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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.92KNew |
$259K - $285K
|
3.92K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.1K- 14.07% |
$795K - $875K
|
73.6K
$5.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-23.6K- 91.18% |
$1.56M - $1.71M
|
2.28K
$172K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-18- 0.53% |
$1.19K - $1.31K
|
3.36K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-490- 11.26% |
$32.3K - $35.6K
|
3.86K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
3.49K+ 4.78% |
$230K - $254K
|
76.6K
$5.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
9+ 0.02% |
$594 - $653
|
55.5K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
261New |
$17.2K - $18.9K
|
261
$19.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 1.82% |
$989 - $1.09K
|
838
$63.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.65KNew |
$439K - $483K
|
6.65K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.7KNew |
$2.36M - $2.59M
|
35.7K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-148- 2.53% |
$9.76K - $10.7K
|
5.71K
$430K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-502- 13.93% |
$33.1K - $36.4K
|
3.1K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
449New |
$29.6K - $32.6K
|
449
$33.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
40+ 1.22% |
$2.64K - $2.9K
|
3.31K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
621+ 5.34% |
$41K - $45.1K
|
12.2K
$922K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
169New |
$11.1K - $12.3K
|
169
$12.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-59- 10.0% |
$3.89K - $4.28K
|
531
$40K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 62.02% |
$5.28K - $5.8K
|
49
$3.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.22% |
$66 - $72.6
|
83
$6.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
559New |
$36.9K - $40.6K
|
559
$42.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.84KNew |
$253K - $278K
|
3.84K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 9.32% |
$78.8K - $86.7K
|
11.6K
$876K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
101+ 0.49% |
$6.66K - $7.33K
|
20.5K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
39New |
$2.57K - $2.83K
|
39
$2.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
306KNew |
$20.2M - $22.2M
|
306K
$23.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
115+ 1.5% |
$7.58K - $8.34K
|
7.81K
$588K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.4KNew |
$422K - $464K
|
6.4K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.68% |
$1.58K - $1.74K
|
3.56K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
436+ 55.33% |
$28.8K - $31.6K
|
1.22K
$92.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$330K - $363K
|
5K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
31+ 0.83% |
$2.04K - $2.25K
|
3.76K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12.1KNew |
$800K - $881K
|
12.1K
$914K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
22+ 1.79% |
$1.45K - $1.6K
|
1.25K
$94.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11.3KNew |
$746K - $821K
|
11.3K
$852K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
242+ 18.52% |
$16K - $17.6K
|
1.55K
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27+ 0.07% |
$1.78K - $1.96K
|
37.4K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.87KNew |
$651K - $716K
|
9.87K
$743K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
425+ 1.79% |
$28K - $30.8K
|
24.1K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.82% |
$198 - $218
|
168
$12.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
198+ 3.94% |
$13.1K - $14.4K
|
5.23K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-160- 4.1% |
$10.6K - $11.6K
|
3.75K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
573New |
$37.8K - $41.6K
|
573
$43.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.22K- 72.78% |
$80.6K - $88.7K
|
457
$34.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.02% |
$132 - $145
|
10.6K
$800K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
210+ 1.79% |
$13.8K - $15.2K
|
11.9K
$899K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
383New |
$25.3K - $27.8K
|
383
$28.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.0% |
$66 - $72.6
|
30.7K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 0.84% |
$102K - $112K
|
185K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.04KNew |
$200K - $221K
|
3.04K
$229K
|