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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$506K - $600K
|
10K
$691K
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.87KNew |
$499K - $592K
|
9.87K
$682K
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
6.02KNew |
$304K - $361K
|
6.02K
$416K
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.9KNew |
$298K - $354K
|
5.9K
$408K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
5.85K+ 22.02% |
$296K - $351K
|
32.4K
$2.24M
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.24KNew |
$265K - $315K
|
5.24K
$362K
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.25KNew |
$215K - $255K
|
4.25K
$294K
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.02KNew |
$203K - $241K
|
4.02K
$278K
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.65KNew |
$184K - $219K
|
3.65K
$252K
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.52KNew |
$178K - $211K
|
3.52K
$243K
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
2.46KNew |
$124K - $147K
|
2.46K
$170K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.94% |
$58.8K - $69.8K
|
40.8K
$2.82M
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
929New |
$47K - $55.8K
|
929
$64.2K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
767New |
$38.8K - $46K
|
767
$53K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
375+ 33.27% |
$19K - $22.5K
|
1.5K
$104K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120+ 10.94% |
$6.07K - $7.2K
|
1.22K
$84.1K
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
100New |
$5.06K - $6K
|
100
$6.91K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
82New |
$4.15K - $4.92K
|
82
$5.67K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 2.09% |
$2.02K - $2.4K
|
1.96K
$135K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$303 - $360
|
6
$415
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 4.55% |
$50.6 - $60
|
23
$1.59K
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
131K+ 4.18% |
$6.66M - $7.91M
|
3.26M
$225M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
106K+ 136.09% |
$5.39M - $6.39M
|
183K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
58.9K+ 51.55% |
$3M - $3.56M
|
173K
$12M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
29.6K+ 12.21% |
$1.51M - $1.79M
|
272K
$18.8M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.52KNew |
$485K - $576K
|
9.52K
$658K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.52KNew |
$128K - $152K
|
2.52K
$174K
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
555+ 0.23% |
$28.3K - $33.5K
|
239K
$16.5M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
370New |
$18.8K - $22.4K
|
370
$25.6K
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
284+ 14.19% |
$14.5K - $17.2K
|
2.29K
$158K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
155New |
$7.89K - $9.37K
|
155
$10.7K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
151New |
$7.69K - $9.12K
|
151
$10.4K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
85New |
$4.33K - $5.14K
|
85
$5.88K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
12New |
$611 - $725
|
12
$830
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
432KNew |
$24.3M - $29.3M
|
432K
$29.9M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
57.2KNew |
$3.22M - $3.88M
|
57.2K
$3.96M
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 5.41% |
$935K - $1.13M
|
324K
$22.4M
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
16KNew |
$900K - $1.08M
|
16K
$1.11M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$727K - $876K
|
12.9K
$893K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.61KNew |
$316K - $380K
|
5.61K
$388K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
4.49KNew |
$252K - $304K
|
4.49K
$310K
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.6K+ 1.82% |
$146K - $176K
|
145K
$10M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$121K - $146K
|
2.15K
$149K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1.02KNew |
$57.2K - $68.9K
|
1.02K
$70.2K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
953+ 661.81% |
$53.6K - $64.6K
|
1.1K
$75.8K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
875New |
$49.2K - $59.3K
|
875
$60.5K
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
676+ 1.65% |
$38K - $45.8K
|
41.6K
$2.88M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
472New |
$26.6K - $32K
|
472
$32.6K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
311+ 7.68% |
$17.5K - $21.1K
|
4.36K
$302K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
249New |
$14K - $16.9K
|
249
$17.2K
|