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 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
854+ 0.32% |
$55.6K - $61.8K
|
266K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-300K- 14.94% |
$19.5M - $21.7M
|
1.71M
$130M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-56- 1.54% |
$3.64K - $4.05K
|
3.57K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.39K- 3.98% |
$286K - $317K
|
106K
$8.05M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.6K+ 9.15% |
$104K - $116K
|
19.1K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.81K+ 35.6% |
$638K - $709K
|
37.4K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.02K+ 6.43% |
$66.1K - $73.5K
|
16.8K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.06KNew |
$199K - $221K
|
3.06K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
80.2KNew |
$5.22M - $5.8M
|
80.2K
$6.1M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-34.2K- 4.0% |
$2.23M - $2.48M
|
823K
$62.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-769- 2.29% |
$50K - $55.6K
|
32.9K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
240+ 0.95% |
$15.6K - $17.4K
|
25.5K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.62K- 6.34% |
$561K - $623K
|
127K
$9.68M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
954New |
$62.1K - $69K
|
954
$72.5K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 4.44% |
$67.8K - $75.3K
|
22.4K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
627+ 9.76% |
$40.8K - $45.3K
|
7.05K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.68K+ 85.37% |
$305K - $338K
|
10.2K
$772K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.9K+ 5.73% |
$2.86M - $3.17M
|
810K
$61.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.98K+ 0.93% |
$259K - $288K
|
433K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43.2K+ 2.0% |
$2.81M - $3.12M
|
2.2M
$167M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.01KNew |
$65.4K - $72.7K
|
1.01K
$76.3K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.54K- 34.77% |
$555K - $617K
|
16K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
350K+ 7.42% |
$22.8M - $25.3M
|
5.06M
$385M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
80.2KNew |
$5.22M - $5.8M
|
80.2K
$6.1M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
133K+ 36.63% |
$8.67M - $9.63M
|
497K
$37.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.1K- 2.25% |
$789K - $877K
|
528K
$40.1M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-295- 22.33% |
$19.2K - $21.3K
|
1.03K
$77.9K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.11K+ 53.79% |
$398K - $442K
|
17.5K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
250+ 11.73% |
$16.3K - $18.1K
|
2.38K
$181K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-333- 4.35% |
$21.7K - $24.1K
|
7.32K
$556K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
431+ 187.39% |
$28K - $31.2K
|
661
$50.2K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.06KNew |
$329K - $366K
|
5.06K
$384K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.61M+ 222.46% |
$105M - $116M
|
2.33M
$177M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-250- 18.25% |
$16.3K - $18.1K
|
1.12K
$85.1K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
312+ 7.27% |
$20.3K - $22.6K
|
4.6K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.88KNew |
$187K - $208K
|
2.88K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-180- 0.37% |
$11.7K - $13K
|
48.6K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-4.24K- 48.85% |
$276K - $306K
|
4.44K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.15K- 6.86% |
$74.6K - $82.9K
|
15.6K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.01K+ 13.88% |
$326K - $362K
|
41.1K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-50- 0.45% |
$3.25K - $3.62K
|
11K
$836K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
669+ 7.37% |
$43.5K - $48.4K
|
9.75K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.85K+ 12.74% |
$120K - $134K
|
16.4K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
381+ 3.64% |
$24.8K - $27.6K
|
10.8K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.4K+ 17.64% |
$5.29M - $5.88M
|
543K
$41.2M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
15+ 0.06% |
$976 - $1.08K
|
24.3K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
74+ 1.01% |
$4.81K - $5.35K
|
7.41K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.76KNew |
$310K - $344K
|
4.76K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-293- 8.18% |
$19.1K - $21.2K
|
3.29K
$250K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.21K- 1.64% |
$209K - $232K
|
193K
$14.7M
|