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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.24K+ 26.83% |
$77.4K - $96.3K
|
5.87K
$480K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.21K+ 2.96% |
$75.2K - $93.6K
|
42K
$3.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
1.2K+ 3.71% |
$74.5K - $92.8K
|
33.4K
$2.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.17K+ 3.99% |
$72.9K - $90.7K
|
30.5K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.13K+ 5.9% |
$70.2K - $87.3K
|
20.2K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.11K+ 0.59% |
$69.4K - $86.4K
|
191K
$15.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.09K+ 14.01% |
$68.2K - $84.9K
|
8.9K
$728K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.09K+ 0.47% |
$67.7K - $84.3K
|
233K
$19.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.08K+ 34.68% |
$67.4K - $83.8K
|
4.19K
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.08K+ 2.66% |
$67.2K - $83.6K
|
41.6K
$3.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.08K+ 8.95% |
$67.1K - $83.5K
|
13.1K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.01K+ 5.85% |
$62.8K - $78.2K
|
18.2K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
941+ 13.09% |
$58.7K - $73K
|
8.13K
$665K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
935+ 1.68% |
$58.3K - $72.6K
|
56.5K
$4.62M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
925+ 17.25% |
$57.7K - $71.8K
|
6.29K
$514K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
909+ 1.52% |
$56.7K - $70.6K
|
60.6K
$4.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
905+ 3.25% |
$56.4K - $70.3K
|
28.8K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
893+ 0.5% |
$55.7K - $69.3K
|
181K
$14.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
868+ 10.2% |
$54.1K - $67.4K
|
9.38K
$767K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
867+ 1.79% |
$54.1K - $67.3K
|
49.4K
$4.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Verity Wealth Advisors
|
BUY
|
- |
832+ 8.55% |
$51.9K - $64.6K
|
10.6K
$864K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
825+ 1.31% |
$51.5K - $64K
|
64K
$5.24M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
817+ 17.57% |
$51K - $63.4K
|
5.47K
$447K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
810+ 12.59% |
$50.5K - $62.9K
|
7.24K
$592K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
803+ 1.65% |
$50.1K - $62.3K
|
49.4K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
788+ 7.61% |
$49.1K - $61.2K
|
11.1K
$911K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
786+ 1.48% |
$49K - $61K
|
53.9K
$4.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
763New |
$47.6K - $59.2K
|
763
$62.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
756+ 6.97% |
$47.2K - $58.7K
|
11.6K
$949K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
756+ 3.73% |
$47.2K - $58.7K
|
21K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
752+ 6.26% |
$46.9K - $58.4K
|
12.8K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
726+ 5.94% |
$45.3K - $56.4K
|
12.9K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
688+ 10.86% |
$42.9K - $53.4K
|
7.02K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
660+ 18.99% |
$41.2K - $51.2K
|
4.14K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
640+ 5.97% |
$39.9K - $49.7K
|
11.4K
$930K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
638+ 3.59% |
$39.8K - $49.5K
|
18.4K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
633+ 17.95% |
$39.5K - $49.1K
|
4.16K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
630New |
$39.3K - $48.9K
|
630
$51.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
612+ 2.47% |
$38.2K - $47.5K
|
25.3K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
610+ 20.64% |
$38K - $47.4K
|
3.57K
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
607+ 1640.54% |
$37.9K - $47.1K
|
644
$52.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
589+ 0.72% |
$36.7K - $45.7K
|
82.9K
$6.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
582+ 1.87% |
$36.3K - $45.2K
|
31.8K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
574+ 4.87% |
$35.8K - $44.6K
|
12.4K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
561+ 19.21% |
$35K - $43.6K
|
3.48K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
553+ 1.54% |
$34.5K - $42.9K
|
36.6K
$2.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
528+ 7.19% |
$32.9K - $41K
|
7.87K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
519+ 12.7% |
$32.4K - $40.3K
|
4.61K
$377K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
475New |
$29.6K - $36.9K
|
475
$38.9K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
466+ 12.41% |
$29.1K - $36.2K
|
4.22K
$345K
|