Latest Institutional Purchases of Ishares Tr (IXUS)
This list provides information on the latest institutional transactions involving Ishares Tr (IXUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.09K+ 4.35% |
$184K - $201K
|
74K
$5.23M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.49KNew |
$148K - $162K
|
2.49K
$176K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.42K+ 19.86% |
$144K - $157K
|
14.6K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06K+ 118.31% |
$123K - $134K
|
3.79K
$268K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.64K+ 49.95% |
$97.8K - $107K
|
4.91K
$347K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$84.1K - $91.7K
|
1.41K
$99.4K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
921New |
$55K - $60K
|
921
$65K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
881+ 250.28% |
$52.6K - $57.4K
|
1.23K
$87.1K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
684New |
$40.8K - $44.5K
|
684
$48.3K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
497New |
$29.7K - $32.4K
|
497
$35.1K
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
227+ 4.1% |
$13.6K - $14.8K
|
5.77K
$407K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
216+ 3.29% |
$12.9K - $14.1K
|
6.79K
$479K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
160+ 0.51% |
$9.56K - $10.4K
|
31.7K
$2.24M
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
150+ 0.5% |
$8.96K - $9.77K
|
30K
$2.12M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
145New |
$8.66K - $9.44K
|
145
$10.2K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
91+ 142.19% |
$5.43K - $5.92K
|
155
$10.9K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
88+ 1.56% |
$5.26K - $5.73K
|
5.73K
$404K
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
79New |
$4.72K - $5.14K
|
79
$5.58K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
48New |
$2.87K - $3.12K
|
48
$3.39K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
44+ 0.28% |
$2.63K - $2.86K
|
15.9K
$1.12M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
40New |
$2.39K - $2.6K
|
40
$2.82K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
40+ 40.0% |
$2.39K - $2.6K
|
140
$9.89K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 32.77% |
$2.33K - $2.54K
|
158
$11.2K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
35New |
$2.09K - $2.28K
|
35
$2.47K
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
32New |
$1.91K - $2.08K
|
32
$2.26K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
30+ 15.0% |
$1.79K - $1.95K
|
230
$16.2K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$1.19K - $1.3K
|
20
$1.41K
|
|
Q2 2023 | |||||||
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
387KNew |
$23.6M - $24.7M
|
387K
$27.4M
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
73.6KNew |
$4.48M - $4.7M
|
73.6K
$5.2M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
41.9KNew |
$2.55M - $2.67M
|
41.9K
$2.96M
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
40.2KNew |
$2.45M - $2.56M
|
40.2K
$2.84M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
40K+ 36.6% |
$2.44M - $2.55M
|
149K
$10.5M
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
11.9K+ 45.78% |
$722K - $757K
|
37.8K
$2.67M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
9.61K+ 7.11% |
$585K - $613K
|
145K
$10.2M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
9.61K+ 7.11% |
$585K - $613K
|
145K
$10.2M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
8.04KNew |
$490K - $513K
|
8.04K
$568K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.32K+ 2.31% |
$324K - $339K
|
235K
$16.6M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.09KNew |
$310K - $325K
|
5.09K
$359K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
5.03KNew |
$306K - $321K
|
5.03K
$355K
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 3.7% |
$159K - $166K
|
73K
$5.15M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.61K+ 10.07% |
$98K - $103K
|
17.6K
$1.24M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.54K+ 25.67% |
$93.8K - $98.3K
|
7.54K
$532K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.01K+ 10.05% |
$61.4K - $64.4K
|
11K
$780K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
534New |
$32.5K - $34.1K
|
534
$37.7K
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
398+ 3.49% |
$24.2K - $25.4K
|
11.8K
$832K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
333+ 0.36% |
$20.3K - $21.3K
|
91.9K
$6.49M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
250New |
$15.2K - $16K
|
250
$17.7K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
208New |
$12.7K - $13.3K
|
208
$14.7K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
159+ 23.04% |
$9.68K - $10.1K
|
849
$59.9K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
111New |
$6.76K - $7.09K
|
111
$7.84K
|