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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
250+ 4.57% |
$16.5K - $18.1K
|
5.73K
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
225+ 2.83% |
$14.8K - $16.3K
|
8.18K
$575K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
45+ 1.13% |
$2.97K - $3.27K
|
4.02K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.22K- 21.22% |
$213K - $234K
|
12K
$841K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
628+ 13.36% |
$41.4K - $45.6K
|
5.33K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-985- 7.97% |
$65K - $71.5K
|
11.4K
$799K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
228+ 1.6% |
$15K - $16.5K
|
14.5K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
390New |
$25.7K - $28.3K
|
390
$27.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
127+ 3.44% |
$8.38K - $9.22K
|
3.82K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.7K+ 11.19% |
$4.13M - $4.55M
|
623K
$43.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
119+ 1.8% |
$7.85K - $8.63K
|
6.75K
$474K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1+ 0.01% |
$66 - $72.6
|
8.42K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
460+ 2.55% |
$30.3K - $33.4K
|
18.5K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-311- 1.77% |
$20.5K - $22.6K
|
17.2K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.99K+ 2.61% |
$329K - $362K
|
196K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
22.8K+ 83.65% |
$1.51M - $1.66M
|
50.1K
$3.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
53+ 1.73% |
$3.5K - $3.85K
|
3.12K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.66K+ 9.02% |
$175K - $193K
|
32.1K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.03K+ 33.17% |
$67.9K - $74.7K
|
4.14K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
559+ 6.84% |
$36.9K - $40.6K
|
8.73K
$613K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-128- 2.69% |
$8.44K - $9.29K
|
4.63K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12- 0.35% |
$791 - $871
|
3.42K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.31K+ 2.78% |
$153K - $168K
|
85.6K
$6.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.93K- 3.09% |
$127K - $140K
|
60.4K
$4.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
440+ 8.07% |
$29K - $31.9K
|
5.89K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.7KNew |
$841K - $925K
|
12.7K
$896K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.62KNew |
$569K - $626K
|
8.62K
$606K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
77+ 1.84% |
$5.08K - $5.59K
|
4.27K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-719- 10.36% |
$47.4K - $52.2K
|
6.22K
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.02K- 36.8% |
$199K - $219K
|
5.18K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.33KNew |
$220K - $242K
|
3.33K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
71.3K+ 4.91% |
$4.7M - $5.17M
|
1.52M
$107M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.65K- 29.41% |
$241K - $265K
|
8.76K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
341New |
$22.5K - $24.7K
|
341
$24K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
5.72KNew |
$377K - $415K
|
5.72K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-328- 1.37% |
$21.6K - $23.8K
|
23.6K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
15+ 0.11% |
$989 - $1.09K
|
13.7K
$961K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-27.3K- 36.74% |
$1.8M - $1.98M
|
47K
$3.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-168- 2.12% |
$11.1K - $12.2K
|
7.76K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.3K+ 4.82% |
$86K - $94.6K
|
28.3K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.31K+ 1.11% |
$86.2K - $94.8K
|
119K
$8.36M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-9.29K- 19.02% |
$613K - $674K
|
39.6K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75New |
$4.95K - $5.44K
|
75
$5.27K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.25K- 0.95% |
$544K - $599K
|
857K
$60.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.21K+ 0.97% |
$541K - $596K
|
857K
$60.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-399- 1.5% |
$26.3K - $29K
|
26.1K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
366New |
$24.1K - $26.6K
|
366
$25.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.98K- 29.11% |
$328K - $361K
|
12.1K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.58KNew |
$500K - $550K
|
7.58K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
269K+ 4.03% |
$17.7M - $19.5M
|
6.94M
$488M
|