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 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.64K+ 29.24% |
$432K - $480K
|
29.3K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.48K+ 37.24% |
$421K - $468K
|
23.9K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.34K+ 15.2% |
$412K - $458K
|
48K
$3.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.2KNew |
$403K - $448K
|
6.2K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.19K+ 165.22% |
$403K - $448K
|
9.94K
$749K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.18KNew |
$402K - $447K
|
6.18K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.11K+ 53.79% |
$398K - $442K
|
17.5K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.02K+ 1.04% |
$392K - $436K
|
583K
$44M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.82K+ 6.8% |
$379K - $421K
|
91.4K
$6.9M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.63KNew |
$366K - $407K
|
5.63K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.56K+ 9.44% |
$362K - $402K
|
64.5K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
5.55K+ 4.92% |
$361K - $401K
|
118K
$8.92M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.34K+ 7.54% |
$347K - $386K
|
76.2K
$5.74M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.31K+ 48.59% |
$345K - $384K
|
16.2K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.28K+ 2.54% |
$343K - $381K
|
213K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.19K+ 4.59% |
$338K - $375K
|
118K
$8.92M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.06KNew |
$329K - $366K
|
5.06K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.01K+ 13.88% |
$326K - $362K
|
41.1K
$3.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
4.82KNew |
$314K - $349K
|
4.82K
$364K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
4.78KNew |
$311K - $346K
|
4.78K
$360K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.77K+ 4.19% |
$310K - $345K
|
119K
$8.95M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.76KNew |
$310K - $344K
|
4.76K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.73K+ 0.48% |
$308K - $342K
|
986K
$74.4M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.68K+ 85.37% |
$305K - $338K
|
10.2K
$766K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.44K+ 133.27% |
$289K - $321K
|
7.78K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
4.44K+ 2.29% |
$289K - $321K
|
198K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.22KNew |
$274K - $305K
|
4.22K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.09KNew |
$266K - $295K
|
4.09K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.06K+ 57.76% |
$264K - $293K
|
11.1K
$836K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.05K+ 9.1% |
$263K - $292K
|
48.5K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.98K+ 0.93% |
$259K - $288K
|
433K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.95K+ 4.82% |
$257K - $286K
|
85.9K
$6.48M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.95K+ 5.95% |
$257K - $285K
|
70.3K
$5.3M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.94K+ 10.66% |
$256K - $285K
|
40.9K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.9K+ 18.0% |
$254K - $282K
|
25.6K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.77% |
$250K - $278K
|
222K
$16.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.8K+ 2.32% |
$247K - $275K
|
168K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.65K+ 7.14% |
$237K - $264K
|
54.7K
$4.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.62K+ 0.84% |
$236K - $262K
|
436K
$32.9M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.59K+ 3.01% |
$233K - $259K
|
123K
$9.24M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
3.57KNew |
$232K - $258K
|
3.57K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
3.49KNew |
$227K - $252K
|
3.49K
$263K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.31K+ 5.48% |
$215K - $239K
|
63.7K
$4.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.29K+ 10.94% |
$214K - $238K
|
33.3K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.24KNew |
$211K - $235K
|
3.24K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.13KNew |
$204K - $226K
|
3.13K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 6.9% |
$203K - $225K
|
48.3K
$3.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.11KNew |
$203K - $225K
|
3.11K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.06KNew |
$199K - $221K
|
3.06K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.05KNew |
$198K - $220K
|
3.05K
$230K
|