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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
14KNew |
$925K - $1.02M
|
14K
$1M
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
51.7KNew |
$3.41M - $3.75M
|
51.7K
$3.69M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.23K- 26.59% |
$147K - $162K
|
6.15K
$439K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.09K+ 21.39% |
$468K - $514K
|
40.2K
$2.87M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.3K+ 4.85% |
$4.64M - $5.1M
|
1.52M
$108M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
65+ 1.78% |
$4.29K - $4.72K
|
3.71K
$265K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 2.08% |
$528 - $580
|
392
$28K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-374K- 34.05% |
$24.6M - $27.1M
|
723K
$51.7M
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-45K- 14.56% |
$2.97M - $3.27M
|
264K
$18.9M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
383+ 1.84% |
$25.3K - $27.8K
|
21.1K
$1.51M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
608+ 11.18% |
$40.1K - $44.1K
|
6.05K
$432K
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.03KNew |
$200K - $220K
|
3.03K
$216K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-60.9K- 5.84% |
$4.01M - $4.42M
|
982K
$70.1M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-899- 15.66% |
$59.3K - $65.2K
|
4.84K
$346K
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-695K- 91.18% |
$45.8M - $50.4M
|
67.2K
$4.8M
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
43K+ 4.02% |
$2.84M - $3.12M
|
1.11M
$79.4M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35.7K+ 3.29% |
$2.36M - $2.59M
|
1.12M
$80M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.2K- 18.69% |
$805K - $886K
|
53.1K
$3.79M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-967- 3.47% |
$63.8K - $70.2K
|
26.9K
$1.92M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
240+ 12.68% |
$15.8K - $17.4K
|
2.13K
$152K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.16K- 13.12% |
$274K - $302K
|
27.5K
$1.97M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4K- 3.68% |
$264K - $290K
|
105K
$7.47M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56+ 4.56% |
$3.69K - $4.06K
|
1.29K
$91.7K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-445- 4.58% |
$29.3K - $32.3K
|
9.26K
$661K
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-718K- 98.49% |
$47.4M - $52.1M
|
11K
$787K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
27+ 0.99% |
$1.78K - $1.96K
|
2.76K
$197K
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.52MNew |
$100M - $110M
|
1.52M
$109M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.58K+ 76.77% |
$500K - $550K
|
17.5K
$1.25M
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55+ 4.25% |
$3.63K - $3.99K
|
1.35K
$96.3K
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-950- 12.51% |
$62.7K - $68.9K
|
6.64K
$474K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
931+ 1.26% |
$61.4K - $67.6K
|
74.9K
$5.35M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
901K+ 3.91% |
$59.4M - $65.4M
|
24M
$1.71B
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-6.36K- 19.87% |
$420K - $462K
|
25.7K
$1.83M
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
530+ 14.32% |
$35K - $38.5K
|
4.23K
$302K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
746+ 2572.41% |
$49.2K - $54.1K
|
775
$55.3K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
627+ 1.33% |
$41.4K - $45.5K
|
47.7K
$3.41M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.03K- 5.29% |
$266K - $293K
|
72.2K
$5.16M
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
535+ 2.55% |
$35.3K - $38.8K
|
21.5K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
9.93KNew |
$655K - $721K
|
9.93K
$709K
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
760+ 2.17% |
$50.1K - $55.1K
|
35.8K
$2.56M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 0.44% |
$2.31K - $2.54K
|
7.86K
$561K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.98K+ 2.6% |
$526K - $579K
|
315K
$22.5M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.29K+ 106.32% |
$283K - $311K
|
8.33K
$594K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
533K+ 36.17% |
$35.2M - $38.7M
|
2.01M
$143M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.71K+ 64.21% |
$178K - $196K
|
6.92K
$494K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-338K- 2.97% |
$22.3M - $24.5M
|
11M
$788M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
259+ 0.92% |
$17.1K - $18.8K
|
28.5K
$2.04M
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
55.2KNew |
$3.64M - $4.01M
|
55.2K
$3.94M
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-984- 2.23% |
$64.9K - $71.4K
|
43.2K
$3.08M
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.47K- 0.77% |
$295K - $324K
|
577K
$41.2M
|