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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.24K- 37.97% |
$341K - $379K
|
8.56K
$645K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-5.92K- 1.75% |
$385K - $428K
|
333K
$25.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.22K- 5.32% |
$405K - $450K
|
111K
$8.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.84K- 16.25% |
$445K - $495K
|
35.2K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.96K- 8.43% |
$453K - $504K
|
75.6K
$5.7M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.13K- 16.28% |
$464K - $516K
|
36.7K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.47K- 7.06% |
$486K - $540K
|
98.2K
$7.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.48K- 68.83% |
$487K - $541K
|
3.39K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.69K- 21.07% |
$501K - $556K
|
28.8K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7.92K- 31.0% |
$515K - $573K
|
17.6K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-8K- 57.9% |
$521K - $579K
|
5.82K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-8.17K- 31.47% |
$531K - $590K
|
17.8K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.54K- 34.77% |
$555K - $617K
|
16K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.62K- 6.34% |
$561K - $623K
|
127K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.66KClosed |
$563K - $626K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.45K- 13.09% |
$615K - $684K
|
62.8K
$4.73M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.96K- 30.32% |
$648K - $720K
|
22.9K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-10.2K- 12.81% |
$663K - $737K
|
69.4K
$5.23M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-11.2K- 6.58% |
$726K - $806K
|
158K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.7K- 6.01% |
$763K - $848K
|
183K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-11.7K- 5.09% |
$764K - $849K
|
219K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.1K- 2.25% |
$789K - $877K
|
528K
$39.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.1K- 85.7% |
$789K - $877K
|
2.02K
$153K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-12.8K- 3.92% |
$832K - $925K
|
313K
$23.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.6K- 30.26% |
$1.08M - $1.2M
|
38.2K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-16.9K- 1.87% |
$1.1M - $1.22M
|
884K
$66.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.4K- 4.22% |
$1.13M - $1.26M
|
396K
$29.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-18.5K- 3.71% |
$1.2M - $1.34M
|
479K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.5K- 38.95% |
$1.2M - $1.34M
|
29K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-21.8K- 7.07% |
$1.42M - $1.58M
|
286K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.8K- 9.9% |
$1.48M - $1.65M
|
207K
$15.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-23.8K- 70.56% |
$1.55M - $1.72M
|
9.92K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-25.4K- 86.61% |
$1.65M - $1.84M
|
3.93K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-26.5K- 5.16% |
$1.72M - $1.91M
|
486K
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.2K- 33.44% |
$1.77M - $1.97M
|
54.1K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-28K- 24.38% |
$1.82M - $2.02M
|
86.8K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28.7K- 7.35% |
$1.87M - $2.07M
|
361K
$27.3M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-29.1K- 14.93% |
$1.9M - $2.11M
|
166K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-30.2K- 3.25% |
$1.96M - $2.18M
|
898K
$67.7M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-30.2K- 44.89% |
$1.96M - $2.18M
|
37.1K
$2.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-30.3K- 0.35% |
$1.97M - $2.19M
|
8.57M
$646M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-31.9K- 74.32% |
$2.08M - $2.31M
|
11K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-32.2K- 2.57% |
$2.1M - $2.33M
|
1.22M
$91.9M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-33.4K- 50.08% |
$2.17M - $2.42M
|
33.3K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-34K- 10.84% |
$2.21M - $2.46M
|
279K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-34K- 4.29% |
$2.21M - $2.46M
|
760K
$57.3M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-34.2K- 4.0% |
$2.23M - $2.48M
|
823K
$62M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-35.4K- 27.51% |
$2.31M - $2.56M
|
93.4K
$7.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-40.9K- 47.56% |
$2.66M - $2.96M
|
45.1K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-41.8K- 7.13% |
$2.72M - $3.03M
|
545K
$41.1M
|