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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-48- 1.18% |
$3.66K - $3.96K
|
4.01K
$338K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.06K+ 6.69% |
$81.1K - $87.7K
|
16.9K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.41K+ 52.7% |
$642K - $694K
|
24.4K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 0.14% |
$1.91K - $2.06K
|
17.5K
$1.47M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45- 1.03% |
$3.44K - $3.72K
|
4.31K
$363K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.09K- 5.17% |
$83K - $89.8K
|
19.9K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
51+ 0.52% |
$3.89K - $4.21K
|
9.82K
$827K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-14- 0.25% |
$1.07K - $1.16K
|
5.51K
$465K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-9- 7.83% |
$687 - $743
|
106
$8.93K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.51K- 2.97% |
$192K - $207K
|
82K
$6.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 264.58% |
$870K - $941K
|
15.7K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
329+ 1.41% |
$25.1K - $27.2K
|
23.7K
$2M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10.1K- 2.26% |
$770K - $833K
|
436K
$36.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-350- 3.09% |
$26.7K - $28.9K
|
11K
$925K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
327+ 32.8% |
$25K - $27K
|
1.32K
$112K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.24K- 8.59% |
$324K - $350K
|
45.1K
$3.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.4K+ 22.31% |
$107K - $116K
|
7.68K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.83KNew |
$140K - $151K
|
1.83K
$154K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-184- 4.4% |
$14K - $15.2K
|
4K
$337K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-850- 1.59% |
$64.9K - $70.2K
|
52.7K
$4.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-312- 0.83% |
$23.8K - $25.8K
|
37.4K
$3.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.85KNew |
$217K - $235K
|
2.85K
$240K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.33K- 1.49% |
$178K - $192K
|
154K
$13M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
761+ 1.19% |
$58.1K - $62.8K
|
64.8K
$5.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-6.22K- 4.32% |
$475K - $514K
|
138K
$11.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
175New |
$13.4K - $14.5K
|
175
$14.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.44K- 5.16% |
$415K - $449K
|
99.9K
$8.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.27% |
$687 - $743
|
3.32K
$280K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4.7K- 35.89% |
$359K - $388K
|
8.4K
$707K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.27K+ 78.78% |
$250K - $270K
|
7.42K
$625K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
39+ 1.26% |
$2.98K - $3.22K
|
3.13K
$264K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
72+ 0.4% |
$5.5K - $5.95K
|
18.3K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.04K+ 1.37% |
$385K - $416K
|
373K
$31.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
758+ 6.57% |
$57.9K - $62.6K
|
12.3K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.61K- 9.51% |
$200K - $216K
|
24.9K
$2.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-20- 0.19% |
$1.53K - $1.65K
|
10.3K
$869K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-58- 1.32% |
$4.43K - $4.79K
|
4.34K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-208- 2.72% |
$15.9K - $17.2K
|
7.45K
$628K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
56New |
$4.28K - $4.62K
|
56
$4.72K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
48.4K+ 88.51% |
$3.7M - $4M
|
103K
$8.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
108+ 0.97% |
$8.25K - $8.92K
|
11.2K
$947K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 3.13% |
$1.95M - $2.1M
|
788K
$66.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
60.8K+ 2.33% |
$4.64M - $5.02M
|
2.67M
$225M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.45K- 3.41% |
$110K - $119K
|
41K
$3.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-136- 0.47% |
$10.4K - $11.2K
|
28.9K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-633- 1.57% |
$48.3K - $52.3K
|
39.7K
$3.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
25+ 2.09% |
$1.91K - $2.06K
|
1.22K
$103K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.63K+ 1.38% |
$125K - $135K
|
120K
$10.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-691- 7.37% |
$52.8K - $57.1K
|
8.69K
$732K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.23K+ 17.11% |
$170K - $184K
|
15.2K
$1.28M
|
|