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 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 28.78% |
$103K - $117K
|
6.63K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.45K+ 5.44% |
$101K - $114K
|
28K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.43K+ 9.76% |
$99.6K - $113K
|
16.1K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.42K+ 21.42% |
$98.4K - $111K
|
8.02K
$645K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.41K+ 0.48% |
$98.4K - $111K
|
295K
$23.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.41K+ 2.86% |
$98.1K - $111K
|
50.7K
$4.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.41K+ 7.2% |
$97.9K - $111K
|
21K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.38K+ 1.55% |
$95.9K - $108K
|
90.2K
$7.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.37K+ 24.96% |
$95.4K - $108K
|
6.86K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.37K+ 37.51% |
$95.4K - $108K
|
5.03K
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 2.28% |
$95.2K - $108K
|
61.3K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.36K+ 38.24% |
$94.5K - $107K
|
4.91K
$395K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.34K+ 10.67% |
$93K - $105K
|
13.9K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.33K+ 0.97% |
$92.6K - $105K
|
138K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.31K+ 9.83% |
$91K - $103K
|
14.6K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.3K+ 14.08% |
$90.2K - $102K
|
10.5K
$844K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.28K+ 22.62% |
$89.1K - $101K
|
6.94K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.28KNew |
$89K - $101K
|
1.28K
$103K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.27K+ 1.45% |
$88.3K - $99.8K
|
88.8K
$7.14M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 1.75% |
$88.1K - $99.6K
|
73.5K
$5.91M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.27K+ 7.34% |
$88K - $99.5K
|
18.5K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.25K+ 0.52% |
$86.6K - $97.9K
|
239K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.24K+ 40.28% |
$86.5K - $97.8K
|
4.33K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 7.55% |
$86.5K - $97.8K
|
17.7K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.24K+ 3.41% |
$86.3K - $97.5K
|
37.6K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.23K+ 13.67% |
$85.4K - $96.6K
|
10.2K
$821K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1.23K+ 2.66% |
$85.4K - $96.5K
|
47.4K
$3.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.22K+ 2.78% |
$85.2K - $96.3K
|
45.3K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.22K+ 51.67% |
$84.9K - $96K
|
3.58K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.22K+ 37.14% |
$84.9K - $96K
|
4.51K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 9.33% |
$84.5K - $95.6K
|
14.2K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.22K+ 11.14% |
$84.5K - $95.6K
|
12.1K
$975K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.21K+ 9.45% |
$84.5K - $95.5K
|
14.1K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$83.8K - $94.7K
|
1.2K
$96.8K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.2K+ 234.24% |
$83.8K - $94.7K
|
1.72K
$138K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.19K+ 6.08% |
$82.8K - $93.6K
|
20.8K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.19K+ 0.31% |
$82.5K - $93.3K
|
380K
$30.6M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.17K+ 14.13% |
$81.7K - $92.3K
|
9.49K
$762K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.17KNew |
$81.1K - $91.7K
|
1.17K
$93.7K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.17K+ 13.05% |
$81K - $91.6K
|
10.1K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.16K+ 4.45% |
$80.9K - $91.5K
|
27.3K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.14K+ 12.04% |
$79.6K - $90K
|
10.6K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.1K+ 9.39% |
$76.6K - $86.6K
|
12.8K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 4.53% |
$76.5K - $86.5K
|
25.4K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.07K+ 7.06% |
$74.6K - $84.4K
|
16.3K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.06K+ 5.73% |
$73.7K - $83.3K
|
19.5K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.06K+ 2.37% |
$73.6K - $83.2K
|
45.8K
$3.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.05K+ 7.34% |
$73K - $82.6K
|
15.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.04K+ 68.58% |
$72.3K - $81.7K
|
2.55K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.04KNew |
$72.3K - $81.7K
|
1.04K
$83.5K
|