Purchases and Sales Made in Q1 2024 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.66K- 6.48% |
$104K - $113K
|
23.9K
$1.64M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.86K- 24.23% |
$116K - $126K
|
5.82K
$398K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.9K- 13.27% |
$118K - $129K
|
12.4K
$849K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.96K- 0.42% |
$122K - $133K
|
468K
$32M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.02K- 3.84% |
$126K - $137K
|
50.5K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 1.79% |
$130K - $141K
|
114K
$7.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.11K- 77.49% |
$132K - $143K
|
613
$41.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.12K- 2.74% |
$132K - $144K
|
75.3K
$5.15M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.16K- 1.38% |
$135K - $147K
|
155K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.18K- 8.51% |
$136K - $148K
|
23.4K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.3K- 1.61% |
$143K - $156K
|
141K
$9.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.42K- 1.96% |
$151K - $164K
|
121K
$8.28M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.42K- 1.59% |
$151K - $165K
|
150K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.61K- 66.97% |
$163K - $177K
|
1.29K
$88K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.61K- 4.21% |
$163K - $177K
|
59.4K
$4.06M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.69K- 6.8% |
$168K - $183K
|
36.9K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.75K- 6.81% |
$172K - $187K
|
37.6K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.87K- 7.93% |
$179K - $195K
|
33.3K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.94K- 4.61% |
$183K - $200K
|
60.7K
$4.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.96K- 41.46% |
$185K - $201K
|
4.18K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.96K- 0.66% |
$185K - $201K
|
445K
$30.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3K- 15.08% |
$187K - $204K
|
16.9K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3.07K- 10.19% |
$191K - $208K
|
27K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.38K- 4.51% |
$211K - $230K
|
71.6K
$4.9M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.59K- 12.88% |
$224K - $244K
|
24.3K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-3.83K- 28.45% |
$239K - $260K
|
9.64K
$659K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4K- 0.46% |
$250K - $272K
|
864K
$59.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-4.06K- 7.3% |
$253K - $275K
|
51.5K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.1K- 1.13% |
$256K - $278K
|
359K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.4K- 1.18% |
$274K - $299K
|
368K
$25.1M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.55K- 16.5% |
$284K - $309K
|
23K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.61K- 3.24% |
$287K - $313K
|
138K
$9.41M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.7K- 3.98% |
$293K - $319K
|
114K
$7.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.09K- 39.62% |
$317K - $345K
|
7.75K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.1K- 1.11% |
$318K - $346K
|
454K
$31M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.38K- 1.82% |
$336K - $366K
|
290K
$19.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5.44K- 23.4% |
$339K - $369K
|
17.8K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.78K- 39.61% |
$360K - $392K
|
8.81K
$603K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.79K- 34.36% |
$361K - $393K
|
11.1K
$757K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-5.91K- 14.79% |
$369K - $401K
|
34.1K
$2.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6K- 42.63% |
$374K - $408K
|
8.08K
$552K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-6.19K- 56.04% |
$386K - $421K
|
4.86K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.21K- 16.7% |
$387K - $421K
|
30.9K
$2.12M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.44K- 47.08% |
$402K - $437K
|
7.24K
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.47K- 9.31% |
$404K - $440K
|
63K
$4.31M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-6.74K- 2.88% |
$420K - $457K
|
227K
$15.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.75K- 0.75% |
$421K - $459K
|
892K
$61M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-6.79K- 10.25% |
$424K - $461K
|
59.5K
$4.07M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-6.97K- 24.87% |
$435K - $473K
|
21K
$1.44M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.11K- 63.09% |
$444K - $483K
|
4.16K
$285K
|