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 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-43.5K- 3.91% |
$2.83M - $3.15M
|
1.07M
$80.6M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-44.9K- 16.87% |
$2.92M - $3.25M
|
221K
$16.7M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-58.8K- 38.35% |
$3.83M - $4.25M
|
94.5K
$7.13M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60.6K- 0.88% |
$3.94M - $4.38M
|
6.85M
$517M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-66K- 92.99% |
$4.29M - $4.77M
|
4.97K
$375K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-67.8K- 33.07% |
$4.41M - $4.9M
|
137K
$10.3M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-68.6K- 4.33% |
$4.46M - $4.96M
|
1.52M
$114M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-71.6K- 55.96% |
$4.66M - $5.18M
|
56.3K
$4.25M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-78.9K- 64.33% |
$5.13M - $5.7M
|
43.7K
$3.3M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-88.1K- 40.24% |
$5.73M - $6.37M
|
131K
$9.86M
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-90.3K- 98.54% |
$5.87M - $6.53M
|
1.34K
$101K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-100K- 3.63% |
$6.53M - $7.26M
|
2.67M
$201M
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-101K- 96.8% |
$6.55M - $7.28M
|
3.33K
$251K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-161K- 39.92% |
$10.5M - $11.7M
|
243K
$18.3M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-162K- 25.95% |
$10.5M - $11.7M
|
461K
$34.8M
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-200K- 7.65% |
$13M - $14.5M
|
2.41M
$182M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-210K- 40.66% |
$13.7M - $15.2M
|
307K
$23.1M
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-256K- 93.46% |
$16.7M - $18.5M
|
17.9K
$1.35M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-300K- 14.94% |
$19.5M - $21.7M
|
1.71M
$129M
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-325K- 0.95% |
$21.2M - $23.5M
|
33.8M
$2.55B
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-526K- 22.27% |
$34.2M - $38M
|
1.83M
$138M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-657K- 53.57% |
$42.8M - $47.5M
|
570K
$43M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-665K- 98.73% |
$43.3M - $48.1M
|
8.54K
$644K
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.37M- 5.71% |
$89M - $99M
|
22.6M
$1.71B
|