Purchases and Sales Made in Q1 2025 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.9M+ 11.93% |
$1.59B - $1.8B
|
215M
$17.3B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.9M+ 8.98% |
$411M - $464M
|
71.6M
$5.76B
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.04M+ 198.2% |
$351M - $396M
|
7.58M
$610M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.67MNew |
$186M - $210M
|
2.67M
$214M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.65M+ 308.94% |
$184M - $209M
|
3.51M
$282M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.01M+ 22.59% |
$140M - $158M
|
10.9M
$875M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.86MNew |
$129M - $146M
|
1.86M
$149M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77M+ 718.05% |
$123M - $139M
|
2.01M
$162M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.67M+ 5.14% |
$116M - $131M
|
34.2M
$2.75B
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.6MNew |
$111M - $126M
|
1.6M
$129M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.48M+ 289.49% |
$103M - $116M
|
1.99M
$160M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.41M+ 723.82% |
$97.9M - $111M
|
1.6M
$129M
|
|
|
May 14, 2025
Q1 2025
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
1.33M+ 193.5% |
$92.8M - $105M
|
2.02M
$163M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.32MNew |
$91.5M - $103M
|
1.32M
$106M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.23M+ 3.74% |
$85.7M - $96.9M
|
34.1M
$2.74B
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.23M+ 9948.82% |
$85.3M - $96.4M
|
1.24M
$99.6M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.08M+ 138.42% |
$75M - $84.8M
|
1.86M
$149M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.05M+ 31.56% |
$73.1M - $82.7M
|
4.38M
$352M
|
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
1.01M+ 53.76% |
$69.9M - $79.1M
|
2.88M
$231M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
924K+ 10.18% |
$64.3M - $72.7M
|
10M
$804M
|
|
|
May 13, 2025
Q1 2025
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
858K+ 126.58% |
$59.7M - $67.5M
|
1.54M
$123M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
857K+ 9.55% |
$59.6M - $67.4M
|
9.83M
$790M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
794K+ 0.9% |
$55.2M - $62.4M
|
89.2M
$7.17B
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
718K+ 95.01% |
$50M - $56.5M
|
1.47M
$119M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
706K+ 586.55% |
$49.1M - $55.5M
|
826K
$66.4M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
635KNew |
$44.2M - $50M
|
635K
$51.1M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
551KNew |
$38.3M - $43.4M
|
551K
$44.3M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
506K+ 65.42% |
$35.2M - $39.8M
|
1.28M
$103M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
481K+ 15.62% |
$33.5M - $37.8M
|
3.56M
$286M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
455K+ 23.73% |
$31.7M - $35.8M
|
2.37M
$191M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
414K+ 24.91% |
$28.8M - $32.6M
|
2.08M
$167M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
409KNew |
$28.4M - $32.1M
|
409K
$32.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
398K+ 665.8% |
$27.7M - $31.3M
|
458K
$36.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
390K+ 8.95% |
$27.1M - $30.7M
|
4.75M
$382M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
386K+ 2.58% |
$26.9M - $30.4M
|
15.4M
$1.23B
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
368K+ 6878.77% |
$25.6M - $28.9M
|
373K
$30M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
359KNew |
$25M - $28.2M
|
359K
$28.9M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
342K+ 82.59% |
$23.8M - $26.9M
|
755K
$60.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
324K+ 3514.1% |
$22.6M - $25.5M
|
334K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
316K+ 8.37% |
$22M - $24.8M
|
4.08M
$328M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
315K+ 4.26% |
$21.9M - $24.8M
|
7.72M
$621M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
302K+ 7.76% |
$21M - $23.8M
|
4.2M
$337M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
296K+ 5.42% |
$20.6M - $23.3M
|
5.76M
$463M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
295K+ 47.24% |
$20.5M - $23.2M
|
921K
$74M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
290K+ 8.47% |
$20.2M - $22.8M
|
3.72M
$299M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
289K+ 4.17% |
$20.1M - $22.7M
|
7.22M
$580M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
275K+ 40.46% |
$19.2M - $21.7M
|
956K
$76.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
274K+ 12.33% |
$19M - $21.5M
|
2.49M
$201M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
268K+ 35.68% |
$18.6M - $21M
|
1.02M
$81.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
259K+ 0.69% |
$18M - $20.3M
|
37.8M
$3.04B
|