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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
119New |
$7.42K - $8.08K
|
119
$8.4K
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
20+ 0.36% |
$1.25K - $1.36K
|
5.63K
$397K
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
37.3KNew |
$2.33M - $2.53M
|
37.3K
$2.63M
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
169+ 0.89% |
$10.5K - $11.5K
|
19.2K
$1.36M
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-461- 0.46% |
$28.8K - $31.3K
|
99.5K
$7.03M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
29New |
$1.81K - $1.97K
|
29
$2.05K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.19K+ 3.78% |
$137K - $149K
|
60.2K
$4.25M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
20+ 0.58% |
$1.25K - $1.36K
|
3.49K
$246K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-530- 12.44% |
$33.1K - $36K
|
3.73K
$263K
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.55KNew |
$222K - $241K
|
3.55K
$251K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.05K- 22.56% |
$65.6K - $71.5K
|
3.61K
$255K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-757- 38.0% |
$47.2K - $51.4K
|
1.24K
$87.2K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.26MNew |
$78.7M - $85.7M
|
1.26M
$89.1M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40- 0.5% |
$2.5K - $2.72K
|
7.9K
$557K
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.32KNew |
$270K - $294K
|
4.32K
$305K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
161New |
$10K - $10.9K
|
161
$11.4K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
579New |
$36.1K - $39.3K
|
579
$40.9K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-96- 2.57% |
$5.99K - $6.52K
|
3.64K
$257K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-86- 0.92% |
$5.37K - $5.84K
|
9.25K
$653K
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-536- 11.46% |
$33.4K - $36.4K
|
4.14K
$292K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-160- 93.57% |
$9.98K - $10.9K
|
11
$777
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
187New |
$11.7K - $12.7K
|
187
$13.2K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.37K+ 4.41% |
$85.5K - $93.1K
|
32.4K
$2.29M
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4.93KNew |
$307K - $335K
|
4.93K
$348K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6K- 42.63% |
$374K - $408K
|
8.08K
$570K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
436New |
$27.2K - $29.6K
|
436
$30.8K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$188K - $205K
|
3.01K
$213K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-272- 4.99% |
$17K - $18.5K
|
5.18K
$366K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$6.24K - $6.79K
|
100
$7.06K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.11K- 77.49% |
$132K - $143K
|
613
$43.3K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.26KNew |
$78.6K - $85.6K
|
1.26K
$89K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-268- 6.53% |
$16.7K - $18.2K
|
3.83K
$271K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-290- 34.32% |
$18.1K - $19.7K
|
555
$39.2K
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.9K- 13.27% |
$118K - $129K
|
12.4K
$877K
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-209- 6.34% |
$13K - $14.2K
|
3.09K
$218K
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-6.19K- 56.04% |
$386K - $421K
|
4.86K
$343K
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.13KNew |
$195K - $212K
|
3.13K
$221K
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
15+ 7.98% |
$936 - $1.02K
|
203
$14.3K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
728New |
$41.6K - $47.3K
|
728
$51.4K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.13KNew |
$236K - $268K
|
4.13K
$292K
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
82.8KNew |
$4.74M - $5.38M
|
82.8K
$5.85M
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.2K+ 6.09% |
$126K - $143K
|
38.4K
$2.71M
|
|
Feb 14, 2024
Q4 2023
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
4.03KNew |
$231K - $262K
|
4.03K
$285K
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 15.15% |
$286 - $325
|
38
$2.68K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.91K- 96.26% |
$224K - $254K
|
152
$10.7K
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
90New |
$5.15K - $5.84K
|
90
$6.35K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 2.44% |
$172 - $195
|
126
$8.9K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3M- 98.12% |
$172M - $195M
|
57.4K
$4.05M
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
180KNew |
$10.3M - $11.7M
|
180K
$12.7M
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
28.1K+ 74.79% |
$1.61M - $1.82M
|
65.7K
$4.64M
|