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
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 2.57% |
$73.3K - $81.5K
|
45K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.13K+ 2.84% |
$73.3K - $81.5K
|
40.9K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$72.6K - $80.7K
|
1.12K
$84.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.08K+ 1.79% |
$70.1K - $78K
|
61.4K
$4.63M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 2.83% |
$67.9K - $75.5K
|
38K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.03K+ 1.15% |
$66.8K - $74.3K
|
90.5K
$6.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1.02K+ 19.8% |
$66.2K - $73.6K
|
6.16K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.02K+ 6.43% |
$66.1K - $73.5K
|
16.8K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.01KNew |
$65.4K - $72.7K
|
1.01K
$75.8K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.01K+ 17.32% |
$65.4K - $72.7K
|
6.81K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
975+ 9.82% |
$63.4K - $70.5K
|
10.9K
$823K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
970+ 364.66% |
$63.1K - $70.1K
|
1.24K
$93.2K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
954New |
$62.1K - $69K
|
954
$71.9K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
951+ 1.98% |
$61.9K - $68.8K
|
49K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
944+ 10.04% |
$61.4K - $68.3K
|
10.3K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
930+ 27.61% |
$60.5K - $67.2K
|
4.3K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
928New |
$60.4K - $67.1K
|
928
$70K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
911+ 14.81% |
$59.3K - $65.9K
|
7.06K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
881+ 3.95% |
$57.3K - $63.7K
|
23.2K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
859+ 1.73% |
$55.9K - $62.1K
|
50.4K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
854+ 0.32% |
$55.6K - $61.8K
|
266K
$20M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
829+ 2.62% |
$53.9K - $59.9K
|
32.5K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
822New |
$53.5K - $59.4K
|
822
$62K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
786+ 0.48% |
$51.1K - $56.8K
|
164K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
785New |
$51.1K - $56.8K
|
785
$59.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
779+ 4868.75% |
$50.7K - $56.3K
|
795
$60K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
765+ 1.46% |
$49.8K - $55.3K
|
53.1K
$4.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
763+ 0.94% |
$49.6K - $55.2K
|
82.3K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
744+ 21.3% |
$48.4K - $53.8K
|
4.24K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
735+ 15.89% |
$47.8K - $53.1K
|
5.36K
$404K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
735+ 6.51% |
$47.8K - $53.1K
|
12K
$906K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
732+ 0.92% |
$47.6K - $52.9K
|
80K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
682+ 19.1% |
$44.4K - $49.3K
|
4.25K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
682+ 12.8% |
$44.4K - $49.3K
|
6.01K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
673+ 11.1% |
$43.8K - $48.7K
|
6.74K
$508K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
673+ 0.75% |
$43.8K - $48.7K
|
90.5K
$6.82M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
669+ 7.37% |
$43.5K - $48.4K
|
9.75K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
628+ 32.49% |
$40.9K - $45.4K
|
2.56K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
627+ 9.76% |
$40.8K - $45.3K
|
7.05K
$532K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
622+ 2.66% |
$40.5K - $45K
|
24K
$1.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
618+ 0.68% |
$40.2K - $44.7K
|
91K
$6.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
540+ 118.16% |
$35.1K - $39K
|
997
$75.2K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
540+ 3.14% |
$35.1K - $39K
|
17.8K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
509+ 0.89% |
$33.1K - $36.8K
|
57.4K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
500+ 8.43% |
$32.5K - $36.2K
|
6.43K
$485K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
471+ 6.53% |
$30.6K - $34.1K
|
7.69K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
433+ 4.49% |
$28.2K - $31.3K
|
10.1K
$760K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
431+ 187.39% |
$28K - $31.2K
|
661
$49.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
430+ 0.41% |
$28K - $31.1K
|
105K
$7.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
430+ 10.46% |
$28K - $31.1K
|
4.54K
$343K
|