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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-256- 17.22% |
$16.6K - $18.8K
|
1.23K
$86K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
53K+ 6.06% |
$3.44M - $3.89M
|
928K
$64.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.4K+ 2.16% |
$220K - $249K
|
161K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-80- 0.62% |
$5.19K - $5.87K
|
12.8K
$896K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
232+ 6.32% |
$15.1K - $17K
|
3.9K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-190- 3.11% |
$12.3K - $13.9K
|
5.92K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.3K+ 19.9% |
$409K - $462K
|
38K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-8.98K- 24.08% |
$583K - $658K
|
28.3K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-9.61K- 20.12% |
$624K - $705K
|
38.2K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.95K- 32.36% |
$126K - $143K
|
4.07K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
22.3K+ 1.37% |
$1.44M - $1.63M
|
1.65M
$115M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.57K+ 10.76% |
$297K - $335K
|
47.1K
$3.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
337+ 43.99% |
$21.9K - $24.7K
|
1.1K
$77.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-935- 2.13% |
$60.7K - $68.6K
|
42.9K
$3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-300- 2.75% |
$19.5K - $22K
|
10.6K
$742K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-72- 2.38% |
$4.67K - $5.28K
|
2.95K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
324New |
$21K - $23.8K
|
324
$22.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-171- 0.18% |
$11.1K - $12.5K
|
93.8K
$6.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.42K- 8.12% |
$92K - $104K
|
16K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.58K- 74.27% |
$168K - $190K
|
895
$62.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
8.89K+ 22.85% |
$577K - $652K
|
47.8K
$3.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.08K- 95.76% |
$70.3K - $79.4K
|
48
$3.35K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-385- 2.62% |
$25K - $28.2K
|
14.3K
$998K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 2.17% |
$67.6K - $76.4K
|
49K
$3.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.02K- 43.46% |
$196K - $222K
|
3.93K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-854- 3.13% |
$55.4K - $62.6K
|
26.4K
$1.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.6K- 5.73% |
$428K - $484K
|
109K
$7.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 4.69% |
$150K - $170K
|
47K
$3.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-10.2K- 68.47% |
$665K - $751K
|
4.72K
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
418+ 4.33% |
$27.1K - $30.7K
|
10.1K
$703K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
496+ 2.47% |
$32.2K - $36.4K
|
20.6K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
9.14KNew |
$593K - $670K
|
9.14K
$638K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
430+ 13.54% |
$27.9K - $31.5K
|
3.61K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.9KNew |
$383K - $432K
|
5.9K
$412K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.1K+ 12.48% |
$1.04M - $1.18M
|
145K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-115- 1.14% |
$7.46K - $8.44K
|
10K
$700K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.54KNew |
$230K - $260K
|
3.54K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.03KNew |
$261K - $295K
|
4.03K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.29K- 39.06% |
$473K - $535K
|
11.4K
$795K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-411- 4.1% |
$26.7K - $30.1K
|
9.61K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.37K+ 0.68% |
$88.6K - $100K
|
201K
$14M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-30.1K- 12.66% |
$1.95M - $2.21M
|
208K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.45K- 1.17% |
$94.2K - $106K
|
123K
$8.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.93K+ 5.97% |
$125K - $142K
|
34.3K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
29.6KNew |
$1.92M - $2.17M
|
29.6K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
241+ 3.41% |
$15.6K - $17.7K
|
7.31K
$511K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
569+ 4.81% |
$36.9K - $41.7K
|
12.4K
$866K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-419- 3.22% |
$27.2K - $30.7K
|
12.6K
$880K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.14K+ 7.81% |
$269K - $304K
|
57.2K
$4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-352- 0.41% |
$22.8K - $25.8K
|
84.9K
$5.93M
|