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 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
97+ 2.33% |
$6.31K - $7.01K
|
4.26K
$322K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
84+ 0.25% |
$5.47K - $6.07K
|
34.2K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
80+ 0.28% |
$5.2K - $5.78K
|
29.2K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
79+ 4.51% |
$5.14K - $5.71K
|
1.83K
$138K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
74+ 1.01% |
$4.81K - $5.35K
|
7.41K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
70+ 0.3% |
$4.55K - $5.06K
|
23.3K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
65+ 76.47% |
$4.23K - $4.7K
|
150
$11.3K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 21.74% |
$3.9K - $4.34K
|
336
$25.3K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
55New |
$3.58K - $3.98K
|
55
$4.15K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55+ 47.41% |
$3.58K - $3.98K
|
171
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
54New |
$3.51K - $3.9K
|
54
$4.07K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
49+ 106.52% |
$3.19K - $3.54K
|
95
$7.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
47+ 0.86% |
$3.06K - $3.4K
|
5.54K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
43+ 5.55% |
$2.8K - $3.11K
|
818
$61.7K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
41+ 1.29% |
$2.67K - $2.96K
|
3.22K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.01% |
$2.67K - $2.96K
|
414K
$31.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
38+ 0.52% |
$2.47K - $2.75K
|
7.33K
$553K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
36+ 1.1% |
$2.34K - $2.6K
|
3.32K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34+ 1133.33% |
$2.21K - $2.46K
|
37
$2.79K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$2.02K - $2.24K
|
31
$2.34K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
28+ 0.56% |
$1.82K - $2.02K
|
5.04K
$380K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
28+ 0.65% |
$1.82K - $2.02K
|
4.37K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 5.36% |
$1.63K - $1.81K
|
491
$37K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$1.17K - $1.3K
|
18
$1.36K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
16+ 0.49% |
$1.04K - $1.16K
|
3.29K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
15+ 0.06% |
$976 - $1.08K
|
24.3K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11+ 68.75% |
$716 - $795
|
27
$2.04K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$520 - $578
|
8
$603
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.06% |
$325 - $362
|
8.2K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4+ 0.08% |
$260 - $289
|
5.03K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3+ 0.01% |
$195 - $217
|
20.1K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2+ 0.06% |
$130 - $145
|
3.53K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1+ 0.02% |
$65.1 - $72.3
|
5.36K
$404K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.01% |
$65.1 - $72.3
|
12.1K
$915K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.07% |
$65.1 - $72.3
|
1.35K
$102K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-2- 0.04% |
$130 - $145
|
4.62K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 0.24% |
$130 - $145
|
820
$61.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-2- 0.04% |
$130 - $145
|
4.57K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$195 - $217
|
5K
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6- 0.56% |
$390 - $434
|
1.07K
$80.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-9- 0.47% |
$586 - $651
|
1.93K
$145K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-11- 0.14% |
$716 - $795
|
7.96K
$600K
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-11- 0.01% |
$716 - $795
|
152K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-12- 0.29% |
$781 - $868
|
4.12K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-18- 0.07% |
$1.17K - $1.3K
|
24.2K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-20- 0.6% |
$1.3K - $1.45K
|
3.33K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-21- 0.36% |
$1.37K - $1.52K
|
5.84K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-28- 0.04% |
$1.82K - $2.02K
|
63.2K
$4.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-34- 0.1% |
$2.21K - $2.46K
|
34.4K
$2.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-36- 9.78% |
$2.34K - $2.6K
|
332
$25K
|