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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
62.3KNew |
$4.05M - $4.57M
|
62.3K
$4.34M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
183+ 2.07% |
$11.9K - $13.4K
|
9.02K
$628K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
2.83KNew |
$183K - $207K
|
2.83K
$197K
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-166- 1.51% |
$10.8K - $12.2K
|
10.9K
$756K
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-570- 0.29% |
$37K - $41.8K
|
197K
$13.7M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.06K+ 1.67% |
$198K - $224K
|
186K
$12.9M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9- 0.26% |
$584 - $660
|
3.43K
$239K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.68K+ 89.89% |
$303K - $343K
|
9.88K
$687K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 1.35% |
$120K - $136K
|
136K
$9.46M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-62- 0.34% |
$4.02K - $4.55K
|
18.3K
$1.27M
|
|
Nov 12, 2024
Q3 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
6.12K+ 4.21% |
$397K - $449K
|
152K
$10.5M
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.46K+ 21.97% |
$225K - $254K
|
19.2K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
67.6KNew |
$4.39M - $4.96M
|
67.6K
$4.7M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
62.3KNew |
$4.05M - $4.57M
|
62.3K
$4.34M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.76K+ 2.42% |
$114K - $129K
|
74.7K
$5.2M
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
BUY
|
- |
40.1K+ 1.56% |
$2.6M - $2.94M
|
2.61M
$182M
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
304K+ 5761.74% |
$19.7M - $22.3M
|
309K
$21.5M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
797+ 6.92% |
$51.7K - $58.5K
|
12.3K
$857K
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
6.25K+ 4.07% |
$406K - $459K
|
160K
$11.1M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-561- 15.67% |
$36.4K - $41.1K
|
3.02K
$210K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-335- 0.45% |
$21.7K - $24.6K
|
74K
$5.15M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.01K+ 7.33% |
$131K - $148K
|
29.5K
$2.05M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.08K- 1.15% |
$135K - $153K
|
178K
$12.4M
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.16K- 11.81% |
$140K - $158K
|
16.1K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.59KNew |
$493K - $557K
|
7.59K
$529K
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-717- 13.54% |
$46.5K - $52.6K
|
4.58K
$319K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$203K - $230K
|
3.13K
$218K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.1K- 7.66% |
$1.44M - $1.62M
|
267K
$18.6M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 2.52% |
$183K - $207K
|
109K
$7.6M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.64K+ 4.23% |
$106K - $120K
|
40.3K
$2.81M
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
15.8KNew |
$1.03M - $1.16M
|
15.8K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-1.98K- 24.91% |
$129K - $145K
|
5.97K
$416K
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
22+ 0.09% |
$1.43K - $1.61K
|
24.3K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-281- 3.41% |
$18.2K - $20.6K
|
7.95K
$553K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.12K- 4.4% |
$72.4K - $81.9K
|
24.2K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.24K- 41.95% |
$210K - $238K
|
4.48K
$312K
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.42K- 23.72% |
$481K - $544K
|
23.9K
$1.66M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-68- 0.14% |
$4.41K - $4.99K
|
46.9K
$3.26M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-100- 5.33% |
$6.49K - $7.33K
|
1.78K
$124K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.2K+ 207.6% |
$78K - $88.2K
|
1.78K
$124K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-700- 2.14% |
$45.4K - $51.3K
|
32K
$2.23M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
71.1K+ 14.52% |
$4.61M - $5.21M
|
560K
$39M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
867+ 0.07% |
$56.3K - $63.6K
|
1.27M
$88.3M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-692- 63.02% |
$44.9K - $50.8K
|
406
$28.3K
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
900+ 3.9% |
$58.4K - $66K
|
24K
$1.67M
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.95KNew |
$191K - $216K
|
2.95K
$205K
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$199K - $225K
|
3.07K
$214K
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.05K- 2.17% |
$68K - $76.8K
|
47.1K
$3.28M
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-161- 89.94% |
$10.4K - $11.8K
|
18
$1.25K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-306- 37.55% |
$19.9K - $22.4K
|
509
$35.4K
|