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 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$198 - $218
|
7.51K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$132 - $145
|
6.67K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-9.76K- 6.11% |
$644K - $708K
|
150K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1K+ 8.2% |
$66.2K - $72.9K
|
13.2K
$924K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
77+ 0.85% |
$5.08K - $5.59K
|
9.11K
$636K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-22- 0.3% |
$1.45K - $1.6K
|
7.29K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-39- 0.47% |
$2.57K - $2.83K
|
8.31K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.68% |
$1.58K - $1.74K
|
3.56K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
811+ 8.06% |
$53.5K - $58.8K
|
10.9K
$759K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.93K- 5.55% |
$127K - $140K
|
32.8K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.49K+ 33.63% |
$98.5K - $108K
|
5.93K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-282- 0.86% |
$18.6K - $20.5K
|
32.3K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-779- 2.19% |
$51.4K - $56.5K
|
34.9K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-119- 1.24% |
$7.85K - $8.63K
|
9.49K
$662K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-57- 1.74% |
$3.76K - $4.14K
|
3.22K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
436+ 55.33% |
$28.8K - $31.6K
|
1.22K
$85.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2K- 12.44% |
$132K - $145K
|
14.1K
$982K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.07K- 14.06% |
$268K - $295K
|
24.9K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.7K+ 4.3% |
$841K - $925K
|
309K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
24.6K+ 3.25% |
$1.62M - $1.79M
|
782K
$54.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.13K+ 10.87% |
$272K - $299K
|
42.1K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$330K - $363K
|
5K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
61+ 0.68% |
$4.02K - $4.43K
|
9.08K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39.8K- 64.06% |
$2.62M - $2.89M
|
22.3K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
13.3K+ 108.68% |
$878K - $966K
|
25.6K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.3K+ 9.57% |
$85.6K - $94.2K
|
14.9K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.42K+ 2.53% |
$93.3K - $103K
|
57.3K
$4M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
33+ 0.36% |
$2.18K - $2.39K
|
9.17K
$640K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
44+ 1.08% |
$2.9K - $3.19K
|
4.11K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.42K+ 4.5% |
$621K - $683K
|
219K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
31+ 0.83% |
$2.04K - $2.25K
|
3.76K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-374- 1.42% |
$24.7K - $27.1K
|
26K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12.1KNew |
$800K - $881K
|
12.1K
$847K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-362- 1.28% |
$23.9K - $26.3K
|
27.8K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
399+ 5.73% |
$26.3K - $29K
|
7.37K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
429+ 15.05% |
$28.3K - $31.1K
|
3.28K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.79K+ 97.05% |
$250K - $275K
|
7.69K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
170KNew |
$11.2M - $12.3M
|
170K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
22+ 1.79% |
$1.45K - $1.6K
|
1.25K
$87.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11.3KNew |
$746K - $821K
|
11.3K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.9K- 2.09% |
$2.03M - $2.24M
|
1.44M
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6.65K+ 5.4% |
$438K - $482K
|
130K
$9.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.37K+ 30.96% |
$354K - $389K
|
22.7K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-943- 18.27% |
$62.2K - $68.4K
|
4.22K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
242+ 18.52% |
$16K - $17.6K
|
1.55K
$108K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.05% |
$857 - $943
|
24.3K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20.5K+ 10.72% |
$1.35M - $1.49M
|
212K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 4.34% |
$267K - $294K
|
97.3K
$6.79M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.71K+ 13.82% |
$179K - $197K
|
22.3K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
16.2K+ 3.3% |
$1.07M - $1.17M
|
507K
$35.4M
|