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 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-373- 1.32% |
$24.2K - $27.4K
|
27.8K
$1.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
41+ 1.31% |
$2.66K - $3.01K
|
3.16K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.33K+ 6.78% |
$216K - $245K
|
52.5K
$3.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-15.7K- 8.07% |
$1.02M - $1.15M
|
179K
$12.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-35.4K- 81.71% |
$2.3M - $2.6M
|
7.93K
$552K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
683New |
$44.3K - $50.1K
|
683
$47.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.77K+ 15.91% |
$115K - $130K
|
12.9K
$898K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.4K- 1.57% |
$156K - $176K
|
151K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
872+ 17.49% |
$56.6K - $64K
|
5.86K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
104+ 1.59% |
$6.75K - $7.63K
|
6.65K
$463K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.76K+ 46.11% |
$373K - $422K
|
18.2K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.12K- 3.55% |
$527K - $595K
|
220K
$15.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-822- 10.18% |
$53.3K - $60.3K
|
7.26K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.89KNew |
$187K - $212K
|
2.89K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
197+ 0.09% |
$12.8K - $14.4K
|
225K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
235+ 2.23% |
$15.3K - $17.2K
|
10.8K
$749K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
338+ 0.6% |
$21.9K - $24.8K
|
57K
$3.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-412- 0.8% |
$26.7K - $30.2K
|
51.3K
$3.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 0.3% |
$2.34K - $2.64K
|
11.9K
$828K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-9.9K- 34.51% |
$643K - $726K
|
18.8K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.68K+ 8.4% |
$239K - $270K
|
47.5K
$3.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.1K+ 3.96% |
$71.1K - $80.3K
|
28.8K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-643- 43.89% |
$41.7K - $47.2K
|
822
$57.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.92K+ 6.85% |
$190K - $214K
|
45.6K
$3.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.9KNew |
$188K - $213K
|
2.9K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.61K- 5.79% |
$234K - $264K
|
58.6K
$4.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8+ 0.16% |
$519 - $587
|
5.06K
$352K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
780+ 1.02% |
$50.6K - $57.2K
|
77.5K
$5.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-544- 2.68% |
$35.3K - $39.9K
|
19.7K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.94K+ 0.38% |
$126K - $142K
|
511K
$35.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15+ 3.89% |
$974 - $1.1K
|
401
$27.9K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.64K+ 0.86% |
$106K - $120K
|
191K
$13.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-252- 3.68% |
$16.4K - $18.5K
|
6.6K
$459K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-29- 0.08% |
$1.88K - $2.13K
|
35K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.27KNew |
$212K - $240K
|
3.27K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.54K- 10.47% |
$424K - $480K
|
55.9K
$3.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.61K+ 20.76% |
$169K - $192K
|
15.2K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.84KNew |
$184K - $208K
|
2.84K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.56K+ 16.76% |
$491K - $555K
|
52.7K
$3.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-381- 8.05% |
$24.7K - $27.9K
|
4.35K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.68K- 96.1% |
$304K - $343K
|
190
$13.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 168.75% |
$5.26K - $5.94K
|
129
$8.98K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.32K- 23.37% |
$216K - $244K
|
10.9K
$758K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.63K+ 2.25% |
$170K - $193K
|
119K
$8.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
807+ 17.38% |
$52.4K - $59.2K
|
5.45K
$379K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.31K- 3.13% |
$410K - $463K
|
195K
$13.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.03K+ 3.11% |
$197K - $222K
|
101K
$7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.1K+ 1.11% |
$1.05M - $1.18M
|
1.47M
$103M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26- 0.67% |
$1.69K - $1.91K
|
3.88K
$270K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
24.5KNew |
$1.59M - $1.8M
|
24.5K
$1.7M
|