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 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.18K+ 6.4% |
$151K - $171K
|
36.2K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2.17K+ 39.52% |
$151K - $171K
|
7.66K
$616K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 4.07% |
$150K - $169K
|
55K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.15K+ 1.94% |
$149K - $169K
|
113K
$9.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.14K+ 1.89% |
$149K - $168K
|
116K
$9.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.13K+ 4.41% |
$148K - $168K
|
50.5K
$4.06M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.12K+ 37.95% |
$148K - $167K
|
7.72K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.11K+ 168.67% |
$147K - $166K
|
3.36K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.1K+ 2.94% |
$146K - $165K
|
73.3K
$5.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.07K+ 55.34% |
$144K - $162K
|
5.8K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.06K+ 8.12% |
$143K - $162K
|
27.4K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.05K+ 5.62% |
$142K - $161K
|
38.5K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.05K+ 2.54% |
$142K - $161K
|
82.5K
$6.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.04K+ 3.11% |
$142K - $161K
|
67.8K
$5.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.04K+ 1.93% |
$142K - $161K
|
108K
$8.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.01K+ 19.05% |
$139K - $158K
|
12.5K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.99K+ 23.4% |
$138K - $156K
|
10.5K
$841K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.98K+ 25.57% |
$137K - $155K
|
9.7K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.96K+ 28.4% |
$137K - $154K
|
8.88K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.94K+ 36.2% |
$135K - $152K
|
7.28K
$585K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1.93K+ 3.38% |
$134K - $152K
|
59.1K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.93K+ 0.93% |
$134K - $152K
|
209K
$16.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.91K+ 1.9% |
$133K - $150K
|
103K
$8.26M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.9K+ 1.25% |
$132K - $150K
|
154K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.89K+ 17.91% |
$132K - $149K
|
12.5K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 18.91% |
$130K - $147K
|
11.8K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.85K+ 7.49% |
$129K - $145K
|
26.5K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.79K+ 1.67% |
$125K - $141K
|
109K
$8.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.78K+ 16.82% |
$124K - $140K
|
12.4K
$994K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.78KNew |
$124K - $140K
|
1.78K
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.78K+ 17.39% |
$124K - $140K
|
12K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.77K+ 4.29% |
$123K - $139K
|
43.1K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.77KNew |
$123K - $139K
|
1.77K
$142K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.75K+ 2.34% |
$121K - $137K
|
76.2K
$6.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.73KNew |
$120K - $136K
|
1.73K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.71K+ 30.3% |
$119K - $135K
|
7.37K
$592K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 1.29% |
$118K - $134K
|
134K
$10.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.7K+ 1.41% |
$118K - $133K
|
122K
$9.78M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.6KNew |
$111K - $126K
|
1.6K
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.59K+ 7.08% |
$110K - $125K
|
24K
$1.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.59K+ 1.08% |
$110K - $125K
|
149K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 11.61% |
$110K - $124K
|
15.2K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58K+ 1.0% |
$110K - $124K
|
159K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.58K+ 51.96% |
$110K - $124K
|
4.61K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.56K+ 44.07% |
$109K - $123K
|
5.1K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.53K+ 1.26% |
$107K - $121K
|
124K
$9.95M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.53KNew |
$106K - $120K
|
1.53K
$123K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.52K+ 18.37% |
$106K - $119K
|
9.78K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.5K+ 0.9% |
$104K - $118K
|
167K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.49K+ 5.5% |
$104K - $117K
|
28.5K
$2.29M
|