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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
56New |
$3.26K - $3.56K
|
56
$3.94K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
49+ 13.73% |
$2.86K - $3.11K
|
406
$28.5K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
46+ 1.07% |
$2.68K - $2.92K
|
4.36K
$306K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
46New |
$2.68K - $2.92K
|
46
$3.23K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24+ 19.51% |
$1.4K - $1.53K
|
147
$10.3K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
14New |
$816 - $890
|
14
$984
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
87.1KNew |
$4.4M - $5.23M
|
87.1K
$6.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
57.1KNew |
$2.89M - $3.43M
|
57.1K
$4.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
36.6KNew |
$1.85M - $2.2M
|
36.6K
$2.57M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
28.2KNew |
$1.42M - $1.69M
|
28.2K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.9K+ 397.82% |
$1M - $1.19M
|
24.9K
$1.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.7KNew |
$997K - $1.18M
|
19.7K
$1.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
18.6KNew |
$941K - $1.12M
|
18.6K
$1.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
17.9KNew |
$905K - $1.07M
|
17.9K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17.3KNew |
$874K - $1.04M
|
17.3K
$1.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.1KNew |
$660K - $783K
|
13.1K
$917K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.3KNew |
$572K - $679K
|
11.3K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$506K - $600K
|
10K
$703K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.87KNew |
$499K - $592K
|
9.87K
$693K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
6.02KNew |
$304K - $361K
|
6.02K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.9KNew |
$298K - $354K
|
5.9K
$414K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
5.85K+ 22.02% |
$296K - $351K
|
32.4K
$2.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.25KNew |
$215K - $255K
|
4.25K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.02KNew |
$203K - $241K
|
4.02K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.52KNew |
$178K - $211K
|
3.52K
$247K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
2.46KNew |
$124K - $147K
|
2.46K
$173K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.94% |
$58.8K - $69.8K
|
40.8K
$2.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
929New |
$47K - $55.8K
|
929
$65.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
767New |
$38.8K - $46K
|
767
$53.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
375+ 33.27% |
$19K - $22.5K
|
1.5K
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120+ 10.94% |
$6.07K - $7.2K
|
1.22K
$85.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
100New |
$5.06K - $6K
|
100
$7.03K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
82New |
$4.15K - $4.92K
|
82
$5.76K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 2.09% |
$2.02K - $2.4K
|
1.96K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$303 - $360
|
6
$422
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 4.55% |
$50.6 - $60
|
23
$1.62K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
131K+ 4.18% |
$6.66M - $7.91M
|
3.26M
$229M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
106K+ 136.09% |
$5.39M - $6.39M
|
183K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
58.9K+ 51.55% |
$3M - $3.56M
|
173K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
29.6K+ 12.21% |
$1.51M - $1.79M
|
272K
$19.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.52KNew |
$485K - $576K
|
9.52K
$669K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
555+ 0.23% |
$28.3K - $33.5K
|
239K
$16.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
370New |
$18.8K - $22.4K
|
370
$26K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
284+ 14.19% |
$14.5K - $17.2K
|
2.29K
$161K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
155New |
$7.89K - $9.37K
|
155
$10.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
151New |
$7.69K - $9.12K
|
151
$10.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
85New |
$4.33K - $5.14K
|
85
$5.97K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
12New |
$611 - $725
|
12
$843
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
432KNew |
$24.3M - $29.3M
|
432K
$30.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
57.2KNew |
$3.22M - $3.88M
|
57.2K
$4.02M
|
|