Purchases and Sales Made in Q1 2025 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-836- 3.09% |
$54.4K - $60.5K
|
26.2K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-836- 22.25% |
$54.4K - $60.5K
|
2.92K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-857- 0.44% |
$55.8K - $62K
|
192K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-871- 12.09% |
$56.7K - $63K
|
6.34K
$478K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-874- 11.85% |
$56.9K - $63.2K
|
6.5K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-895- 4.66% |
$58.2K - $64.7K
|
18.3K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-895- 0.44% |
$58.2K - $64.7K
|
204K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-922- 18.85% |
$60K - $66.7K
|
3.97K
$299K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-929- 0.99% |
$60.4K - $67.2K
|
92.4K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-950- 23.3% |
$61.8K - $68.7K
|
3.13K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-970- 71.85% |
$63.1K - $70.1K
|
380
$28.7K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-985- 12.05% |
$64.1K - $71.2K
|
7.19K
$542K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-996- 42.19% |
$64.8K - $72K
|
1.37K
$103K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1K- 7.1% |
$65.1K - $72.3K
|
13.1K
$986K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1K- 7.59% |
$65.3K - $72.5K
|
12.2K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.01K- 3.93% |
$65.5K - $72.8K
|
24.6K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 4.44% |
$67.8K - $75.3K
|
22.4K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.05K- 1.83% |
$68.1K - $75.7K
|
56.3K
$4.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.05K- 10.2% |
$68.2K - $75.9K
|
9.23K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.05K- 10.95% |
$68.2K - $75.9K
|
8.53K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.07K- 2.27% |
$69.3K - $77K
|
45.9K
$3.46M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.07K- 3.15% |
$69.7K - $77.4K
|
32.9K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.12K- 15.59% |
$72.6K - $80.7K
|
6.04K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.15K- 6.86% |
$74.6K - $82.9K
|
15.6K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 10.53% |
$77.7K - $86.4K
|
10.2K
$766K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.1% |
$81.3K - $90.4K
|
58.2K
$4.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.3K- 3.43% |
$84.4K - $93.9K
|
36.6K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.31K- 16.69% |
$85.4K - $94.9K
|
6.55K
$494K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.31K- 0.62% |
$85.4K - $94.9K
|
211K
$15.9M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.34K- 15.36% |
$87.2K - $96.9K
|
7.39K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.36K- 0.83% |
$88.5K - $98.4K
|
162K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.38K- 20.8% |
$89.9K - $99.9K
|
5.26K
$397K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.39K- 32.95% |
$90.4K - $101K
|
2.83K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.41K- 19.18% |
$91.8K - $102K
|
5.94K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.5K- 2.65% |
$97.5K - $108K
|
55K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.5K- 1.03% |
$97.7K - $109K
|
144K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.52K- 1.01% |
$98.7K - $110K
|
148K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.52K- 1.45% |
$99.1K - $110K
|
104K
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-1.53K- 7.78% |
$99.7K - $111K
|
18.2K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 3.96% |
$109K - $121K
|
40.5K
$3.06M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.7K- 7.92% |
$110K - $123K
|
19.7K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.71K- 5.73% |
$111K - $124K
|
28.1K
$2.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.74K- 7.53% |
$113K - $126K
|
21.4K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.86K- 6.61% |
$121K - $135K
|
26.3K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.87K- 27.72% |
$122K - $135K
|
4.88K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.94K- 5.1% |
$126K - $141K
|
36.2K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.97K- 31.98% |
$128K - $142K
|
4.19K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.97K- 28.51% |
$128K - $143K
|
4.95K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2K- 20.95% |
$130K - $144K
|
7.54K
$568K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.05K- 3.4% |
$134K - $149K
|
58.3K
$4.4M
|