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 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-184- 1.63% |
$10.5K - $11.9K
|
11.1K
$765K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.47K- 6.99% |
$256K - $290K
|
59.5K
$4.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
632New |
$36.1K - $41K
|
632
$43.6K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.08KNew |
$64.5K - $70.3K
|
1.08K
$74.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
35New |
$2.09K - $2.28K
|
35
$2.41K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
91+ 142.19% |
$5.43K - $5.92K
|
155
$10.7K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
227+ 4.1% |
$13.6K - $14.8K
|
5.77K
$398K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-178- 3.32% |
$10.6K - $11.6K
|
5.18K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
216+ 3.29% |
$12.9K - $14.1K
|
6.79K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
8.68KNew |
$518K - $565K
|
8.68K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
44+ 0.28% |
$2.63K - $2.86K
|
15.9K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.1KNew |
$484K - $527K
|
8.1K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.4K- 45.75% |
$681K - $742K
|
13.5K
$931K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
107K+ 2.08% |
$6.38M - $6.96M
|
5.24M
$361M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06K+ 118.31% |
$123K - $134K
|
3.79K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
160+ 0.51% |
$9.56K - $10.4K
|
31.7K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-7.86K- 35.74% |
$469K - $511K
|
14.1K
$973K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.25KNew |
$314K - $342K
|
5.25K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.18KNew |
$548K - $598K
|
9.18K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
921New |
$55K - $60K
|
921
$63.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-247Closed |
$14.8K - $16.1K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 32.77% |
$2.33K - $2.54K
|
158
$10.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
88+ 1.56% |
$5.26K - $5.73K
|
5.73K
$395K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.7KNew |
$340K - $371K
|
5.7K
$393K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
8.24K+ 2.05% |
$492K - $536K
|
411K
$28.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.6KNew |
$695K - $757K
|
11.6K
$802K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.45K- 4.84% |
$86.6K - $94.4K
|
28.5K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
40New |
$2.39K - $2.6K
|
40
$2.76K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.09K+ 4.35% |
$184K - $201K
|
74K
$5.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
881+ 250.28% |
$52.6K - $57.4K
|
1.23K
$85K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5.84K- 1.07% |
$349K - $380K
|
538K
$37.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.64K+ 49.95% |
$97.8K - $107K
|
4.91K
$339K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-45.2K- 32.95% |
$2.7M - $2.94M
|
91.9K
$6.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
48New |
$2.87K - $3.12K
|
48
$3.31K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
145New |
$8.66K - $9.44K
|
145
$9.99K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.01KNew |
$239K - $261K
|
4.01K
$276K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
40+ 40.0% |
$2.39K - $2.6K
|
140
$9.65K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
79New |
$4.72K - $5.14K
|
79
$5.44K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-700- 93.58% |
$41.8K - $45.6K
|
48
$3.31K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-75- 0.22% |
$4.48K - $4.88K
|
34.1K
$2.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-57.4K- 91.83% |
$3.43M - $3.74M
|
5.11K
$352K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
$251K - $274K
|
4.2K
$290K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
77.9KNew |
$4.65M - $5.07M
|
77.9K
$5.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.5K- 1.11% |
$89.5K - $97.5K
|
133K
$9.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
5.51KNew |
$329K - $359K
|
5.51K
$380K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$1.19K - $1.3K
|
20
$1.38K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.49KNew |
$148K - $162K
|
2.49K
$171K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-421- 7.85% |
$25.1K - $27.4K
|
4.94K
$340K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-696- 85.71% |
$41.6K - $45.3K
|
116
$7.99K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
150+ 0.5% |
$8.96K - $9.77K
|
30K
$2.07M
|
|