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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.07K- 2.27% |
$69.3K - $77K
|
45.9K
$3.46M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
673+ 11.1% |
$43.8K - $48.7K
|
6.74K
$507K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
430+ 0.41% |
$28K - $31.1K
|
105K
$7.9M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.82K+ 20.13% |
$118K - $131K
|
10.8K
$816K
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-18- 0.07% |
$1.17K - $1.3K
|
24.2K
$1.82M
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.01K+ 0.87% |
$131K - $145K
|
232K
$17.5M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-895- 4.66% |
$58.2K - $64.7K
|
18.3K
$1.38M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
274K+ 3.95% |
$17.8M - $19.8M
|
7.22M
$543M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.39K- 32.95% |
$90.4K - $101K
|
2.83K
$213K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-445- 2.15% |
$29K - $32.2K
|
20.3K
$1.53M
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-68- 0.43% |
$4.42K - $4.92K
|
15.8K
$1.19M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.48K- 68.83% |
$487K - $541K
|
3.39K
$255K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.94K- 5.1% |
$126K - $141K
|
36.2K
$2.72M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-515- 1.26% |
$33.5K - $37.2K
|
40.5K
$3.05M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.2KNew |
$2.03M - $2.26M
|
31.2K
$2.35M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.71K- 5.73% |
$111K - $124K
|
28.1K
$2.12M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-133- 1.46% |
$8.65K - $9.62K
|
8.98K
$676K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-460- 24.38% |
$29.9K - $33.3K
|
1.43K
$107K
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
47+ 0.86% |
$3.06K - $3.4K
|
5.54K
$417K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-55- 1.08% |
$3.58K - $3.98K
|
5.02K
$378K
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
859+ 1.73% |
$55.9K - $62.1K
|
50.4K
$3.79M
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.36K- 18.98% |
$283K - $315K
|
18.6K
$1.4M
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-23.8K- 70.56% |
$1.55M - $1.72M
|
9.92K
$747K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-569- 4.58% |
$37K - $41.1K
|
11.8K
$891K
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.41K- 19.18% |
$91.8K - $102K
|
5.94K
$447K
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.97K- 31.98% |
$128K - $142K
|
4.19K
$315K
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-407- 7.04% |
$26.5K - $29.4K
|
5.38K
$405K
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
172+ 1.31% |
$11.2K - $12.4K
|
13.3K
$1M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.24K+ 35.39% |
$80.7K - $89.7K
|
4.74K
$357K
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
3.49KNew |
$227K - $252K
|
3.49K
$262K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13.9K+ 8.22% |
$904K - $1M
|
183K
$13.8M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-34- 0.1% |
$2.21K - $2.46K
|
34.4K
$2.59M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-78.9K- 64.33% |
$5.13M - $5.7M
|
43.7K
$3.29M
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.43K+ 23.54% |
$93.2K - $104K
|
7.52K
$566K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.1K- 85.7% |
$789K - $877K
|
2.02K
$152K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-656- 7.49% |
$42.7K - $47.4K
|
8.1K
$610K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-40.9K- 47.56% |
$2.66M - $2.96M
|
45.1K
$3.39M
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-337- 4.38% |
$21.9K - $24.4K
|
7.35K
$553K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-155- 0.26% |
$10.1K - $11.2K
|
58.3K
$4.39M
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-113- 1.97% |
$7.35K - $8.17K
|
5.61K
$422K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-356- 59.93% |
$23.2K - $25.7K
|
238
$17.9K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.05K- 1.83% |
$68.1K - $75.7K
|
56.3K
$4.24M
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-460- 7.35% |
$29.9K - $33.3K
|
5.8K
$437K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-618- 50.0% |
$40.2K - $44.7K
|
618
$46.5K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-299- 4.67% |
$19.5K - $21.6K
|
6.11K
$460K
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-813- 0.1% |
$52.9K - $58.8K
|
781K
$58.8M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-3.04K- 6.58% |
$198K - $220K
|
43.2K
$3.25M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
102New |
$6.64K - $7.38K
|
102
$7.68K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 33.48% |
$75.9K - $84.3K
|
4.65K
$350K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15.5KNew |
$1.01M - $1.12M
|
15.5K
$1.16M
|