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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-78- 96.3% |
$4.75K - $4.98K
|
3
$210
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1- 0.01% |
$60.9 - $63.8
|
7.52K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
208New |
$12.7K - $13.3K
|
208
$14.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-93- 2.25% |
$5.66K - $5.94K
|
4.04K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
534New |
$32.5K - $34.1K
|
534
$37.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
41.9KNew |
$2.55M - $2.67M
|
41.9K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
40+ 1.25% |
$2.44K - $2.55K
|
3.24K
$226K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
40K+ 36.6% |
$2.44M - $2.55M
|
149K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-471- 48.01% |
$28.7K - $30.1K
|
510
$35.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-349- 36.78% |
$21.2K - $22.3K
|
600
$41.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
333+ 0.36% |
$20.3K - $21.3K
|
91.9K
$6.42M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-442- 15.02% |
$26.9K - $28.2K
|
2.5K
$175K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-38- 1.15% |
$2.31K - $2.43K
|
3.27K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
8.04KNew |
$490K - $513K
|
8.04K
$562K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-500- 3.87% |
$30.4K - $31.9K
|
12.4K
$867K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.09KNew |
$310K - $325K
|
5.09K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
250New |
$15.2K - $16K
|
250
$17.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
14New |
$852 - $894
|
14
$978
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.54K+ 25.67% |
$93.8K - $98.3K
|
7.54K
$527K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 12.5% |
$60.9 - $63.8
|
9
$629
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
159+ 23.04% |
$9.68K - $10.1K
|
849
$59.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.32K+ 2.31% |
$324K - $339K
|
235K
$16.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7.82K- 5.94% |
$476K - $499K
|
124K
$8.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-181- 3.47% |
$11K - $11.6K
|
5.04K
$352K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-5- 0.15% |
$304 - $319
|
3.31K
$231K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 4.13% |
$609 - $638
|
252
$17.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
5.03KNew |
$306K - $321K
|
5.03K
$351K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.61K+ 10.07% |
$98K - $103K
|
17.6K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
398+ 3.49% |
$24.2K - $25.4K
|
11.8K
$824K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-74.1K- 83.02% |
$4.51M - $4.73M
|
15.2K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
9.61K+ 7.11% |
$585K - $613K
|
145K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-3.82K- 39.36% |
$233K - $244K
|
5.89K
$411K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
9.61K+ 7.11% |
$585K - $613K
|
145K
$10.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
11.9K+ 45.78% |
$722K - $757K
|
37.8K
$2.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
111New |
$6.76K - $7.09K
|
111
$7.75K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 3.7% |
$159K - $166K
|
73K
$5.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
73.6KNew |
$4.48M - $4.7M
|
73.6K
$5.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.01K+ 10.05% |
$61.4K - $64.4K
|
11K
$772K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
387KNew |
$23.6M - $24.7M
|
387K
$27.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.75K- 1.39% |
$106K - $112K
|
124K
$8.68M
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12.6K- 99.51% |
$736K - $802K
|
62
$4.33K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
46+ 1.07% |
$2.68K - $2.92K
|
4.36K
$305K
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.54KNew |
$381K - $416K
|
6.54K
$457K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-118Closed |
$6.88K - $7.5K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.04K- 46.26% |
$177K - $193K
|
3.53K
$247K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480+ 262.3% |
$28K - $30.5K
|
663
$46.3K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24+ 19.51% |
$1.4K - $1.53K
|
147
$10.3K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
668New |
$38.9K - $42.5K
|
668
$46.7K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
14New |
$816 - $890
|
14
$978
|
|