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 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.26K+ 58.4% |
$227K - $256K
|
8.83K
$710K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.23KNew |
$225K - $254K
|
3.23K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.21KNew |
$223K - $252K
|
3.21K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.21K+ 3.21% |
$223K - $252K
|
103K
$8.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.2K+ 1.94% |
$222K - $251K
|
168K
$13.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.19KNew |
$222K - $251K
|
3.19K
$256K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.17KNew |
$221K - $250K
|
3.17K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.14K+ 10.24% |
$218K - $247K
|
33.8K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.14K+ 48.73% |
$218K - $247K
|
9.57K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.12K+ 57.99% |
$217K - $245K
|
8.5K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.12KNew |
$217K - $245K
|
3.12K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.11K+ 10.67% |
$217K - $245K
|
32.3K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
3.11K+ 4.45% |
$216K - $245K
|
73K
$5.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.11K+ 4.22% |
$216K - $244K
|
76.8K
$6.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
3.09K+ 0.54% |
$215K - $243K
|
577K
$46.4M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.07K+ 3.96% |
$213K - $241K
|
80.5K
$6.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
3.06KNew |
$213K - $240K
|
3.06K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.01K+ 22.78% |
$210K - $237K
|
16.2K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.99KNew |
$208K - $235K
|
2.99K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2.98KNew |
$207K - $235K
|
2.98K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.97KNew |
$207K - $234K
|
2.97K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.97K+ 26.65% |
$206K - $233K
|
14.1K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.96K+ 1.61% |
$206K - $233K
|
187K
$15M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.96KNew |
$206K - $233K
|
2.96K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2.95K+ 92.09% |
$205K - $232K
|
6.15K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.95K+ 1.78% |
$205K - $232K
|
168K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.94KNew |
$204K - $231K
|
2.94K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 0.94% |
$204K - $231K
|
316K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.92K+ 9.73% |
$203K - $230K
|
33K
$2.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.92K+ 0.58% |
$203K - $229K
|
502K
$40.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.9K+ 38.82% |
$202K - $228K
|
10.4K
$834K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.9K+ 17.4% |
$202K - $228K
|
19.5K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.89KNew |
$201K - $227K
|
2.89K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.88KNew |
$201K - $227K
|
2.88K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.88KNew |
$200K - $226K
|
2.88K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.88KNew |
$200K - $226K
|
2.88K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.87K+ 2.78% |
$200K - $226K
|
106K
$8.54M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.87K+ 18.0% |
$200K - $226K
|
18.8K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.85KNew |
$198K - $224K
|
2.85K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.83KNew |
$197K - $223K
|
2.83K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.83KNew |
$197K - $222K
|
2.83K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.83KNew |
$197K - $222K
|
2.83K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.82K+ 282100.0% |
$196K - $222K
|
2.82K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.82K+ 1.02% |
$196K - $222K
|
280K
$22.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.8KNew |
$195K - $221K
|
2.8K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.78K+ 36.68% |
$193K - $219K
|
10.4K
$833K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.76KNew |
$192K - $217K
|
2.76K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
2.76KNew |
$192K - $217K
|
2.76K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.75K+ 91.86% |
$192K - $217K
|
5.75K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.75K+ 1.18% |
$192K - $217K
|
237K
$19M
|