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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.56K+ 9.44% |
$362K - $402K
|
64.5K
$4.9M
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
15.2K+ 11.72% |
$989K - $1.1M
|
145K
$11M
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7.28K+ 2.1% |
$474K - $526K
|
353K
$26.8M
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$192K - $214K
|
2.96K
$225K
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.77K+ 4.19% |
$310K - $345K
|
119K
$9.02M
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
111New |
$7.22K - $8.03K
|
111
$8.43K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.12K- 15.59% |
$72.6K - $80.7K
|
6.04K
$459K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
80+ 0.28% |
$5.2K - $5.78K
|
29.2K
$2.22M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19.8K+ 5.61% |
$1.29M - $1.43M
|
372K
$28.3M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-18.5K- 3.71% |
$1.2M - $1.34M
|
479K
$36.4M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.99K+ 15.04% |
$130K - $144K
|
15.2K
$1.16M
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-477- 1.46% |
$31K - $34.5K
|
32.2K
$2.45M
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-2.22K- 1.51% |
$144K - $161K
|
145K
$11M
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.36K- 0.83% |
$88.5K - $98.4K
|
162K
$12.3M
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.64K+ 29.24% |
$432K - $480K
|
29.3K
$2.23M
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.19K+ 20.73% |
$77.2K - $85.8K
|
6.91K
$525K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-789- 3.1% |
$51.3K - $57.1K
|
24.7K
$1.88M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235+ 1.34% |
$15.3K - $17K
|
17.8K
$1.35M
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-71- 0.98% |
$4.62K - $5.13K
|
7.15K
$543K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.36% |
$6.51K - $7.23K
|
7.47K
$567K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-88.1K- 40.24% |
$5.73M - $6.37M
|
131K
$9.94M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.05K+ 9.1% |
$263K - $292K
|
48.5K
$3.68M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.05K- 3.4% |
$134K - $149K
|
58.3K
$4.43M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-243- 0.68% |
$15.8K - $17.6K
|
35.6K
$2.7M
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1+ 0.02% |
$65.1 - $72.3
|
5.36K
$407K
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-66K- 92.99% |
$4.29M - $4.77M
|
4.97K
$378K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
36+ 1.1% |
$2.34K - $2.6K
|
3.32K
$252K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
125+ 3.04% |
$8.13K - $9.04K
|
4.24K
$322K
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-775- 6.94% |
$50.4K - $56K
|
10.4K
$789K
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-220- 0.85% |
$14.3K - $15.9K
|
25.8K
$1.96M
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
471+ 6.53% |
$30.6K - $34.1K
|
7.69K
$584K
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-3.45K- 16.25% |
$224K - $249K
|
17.8K
$1.35M
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-3.96K- 4.79% |
$257K - $286K
|
78.7K
$5.97M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.3K+ 34.67% |
$84.6K - $94K
|
5.05K
$384K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.6K- 30.26% |
$1.08M - $1.2M
|
38.2K
$2.9M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 3.96% |
$109K - $121K
|
40.5K
$3.08M
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
38+ 0.52% |
$2.47K - $2.75K
|
7.33K
$557K
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-2.7K- 11.95% |
$176K - $195K
|
19.9K
$1.51M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.42K- 6.36% |
$157K - $175K
|
35.6K
$2.7M
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-49- 1.32% |
$3.19K - $3.54K
|
3.67K
$279K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.62K+ 0.84% |
$236K - $262K
|
436K
$33.1M
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.8K+ 2.32% |
$247K - $275K
|
168K
$12.7M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-800- 2.9% |
$52K - $57.8K
|
26.8K
$2.03M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
113+ 1.35% |
$7.35K - $8.17K
|
8.51K
$646K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.11KNew |
$203K - $225K
|
3.11K
$237K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-205- 1.68% |
$13.3K - $14.8K
|
12K
$913K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.3K- 3.43% |
$84.4K - $93.9K
|
36.6K
$2.78M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-12.8K- 3.92% |
$832K - $925K
|
313K
$23.8M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.05K- 10.2% |
$68.2K - $75.9K
|
9.23K
$701K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
220New |
$14.3K - $15.9K
|
220
$16.7K
|