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 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.13KNew |
$195K - $212K
|
3.13K
$215K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
15+ 7.98% |
$936 - $1.02K
|
203
$14K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
728New |
$41.6K - $47.3K
|
728
$50.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.2K+ 6.09% |
$126K - $143K
|
38.4K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
4.03KNew |
$231K - $262K
|
4.03K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 15.15% |
$286 - $325
|
38
$2.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.91K- 96.26% |
$224K - $254K
|
152
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
90New |
$5.15K - $5.84K
|
90
$6.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
180KNew |
$10.3M - $11.7M
|
180K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
573New |
$32.8K - $37.2K
|
573
$39.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
16.2KNew |
$925K - $1.05M
|
16.2K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 2.5% |
$114 - $130
|
82
$5.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49.2K+ 9.33% |
$2.82M - $3.2M
|
577K
$39.8M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.88KNew |
$222K - $252K
|
3.88K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.58K+ 1.64% |
$376K - $427K
|
408K
$28.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 36.11% |
$743 - $844
|
23
$1.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.86KNew |
$392K - $445K
|
6.86K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-143- 13.1% |
$8.18K - $9.28K
|
949
$65.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-84- 3.27% |
$4.8K - $5.45K
|
2.49K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5- 0.14% |
$286 - $325
|
3.67K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
86+ 2.18% |
$4.92K - $5.58K
|
4.03K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-474- 9.72% |
$27.1K - $30.8K
|
4.4K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 7.07% |
$1.2K - $1.36K
|
276
$19K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$229 - $260
|
4
$276
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.62K+ 2.16% |
$150K - $170K
|
124K
$8.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.58K- 5.91% |
$90.1K - $102K
|
25.1K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.26K- 41.94% |
$186K - $212K
|
4.51K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
179+ 542.42% |
$10.2K - $11.6K
|
212
$14.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 1.23% |
$114 - $130
|
165
$11.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$57.2 - $64.9
|
1
$68.9
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-340- 46.64% |
$19.4K - $22.1K
|
389
$26.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
605New |
$34.6K - $39.3K
|
605
$41.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-794- 2.19% |
$45.4K - $51.6K
|
35.5K
$2.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
3.14KNew |
$180K - $204K
|
3.14K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.39% |
$172 - $195
|
766
$52.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.54K- 22.41% |
$317K - $360K
|
19.2K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
135New |
$7.72K - $8.77K
|
135
$9.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$1.32K - $1.49K
|
23
$1.58K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$1.43K - $1.62K
|
25
$1.72K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21KNew |
$1.2M - $1.36M
|
21K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
210New |
$12K - $13.6K
|
210
$14.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-350- 7.96% |
$20K - $22.7K
|
4.05K
$279K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
329+ 7.71% |
$18.8K - $21.4K
|
4.6K
$317K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-85- 0.31% |
$4.86K - $5.52K
|
27.6K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$17.2K - $19.5K
|
300
$20.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$3.32K - $3.77K
|
58
$4K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-152- 2.72% |
$8.69K - $9.87K
|
5.44K
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
27.9KNew |
$1.6M - $1.81M
|
27.9K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
20.1KNew |
$1.15M - $1.31M
|
20.1K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
640New |
$36.6K - $41.6K
|
640
$44.1K
|
|