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 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
929New |
$47K - $55.8K
|
929
$76K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
767New |
$38.8K - $46K
|
767
$62.7K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120+ 10.94% |
$6.07K - $7.2K
|
1.22K
$99.6K
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
100New |
$5.06K - $6K
|
100
$8.18K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
82New |
$4.15K - $4.92K
|
82
$6.71K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 2.09% |
$2.02K - $2.4K
|
1.96K
$160K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$303 - $360
|
6
$491
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 4.55% |
$50.6 - $60
|
23
$1.88K
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
131K+ 4.18% |
$6.66M - $7.91M
|
3.26M
$267M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
106K+ 136.09% |
$5.39M - $6.39M
|
183K
$15M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
58.9K+ 51.55% |
$3M - $3.56M
|
173K
$14.2M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
29.6K+ 12.21% |
$1.51M - $1.79M
|
272K
$22.2M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.52KNew |
$485K - $576K
|
9.52K
$779K
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
555+ 0.23% |
$28.3K - $33.5K
|
239K
$19.5M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
370New |
$18.8K - $22.4K
|
370
$30.3K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
155New |
$7.89K - $9.37K
|
155
$12.7K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
151New |
$7.69K - $9.12K
|
151
$12.4K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
85New |
$4.33K - $5.14K
|
85
$6.95K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
12New |
$611 - $725
|
12
$982
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
432KNew |
$24.3M - $29.3M
|
432K
$35.4M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
57.2KNew |
$3.22M - $3.88M
|
57.2K
$4.68M
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 5.41% |
$935K - $1.13M
|
324K
$26.5M
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
16KNew |
$900K - $1.08M
|
16K
$1.31M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$727K - $876K
|
12.9K
$1.06M
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.6K+ 1.82% |
$146K - $176K
|
145K
$11.9M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$121K - $146K
|
2.15K
$176K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1.02KNew |
$57.2K - $68.9K
|
1.02K
$83.1K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
875New |
$49.2K - $59.3K
|
875
$71.6K
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
676+ 1.65% |
$38K - $45.8K
|
41.6K
$3.41M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
472New |
$26.6K - $32K
|
472
$38.6K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
249New |
$14K - $16.9K
|
249
$20.4K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
196+ 3.56% |
$11K - $13.3K
|
5.7K
$466K
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
76+ 1.63% |
$4.28K - $5.15K
|
4.73K
$387K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
66+ 1.76% |
$3.71K - $4.48K
|
3.82K
$312K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
24+ 0.65% |
$1.35K - $1.63K
|
3.71K
$303K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
8+ 0.13% |
$450 - $542
|
6.09K
$498K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$56.3 - $67.8
|
1
$81.8
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
372KNew |
$22.9M - $26.8M
|
372K
$30.4M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.22K+ 554.5% |
$136K - $160K
|
2.62K
$214K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.3K+ 12.5% |
$80K - $93.9K
|
11.7K
$957K
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
478New |
$29.4K - $34.5K
|
478
$39.1K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
53.8KNew |
$3.69M - $3.99M
|
53.8K
$4.4M
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.09KNew |
$281K - $303K
|
4.09K
$335K
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$74.6K - $80.6K
|
1.09K
$88.9K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
118New |
$8.1K - $8.75K
|
118
$9.65K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$6.86K - $7.42K
|
100
$8.18K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1New |
$68.6 - $74.2
|
1
$81.8
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 5.88% |
$68.6 - $74.2
|
18
$1.47K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
255New |
$18.1K - $19.1K
|
255
$20.9K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
197New |
$14K - $14.7K
|
197
$16.1K
|