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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.1KClosed |
$1.93M - $2.29M
|
0
$0
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
28.2KNew |
$1.42M - $1.69M
|
28.2K
$2.37M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
5.85K+ 22.02% |
$296K - $351K
|
32.4K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$506K - $600K
|
10K
$843K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$303 - $360
|
6
$506
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-497K- 98.27% |
$25.1M - $29.8M
|
8.74K
$736K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17.3KNew |
$874K - $1.04M
|
17.3K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.9K+ 397.82% |
$1M - $1.19M
|
24.9K
$2.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
929New |
$47K - $55.8K
|
929
$78.3K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
6.02KNew |
$304K - $361K
|
6.02K
$507K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.52KNew |
$178K - $211K
|
3.52K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.98K- 7.13% |
$353K - $419K
|
90.9K
$7.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
82New |
$4.15K - $4.92K
|
82
$6.91K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.1KNew |
$660K - $783K
|
13.1K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120+ 10.94% |
$6.07K - $7.2K
|
1.22K
$103K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.7KNew |
$997K - $1.18M
|
19.7K
$1.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 4.55% |
$50.6 - $60
|
23
$1.94K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
18.6KNew |
$941K - $1.12M
|
18.6K
$1.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 2.09% |
$2.02K - $2.4K
|
1.96K
$165K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
57.1KNew |
$2.89M - $3.43M
|
57.1K
$4.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.25KNew |
$215K - $255K
|
4.25K
$358K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-145- 0.57% |
$7.33K - $8.7K
|
25.3K
$2.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
87.1KNew |
$4.4M - $5.23M
|
87.1K
$7.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-304- 1.09% |
$15.4K - $18.2K
|
27.5K
$2.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
36.6KNew |
$1.85M - $2.2M
|
36.6K
$3.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-4.87K- 1.11% |
$246K - $292K
|
435K
$36.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.3KNew |
$572K - $679K
|
11.3K
$953K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
100New |
$5.06K - $6K
|
100
$8.43K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
17.9KNew |
$905K - $1.07M
|
17.9K
$1.51M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-451- 5.13% |
$22.8K - $27.1K
|
8.34K
$703K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.87KNew |
$499K - $592K
|
9.87K
$831K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.94% |
$58.8K - $69.8K
|
40.8K
$3.44M
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
2.46KNew |
$124K - $147K
|
2.46K
$207K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
767New |
$38.8K - $46K
|
767
$64.6K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 0.2% |
$255 - $302
|
2.44K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-119- 1.69% |
$6.06K - $7.19K
|
6.92K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
29.6K+ 12.21% |
$1.51M - $1.79M
|
272K
$22.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-27.4K- 41.18% |
$1.4M - $1.66M
|
39.2K
$3.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5.97K- 10.86% |
$304K - $361K
|
49K
$4.13M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
58.9K+ 51.55% |
$3M - $3.56M
|
173K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.34K- 2.98% |
$68.4K - $81.2K
|
43.7K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
106K+ 136.09% |
$5.39M - $6.39M
|
183K
$15.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.7K- 46.22% |
$547K - $649K
|
12.5K
$1.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.52KNew |
$485K - $576K
|
9.52K
$802K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
151New |
$7.69K - $9.12K
|
151
$12.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
555+ 0.23% |
$28.3K - $33.5K
|
239K
$20.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
131K+ 4.18% |
$6.66M - $7.91M
|
3.26M
$275M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
85New |
$4.33K - $5.14K
|
85
$7.16K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
155New |
$7.89K - $9.37K
|
155
$13.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-28.3K- 79.98% |
$1.44M - $1.71M
|
7.1K
$598K
|
|