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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.91K+ 23.48% |
$190K - $204K
|
15.3K
$1.08M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
44New |
$2.86K - $3.08K
|
44
$3.11K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.87K- 8.81% |
$382K - $411K
|
60.7K
$4.29M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.36KNew |
$219K - $236K
|
3.36K
$237K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-296- 7.92% |
$19.3K - $20.7K
|
3.44K
$243K
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-63- 0.44% |
$4.1K - $4.41K
|
14.2K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-4.54K- 11.71% |
$295K - $318K
|
34.2K
$2.42M
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-350- 4.11% |
$22.8K - $24.5K
|
8.17K
$577K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 1.55% |
$1.3K - $1.4K
|
1.31K
$92.3K
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2K- 2.66% |
$130K - $140K
|
73.3K
$5.17M
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
38+ 0.96% |
$2.47K - $2.66K
|
3.98K
$281K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
10.8K+ 1.11% |
$702K - $755K
|
983K
$69.4M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.64K- 1.05% |
$106K - $115K
|
154K
$10.8M
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-337- 77.12% |
$21.9K - $23.6K
|
100
$7.06K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
81+ 1.68% |
$5.27K - $5.68K
|
4.91K
$346K
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.68K+ 5.31% |
$239K - $258K
|
73K
$5.15M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.28K+ 3.41% |
$83.3K - $89.7K
|
38.8K
$2.74M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35.1K+ 10.63% |
$2.29M - $2.46M
|
366K
$25.8M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.42K+ 42.39% |
$353K - $380K
|
18.2K
$1.29M
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
337+ 3.12% |
$21.9K - $23.6K
|
11.1K
$786K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
117+ 1.89% |
$7.62K - $8.2K
|
6.31K
$445K
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
23.9K+ 15.03% |
$1.55M - $1.67M
|
183K
$12.9M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 1.45% |
$69.3K - $74.6K
|
74.3K
$5.25M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
84.5K+ 33.93% |
$5.5M - $5.92M
|
334K
$23.6M
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-118- 2.67% |
$7.68K - $8.27K
|
4.3K
$304K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
78K+ 1.2% |
$5.08M - $5.47M
|
6.55M
$463M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-654- 2.03% |
$42.6K - $45.8K
|
31.6K
$2.23M
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
159+ 1.16% |
$10.4K - $11.1K
|
13.8K
$976K
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.75K- 18.58% |
$114K - $122K
|
7.65K
$540K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-232- 0.6% |
$15.1K - $16.3K
|
38.6K
$2.73M
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
173+ 5.58% |
$11.3K - $12.1K
|
3.27K
$231K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
101+ 0.34% |
$6.58K - $7.08K
|
29.4K
$2.08M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 6.51% |
$71.6K - $77.1K
|
15.8K
$1.12M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 40.96% |
$165K - $178K
|
3.66K
$258K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8K+ 5.59% |
$521K - $561K
|
151K
$10.7M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.28K- 52.2% |
$344K - $370K
|
4.84K
$342K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
5.72K+ 10.14% |
$372K - $401K
|
62.1K
$4.38M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.19K+ 4.51% |
$77.7K - $83.6K
|
27.7K
$1.95M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 1.53% |
$5.27K - $5.68K
|
5.37K
$379K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-342- 1.2% |
$22.3K - $24K
|
28.2K
$1.99M
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
66.9KNew |
$4.36M - $4.69M
|
66.9K
$4.72M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.34K- 1.58% |
$87.2K - $93.9K
|
83.4K
$5.89M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-79- 0.08% |
$5.14K - $5.54K
|
95.6K
$6.75M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-90- 0.22% |
$5.86K - $6.31K
|
41.2K
$2.91M
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
6.67K+ 88.54% |
$434K - $468K
|
14.2K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16New |
$1.04K - $1.12K
|
16
$1.13K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
79+ 2.0% |
$5.14K - $5.54K
|
4.03K
$284K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26+ 0.52% |
$1.69K - $1.82K
|
5.06K
$357K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
957+ 29.62% |
$62.3K - $67.1K
|
4.19K
$296K
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-71- 0.15% |
$4.62K - $4.97K
|
47.4K
$3.35M
|