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 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.21K- 16.7% |
$387K - $421K
|
30.9K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
18.4KNew |
$1.15M - $1.25M
|
18.4K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-116- 59.18% |
$7.24K - $7.88K
|
80
$5.59K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.88K- 52.22% |
$492K - $535K
|
7.21K
$504K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-500- 94.34% |
$31.2K - $34K
|
30
$2.1K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.46KNew |
$403K - $439K
|
6.46K
$452K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.21KNew |
$200K - $218K
|
3.21K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
119New |
$7.42K - $8.08K
|
119
$8.31K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
20+ 0.36% |
$1.25K - $1.36K
|
5.63K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
37.3KNew |
$2.33M - $2.53M
|
37.3K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
169+ 0.89% |
$10.5K - $11.5K
|
19.2K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
20+ 0.58% |
$1.25K - $1.36K
|
3.49K
$244K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-530- 12.44% |
$33.1K - $36K
|
3.73K
$261K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-757- 38.0% |
$47.2K - $51.4K
|
1.24K
$86.3K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.26MNew |
$78.7M - $85.7M
|
1.26M
$88.1M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.32KNew |
$270K - $294K
|
4.32K
$302K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
161New |
$10K - $10.9K
|
161
$11.2K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
579New |
$36.1K - $39.3K
|
579
$40.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-96- 2.57% |
$5.99K - $6.52K
|
3.64K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-86- 0.92% |
$5.37K - $5.84K
|
9.25K
$646K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-536- 11.46% |
$33.4K - $36.4K
|
4.14K
$289K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
187New |
$11.7K - $12.7K
|
187
$13.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.37K+ 4.41% |
$85.5K - $93.1K
|
32.4K
$2.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4.93KNew |
$307K - $335K
|
4.93K
$344K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6K- 42.63% |
$374K - $408K
|
8.08K
$564K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
436New |
$27.2K - $29.6K
|
436
$30.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$188K - $205K
|
3.01K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$6.24K - $6.79K
|
100
$6.99K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.26KNew |
$78.6K - $85.6K
|
1.26K
$88K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-268- 6.53% |
$16.7K - $18.2K
|
3.83K
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-290- 34.32% |
$18.1K - $19.7K
|
555
$38.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.9K- 13.27% |
$118K - $129K
|
12.4K
$867K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.13KNew |
$195K - $212K
|
3.13K
$218K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
15+ 7.98% |
$936 - $1.02K
|
203
$14.2K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
728New |
$41.6K - $47.3K
|
728
$50.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.2K+ 6.09% |
$126K - $143K
|
38.4K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
4.03KNew |
$231K - $262K
|
4.03K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 15.15% |
$286 - $325
|
38
$2.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.91K- 96.26% |
$224K - $254K
|
152
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
90New |
$5.15K - $5.84K
|
90
$6.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
180KNew |
$10.3M - $11.7M
|
180K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
573New |
$32.8K - $37.2K
|
573
$40K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
16.2KNew |
$925K - $1.05M
|
16.2K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 2.5% |
$114 - $130
|
82
$5.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49.2K+ 9.33% |
$2.82M - $3.2M
|
577K
$40.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.88KNew |
$222K - $252K
|
3.88K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.58K+ 1.64% |
$376K - $427K
|
408K
$28.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 36.11% |
$743 - $844
|
23
$1.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.86KNew |
$392K - $445K
|
6.86K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-143- 13.1% |
$8.18K - $9.28K
|
949
$66.3K
|
|