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 |
---|---|---|---|---|---|---|---|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.08K- 1.81% |
$67K - $83.5K
|
58.4K
$4.52M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-153- 1.28% |
$9.54K - $11.9K
|
11.8K
$912K
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-106- 1.12% |
$6.61K - $8.23K
|
9.34K
$723K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 1.54% |
$5.18K - $6.44K
|
5.48K
$424K
|
|
Q1 2025 | |||||||
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-1.19K- 5.71% |
$77.7K - $86.3K
|
19.7K
$1.53M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-581- 9.61% |
$37.8K - $42K
|
5.46K
$423K
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.54K+ 43.78% |
$165K - $183K
|
8.33K
$644K
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.92KClosed |
$385K - $428K
|
0
$0
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
190K+ 41.12% |
$12.3M - $13.7M
|
651K
$50.4M
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-556- 4.58% |
$36.2K - $40.2K
|
11.6K
$896K
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-287- 7.31% |
$18.7K - $20.8K
|
3.64K
$281K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-210K- 40.66% |
$13.7M - $15.2M
|
307K
$23.7M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
416+ 12.56% |
$27.1K - $30.1K
|
3.73K
$288K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.02KNew |
$196K - $218K
|
3.02K
$234K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16K+ 33.14% |
$1.04M - $1.16M
|
64.2K
$4.97M
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-325K- 0.95% |
$21.2M - $23.5M
|
33.8M
$2.62B
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-33.4K- 50.08% |
$2.17M - $2.42M
|
33.3K
$2.58M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.3K+ 11.44% |
$84.6K - $94.1K
|
12.7K
$981K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.85K- 16.8% |
$185K - $206K
|
14.1K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.1K+ 165.99% |
$852K - $947K
|
21K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11+ 68.75% |
$716 - $795
|
27
$2.09K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.31K+ 48.59% |
$345K - $384K
|
16.2K
$1.26M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.06% |
$325 - $362
|
8.2K
$635K
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
3.57KNew |
$232K - $258K
|
3.57K
$276K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
263KNew |
$17.1M - $19M
|
263K
$20.3M
|
|
May 15, 2025
Q1 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
23.6K+ 3.75% |
$1.54M - $1.71M
|
653K
$50.5M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-721- 2.89% |
$46.9K - $52.1K
|
24.2K
$1.88M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40.8KNew |
$2.65M - $2.95M
|
40.8K
$3.16M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.73K+ 0.48% |
$308K - $342K
|
986K
$76.3M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.28K- 2.98% |
$149K - $165K
|
74.3K
$5.75M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33.9K+ 17.32% |
$2.2M - $2.45M
|
229K
$17.8M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-614- 6.28% |
$39.9K - $44.4K
|
9.16K
$709K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.2K- 33.44% |
$1.77M - $1.97M
|
54.1K
$4.19M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
202+ 0.71% |
$13.1K - $14.6K
|
28.8K
$2.23M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-759- 0.8% |
$49.4K - $54.9K
|
93.9K
$7.27M
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.24KNew |
$211K - $235K
|
3.24K
$251K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
944+ 10.04% |
$61.4K - $68.3K
|
10.3K
$801K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-619- 1.71% |
$40.3K - $44.8K
|
35.6K
$2.76M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.56M+ 49.36% |
$232M - $257M
|
10.8M
$833M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60.6K- 0.88% |
$3.94M - $4.38M
|
6.85M
$530M
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.39K- 10.78% |
$220K - $245K
|
28K
$2.17M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.06K+ 57.76% |
$264K - $293K
|
11.1K
$858K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-615- 9.01% |
$40K - $44.5K
|
6.21K
$480K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.01K- 3.93% |
$65.5K - $72.8K
|
24.6K
$1.91M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-657K- 53.57% |
$42.8M - $47.5M
|
570K
$44.1M
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.15K- 4.29% |
$140K - $156K
|
48.1K
$3.72M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.03K+ 1.15% |
$66.8K - $74.3K
|
90.5K
$7M
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.05KNew |
$198K - $220K
|
3.05K
$236K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.27KNew |
$473K - $525K
|
7.27K
$562K
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-256K- 93.46% |
$16.7M - $18.5M
|
17.9K
$1.39M
|