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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
159+ 23.04% |
$9.68K - $10.1K
|
849
$59.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.32K+ 2.31% |
$324K - $339K
|
235K
$16.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7.82K- 5.94% |
$476K - $499K
|
124K
$8.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-181- 3.47% |
$11K - $11.6K
|
5.04K
$351K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-5- 0.15% |
$304 - $319
|
3.31K
$231K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 4.13% |
$609 - $638
|
252
$17.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.61K+ 10.07% |
$98K - $103K
|
17.6K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
398+ 3.49% |
$24.2K - $25.4K
|
11.8K
$822K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-74.1K- 83.02% |
$4.51M - $4.73M
|
15.2K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
9.61K+ 7.11% |
$585K - $613K
|
145K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-3.82K- 39.36% |
$233K - $244K
|
5.89K
$411K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
9.61K+ 7.11% |
$585K - $613K
|
145K
$10.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
11.9K+ 45.78% |
$722K - $757K
|
37.8K
$2.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
111New |
$6.76K - $7.09K
|
111
$7.74K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 3.7% |
$159K - $166K
|
73K
$5.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
73.6KNew |
$4.48M - $4.7M
|
73.6K
$5.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.01K+ 10.05% |
$61.4K - $64.4K
|
11K
$771K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
387KNew |
$23.6M - $24.7M
|
387K
$27M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.75K- 1.39% |
$106K - $112K
|
124K
$8.66M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.94KClosed |
$230K - $250K
|
0
$0
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12.6K- 99.51% |
$736K - $802K
|
62
$4.33K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
46+ 1.07% |
$2.68K - $2.92K
|
4.36K
$304K
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.54KNew |
$381K - $416K
|
6.54K
$456K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-118Closed |
$6.88K - $7.5K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.04K- 46.26% |
$177K - $193K
|
3.53K
$246K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480+ 262.3% |
$28K - $30.5K
|
663
$46.3K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24+ 19.51% |
$1.4K - $1.53K
|
147
$10.3K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
668New |
$38.9K - $42.5K
|
668
$46.6K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
14New |
$816 - $890
|
14
$977
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
117New |
$6.82K - $7.44K
|
117
$8.16K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
56New |
$3.26K - $3.56K
|
56
$3.91K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
109KNew |
$6.33M - $6.91M
|
109K
$7.58M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-87- 5.88% |
$5.07K - $5.53K
|
1.39K
$97.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
122New |
$7.11K - $7.75K
|
122
$8.51K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38- 36.54% |
$2.22K - $2.42K
|
66
$4.6K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
154+ 157.14% |
$8.98K - $9.79K
|
252
$17.6K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
783New |
$45.6K - $49.8K
|
783
$54.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 83.11% |
$1.29M - $1.4M
|
4.49K
$313K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
5.54K+ 3.81% |
$323K - $352K
|
151K
$10.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.77KNew |
$103K - $113K
|
1.77K
$124K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-241- 6.77% |
$14.1K - $15.3K
|
3.32K
$231K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-14- 2.1% |
$816 - $890
|
652
$45.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.36KNew |
$254K - $277K
|
4.36K
$304K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
3.29KNew |
$192K - $209K
|
3.29K
$229K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
61New |
$3.56K - $3.88K
|
61
$4.26K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
46New |
$2.68K - $2.92K
|
46
$3.21K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
175New |
$10.2K - $11.1K
|
175
$12.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.72KNew |
$275K - $300K
|
4.72K
$329K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
820New |
$47.8K - $52.1K
|
820
$57.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
49+ 13.73% |
$2.86K - $3.11K
|
406
$28.3K
|
|