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 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.77KNew |
$173K - $215K
|
2.77K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.77KNew |
$173K - $215K
|
2.77K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.74KNew |
$171K - $213K
|
2.74K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
2.72KNew |
$170K - $211K
|
2.72K
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.7KNew |
$169K - $210K
|
2.7K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.7KNew |
$168K - $209K
|
2.7K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.63KNew |
$164K - $204K
|
2.63K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.63KNew |
$164K - $204K
|
2.63K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.53K+ 9.0% |
$158K - $197K
|
30.7K
$2.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.47K+ 1.17% |
$154K - $192K
|
213K
$17.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.41K+ 4.78% |
$150K - $187K
|
52.8K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.28KNew |
$142K - $177K
|
2.28K
$187K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
2.22KNew |
$139K - $172K
|
2.22K
$182K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.18K+ 8.18% |
$136K - $170K
|
28.9K
$2.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.12K+ 5.95% |
$132K - $164K
|
37.7K
$3.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.11K+ 12.1% |
$132K - $164K
|
19.6K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.11K+ 4.08% |
$132K - $164K
|
53.8K
$4.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.1K+ 1.99% |
$131K - $163K
|
108K
$8.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.99K+ 9.68% |
$124K - $154K
|
22.5K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.98K+ 46.09% |
$124K - $154K
|
6.28K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.93K+ 9.19% |
$120K - $150K
|
22.9K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.91K+ 11.78% |
$119K - $148K
|
18.1K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.91K+ 502.37% |
$119K - $148K
|
2.29K
$187K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.9K+ 7.9% |
$118K - $147K
|
25.9K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.89K+ 4.88% |
$118K - $147K
|
40.7K
$3.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.87K+ 850.0% |
$117K - $145K
|
2.09K
$171K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.8K+ 3.2% |
$112K - $140K
|
58.1K
$4.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.8K+ 2.36% |
$112K - $139K
|
77.9K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 23.59% |
$112K - $139K
|
9.37K
$767K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.79K+ 1.51% |
$111K - $139K
|
120K
$9.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1.78K+ 2.26% |
$111K - $138K
|
80.4K
$6.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.6K+ 1.51% |
$100K - $124K
|
108K
$8.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.59K+ 20.02% |
$99.4K - $124K
|
9.56K
$782K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
1.57K+ 4.58% |
$97.8K - $122K
|
35.8K
$2.93M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$90.6K - $113K
|
1.45K
$119K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.45K+ 1.18% |
$90.5K - $113K
|
124K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.41K+ 3.13% |
$88K - $110K
|
46.5K
$3.81M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.41K+ 9.87% |
$87.8K - $109K
|
15.7K
$1.28M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$86.4K - $108K
|
1.39K
$113K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.36K+ 12.62% |
$84.9K - $106K
|
12.1K
$994K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.33K+ 5.82% |
$83.1K - $103K
|
24.2K
$1.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 22.13% |
$82.5K - $103K
|
7.3K
$597K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.31K+ 1.86% |
$81.6K - $102K
|
71.6K
$5.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.31K+ 0.13% |
$81.5K - $101K
|
988K
$80.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.3K+ 1.6% |
$81.2K - $101K
|
82.5K
$6.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
BUY
|
- |
1.29K+ 0.33% |
$80.7K - $100K
|
397K
$32.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.29K+ 14.12% |
$80.7K - $100K
|
10.5K
$856K
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
1.29K+ 2.83% |
$80.2K - $99.8K
|
46.7K
$3.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.28K+ 5.98% |
$79.8K - $99.4K
|
22.7K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.26K+ 4.93% |
$78.3K - $97.4K
|
26.7K
$2.19M
|