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 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-324- 2.1% |
$21.1K - $23.4K
|
15.1K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-326- 0.57% |
$21.2K - $23.6K
|
56.7K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-333- 4.35% |
$21.7K - $24.1K
|
7.32K
$552K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-336- 4.33% |
$21.9K - $24.3K
|
7.43K
$560K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-337- 4.38% |
$21.9K - $24.4K
|
7.35K
$555K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-347- 10.14% |
$22.6K - $25.1K
|
3.08K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-350- 7.23% |
$22.8K - $25.3K
|
4.49K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-356- 59.93% |
$23.2K - $25.7K
|
238
$17.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-359- 0.72% |
$23.4K - $26K
|
49.8K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-360- 1.28% |
$23.4K - $26K
|
27.9K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-387- 4.27% |
$25.2K - $28K
|
8.67K
$654K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-407- 7.04% |
$26.5K - $29.4K
|
5.38K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-418- 2.26% |
$27.2K - $30.2K
|
18.1K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-443- 2.98% |
$28.8K - $32K
|
14.4K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-445- 2.15% |
$29K - $32.2K
|
20.3K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-450- 3.29% |
$29.3K - $32.5K
|
13.2K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-452- 11.51% |
$29.4K - $32.7K
|
3.48K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-460- 7.35% |
$29.9K - $33.3K
|
5.8K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-460- 24.38% |
$29.9K - $33.3K
|
1.43K
$108K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-470- 4.61% |
$30.6K - $34K
|
9.73K
$734K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-477- 1.46% |
$31K - $34.5K
|
32.2K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-487- 37.9% |
$31.7K - $35.2K
|
798
$60.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-496- 9.37% |
$32.3K - $35.9K
|
4.8K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-513- 12.65% |
$33.4K - $37.1K
|
3.54K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-515- 1.26% |
$33.5K - $37.2K
|
40.5K
$3.05M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-556- 4.58% |
$36.2K - $40.2K
|
11.6K
$873K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-569- 4.58% |
$37K - $41.1K
|
11.8K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-614- 6.28% |
$39.9K - $44.4K
|
9.16K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-615- 9.01% |
$40K - $44.5K
|
6.21K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-618- 50.0% |
$40.2K - $44.7K
|
618
$46.6K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-619- 1.71% |
$40.3K - $44.8K
|
35.6K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-620- 4.78% |
$40.3K - $44.8K
|
12.4K
$932K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-625- 1.08% |
$40.7K - $45.2K
|
57.3K
$4.32M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-643- 5.37% |
$41.8K - $46.5K
|
11.3K
$854K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-656- 7.49% |
$42.7K - $47.4K
|
8.1K
$611K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-716- 24.04% |
$46.6K - $51.8K
|
2.26K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-721- 2.89% |
$46.9K - $52.1K
|
24.2K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-728- 12.92% |
$47.4K - $52.6K
|
4.91K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-742- 8.91% |
$48.3K - $53.7K
|
7.58K
$572K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-757- 1.72% |
$49.3K - $54.7K
|
43.3K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-759- 0.8% |
$49.4K - $54.9K
|
93.9K
$7.08M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-769- 2.29% |
$50K - $55.6K
|
32.9K
$2.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-775- 6.94% |
$50.4K - $56K
|
10.4K
$783K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-789- 3.1% |
$51.3K - $57.1K
|
24.7K
$1.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-794- 39.9% |
$51.7K - $57.4K
|
1.2K
$90.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-797- 1.64% |
$51.9K - $57.6K
|
47.9K
$3.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-800- 2.87% |
$52K - $57.8K
|
27K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-800- 2.9% |
$52K - $57.8K
|
26.8K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-803- 21.81% |
$52.2K - $58.1K
|
2.88K
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-813- 0.1% |
$52.9K - $58.8K
|
781K
$58.9M
|