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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-200- 3.91% |
$13K - $14K
|
4.92K
$347K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-12.1K- 43.45% |
$789K - $849K
|
15.8K
$1.11M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-69- 4.23% |
$4.49K - $4.83K
|
1.56K
$110K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
75+ 0.53% |
$4.88K - $5.26K
|
14.2K
$1M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
294+ 3.78% |
$19.1K - $20.6K
|
8.08K
$570K
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-553- 0.88% |
$36K - $38.7K
|
62.5K
$4.41M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-47- 0.17% |
$3.06K - $3.29K
|
28.4K
$2.01M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.22K- 1.54% |
$145K - $156K
|
142K
$10M
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.8K- 4.7% |
$182K - $196K
|
56.7K
$4M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.23% |
$130 - $140
|
165
$11.7K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
600New |
$39.1K - $42K
|
600
$42.4K
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.33K+ 14.35% |
$412K - $443K
|
50.4K
$3.56M
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
32+ 0.87% |
$2.08K - $2.24K
|
3.7K
$261K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-851- 2.26% |
$55.4K - $59.6K
|
36.8K
$2.6M
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-126- 0.61% |
$8.2K - $8.83K
|
20.4K
$1.44M
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.43K+ 0.29% |
$93.4K - $100K
|
492K
$34.8M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
506+ 2.78% |
$32.9K - $35.5K
|
18.7K
$1.32M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.02% |
$456 - $490
|
28.6K
$2.02M
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.17K+ 2.48% |
$75.9K - $81.7K
|
48.3K
$3.41M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-218- 0.77% |
$14.2K - $15.3K
|
28.2K
$1.99M
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
25+ 0.68% |
$1.63K - $1.75K
|
3.73K
$263K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
215+ 0.59% |
$14K - $15.1K
|
36.6K
$2.58M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$76K - $81.8K
|
1.17K
$82.5K
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
112+ 1.58% |
$7.29K - $7.85K
|
7.2K
$509K
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-4.52K- 8.77% |
$294K - $317K
|
47K
$3.32M
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 2.28% |
$122K - $132K
|
84.2K
$5.94M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 0.67% |
$1.69K - $1.82K
|
3.9K
$276K
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10.7K+ 9.03% |
$695K - $748K
|
129K
$9.1M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
32.3K+ 72.62% |
$2.1M - $2.26M
|
76.7K
$5.41M
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-25- 0.5% |
$1.63K - $1.75K
|
5K
$353K
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.83K- 2.86% |
$119K - $128K
|
62.2K
$4.39M
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-155K- 43.24% |
$10.1M - $10.9M
|
204K
$14.4M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.7K- 5.56% |
$1.41M - $1.52M
|
368K
$26M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3.96K+ 6.87% |
$258K - $277K
|
61.6K
$4.35M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.13K+ 4.64% |
$204K - $220K
|
70.6K
$4.98M
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
363+ 1.48% |
$23.6K - $25.4K
|
24.8K
$1.75M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.06% |
$1.43K - $1.54K
|
37.4K
$2.64M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.3K- 5.1% |
$799K - $860K
|
228K
$16.1M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
48New |
$3.12K - $3.36K
|
48
$3.39K
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-7.38K- 12.48% |
$481K - $517K
|
51.8K
$3.65M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
37.5K+ 2.76% |
$2.44M - $2.63M
|
1.4M
$98.6M
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.48K- 35.04% |
$161K - $174K
|
4.6K
$325K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.27% |
$65.1 - $70.1
|
80
$5.65K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.09K+ 28.93% |
$71.1K - $76.5K
|
4.87K
$344K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
83+ 0.82% |
$5.4K - $5.82K
|
10.2K
$723K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
331+ 6.75% |
$21.5K - $23.2K
|
5.24K
$370K
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.51K- 1.31% |
$163K - $176K
|
189K
$13.4M
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2New |
$130 - $140
|
2
$141
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
269+ 5.35% |
$17.5K - $18.8K
|
5.3K
$374K
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5+ 0.13% |
$326 - $350
|
3.71K
$262K
|