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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
621+ 5.34% |
$41K - $45.1K
|
12.2K
$844K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.37K+ 22.65% |
$354K - $390K
|
29.1K
$2M
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.11K- 1.96% |
$139K - $153K
|
105K
$7.26M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.47K+ 15.96% |
$361K - $397K
|
39.7K
$2.74M
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.27K- 3.61% |
$84K - $92.4K
|
34K
$2.34M
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
12.3K+ 22.67% |
$809K - $890K
|
66.4K
$4.57M
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.96K+ 8.69% |
$261K - $287K
|
49.5K
$3.41M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
65+ 1.42% |
$4.29K - $4.72K
|
4.63K
$319K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
169New |
$11.1K - $12.3K
|
169
$11.6K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-59- 10.0% |
$3.89K - $4.28K
|
531
$36.6K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 62.02% |
$5.28K - $5.8K
|
49
$3.38K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-549- 4.61% |
$36.2K - $39.8K
|
11.3K
$782K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.3% |
$1.19K - $1.31K
|
5.94K
$409K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.22% |
$66 - $72.6
|
83
$5.72K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
559New |
$36.9K - $40.6K
|
559
$38.5K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-853- 8.6% |
$56.3K - $61.9K
|
9.06K
$624K
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
690+ 20.22% |
$45.5K - $50.1K
|
4.1K
$283K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
4.39K+ 4.68% |
$290K - $319K
|
98.2K
$6.77M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.57K+ 15.31% |
$301K - $331K
|
34.4K
$2.37M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.84K+ 2.37% |
$121K - $133K
|
79.3K
$5.46M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
755+ 14.65% |
$49.8K - $54.8K
|
5.91K
$407K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.97K+ 4.12% |
$130K - $143K
|
49.8K
$3.43M
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.84KNew |
$253K - $278K
|
3.84K
$264K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 9.32% |
$78.8K - $86.7K
|
11.6K
$801K
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-81- 1.3% |
$5.34K - $5.88K
|
6.16K
$424K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
101+ 0.49% |
$6.66K - $7.33K
|
20.5K
$1.41M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
39New |
$2.57K - $2.83K
|
39
$2.69K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-700- 6.84% |
$46.2K - $50.8K
|
9.54K
$657K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.79K+ 1.89% |
$250K - $275K
|
205K
$14.1M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$869K - $956K
|
13.2K
$908K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.16K+ 15.7% |
$142K - $156K
|
15.9K
$1.1M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
37.5KNew |
$2.48M - $2.72M
|
37.5K
$2.59M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2K+ 41.52% |
$132K - $145K
|
6.82K
$470K
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.19K- 1.01% |
$78.5K - $86.3K
|
117K
$8.06M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
306KNew |
$20.2M - $22.2M
|
306K
$21.1M
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.01K+ 4.47% |
$462K - $509K
|
164K
$11.3M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.36K+ 2.82% |
$222K - $244K
|
123K
$8.45M
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9.14K- 5.11% |
$603K - $663K
|
170K
$11.7M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
130K+ 4.92% |
$8.55M - $9.41M
|
2.77M
$191M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-971- 2.54% |
$64K - $70.5K
|
37.3K
$2.57M
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.17K+ 3.3% |
$77.2K - $85K
|
36.6K
$2.52M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-173- 0.14% |
$11.4K - $12.6K
|
128K
$8.82M
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
599K+ 7.48% |
$39.5M - $43.4M
|
8.6M
$592M
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
56.9KNew |
$3.75M - $4.13M
|
56.9K
$3.92M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
115+ 1.5% |
$7.58K - $8.34K
|
7.81K
$538K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 93.75% |
$2.97K - $3.27K
|
3
$207
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.09K+ 25.94% |
$71.9K - $79.1K
|
5.29K
$365K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-605- 12.24% |
$39.9K - $43.9K
|
4.34K
$299K
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.4KNew |
$422K - $464K
|
6.4K
$441K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-874- 13.43% |
$57.6K - $63.4K
|
5.63K
$388K
|