Latest Institutional Transactions on Ishares Tr (IXUS)
This table provides information on the latest institutional transactions involving Ishares Tr (IXUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-399- 1.5% |
$26.3K - $29K
|
26.1K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
366New |
$24.1K - $26.6K
|
366
$25K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.98K- 29.11% |
$328K - $361K
|
12.1K
$829K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.58KNew |
$500K - $550K
|
7.58K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
269K+ 4.03% |
$17.7M - $19.5M
|
6.94M
$475M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.68K+ 3.31% |
$309K - $340K
|
146K
$9.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
93.4KNew |
$6.16M - $6.78M
|
93.4K
$6.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
15+ 0.36% |
$989 - $1.09K
|
4.14K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
381+ 1.01% |
$25.1K - $27.6K
|
38.1K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
51+ 1.61% |
$3.36K - $3.7K
|
3.21K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
418+ 1.5% |
$27.6K - $30.3K
|
28.2K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
197+ 3.81% |
$13K - $14.3K
|
5.37K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.4K+ 7.19% |
$688K - $757K
|
155K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.92KNew |
$259K - $285K
|
3.92K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.43K+ 3.61% |
$424K - $467K
|
185K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-23.6K- 91.18% |
$1.56M - $1.71M
|
2.28K
$156K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-829- 3.72% |
$54.7K - $60.2K
|
21.4K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.03KNew |
$332K - $365K
|
5.03K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-291- 0.55% |
$19.2K - $21.1K
|
52.4K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-18- 0.53% |
$1.19K - $1.31K
|
3.36K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
46+ 1.47% |
$3.03K - $3.34K
|
3.17K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.11K+ 13.45% |
$139K - $153K
|
17.8K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-490- 11.26% |
$32.3K - $35.6K
|
3.86K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.9K+ 0.99% |
$125K - $138K
|
193K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
3.49K+ 4.78% |
$230K - $254K
|
76.6K
$5.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42.7K+ 3.26% |
$2.82M - $3.1M
|
1.35M
$92.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.44K- 0.35% |
$95.2K - $105K
|
414K
$28.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.38K- 14.67% |
$157K - $172K
|
13.8K
$945K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
217+ 0.69% |
$14.3K - $15.7K
|
31.6K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.14K- 1.78% |
$75.4K - $83K
|
63.2K
$4.33M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-694- 12.83% |
$45.8K - $50.4K
|
4.72K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-120- 0.37% |
$7.91K - $8.71K
|
32.3K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
9+ 0.02% |
$594 - $653
|
55.5K
$3.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
11.8K+ 2.9% |
$779K - $857K
|
419K
$28.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
261New |
$17.2K - $18.9K
|
261
$17.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
480K+ 11.35% |
$31.7M - $34.9M
|
4.71M
$322M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.59K- 7.98% |
$171K - $188K
|
29.9K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 1.82% |
$989 - $1.09K
|
838
$57.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-230- 0.7% |
$15.2K - $16.7K
|
32.7K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.99K- 26.57% |
$329K - $362K
|
13.8K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.89KNew |
$124K - $137K
|
1.89K
$129K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.16KNew |
$472K - $519K
|
7.16K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.65KNew |
$439K - $483K
|
6.65K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
7.13K+ 9.7% |
$470K - $517K
|
80.7K
$5.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-515- 0.87% |
$34K - $37.4K
|
58.5K
$4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.78K+ 6.64% |
$117K - $129K
|
28.6K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
300+ 41.38% |
$19.8K - $21.8K
|
1.03K
$70.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
990+ 2.68% |
$65.3K - $71.8K
|
38K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.7KNew |
$2.36M - $2.59M
|
35.7K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
5.08K+ 2.26% |
$335K - $369K
|
230K
$15.7M
|