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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.31KNew |
$300K - $339K
|
4.31K
$347K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.31KNew |
$300K - $339K
|
4.31K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.27K+ 11.41% |
$297K - $336K
|
41.7K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.22K+ 19.62% |
$294K - $332K
|
25.7K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.21K+ 32.0% |
$293K - $331K
|
17.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.19KNew |
$291K - $329K
|
4.19K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.1K+ 4.3% |
$285K - $322K
|
99.5K
$7.99M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.08K+ 13.57% |
$283K - $320K
|
34.1K
$2.74M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
4.07KNew |
$283K - $320K
|
4.07K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.06K+ 4.03% |
$283K - $320K
|
105K
$8.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 44.17% |
$281K - $317K
|
13.2K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.03K+ 42.44% |
$281K - $317K
|
13.5K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
4.03KNew |
$280K - $317K
|
4.03K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.01K+ 3.62% |
$279K - $316K
|
115K
$9.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.99KNew |
$277K - $314K
|
3.99K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.96KNew |
$275K - $311K
|
3.96K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.92K+ 6.16% |
$273K - $308K
|
67.5K
$5.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.87K+ 7.07% |
$269K - $304K
|
58.6K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.87K+ 2.04% |
$269K - $304K
|
193K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.82K+ 3.15% |
$265K - $300K
|
125K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.8K+ 72.3% |
$264K - $299K
|
9.06K
$728K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
3.8KNew |
$264K - $299K
|
3.8K
$305K
|
|
|
Apr 09, 2025
Q1 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
3.71KNew |
$258K - $292K
|
3.71K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.71KNew |
$258K - $291K
|
3.71K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.7KNew |
$257K - $291K
|
3.7K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.7K+ 67.56% |
$257K - $291K
|
9.17K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.69KNew |
$257K - $290K
|
3.69K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.67KNew |
$255K - $289K
|
3.67K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.67KNew |
$255K - $289K
|
3.67K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.67KNew |
$255K - $288K
|
3.67K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.65K+ 4.91% |
$254K - $287K
|
78K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.63K+ 7.26% |
$253K - $286K
|
53.7K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.62K+ 15.6% |
$252K - $285K
|
26.8K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3.53KNew |
$246K - $278K
|
3.53K
$284K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
3.5K+ 85.18% |
$244K - $275K
|
7.61K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
3.47K+ 7.13% |
$241K - $273K
|
52.1K
$4.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.45K+ 91.72% |
$240K - $271K
|
7.2K
$579K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.4K+ 5.51% |
$237K - $268K
|
65.1K
$5.24M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.38K+ 13.27% |
$235K - $266K
|
28.9K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.38KNew |
$235K - $266K
|
3.38K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.35KNew |
$233K - $263K
|
3.35K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.35K+ 25.25% |
$233K - $263K
|
16.6K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.34K+ 3.18% |
$233K - $263K
|
109K
$8.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.33K+ 61.19% |
$232K - $262K
|
8.78K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.33K+ 1.36% |
$231K - $262K
|
249K
$20M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.33KNew |
$231K - $262K
|
3.33K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.32K+ 3.64% |
$231K - $261K
|
94.7K
$7.61M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
3.3K+ 3.3% |
$230K - $260K
|
104K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.3K+ 1.75% |
$230K - $260K
|
192K
$15.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.3KNew |
$230K - $259K
|
3.3K
$265K
|