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 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
3.49K+ 4.78% |
$230K - $254K
|
76.6K
$5.28M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.48KNew |
$230K - $253K
|
3.48K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.37KNew |
$222K - $244K
|
3.37K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.37KNew |
$222K - $244K
|
3.37K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.36K+ 2.82% |
$222K - $244K
|
123K
$8.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.33KNew |
$220K - $242K
|
3.33K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.04KNew |
$200K - $221K
|
3.04K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.01K+ 5.25% |
$199K - $218K
|
60.3K
$4.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.74K+ 7.99% |
$180K - $198K
|
36.9K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.71K+ 13.82% |
$179K - $197K
|
22.3K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.66K+ 9.02% |
$175K - $193K
|
32.1K
$2.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.65K+ 4.29% |
$175K - $192K
|
64.3K
$4.43M
|
|
|
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
$549K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.31K+ 2.78% |
$153K - $168K
|
85.6K
$5.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.19K+ 11.37% |
$144K - $159K
|
21.4K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.16K+ 15.7% |
$142K - $156K
|
15.9K
$1.1M
|
|
|
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
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.02K+ 0.47% |
$133K - $146K
|
433K
$29.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2K+ 41.52% |
$132K - $145K
|
6.82K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.97K+ 4.12% |
$130K - $143K
|
49.8K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.92K+ 7.0% |
$126K - $139K
|
29.3K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.9K+ 0.99% |
$125K - $138K
|
193K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.89KNew |
$124K - $137K
|
1.89K
$130K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.84K+ 2.37% |
$121K - $133K
|
79.3K
$5.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.83K+ 7.41% |
$121K - $133K
|
26.5K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.78K+ 6.64% |
$117K - $129K
|
28.6K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.78K+ 17.0% |
$117K - $129K
|
12.2K
$842K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.7K+ 2.97% |
$112K - $123K
|
58.9K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 1.0% |
$108K - $119K
|
165K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 0.84% |
$102K - $112K
|
185K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.49K+ 33.63% |
$98.5K - $108K
|
5.93K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.48K+ 30.08% |
$97.7K - $108K
|
6.41K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.46K+ 3.75% |
$96.3K - $106K
|
40.4K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.42K+ 2.53% |
$93.3K - $103K
|
57.3K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.35KNew |
$89.3K - $98.2K
|
1.35K
$93.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.31K+ 1.11% |
$86.2K - $94.8K
|
119K
$8.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.3K+ 4.82% |
$86K - $94.6K
|
28.3K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.3K+ 9.57% |
$85.6K - $94.2K
|
14.9K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.27K+ 0.42% |
$83.9K - $92.3K
|
302K
$20.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.21K+ 24.37% |
$80.1K - $88.1K
|
6.2K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.2K+ 30.59% |
$79.3K - $87.2K
|
5.13K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.17K+ 3.3% |
$77.2K - $85K
|
36.6K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.09K+ 25.94% |
$71.9K - $79.1K
|
5.29K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.08K+ 22.79% |
$70.9K - $78K
|
5.79K
$399K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.03K+ 33.17% |
$67.9K - $74.7K
|
4.14K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1K+ 8.2% |
$66.2K - $72.9K
|
13.2K
$913K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
990+ 2.68% |
$65.3K - $71.8K
|
38K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
970+ 30.88% |
$64K - $70.4K
|
4.11K
$283K
|