Purchases and Sales Made in Q2 2025 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
498K+ 9.85% |
$31M - $38.6M
|
5.55M
$438M
|
|
|
Jul 25, 2025
Q2 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
248K+ 550.22% |
$15.4M - $19.2M
|
293K
$23.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
222KNew |
$13.8M - $17.2M
|
222K
$17.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
221K+ 59.39% |
$13.8M - $17.2M
|
593K
$46.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
201KNew |
$12.5M - $15.6M
|
201K
$15.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
152KNew |
$9.49M - $11.8M
|
152K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
135K+ 574.11% |
$8.43M - $10.5M
|
159K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
119KNew |
$7.4M - $9.21M
|
119K
$9.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
83.8K+ 64.1% |
$5.23M - $6.51M
|
215K
$16.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
65.7K+ 11.9% |
$4.1M - $5.1M
|
618K
$48.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47.7KNew |
$2.98M - $3.7M
|
47.7K
$3.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
38.2KNew |
$2.38M - $2.96M
|
38.2K
$3.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
32.9K+ 216.09% |
$2.05M - $2.56M
|
48.2K
$3.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
31.9K+ 3.05% |
$1.99M - $2.47M
|
1.08M
$85.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
31.7KNew |
$1.98M - $2.46M
|
31.7K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31.3KNew |
$1.95M - $2.43M
|
31.3K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
31.2KNew |
$1.94M - $2.42M
|
31.2K
$2.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
30.7K+ 16.8% |
$1.92M - $2.39M
|
214K
$16.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
25.3K+ 255.08% |
$1.58M - $1.96M
|
35.2K
$2.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
23.7KNew |
$1.48M - $1.84M
|
23.7K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
20.3K+ 19.53% |
$1.26M - $1.57M
|
124K
$9.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
19.1K+ 57.25% |
$1.19M - $1.48M
|
52.4K
$4.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
18.4K+ 36.91% |
$1.15M - $1.43M
|
68.1K
$5.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18.1K+ 48.17% |
$1.13M - $1.4M
|
55.5K
$4.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
17.9KNew |
$1.12M - $1.39M
|
17.9K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.6K+ 46.66% |
$1.03M - $1.29M
|
52.2K
$4.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
13.8KNew |
$861K - $1.07M
|
13.8K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
12.6K+ 8.68% |
$785K - $977K
|
157K
$12.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12K+ 298.43% |
$745K - $928K
|
16K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10KNew |
$626K - $780K
|
10K
$793K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
9.79K+ 17.79% |
$611K - $760K
|
64.8K
$5.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.15K+ 0.59% |
$571K - $711K
|
1.56M
$123M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.46K+ 10.57% |
$528K - $657K
|
88.5K
$6.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
8.43K+ 4.68% |
$526K - $654K
|
188K
$14.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.19KNew |
$511K - $636K
|
8.19K
$646K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.43K+ 6.7% |
$463K - $577K
|
118K
$9.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.6K+ 5.56% |
$412K - $512K
|
125K
$9.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
5.93KNew |
$370K - $460K
|
5.93K
$468K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.62KNew |
$351K - $437K
|
5.62K
$444K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.36K+ 95.48% |
$334K - $416K
|
11K
$867K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.25K+ 1.49% |
$327K - $407K
|
359K
$28.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
5.19K+ 11.59% |
$324K - $403K
|
50K
$3.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.07K+ 49.89% |
$316K - $394K
|
15.2K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.02K+ 82.21% |
$313K - $390K
|
11.1K
$879K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.9K+ 37.61% |
$305K - $380K
|
17.9K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.87KNew |
$304K - $378K
|
4.87K
$384K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
4.87K+ 0.31% |
$304K - $378K
|
1.57M
$124M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.86K+ 64.7% |
$303K - $377K
|
12.4K
$977K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4.48K+ 7.3% |
$280K - $348K
|
65.9K
$5.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.31KNew |
$269K - $334K
|
4.31K
$340K
|