Latest Institutional Purchases of Ishares Tr (IXUS)
This list provides information on the latest institutional transactions involving Ishares Tr (IXUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
173+ 5.58% |
$11.3K - $12.1K
|
3.27K
$226K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
166New |
$10.8K - $11.6K
|
166
$11.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 1.53% |
$5.27K - $5.68K
|
5.37K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
80New |
$5.21K - $5.61K
|
80
$5.51K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
75+ 0.53% |
$4.88K - $5.26K
|
14.2K
$977K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
72New |
$4.69K - $5.05K
|
72
$4.96K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
44New |
$2.86K - $3.08K
|
44
$3.03K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
40+ 0.97% |
$2.6K - $2.8K
|
4.16K
$286K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
32+ 0.87% |
$2.08K - $2.24K
|
3.7K
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
25+ 65.79% |
$1.63K - $1.75K
|
63
$4.34K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
20+ 0.65% |
$1.3K - $1.4K
|
3.09K
$213K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$716 - $771
|
11
$758
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$586 - $631
|
1.55K
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 1.53% |
$260 - $280
|
266
$18.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2New |
$130 - $140
|
2
$138
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.79% |
$65.1 - $70.1
|
127
$8.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 5.88% |
$65.1 - $70.1
|
18
$1.24K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.69% |
$65.1 - $70.1
|
60
$4.14K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.26MNew |
$78.7M - $85.7M
|
1.26M
$86.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.1K+ 4.64% |
$2.81M - $3.06M
|
1.02M
$70M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
37.3KNew |
$2.33M - $2.53M
|
37.3K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.7K+ 24.01% |
$1.6M - $1.74M
|
133K
$9.13M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
18.4KNew |
$1.15M - $1.25M
|
18.4K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.46KNew |
$403K - $439K
|
6.46K
$445K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4.93KNew |
$307K - $335K
|
4.93K
$339K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.32KNew |
$270K - $294K
|
4.32K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.21KNew |
$200K - $218K
|
3.21K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.13KNew |
$195K - $212K
|
3.13K
$215K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$188K - $205K
|
3.01K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3KNew |
$187K - $204K
|
3K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 1.81% |
$109K - $119K
|
98.3K
$6.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.26KNew |
$78.6K - $85.6K
|
1.26K
$86.8K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.25K+ 186.42% |
$77.9K - $84.8K
|
1.92K
$132K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
910New |
$56.8K - $61.8K
|
910
$62.7K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
579New |
$36.1K - $39.3K
|
579
$39.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
436New |
$27.2K - $29.6K
|
436
$30K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
187New |
$11.7K - $12.7K
|
187
$12.9K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
161New |
$10K - $10.9K
|
161
$11.1K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
156+ 21.79% |
$9.73K - $10.6K
|
872
$60.1K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
119New |
$7.42K - $8.08K
|
119
$8.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$6.24K - $6.79K
|
100
$6.89K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
15+ 7.98% |
$936 - $1.02K
|
203
$14K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
180KNew |
$10.3M - $11.7M
|
180K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49.2K+ 9.33% |
$2.82M - $3.2M
|
577K
$39.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
27.9KNew |
$1.6M - $1.81M
|
27.9K
$1.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21KNew |
$1.2M - $1.36M
|
21K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
20.1KNew |
$1.15M - $1.31M
|
20.1K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
16.2KNew |
$925K - $1.05M
|
16.2K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.86KNew |
$392K - $445K
|
6.86K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.58K+ 1.64% |
$376K - $427K
|
408K
$28.1M
|
|