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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19K- 30.29% |
$1.26M - $1.38M
|
43.8K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.86KNew |
$387K - $425K
|
5.86K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
198+ 3.94% |
$13.1K - $14.4K
|
5.23K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.7K+ 2.97% |
$112K - $123K
|
58.9K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 10.2% |
$316K - $348K
|
42.2K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
184+ 3.69% |
$12.1K - $13.4K
|
5.16K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
176+ 4.54% |
$11.6K - $12.8K
|
4.05K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-784- 18.28% |
$51.7K - $56.9K
|
3.5K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.69K+ 10.66% |
$310K - $341K
|
48.7K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.02K+ 0.47% |
$133K - $146K
|
433K
$30.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
4.11K+ 19.01% |
$271K - $298K
|
25.7K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-34- 0.21% |
$2.24K - $2.47K
|
15.9K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-160- 4.1% |
$10.6K - $11.6K
|
3.75K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
573New |
$37.8K - $41.6K
|
573
$40K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.73KNew |
$246K - $271K
|
3.73K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.39K- 5.31% |
$223K - $246K
|
60.3K
$4.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 0.18% |
$4.29K - $4.72K
|
35.8K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.22K- 72.78% |
$80.6K - $88.7K
|
457
$31.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.02% |
$132 - $145
|
10.6K
$741K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
210+ 1.79% |
$13.8K - $15.2K
|
11.9K
$833K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
383New |
$25.3K - $27.8K
|
383
$26.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.27% |
$660 - $726
|
3.75K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.76K+ 16.49% |
$512K - $563K
|
54.8K
$3.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-19.3K- 11.59% |
$1.28M - $1.4M
|
147K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
375+ 0.18% |
$24.7K - $27.2K
|
208K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.01K+ 5.25% |
$199K - $218K
|
60.3K
$4.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.2% |
$660 - $726
|
5.07K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
123+ 1.73% |
$8.11K - $8.92K
|
7.22K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.89K- 7.49% |
$125K - $137K
|
23.4K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
677+ 4.22% |
$44.6K - $49.1K
|
16.7K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.0% |
$66 - $72.6
|
30.7K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
970+ 30.88% |
$64K - $70.4K
|
4.11K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 0.84% |
$102K - $112K
|
185K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.29K- 1.66% |
$349K - $384K
|
313K
$21.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
266+ 2.06% |
$17.5K - $19.3K
|
13.2K
$919K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5- 0.01% |
$330 - $363
|
44.1K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.04KNew |
$200K - $221K
|
3.04K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.03% |
$528 - $580
|
28.6K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.2K- 3.89% |
$869K - $956K
|
326K
$22.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.16K+ 85.17% |
$340K - $374K
|
11.2K
$782K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.36K+ 42.05% |
$156K - $171K
|
7.97K
$556K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-127- 1.49% |
$8.38K - $9.22K
|
8.4K
$586K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
90+ 1.26% |
$5.94K - $6.53K
|
7.22K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
105New |
$6.92K - $7.62K
|
105
$7.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.71K- 1.82% |
$377K - $414K
|
308K
$21.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.52K- 29.81% |
$100K - $110K
|
3.58K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 0.98% |
$6.6K - $7.26K
|
10.3K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
322+ 223.61% |
$21.2K - $23.4K
|
466
$32.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.27K+ 0.42% |
$83.9K - $92.3K
|
302K
$21.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
10+ 1.71% |
$660 - $726
|
594
$41.4K
|