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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.03KNew |
$197K - $219K
|
3.03K
$229K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.02KNew |
$196K - $218K
|
3.02K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.97KNew |
$193K - $215K
|
2.97K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 1.79% |
$193K - $214K
|
168K
$12.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$192K - $214K
|
2.96K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.95KNew |
$192K - $213K
|
2.95K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.93K+ 3.75% |
$191K - $212K
|
81.2K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.93KNew |
$190K - $212K
|
2.93K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.92KNew |
$190K - $211K
|
2.92K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.91KNew |
$189K - $210K
|
2.91K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.88KNew |
$187K - $208K
|
2.88K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.84K+ 9.95% |
$185K - $205K
|
31.4K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.78K+ 15.65% |
$181K - $201K
|
20.6K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.78K+ 225.61% |
$181K - $201K
|
4.01K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.5K+ 40.4% |
$163K - $181K
|
8.7K
$656K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
2.4K+ 9.33% |
$156K - $174K
|
28.1K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.37K+ 4.02% |
$154K - $172K
|
61.4K
$4.63M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.3K+ 7.15% |
$150K - $166K
|
34.4K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.11K+ 9.85% |
$137K - $153K
|
23.5K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.05K+ 3.19% |
$133K - $148K
|
66.2K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.04K+ 32.64% |
$133K - $148K
|
8.3K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.02K+ 1.68% |
$131K - $146K
|
122K
$9.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.01K+ 0.87% |
$131K - $145K
|
232K
$17.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.99K+ 15.04% |
$130K - $144K
|
15.2K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 1.48% |
$129K - $143K
|
136K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.95K+ 6.62% |
$127K - $141K
|
31.4K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.95K+ 3.52% |
$127K - $141K
|
57.2K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.95K+ 2.28% |
$127K - $141K
|
87.4K
$6.59M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.91K+ 5.13% |
$124K - $138K
|
39.2K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.85K+ 12.74% |
$120K - $134K
|
16.4K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.82K+ 20.13% |
$118K - $131K
|
10.8K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.74K+ 7.77% |
$113K - $125K
|
24.1K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.7K+ 8.03% |
$110K - $123K
|
22.8K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.65K+ 7.75% |
$107K - $119K
|
22.9K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.6K+ 9.15% |
$104K - $116K
|
19.1K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.53K+ 3.07% |
$99.3K - $110K
|
51.3K
$3.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.52K+ 13.76% |
$98.8K - $110K
|
12.5K
$946K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.47K+ 3.63% |
$95.6K - $106K
|
41.9K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 41.56% |
$95.2K - $106K
|
4.99K
$376K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.43K+ 23.54% |
$93.2K - $104K
|
7.52K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.43K+ 9.0% |
$92.8K - $103K
|
17.3K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
1.35K+ 1.38% |
$87.9K - $97.7K
|
99.6K
$7.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.34K+ 26.03% |
$86.9K - $96.6K
|
6.47K
$488K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.3K+ 11.44% |
$84.6K - $94.1K
|
12.7K
$956K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.3K+ 34.67% |
$84.6K - $94K
|
5.05K
$381K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.24K+ 35.39% |
$80.7K - $89.7K
|
4.74K
$358K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 13.02% |
$80.4K - $89.4K
|
10.7K
$809K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.19K+ 20.73% |
$77.2K - $85.8K
|
6.91K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.18K+ 1.46% |
$76.5K - $85K
|
81.9K
$6.17M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 33.48% |
$75.9K - $84.3K
|
4.65K
$351K
|