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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
245New |
$16.2K - $17.8K
|
245
$19K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
509+ 0.52% |
$33.6K - $36.9K
|
97.9K
$7.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
51.4KNew |
$3.39M - $3.73M
|
51.4K
$3.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.37KNew |
$222K - $244K
|
3.37K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
360New |
$23.7K - $26.1K
|
360
$27.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
12.5KNew |
$823K - $905K
|
12.5K
$965K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
558New |
$36.8K - $40.5K
|
558
$43.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-36- 11.88% |
$2.37K - $2.61K
|
267
$20.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
45+ 1.13% |
$2.97K - $3.27K
|
4.02K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
390New |
$25.7K - $28.3K
|
390
$30.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1+ 0.01% |
$66 - $72.6
|
8.42K
$651K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
53+ 1.73% |
$3.5K - $3.85K
|
3.12K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.03K+ 33.17% |
$67.9K - $74.7K
|
4.14K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.7KNew |
$841K - $925K
|
12.7K
$986K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.62KNew |
$569K - $626K
|
8.62K
$667K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
77+ 1.84% |
$5.08K - $5.59K
|
4.27K
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-719- 10.36% |
$47.4K - $52.2K
|
6.22K
$482K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
341New |
$22.5K - $24.7K
|
341
$26.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75New |
$4.95K - $5.44K
|
75
$5.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-399- 1.5% |
$26.3K - $29K
|
26.1K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
366New |
$24.1K - $26.6K
|
366
$28.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.58KNew |
$500K - $550K
|
7.58K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
93.4KNew |
$6.16M - $6.78M
|
93.4K
$7.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
51+ 1.61% |
$3.36K - $3.7K
|
3.21K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.4K+ 7.19% |
$688K - $757K
|
155K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.92KNew |
$259K - $285K
|
3.92K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.1K- 14.07% |
$795K - $875K
|
73.6K
$5.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-23.6K- 91.18% |
$1.56M - $1.71M
|
2.28K
$177K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-18- 0.53% |
$1.19K - $1.31K
|
3.36K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-490- 11.26% |
$32.3K - $35.6K
|
3.86K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
3.49K+ 4.78% |
$230K - $254K
|
76.6K
$5.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
9+ 0.02% |
$594 - $653
|
55.5K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
261New |
$17.2K - $18.9K
|
261
$20.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 1.82% |
$989 - $1.09K
|
838
$64.8K
|
|
|
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
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-148- 2.53% |
$9.76K - $10.7K
|
5.71K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-502- 13.93% |
$33.1K - $36.4K
|
3.1K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
449New |
$29.6K - $32.6K
|
449
$34.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
40+ 1.22% |
$2.64K - $2.9K
|
3.31K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
621+ 5.34% |
$41K - $45.1K
|
12.2K
$947K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
169New |
$11.1K - $12.3K
|
169
$13.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-59- 10.0% |
$3.89K - $4.28K
|
531
$41.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 62.02% |
$5.28K - $5.8K
|
49
$3.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.22% |
$66 - $72.6
|
83
$6.42K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
559New |
$36.9K - $40.6K
|
559
$43.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.84KNew |
$253K - $278K
|
3.84K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 9.32% |
$78.8K - $86.7K
|
11.6K
$900K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
101+ 0.49% |
$6.66K - $7.33K
|
20.5K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
39New |
$2.57K - $2.83K
|
39
$3.02K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
306KNew |
$20.2M - $22.2M
|
306K
$23.7M
|