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 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.48K- 21.71% |
$404K - $503K
|
23.4K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-6.49K- 10.61% |
$405K - $504K
|
54.7K
$4.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.53K- 22.66% |
$407K - $507K
|
22.3K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.79K- 15.52% |
$423K - $527K
|
36.9K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-6.81K- 5.76% |
$425K - $529K
|
111K
$9.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.91K- 6.58% |
$431K - $537K
|
98.1K
$8.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.93K- 2.85% |
$432K - $538K
|
236K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-7.36K- 14.35% |
$459K - $571K
|
43.9K
$3.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.6K- 8.4% |
$474K - $590K
|
82.9K
$6.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-7.65K- 5.28% |
$477K - $593K
|
137K
$11.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7.7K- 60.74% |
$480K - $598K
|
4.98K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-7.81K- 1.0% |
$487K - $606K
|
773K
$63.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-7.83K- 1.48% |
$488K - $607K
|
523K
$42.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8K- 33.5% |
$499K - $621K
|
15.9K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.39K- 3.17% |
$523K - $651K
|
256K
$21M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.9K- 9.53% |
$555K - $691K
|
84.5K
$6.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-9.1K- 2.09% |
$567K - $706K
|
427K
$34.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.59K- 1.16% |
$598K - $744K
|
813K
$66.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.7K- 1.84% |
$605K - $753K
|
518K
$42.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.2K- 1.19% |
$634K - $789K
|
844K
$69.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 19.2% |
$648K - $806K
|
43.7K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 10.82% |
$672K - $836K
|
88.8K
$7.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-10.9K- 3.47% |
$677K - $843K
|
302K
$24.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-11.9K- 7.37% |
$743K - $925K
|
150K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-11.9K- 67.19% |
$745K - $927K
|
5.83K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-12.4K- 21.29% |
$774K - $963K
|
45.9K
$3.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.7K- 6.13% |
$792K - $986K
|
194K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-12.7K- 20.28% |
$794K - $988K
|
50K
$4.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.7K- 23.96% |
$794K - $988K
|
40.4K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-12.8K- 1.05% |
$795K - $990K
|
1.21M
$98.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.4K- 35.93% |
$837K - $1.04M
|
23.9K
$1.96M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.9K- 77.35% |
$927K - $1.15M
|
4.35K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-17K- 5.11% |
$1.06M - $1.32M
|
316K
$25.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17.1K- 69.06% |
$1.06M - $1.32M
|
7.64K
$625K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-17.4K- 1.94% |
$1.09M - $1.35M
|
881K
$72M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.6K- 14.87% |
$1.1M - $1.37M
|
101K
$8.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-18.3K- 1.19% |
$1.14M - $1.42M
|
1.53M
$125M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-18.7K- 12.87% |
$1.17M - $1.45M
|
127K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20.8K- 9.73% |
$1.29M - $1.61M
|
192K
$15.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-22.5K- 1.31% |
$1.4M - $1.74M
|
1.69M
$138M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-22.9K- 14.32% |
$1.43M - $1.78M
|
137K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23.6K- 61.67% |
$1.47M - $1.83M
|
14.7K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-25.1K- 39.1% |
$1.57M - $1.95M
|
39.1K
$3.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-25.4K- 8.18% |
$1.59M - $1.97M
|
286K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-27.4K- 21.38% |
$1.71M - $2.13M
|
101K
$8.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-28.2K- 5.8% |
$1.76M - $2.19M
|
458K
$37.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.7K- 3.78% |
$1.79M - $2.23M
|
731K
$59.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30.9K- 11.05% |
$1.92M - $2.4M
|
248K
$20.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-31.5K- 45.45% |
$1.97M - $2.45M
|
37.8K
$3.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.9K- 23.26% |
$1.99M - $2.48M
|
105K
$8.62M
|