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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-145- 0.57% |
$7.33K - $8.7K
|
25.3K
$1.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
87.1KNew |
$4.4M - $5.23M
|
87.1K
$6.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-304- 1.09% |
$15.4K - $18.2K
|
27.5K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
36.6KNew |
$1.85M - $2.2M
|
36.6K
$2.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-4.87K- 1.11% |
$246K - $292K
|
435K
$30.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.3KNew |
$572K - $679K
|
11.3K
$790K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
100New |
$5.06K - $6K
|
100
$6.99K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
17.9KNew |
$905K - $1.07M
|
17.9K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-451- 5.13% |
$22.8K - $27.1K
|
8.34K
$583K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.87KNew |
$499K - $592K
|
9.87K
$689K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.94% |
$58.8K - $69.8K
|
40.8K
$2.85M
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
2.46KNew |
$124K - $147K
|
2.46K
$172K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
767New |
$38.8K - $46K
|
767
$53.6K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 0.2% |
$255 - $302
|
2.44K
$170K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-119- 1.69% |
$6.06K - $7.19K
|
6.92K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
29.6K+ 12.21% |
$1.51M - $1.79M
|
272K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-27.4K- 41.18% |
$1.4M - $1.66M
|
39.2K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5.97K- 10.86% |
$304K - $361K
|
49K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
58.9K+ 51.55% |
$3M - $3.56M
|
173K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.34K- 2.98% |
$68.4K - $81.2K
|
43.7K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
106K+ 136.09% |
$5.39M - $6.39M
|
183K
$12.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.7K- 46.22% |
$547K - $649K
|
12.5K
$873K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.52KNew |
$128K - $152K
|
2.52K
$176K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.52KNew |
$485K - $576K
|
9.52K
$665K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
151New |
$7.69K - $9.12K
|
151
$10.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
555+ 0.23% |
$28.3K - $33.5K
|
239K
$16.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
131K+ 4.18% |
$6.66M - $7.91M
|
3.26M
$228M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
85New |
$4.33K - $5.14K
|
85
$5.94K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
155New |
$7.89K - $9.37K
|
155
$10.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-28.3K- 79.98% |
$1.44M - $1.71M
|
7.1K
$496K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
284+ 14.19% |
$14.5K - $17.2K
|
2.29K
$160K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-454KClosed |
$23.1M - $27.4M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-13- 8.61% |
$662 - $786
|
138
$9.64K
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
SELL
|
- |
-1.99K- 31.64% |
$101K - $120K
|
4.3K
$301K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
370New |
$18.8K - $22.4K
|
370
$25.8K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
12New |
$611 - $725
|
12
$838
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
953+ 661.81% |
$53.6K - $64.6K
|
1.1K
$76.6K
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-7.61KClosed |
$428K - $516K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-43Closed |
$2.42K - $2.92K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-105Closed |
$5.91K - $7.12K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.61KNew |
$316K - $380K
|
5.61K
$392K
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-25.3KClosed |
$1.42M - $1.72M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-120Closed |
$6.75K - $8.14K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
196+ 3.56% |
$11K - $13.3K
|
5.7K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-565KClosed |
$31.8M - $38.3M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.94K- 27.65% |
$109K - $131K
|
5.07K
$354K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-633Closed |
$35.6K - $42.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-289Closed |
$16.3K - $19.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-934KClosed |
$52.6M - $63.4M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-284- 55.15% |
$16K - $19.3K
|
231
$16.1K
|
|