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 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.75K+ 0.94% |
$191K - $216K
|
296K
$23.8M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.75KNew |
$191K - $216K
|
2.75K
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.72KNew |
$189K - $214K
|
2.72K
$219K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2.72KNew |
$189K - $214K
|
2.72K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2.72KNew |
$189K - $214K
|
2.72K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.71KNew |
$189K - $213K
|
2.71K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.71KNew |
$188K - $213K
|
2.71K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.7K+ 13.68% |
$188K - $213K
|
22.4K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.68KNew |
$187K - $211K
|
2.68K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.68KNew |
$186K - $211K
|
2.68K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.68K+ 54.84% |
$186K - $211K
|
7.56K
$608K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.67K+ 22.36% |
$186K - $210K
|
14.6K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.67K+ 10.86% |
$186K - $210K
|
27.3K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.66K+ 5.66% |
$185K - $209K
|
49.7K
$3.99M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.65KNew |
$184K - $208K
|
2.65K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.63K+ 4.15% |
$183K - $207K
|
66K
$5.31M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.63K+ 7.1% |
$183K - $207K
|
39.6K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.61K+ 6.94% |
$182K - $205K
|
40.2K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.6K+ 33.6% |
$181K - $204K
|
10.3K
$830K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 9.02% |
$180K - $203K
|
31.2K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.57K+ 9.08% |
$179K - $202K
|
30.9K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 0.93% |
$177K - $200K
|
277K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.5K+ 4.27% |
$174K - $196K
|
61K
$4.91M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.49K+ 13.25% |
$173K - $196K
|
21.3K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.49K+ 48.58% |
$173K - $196K
|
7.62K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 3.44% |
$173K - $195K
|
74.8K
$6.01M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.48K+ 26.02% |
$172K - $195K
|
12K
$964K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.44K+ 0.83% |
$170K - $192K
|
296K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.43K+ 27.36% |
$169K - $191K
|
11.3K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.41K+ 28.65% |
$168K - $189K
|
10.8K
$869K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
2.41K+ 53.56% |
$167K - $189K
|
6.9K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.39K+ 1.07% |
$166K - $188K
|
226K
$18.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.38K+ 2.13% |
$165K - $187K
|
114K
$9.17M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.38K+ 13.54% |
$165K - $187K
|
19.9K
$1.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.37K+ 12.79% |
$165K - $186K
|
20.9K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.36KNew |
$164K - $185K
|
2.36K
$189K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.35K+ 1.75% |
$163K - $185K
|
136K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.35K+ 5.96% |
$163K - $184K
|
41.7K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.32K+ 0.73% |
$161K - $182K
|
321K
$25.8M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.31K+ 18.9% |
$161K - $182K
|
14.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.31K+ 1.6% |
$161K - $182K
|
147K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
2.31K+ 5.82% |
$161K - $182K
|
42K
$3.38M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.28K+ 5.99% |
$159K - $179K
|
40.4K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.27K+ 1.84% |
$158K - $179K
|
126K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
2.24K+ 2.2% |
$156K - $176K
|
104K
$8.39M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.24K+ 28.62% |
$156K - $176K
|
10.1K
$809K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.23K+ 1.18% |
$155K - $175K
|
191K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.23K+ 0.94% |
$155K - $175K
|
239K
$19.2M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.21K+ 45.63% |
$154K - $174K
|
7.06K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.19K+ 6.95% |
$153K - $172K
|
33.8K
$2.71M
|