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 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-794- 39.9% |
$51.7K - $57.4K
|
1.2K
$82.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-260- 6.43% |
$16.9K - $18.8K
|
3.79K
$261K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
4.82KNew |
$314K - $349K
|
4.82K
$332K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
4.78KNew |
$311K - $346K
|
4.78K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
49+ 106.52% |
$3.19K - $3.54K
|
95
$6.55K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.97KNew |
$193K - $215K
|
2.97K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1.02K+ 19.8% |
$66.2K - $73.6K
|
6.16K
$425K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-30.3K- 0.35% |
$1.97M - $2.19M
|
8.57M
$590M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1K- 7.1% |
$65.1K - $72.3K
|
13.1K
$901K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.52K+ 13.76% |
$98.8K - $110K
|
12.5K
$865K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.65K+ 7.75% |
$107K - $119K
|
22.9K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.05K+ 3.19% |
$133K - $148K
|
66.2K
$4.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 5.36% |
$1.63K - $1.81K
|
491
$33.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
187New |
$12.2K - $13.5K
|
187
$12.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.84K- 16.25% |
$445K - $495K
|
35.2K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-387- 4.27% |
$25.2K - $28K
|
8.67K
$598K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11.4K+ 26.63% |
$739K - $822K
|
54K
$3.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
109K+ 7.52% |
$7.06M - $7.85M
|
1.55M
$107M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.48K+ 37.24% |
$421K - $468K
|
23.9K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.5K+ 40.4% |
$163K - $181K
|
8.7K
$599K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.2KNew |
$403K - $448K
|
6.2K
$427K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.11K+ 9.85% |
$137K - $153K
|
23.5K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-728- 12.92% |
$47.4K - $52.6K
|
4.91K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.93K+ 3.75% |
$191K - $212K
|
81.2K
$5.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.89K- 8.43% |
$318K - $354K
|
53.1K
$3.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
158KNew |
$10.3M - $11.4M
|
158K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
250+ 7.78% |
$16.3K - $18.1K
|
3.47K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.9K+ 8.52% |
$2.07M - $2.3M
|
406K
$28M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.29K+ 10.94% |
$214K - $238K
|
33.3K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
540+ 118.16% |
$35.1K - $39K
|
997
$68.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-302- 3.29% |
$19.6K - $21.8K
|
8.87K
$611K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-215- 2.86% |
$14K - $15.5K
|
7.3K
$503K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
881+ 3.95% |
$57.3K - $63.7K
|
23.2K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-10.2K- 12.81% |
$663K - $737K
|
69.4K
$4.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-106- 3.26% |
$6.9K - $7.66K
|
3.14K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.78K+ 15.65% |
$181K - $201K
|
20.6K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-34K- 10.84% |
$2.21M - $2.46M
|
279K
$19.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.7K- 24.11% |
$176K - $195K
|
8.51K
$586K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
51.5KNew |
$3.35M - $3.73M
|
51.5K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-71.6K- 55.96% |
$4.66M - $5.18M
|
56.3K
$3.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-625- 1.08% |
$40.7K - $45.2K
|
57.3K
$3.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
28+ 0.65% |
$1.82K - $2.02K
|
4.37K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.99K- 0.99% |
$195K - $216K
|
299K
$20.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
928New |
$60.4K - $67.1K
|
928
$64K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-797- 1.64% |
$51.9K - $57.6K
|
47.9K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-56- 0.15% |
$3.64K - $4.05K
|
37.5K
$2.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
149New |
$9.69K - $10.8K
|
149
$10.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.56K+ 9.44% |
$362K - $402K
|
64.5K
$4.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
15.2K+ 11.72% |
$989K - $1.1M
|
145K
$9.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7.28K+ 2.1% |
$474K - $526K
|
353K
$24.4M
|