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 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.19K+ 20.73% |
$77.2K - $85.8K
|
6.91K
$534K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-71- 0.98% |
$4.62K - $5.13K
|
7.15K
$553K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.36% |
$6.51K - $7.23K
|
7.47K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-88.1K- 40.24% |
$5.73M - $6.37M
|
131K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.05K+ 9.1% |
$263K - $292K
|
48.5K
$3.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.05K- 3.4% |
$134K - $149K
|
58.3K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-243- 0.68% |
$15.8K - $17.6K
|
35.6K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1+ 0.02% |
$65.1 - $72.3
|
5.36K
$415K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-66K- 92.99% |
$4.29M - $4.77M
|
4.97K
$385K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
36+ 1.1% |
$2.34K - $2.6K
|
3.32K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
125+ 3.04% |
$8.13K - $9.04K
|
4.24K
$328K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-775- 6.94% |
$50.4K - $56K
|
10.4K
$804K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-220- 0.85% |
$14.3K - $15.9K
|
25.8K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
471+ 6.53% |
$30.6K - $34.1K
|
7.69K
$595K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-3.45K- 16.25% |
$224K - $249K
|
17.8K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-3.96K- 4.79% |
$257K - $286K
|
78.7K
$6.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.3K+ 34.67% |
$84.6K - $94K
|
5.05K
$391K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.6K- 30.26% |
$1.08M - $1.2M
|
38.2K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 3.96% |
$109K - $121K
|
40.5K
$3.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
38+ 0.52% |
$2.47K - $2.75K
|
7.33K
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-2.7K- 11.95% |
$176K - $195K
|
19.9K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.42K- 6.36% |
$157K - $175K
|
35.6K
$2.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-800- 2.9% |
$52K - $57.8K
|
26.8K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.11KNew |
$203K - $225K
|
3.11K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.3K- 3.43% |
$84.4K - $93.9K
|
36.6K
$2.83M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7.92K- 31.0% |
$515K - $573K
|
17.6K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 13.02% |
$80.4K - $89.4K
|
10.7K
$830K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
779+ 4868.75% |
$50.7K - $56.3K
|
795
$61.5K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
732+ 0.92% |
$47.6K - $52.9K
|
80K
$6.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-4.62K- 2.5% |
$300K - $334K
|
180K
$13.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-11- 0.14% |
$716 - $795
|
7.96K
$616K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-929- 0.99% |
$60.4K - $67.2K
|
92.4K
$7.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
618+ 0.68% |
$40.2K - $44.7K
|
91K
$7.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-36- 9.78% |
$2.34K - $2.6K
|
332
$25.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-121- 79.61% |
$7.87K - $8.75K
|
31
$2.4K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$1.17K - $1.3K
|
18
$1.39K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60K- 11.06% |
$3.96M - $4.35M
|
483K
$37.3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-322- 5.86% |
$21.2K - $23.4K
|
5.17K
$400K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-96- 1.73% |
$6.33K - $6.97K
|
5.45K
$422K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
6KNew |
$396K - $435K
|
6K
$464K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
109New |
$7.19K - $7.91K
|
109
$8.43K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-42- 3.06% |
$2.77K - $3.05K
|
1.33K
$103K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-214- 1.17% |
$14.1K - $15.5K
|
18.1K
$1.4M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.67K- 33.49% |
$638K - $702K
|
19.2K
$1.49M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.8KNew |
$646K - $711K
|
9.8K
$758K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.22KNew |
$608K - $669K
|
9.22K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.4K- 16.09% |
$2.27M - $2.5M
|
180K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.24% |
$462 - $508
|
2.93K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.54K+ 45.43% |
$299K - $329K
|
14.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.58KNew |
$170K - $187K
|
2.58K
$200K
|
|