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 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.37K+ 30.96% |
$354K - $389K
|
22.7K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.16K+ 85.17% |
$340K - $374K
|
11.2K
$767K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
5.08K+ 2.26% |
$335K - $369K
|
230K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.03KNew |
$332K - $365K
|
5.03K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$330K - $363K
|
5K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.69K+ 10.66% |
$310K - $341K
|
48.7K
$3.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.68K+ 3.31% |
$309K - $340K
|
146K
$9.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.57K+ 15.31% |
$301K - $331K
|
34.4K
$2.35M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.52K+ 1.73% |
$298K - $328K
|
266K
$18.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
4.39K+ 4.68% |
$290K - $319K
|
98.2K
$6.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.25K+ 1.22% |
$280K - $309K
|
353K
$24.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.13K+ 10.87% |
$272K - $299K
|
42.1K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
4.11K+ 19.01% |
$271K - $298K
|
25.7K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 4.34% |
$267K - $294K
|
97.3K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.96K+ 8.69% |
$261K - $287K
|
49.5K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.92KNew |
$259K - $285K
|
3.92K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.84KNew |
$253K - $278K
|
3.84K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.79K+ 1.89% |
$250K - $275K
|
205K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.79K+ 97.05% |
$250K - $275K
|
7.69K
$526K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.73KNew |
$246K - $271K
|
3.73K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.67K+ 5.46% |
$242K - $266K
|
71K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
3.49K+ 4.78% |
$230K - $254K
|
76.6K
$5.24M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.48KNew |
$230K - $253K
|
3.48K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.36K+ 2.82% |
$222K - $244K
|
123K
$8.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.04KNew |
$200K - $221K
|
3.04K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.01K+ 5.25% |
$199K - $218K
|
60.3K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.74K+ 7.99% |
$180K - $198K
|
36.9K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.71K+ 13.82% |
$179K - $197K
|
22.3K
$1.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.65K+ 4.29% |
$175K - $192K
|
64.3K
$4.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.52K+ 1.57% |
$166K - $183K
|
163K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.36K+ 42.05% |
$156K - $171K
|
7.97K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.16K+ 15.7% |
$142K - $156K
|
15.9K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.11K+ 13.45% |
$139K - $153K
|
17.8K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.1K+ 11.72% |
$139K - $153K
|
20.1K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.02K+ 0.47% |
$133K - $146K
|
433K
$29.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2K+ 41.52% |
$132K - $145K
|
6.82K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.97K+ 4.12% |
$130K - $143K
|
49.8K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.9K+ 0.99% |
$125K - $138K
|
193K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.89KNew |
$124K - $137K
|
1.89K
$129K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.84K+ 2.37% |
$121K - $133K
|
79.3K
$5.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.83K+ 7.41% |
$121K - $133K
|
26.5K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.78K+ 6.64% |
$117K - $129K
|
28.6K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.78K+ 17.0% |
$117K - $129K
|
12.2K
$836K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.7K+ 2.97% |
$112K - $123K
|
58.9K
$4.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 1.0% |
$108K - $119K
|
165K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 0.84% |
$102K - $112K
|
185K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.49K+ 33.63% |
$98.5K - $108K
|
5.93K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.48K+ 30.08% |
$97.7K - $108K
|
6.41K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.46K+ 3.75% |
$96.3K - $106K
|
40.4K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.42K+ 2.53% |
$93.3K - $103K
|
57.3K
$3.92M
|