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 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10.2KNew |
$663K - $713K
|
10.2K
$767K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
20+ 0.65% |
$1.3K - $1.4K
|
3.09K
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$716 - $771
|
11
$829
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
603New |
$39.3K - $42.3K
|
603
$45.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2- 0.18% |
$130 - $140
|
1.13K
$85.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
361KNew |
$23.5M - $25.3M
|
361K
$27.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
339+ 1.48% |
$22.1K - $23.8K
|
23.2K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-2.23K- 22.78% |
$145K - $157K
|
7.58K
$571K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
728New |
$47.4K - $51K
|
728
$54.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-298- 2.9% |
$19.4K - $20.9K
|
10K
$753K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
44New |
$2.86K - $3.08K
|
44
$3.31K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-337- 77.12% |
$21.9K - $23.6K
|
100
$7.53K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 1.53% |
$5.27K - $5.68K
|
5.37K
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
66.9KNew |
$4.36M - $4.69M
|
66.9K
$5.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25K- 11.4% |
$1.63M - $1.75M
|
194K
$14.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
426New |
$27.7K - $29.8K
|
426
$32.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
40.2KNew |
$2.62M - $2.82M
|
40.2K
$3.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-320- 7.96% |
$20.8K - $22.4K
|
3.7K
$279K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.63KNew |
$301K - $324K
|
4.63K
$348K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$586 - $631
|
1.55K
$116K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.69% |
$65.1 - $70.1
|
60
$4.52K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
25+ 65.79% |
$1.63K - $1.75K
|
63
$4.75K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-69- 4.23% |
$4.49K - $4.83K
|
1.56K
$118K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
75+ 0.53% |
$4.88K - $5.26K
|
14.2K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
600New |
$39.1K - $42K
|
600
$45.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
32+ 0.87% |
$2.08K - $2.24K
|
3.7K
$279K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2New |
$130 - $140
|
2
$151
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
40+ 0.97% |
$2.6K - $2.8K
|
4.16K
$313K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
166New |
$10.8K - $11.6K
|
166
$12.5K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
910New |
$56.8K - $61.8K
|
910
$68.6K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-310- 6.3% |
$19.3K - $21.1K
|
4.61K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-12.2K- 68.87% |
$762K - $829K
|
5.52K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
156+ 21.79% |
$9.73K - $10.6K
|
872
$65.7K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.25K+ 186.42% |
$77.9K - $84.8K
|
1.92K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 1.81% |
$109K - $119K
|
98.3K
$7.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.1K+ 4.64% |
$2.81M - $3.06M
|
1.02M
$76.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.7K+ 24.01% |
$1.6M - $1.74M
|
133K
$9.98M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-55- 5.1% |
$3.43K - $3.74K
|
1.02K
$77.1K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3KNew |
$187K - $204K
|
3K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-21.8K- 29.86% |
$1.36M - $1.48M
|
51.2K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.21K- 16.7% |
$387K - $421K
|
30.9K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
18.4KNew |
$1.15M - $1.25M
|
18.4K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-116- 59.18% |
$7.24K - $7.88K
|
80
$6.03K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.88K- 52.22% |
$492K - $535K
|
7.21K
$543K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-500- 94.34% |
$31.2K - $34K
|
30
$2.26K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.46KNew |
$403K - $439K
|
6.46K
$487K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.21KNew |
$200K - $218K
|
3.21K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
119New |
$7.42K - $8.08K
|
119
$8.96K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
37.3KNew |
$2.33M - $2.53M
|
37.3K
$2.81M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-757- 38.0% |
$47.2K - $51.4K
|
1.24K
$93K
|
|