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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.8KNew |
$1.45M - $1.58M
|
24.8K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
117New |
$6.82K - $7.44K
|
117
$8.17K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
56New |
$3.26K - $3.56K
|
56
$3.91K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
109KNew |
$6.33M - $6.91M
|
109K
$7.59M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-87- 5.88% |
$5.07K - $5.53K
|
1.39K
$97.3K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.07K- 12.34% |
$121K - $132K
|
14.7K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
122New |
$7.11K - $7.75K
|
122
$8.52K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38- 36.54% |
$2.22K - $2.42K
|
66
$4.61K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
154+ 157.14% |
$8.98K - $9.79K
|
252
$17.6K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
783New |
$45.6K - $49.8K
|
783
$54.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 83.11% |
$1.29M - $1.4M
|
4.49K
$313K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
5.54K+ 3.81% |
$323K - $352K
|
151K
$10.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.77KNew |
$103K - $113K
|
1.77K
$124K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-241- 6.77% |
$14.1K - $15.3K
|
3.32K
$232K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-14- 2.1% |
$816 - $890
|
652
$45.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.36KNew |
$254K - $277K
|
4.36K
$305K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
3.29KNew |
$192K - $209K
|
3.29K
$230K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
61New |
$3.56K - $3.88K
|
61
$4.26K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
46New |
$2.68K - $2.92K
|
46
$3.21K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
175New |
$10.2K - $11.1K
|
175
$12.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.72KNew |
$275K - $300K
|
4.72K
$329K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
820New |
$47.8K - $52.1K
|
820
$57.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
49+ 13.73% |
$2.86K - $3.11K
|
406
$28.4K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.1KClosed |
$1.93M - $2.29M
|
0
$0
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
28.2KNew |
$1.42M - $1.69M
|
28.2K
$1.97M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.24KNew |
$265K - $315K
|
5.24K
$366K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
5.85K+ 22.02% |
$296K - $351K
|
32.4K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.9KNew |
$298K - $354K
|
5.9K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
375+ 33.27% |
$19K - $22.5K
|
1.5K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.02KNew |
$203K - $241K
|
4.02K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$506K - $600K
|
10K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$303 - $360
|
6
$419
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-497K- 98.27% |
$25.1M - $29.8M
|
8.74K
$610K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17.3KNew |
$874K - $1.04M
|
17.3K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.65KNew |
$184K - $219K
|
3.65K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.9K+ 397.82% |
$1M - $1.19M
|
24.9K
$1.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
929New |
$47K - $55.8K
|
929
$64.9K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
6.02KNew |
$304K - $361K
|
6.02K
$420K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.52KNew |
$178K - $211K
|
3.52K
$246K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.98K- 7.13% |
$353K - $419K
|
90.9K
$6.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-221K- 15.87% |
$11.2M - $13.2M
|
1.17M
$81.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
82New |
$4.15K - $4.92K
|
82
$5.73K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.1KNew |
$660K - $783K
|
13.1K
$912K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120+ 10.94% |
$6.07K - $7.2K
|
1.22K
$85K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.7KNew |
$997K - $1.18M
|
19.7K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 4.55% |
$50.6 - $60
|
23
$1.61K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
18.6KNew |
$941K - $1.12M
|
18.6K
$1.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 2.09% |
$2.02K - $2.4K
|
1.96K
$137K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
57.1KNew |
$2.89M - $3.43M
|
57.1K
$3.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.25KNew |
$215K - $255K
|
4.25K
$297K
|
|