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 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
40.2KNew |
$2.62M - $2.82M
|
40.2K
$2.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.49% |
$391 - $420
|
1.22K
$85.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-320- 7.96% |
$20.8K - $22.4K
|
3.7K
$258K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7+ 0.86% |
$456 - $490
|
823
$57.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
73+ 1.47% |
$4.75K - $5.12K
|
5.05K
$353K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.63KNew |
$301K - $324K
|
4.63K
$323K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$586 - $631
|
1.55K
$108K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-278- 1.06% |
$18.1K - $19.5K
|
25.9K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.69% |
$65.1 - $70.1
|
60
$4.19K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-277- 4.37% |
$18K - $19.4K
|
6.06K
$423K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 2.47% |
$130 - $140
|
83
$5.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
25+ 65.79% |
$1.63K - $1.75K
|
63
$4.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-69- 4.23% |
$4.49K - $4.83K
|
1.56K
$109K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
75+ 0.53% |
$4.88K - $5.26K
|
14.2K
$991K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.23% |
$130 - $140
|
165
$11.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
600New |
$39.1K - $42K
|
600
$41.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
32+ 0.87% |
$2.08K - $2.24K
|
3.7K
$259K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.02% |
$456 - $490
|
28.6K
$2M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
25+ 0.68% |
$1.63K - $1.75K
|
3.73K
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$76K - $81.8K
|
1.17K
$81.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-25- 0.5% |
$1.63K - $1.75K
|
5K
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3.96K+ 6.87% |
$258K - $277K
|
61.6K
$4.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.06% |
$1.43K - $1.54K
|
37.4K
$2.61M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.27% |
$65.1 - $70.1
|
80
$5.59K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
83+ 0.82% |
$5.4K - $5.82K
|
10.2K
$715K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2New |
$130 - $140
|
2
$140
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
917+ 3.08% |
$59.7K - $64.3K
|
30.7K
$2.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.7KNew |
$764K - $822K
|
11.7K
$819K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 8.27% |
$2.08K - $2.24K
|
355
$24.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.56% |
$130 - $140
|
130
$9.08K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
40+ 0.97% |
$2.6K - $2.8K
|
4.16K
$290K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
142+ 1.53% |
$9.24K - $9.95K
|
9.45K
$660K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-369- 10.74% |
$24K - $25.9K
|
3.07K
$214K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.68% |
$130 - $140
|
121
$8.45K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
166New |
$10.8K - $11.6K
|
166
$11.6K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
652+ 47.52% |
$40.7K - $44.3K
|
2.02K
$141K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
910New |
$56.8K - $61.8K
|
910
$63.6K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-310- 6.3% |
$19.3K - $21.1K
|
4.61K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-12.2K- 68.87% |
$762K - $829K
|
5.52K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-61- 7.89% |
$3.81K - $4.14K
|
712
$49.7K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
19+ 190.0% |
$1.19K - $1.29K
|
29
$2.03K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
156+ 21.79% |
$9.73K - $10.6K
|
872
$60.9K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-141- 0.32% |
$8.8K - $9.58K
|
43.4K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.25K+ 186.42% |
$77.9K - $84.8K
|
1.92K
$134K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 1.81% |
$109K - $119K
|
98.3K
$6.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.1K+ 4.64% |
$2.81M - $3.06M
|
1.02M
$70.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.7K+ 24.01% |
$1.6M - $1.74M
|
133K
$9.26M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-55- 5.1% |
$3.43K - $3.74K
|
1.02K
$71.5K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3KNew |
$187K - $204K
|
3K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-21.8K- 29.86% |
$1.36M - $1.48M
|
51.2K
$3.58M
|
|