Latest Institutional Sells of Ishares Tr (IXUS)
This list provides information on the latest institutional transactions involving Ishares Tr (IXUS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-471- 48.01% |
$28.7K - $30.1K
|
510
$34.9K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-442- 15.02% |
$26.9K - $28.2K
|
2.5K
$171K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-349- 36.78% |
$21.2K - $22.3K
|
600
$41K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-262- 5.12% |
$16K - $16.7K
|
4.85K
$332K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-181- 3.47% |
$11K - $11.6K
|
5.04K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-93- 2.25% |
$5.66K - $5.94K
|
4.04K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-78- 96.3% |
$4.75K - $4.98K
|
3
$205
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-38- 1.15% |
$2.31K - $2.43K
|
3.27K
$224K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-5- 0.15% |
$304 - $319
|
3.31K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1- 0.01% |
$60.9 - $63.8
|
7.52K
$514K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 83.11% |
$1.29M - $1.4M
|
4.49K
$307K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12.6K- 99.51% |
$736K - $802K
|
62
$4.24K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.94KClosed |
$230K - $250K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.04K- 46.26% |
$177K - $193K
|
3.53K
$242K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.07K- 12.34% |
$121K - $132K
|
14.7K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-241- 6.77% |
$14.1K - $15.3K
|
3.32K
$227K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-118Closed |
$6.88K - $7.5K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-87- 5.88% |
$5.07K - $5.53K
|
1.39K
$95.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38- 36.54% |
$2.22K - $2.42K
|
66
$4.51K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-14- 2.1% |
$816 - $890
|
652
$44.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-497K- 98.27% |
$25.1M - $29.8M
|
8.74K
$598K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-221K- 15.87% |
$11.2M - $13.2M
|
1.17M
$79.9M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.1KClosed |
$1.93M - $2.29M
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.98K- 7.13% |
$353K - $419K
|
90.9K
$6.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-4.87K- 1.11% |
$246K - $292K
|
435K
$29.8M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-451- 5.13% |
$22.8K - $27.1K
|
8.34K
$571K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-304- 1.09% |
$15.4K - $18.2K
|
27.5K
$1.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-145- 0.57% |
$7.33K - $8.7K
|
25.3K
$1.73M
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-454KClosed |
$23.1M - $27.4M
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-28.3K- 79.98% |
$1.44M - $1.71M
|
7.1K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-27.4K- 41.18% |
$1.4M - $1.66M
|
39.2K
$2.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.7K- 46.22% |
$547K - $649K
|
12.5K
$854K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5.97K- 10.86% |
$304K - $361K
|
49K
$3.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
SELL
|
- |
-1.99K- 31.64% |
$101K - $120K
|
4.3K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.34K- 2.98% |
$68.4K - $81.2K
|
43.7K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-119- 1.69% |
$6.06K - $7.19K
|
6.92K
$473K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-13- 8.61% |
$662 - $786
|
138
$9.44K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 0.2% |
$255 - $302
|
2.44K
$167K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Kemper Corp
|
SELL
|
- |
-1.14MClosed |
$63.9M - $77M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-934KClosed |
$52.6M - $63.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-565KClosed |
$31.8M - $38.3M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-175KClosed |
$9.84M - $11.9M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-50.4KClosed |
$2.84M - $3.42M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-42.8KClosed |
$2.41M - $2.9M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-31.2KClosed |
$1.76M - $2.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-25.3KClosed |
$1.42M - $1.72M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
SELL
|
- |
-22.4KClosed |
$1.26M - $1.52M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-16.9KClosed |
$949K - $1.14M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-11.8K- 44.09% |
$662K - $798K
|
14.9K
$1.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-8.02KClosed |
$451K - $544K
|
0
$0
|
|