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 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
8+ 0.13% |
$450 - $542
|
6.09K
$425K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-50.4KClosed |
$2.84M - $3.42M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-389Closed |
$21.9K - $26.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.32KClosed |
$187K - $225K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
676+ 1.65% |
$38K - $45.8K
|
41.6K
$2.91M
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.95KClosed |
$109K - $132K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.74K- 22.74% |
$154K - $185K
|
9.29K
$649K
|
|
| Q1 2022 | |||||||
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.32KClosed |
$266K - $312K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.17KClosed |
$195K - $229K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.3K+ 12.5% |
$80K - $93.9K
|
11.7K
$817K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-41Closed |
$2.52K - $2.96K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.23KClosed |
$199K - $233K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43Closed |
$2.65K - $3.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-11.2KClosed |
$687K - $805K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-748Closed |
$46K - $54K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-3.9KClosed |
$240K - $281K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
372KNew |
$22.9M - $26.8M
|
372K
$26M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.22K+ 554.5% |
$136K - $160K
|
2.62K
$183K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1KClosed |
$61.7K - $72.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.88KClosed |
$177K - $208K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.04KClosed |
$249K - $292K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-898KClosed |
$55.2M - $64.8M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.88KClosed |
$177K - $208K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-222Closed |
$13.7K - $16K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-895- 94.51% |
$55.1K - $64.6K
|
52
$3.63K
|
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-3.28KClosed |
$202K - $237K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.04KClosed |
$187K - $220K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-43Closed |
$2.65K - $3.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-125- 48.26% |
$7.69K - $9.03K
|
134
$9.36K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.93KClosed |
$180K - $212K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-13Closed |
$800 - $939
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-30- 48.39% |
$1.85K - $2.17K
|
32
$2.24K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-154- 8.18% |
$9.48K - $11.1K
|
1.73K
$121K
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-2.99KClosed |
$184K - $216K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.85KClosed |
$176K - $206K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.56KClosed |
$219K - $257K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-333Closed |
$20.5K - $24K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.42KClosed |
$211K - $247K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21Closed |
$1.29K - $1.52K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
478New |
$29.4K - $34.5K
|
478
$33.4K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-3.6KClosed |
$221K - $260K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.88KClosed |
$177K - $208K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-58.5K- 95.26% |
$4.01M - $4.34M
|
2.91K
$203K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
88New |
$6.04K - $6.53K
|
88
$6.15K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-159Closed |
$10.9K - $11.8K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
118New |
$8.1K - $8.75K
|
118
$8.24K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-18.4KClosed |
$1.26M - $1.36M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1New |
$68.6 - $74.2
|
1
$69.9
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-689Closed |
$47.3K - $51.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
53.8KNew |
$3.69M - $3.99M
|
53.8K
$3.76M
|
|