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 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
416+ 12.56% |
$27.1K - $30.1K
|
3.73K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
397+ 3.49% |
$25.8K - $28.7K
|
11.8K
$887K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
395+ 0.77% |
$25.7K - $28.6K
|
51.7K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
381+ 3.64% |
$24.8K - $27.6K
|
10.8K
$818K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
375+ 0.63% |
$24.4K - $27.1K
|
59.8K
$4.51M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
337+ 2.12% |
$21.9K - $24.4K
|
16.2K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
330+ 0.36% |
$21.5K - $23.9K
|
92.3K
$6.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
325+ 0.89% |
$21.1K - $23.5K
|
37K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
319+ 6.17% |
$20.8K - $23.1K
|
5.49K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
312+ 7.27% |
$20.3K - $22.6K
|
4.6K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
291+ 0.55% |
$18.9K - $21K
|
53.4K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
290+ 1.87% |
$18.9K - $21K
|
15.8K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
278+ 9.17% |
$18.1K - $20.1K
|
3.31K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
275New |
$17.9K - $19.9K
|
275
$20.7K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
267New |
$17.4K - $19.3K
|
267
$20.1K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
262+ 3.93% |
$17K - $18.9K
|
6.93K
$523K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
250+ 2.72% |
$16.3K - $18.1K
|
9.45K
$712K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
250+ 11.73% |
$16.3K - $18.1K
|
2.38K
$180K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
250+ 7.78% |
$16.3K - $18.1K
|
3.47K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
248+ 0.93% |
$16.1K - $17.9K
|
26.9K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
242+ 0.76% |
$15.7K - $17.5K
|
32.1K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
240+ 0.95% |
$15.6K - $17.4K
|
25.5K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
236+ 4.57% |
$15.4K - $17.1K
|
5.4K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235+ 1.34% |
$15.3K - $17K
|
17.8K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
230New |
$15K - $16.6K
|
230
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
225+ 0.63% |
$14.6K - $16.3K
|
36K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
220New |
$14.3K - $15.9K
|
220
$16.6K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
202+ 0.71% |
$13.1K - $14.6K
|
28.8K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
200+ 0.95% |
$13K - $14.5K
|
21.2K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
195+ 0.86% |
$12.7K - $14.1K
|
22.8K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
187New |
$12.2K - $13.5K
|
187
$14.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
185+ 1.55% |
$12K - $13.4K
|
12.1K
$912K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
178+ 2.08% |
$11.6K - $12.9K
|
8.75K
$660K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
172+ 1.31% |
$11.2K - $12.4K
|
13.3K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
170+ 2.68% |
$11.1K - $12.3K
|
6.52K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
169+ 0.64% |
$11K - $12.2K
|
26.7K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
151+ 1.54% |
$9.82K - $10.9K
|
9.93K
$749K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
149New |
$9.69K - $10.8K
|
149
$11.2K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
147+ 0.98% |
$9.56K - $10.6K
|
15.1K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
142New |
$9.24K - $10.3K
|
142
$10.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
125+ 3.04% |
$8.13K - $9.04K
|
4.24K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
119New |
$7.74K - $8.6K
|
119
$8.97K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
115+ 2.22% |
$7.48K - $8.32K
|
5.3K
$399K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
113New |
$7.35K - $8.17K
|
113
$8.52K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
113+ 1.35% |
$7.35K - $8.17K
|
8.51K
$642K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
111New |
$7.22K - $8.03K
|
111
$8.37K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
105+ 2.75% |
$6.83K - $7.59K
|
3.92K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
105+ 1.28% |
$6.83K - $7.59K
|
8.32K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
102New |
$6.64K - $7.38K
|
102
$7.69K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.36% |
$6.51K - $7.23K
|
7.47K
$563K
|