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 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
236+ 4.57% |
$15.4K - $17.1K
|
5.4K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7.92K- 31.0% |
$515K - $573K
|
17.6K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 13.02% |
$80.4K - $89.4K
|
10.7K
$815K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
779+ 4868.75% |
$50.7K - $56.3K
|
795
$60.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.76K- 7.4% |
$309K - $344K
|
59.5K
$4.52M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
732+ 0.92% |
$47.6K - $52.9K
|
80K
$6.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-4.62K- 2.5% |
$300K - $334K
|
180K
$13.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
250+ 2.72% |
$16.3K - $18.1K
|
9.45K
$718K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
92.1K+ 174.68% |
$5.99M - $6.66M
|
145K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
622+ 2.66% |
$40.5K - $45K
|
24K
$1.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.74K- 7.53% |
$113K - $126K
|
21.4K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-11- 0.14% |
$716 - $795
|
7.96K
$605K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-929- 0.99% |
$60.4K - $67.2K
|
92.4K
$7.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
618+ 0.68% |
$40.2K - $44.7K
|
91K
$6.91M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-36- 9.78% |
$2.34K - $2.6K
|
332
$25.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.43K- 30.21% |
$158K - $176K
|
5.62K
$427K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-44.9K- 16.87% |
$2.92M - $3.25M
|
221K
$16.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
13.4K+ 55.88% |
$875K - $972K
|
37.5K
$2.85M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-121- 79.61% |
$7.87K - $8.75K
|
31
$2.35K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$1.17K - $1.3K
|
18
$1.37K
|
|
| Q4 2024 | |||||||
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-96- 1.73% |
$6.33K - $6.97K
|
5.45K
$414K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
6KNew |
$396K - $435K
|
6K
$456K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
109New |
$7.19K - $7.91K
|
109
$8.28K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-42- 3.06% |
$2.77K - $3.05K
|
1.33K
$101K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-214- 1.17% |
$14.1K - $15.5K
|
18.1K
$1.37M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.67K- 33.49% |
$638K - $702K
|
19.2K
$1.46M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.8KNew |
$646K - $711K
|
9.8K
$744K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.22KNew |
$608K - $669K
|
9.22K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.4K- 16.09% |
$2.27M - $2.5M
|
180K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.24% |
$462 - $508
|
2.93K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.54K+ 45.43% |
$299K - $329K
|
14.5K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.58KNew |
$170K - $187K
|
2.58K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
156+ 2.7% |
$10.3K - $11.3K
|
5.93K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
342+ 8.22% |
$22.6K - $24.8K
|
4.5K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
50+ 1.06% |
$3.3K - $3.63K
|
4.79K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-323- 29.28% |
$21.3K - $23.4K
|
780
$59.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6+ 1.8% |
$396 - $435
|
339
$25.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
28.7KNew |
$1.89M - $2.08M
|
28.7K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
24.9KNew |
$1.64M - $1.81M
|
24.9K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
48.3K+ 111.52% |
$3.19M - $3.51M
|
91.7K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.25% |
$66 - $72.6
|
81
$6.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
178New |
$11.7K - $12.9K
|
178
$13.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
12.1KNew |
$799K - $879K
|
12.1K
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
96New |
$6.33K - $6.97K
|
96
$7.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.66K- 52.49% |
$242K - $266K
|
3.32K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.34K- 14.58% |
$286K - $315K
|
25.4K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
69+ 1.79% |
$4.55K - $5.01K
|
3.93K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.17KNew |
$275K - $302K
|
4.17K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-301- 2.05% |
$19.9K - $21.8K
|
14.4K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-613- 11.25% |
$40.4K - $44.5K
|
4.84K
$367K
|
|