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 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-84- 3.27% |
$4.8K - $5.45K
|
2.49K
$174K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-32- 0.12% |
$1.83K - $2.08K
|
27.7K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5- 0.14% |
$286 - $325
|
3.67K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
86+ 2.18% |
$4.92K - $5.58K
|
4.03K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-474- 9.72% |
$27.1K - $30.8K
|
4.4K
$308K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
725New |
$41.5K - $47.1K
|
725
$50.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 7.07% |
$1.2K - $1.36K
|
276
$19.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
11.8KNew |
$677K - $768K
|
11.8K
$827K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$229 - $260
|
4
$279
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.62K+ 2.16% |
$150K - $170K
|
124K
$8.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.58K- 5.91% |
$90.1K - $102K
|
25.1K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.26K- 41.94% |
$186K - $212K
|
4.51K
$315K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
179+ 542.42% |
$10.2K - $11.6K
|
212
$14.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 1.23% |
$114 - $130
|
165
$11.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$57.2 - $64.9
|
1
$69.9
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-340- 46.64% |
$19.4K - $22.1K
|
389
$27.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
605New |
$34.6K - $39.3K
|
605
$42.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-794- 2.19% |
$45.4K - $51.6K
|
35.5K
$2.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
3.14KNew |
$180K - $204K
|
3.14K
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.39% |
$172 - $195
|
766
$53.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.37KNew |
$193K - $219K
|
3.37K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.54K- 22.41% |
$317K - $360K
|
19.2K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
135New |
$7.72K - $8.77K
|
135
$9.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.32K - $1.49K
|
23
$1.61K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$1.43K - $1.62K
|
25
$1.75K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21KNew |
$1.2M - $1.36M
|
21K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
210New |
$12K - $13.6K
|
210
$14.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-350- 7.96% |
$20K - $22.7K
|
4.05K
$283K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
329+ 7.71% |
$18.8K - $21.4K
|
4.6K
$321K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-85- 0.31% |
$4.86K - $5.52K
|
27.6K
$1.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$17.2K - $19.5K
|
300
$21K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$3.32K - $3.77K
|
58
$4.05K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-85- 2.53% |
$4.86K - $5.52K
|
3.27K
$229K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-152- 2.72% |
$8.69K - $9.87K
|
5.44K
$380K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
81New |
$4.63K - $5.26K
|
81
$5.66K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
27.9KNew |
$1.6M - $1.81M
|
27.9K
$1.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
20.1KNew |
$1.15M - $1.31M
|
20.1K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
640New |
$36.6K - $41.6K
|
640
$44.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-184- 1.63% |
$10.5K - $11.9K
|
11.1K
$776K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.47K- 6.99% |
$256K - $290K
|
59.5K
$4.16M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
3K+ 41.13% |
$172K - $195K
|
10.3K
$719K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
632New |
$36.1K - $41K
|
632
$44.2K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.08KNew |
$64.5K - $70.3K
|
1.08K
$75.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
35New |
$2.09K - $2.28K
|
35
$2.45K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
91+ 142.19% |
$5.43K - $5.92K
|
155
$10.8K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
227+ 4.1% |
$13.6K - $14.8K
|
5.77K
$403K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-178- 3.32% |
$10.6K - $11.6K
|
5.18K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
216+ 3.29% |
$12.9K - $14.1K
|
6.79K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
8.68KNew |
$518K - $565K
|
8.68K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
44+ 0.28% |
$2.63K - $2.86K
|
15.9K
$1.11M
|
|