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 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
95+ 15.37% |
$5.93K - $7.37K
|
713
$58.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
89+ 0.86% |
$5.55K - $6.91K
|
10.4K
$853K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
87+ 1.55% |
$5.43K - $6.75K
|
5.71K
$467K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
86New |
$5.36K - $6.68K
|
86
$7.04K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
85+ 2.41% |
$5.3K - $6.6K
|
3.62K
$296K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 1.54% |
$5.18K - $6.44K
|
5.48K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
80+ 0.98% |
$4.99K - $6.21K
|
8.28K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
80+ 2.63% |
$4.99K - $6.21K
|
3.13K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
76+ 6.21% |
$4.74K - $5.9K
|
1.3K
$106K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
73+ 0.46% |
$4.55K - $5.67K
|
15.9K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
70+ 1.96% |
$4.37K - $5.43K
|
3.64K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
67+ 0.66% |
$4.18K - $5.2K
|
10.2K
$836K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
67+ 1.57% |
$4.18K - $5.2K
|
4.34K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65+ 1.3% |
$4.05K - $5.05K
|
5.08K
$416K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
62+ 1.58% |
$3.87K - $4.81K
|
4K
$327K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
60+ 1.51% |
$3.74K - $4.66K
|
4.03K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
58+ 0.17% |
$3.62K - $4.5K
|
33.3K
$2.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
55+ 1.81% |
$3.43K - $4.27K
|
3.09K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
48New |
$2.99K - $3.73K
|
48
$3.93K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
47+ 1.03% |
$2.93K - $3.65K
|
4.59K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
46+ 0.52% |
$2.87K - $3.57K
|
8.92K
$729K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
42+ 0.57% |
$2.62K - $3.26K
|
7.4K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
41+ 2.29% |
$2.56K - $3.18K
|
1.83K
$150K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.97% |
$2.43K - $3.03K
|
4.06K
$332K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
38+ 70.37% |
$2.37K - $2.95K
|
92
$7.53K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
36+ 0.82% |
$2.25K - $2.79K
|
4.4K
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
36+ 0.04% |
$2.25K - $2.79K
|
86.9K
$7.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
34+ 0.81% |
$2.12K - $2.64K
|
4.25K
$348K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
29+ 0.9% |
$1.81K - $2.25K
|
3.24K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27+ 0.07% |
$1.68K - $2.1K
|
37.4K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 5.11% |
$1.62K - $2.02K
|
535
$43.8K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
26+ 56.52% |
$1.62K - $2.02K
|
72
$5.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25+ 0.52% |
$1.56K - $1.94K
|
4.86K
$398K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 0.73% |
$1.5K - $1.86K
|
3.31K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
23+ 0.07% |
$1.43K - $1.79K
|
34.9K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
23+ 0.83% |
$1.43K - $1.79K
|
2.79K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
22+ 1.63% |
$1.37K - $1.71K
|
1.38K
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.41% |
$1.37K - $1.71K
|
5.4K
$442K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.22% |
$1.37K - $1.71K
|
10.2K
$832K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.62% |
$1.37K - $1.71K
|
3.59K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21New |
$1.31K - $1.63K
|
21
$1.72K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
20+ 0.46% |
$1.25K - $1.55K
|
4.41K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
19+ 0.41% |
$1.19K - $1.47K
|
4.64K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 18.95% |
$1.12K - $1.4K
|
113
$9.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13+ 0.13% |
$811 - $1.01K
|
9.77K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 1.55% |
$811 - $1.01K
|
851
$69.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 1.54% |
$748 - $932
|
792
$64.8K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
11+ 1.66% |
$686 - $854
|
672
$55K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$686 - $854
|
11
$900
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 0.17% |
$561 - $699
|
5.31K
$434K
|