.93K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
66New |
$4.35K - $4.79K
|
66
$4.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
65+ 1.78% |
$4.29K - $4.72K
|
3.71K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
65+ 1.42% |
$4.29K - $4.72K
|
4.63K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
63+ 1.54% |
$4.15K - $4.57K
|
4.17K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
61+ 0.68% |
$4.02K - $4.43K
|
9.08K
$651K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56+ 4.56% |
$3.69K - $4.06K
|
1.29K
$92.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55+ 0.16% |
$3.63K - $3.99K
|
33.6K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55+ 4.25% |
$3.63K - $3.99K
|
1.35K
$96.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
53+ 1.73% |
$3.5K - $3.85K
|
3.12K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
51+ 1.61% |
$3.36K - $3.7K
|
3.21K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
50+ 1.06% |
$3.3K - $3.63K
|
4.79K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
50+ 0.09% |
$3.3K - $3.63K
|
52.7K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
46+ 1.47% |
$3.03K - $3.34K
|
3.17K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
45+ 1.13% |
$2.97K - $3.27K
|
4.02K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
44+ 1.08% |
$2.9K - $3.19K
|
4.11K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
42+ 0.56% |
$2.77K - $3.05K
|
7.58K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
40+ 1.22% |
$2.64K - $2.9K
|
3.31K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
39New |
$2.57K - $2.83K
|
39
$2.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 0.3% |
$2.18K - $2.39K
|
10.9K
$783K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
33+ 0.36% |
$2.18K - $2.39K
|
9.17K
$657K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
31+ 0.83% |
$2.04K - $2.25K
|
3.76K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
30+ 0.55% |
$1.98K - $2.18K
|
5.48K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
27+ 0.99% |
$1.78K - $1.96K
|
2.76K
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27+ 0.07% |
$1.78K - $1.96K
|
37.4K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.68% |
$1.58K - $1.74K
|
3.56K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
22+ 1.79% |
$1.45K - $1.6K
|
1.25K
$89.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.3% |
$1.19K - $1.31K
|
5.94K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
15+ 0.11% |
$989 - $1.09K
|
13.7K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
15+ 0.36% |
$989 - $1.09K
|
4.14K
$296K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
15+ 0.06% |
$989 - $1.09K
|
24.1K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 1.82% |
$989 - $1.09K
|
838
$60K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.05% |
$857 - $943
|
24.3K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.2% |
$660 - $726
|
5.07K
$363K
|