Fsm Wealth Advisors, LLC Ishares Tr Transaction History

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,174 shares of IXUS stock, worth $801,914. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,174

Previous 10,152 0.22%

Holding current value

$801,914

Previous $708,000 11.02%

% of portfolio

0.13%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$62.37 - $77.63 $1,372 - $1,707	22 Added 0.22%	10,174 $786,000
Q1 2025 Apr 28, 2025	SELL	$65.06 - $72.31 $77,746 - $86,410	-1,195 Reduced 10.53%	10,152 $708,000
Q4 2024 Jan 24, 2025	SELL	$65.95 - $72.56 $36,206 - $39,835	-549 Reduced 4.61%	11,347 $750,000
Q3 2024 Oct 30, 2024	BUY	$64.9 - $73.35 $2,336 - $2,640	36 Added 0.3%	11,896 $864,000
Q2 2024 Jul 12, 2024	BUY	$65.1 - $70.07 $1,171 - $1,261	18 Added 0.15%	11,860 $801,000
Q1 2024 May 14, 2024	BUY	$62.39 - $67.92 $298,660 - $325,133	4,787 Added 67.85%	11,842 $803,000
Q4 2023 May 14, 2024	SELL	$57.18 - $64.93 $84,397 - $95,836	-1,476 Reduced 17.3%	7,055 $458,000
Q3 2023 Nov 14, 2023	BUY	$59.72 - $65.1 $1,015 - $1,106	17 Added 0.2%	8,531 $511,000
Q2 2023 Jul 12, 2023	BUY	$60.88 - $63.83 $123,282 - $129,255	2,025 Added 31.21%	8,514 $533,000
Q1 2023 Apr 24, 2023	SELL	$58.3 - $63.56 $69,027 - $75,255	-1,184 Reduced 15.43%	6,489 $401,000
Q4 2022 Jan 19, 2023	BUY	$50.56 - $60.03 $20,072 - $23,831	397 Added 5.46%	7,673 $0
Q3 2022 Oct 24, 2022	BUY	$50.92 - $60.43 $967 - $1,148	19 Added 0.26%	7,276 $371,000
Q2 2022 Aug 12, 2022	BUY	$56.25 - $67.81 $408,206 - $492,097	7,257 New	7,257 $427,000

Others Institutions Holding IXUS

# of Institutions

919

Shares Held

499M

Call Options Held

1.5K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

More about IXUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

Fsm Wealth Advisors, LLC Ishares Tr Transaction History