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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.04K+ 2.56% |
$72.2K - $81.6K
|
41.6K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.03K+ 1.62% |
$71.7K - $81K
|
64.8K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.03K+ 9.6% |
$71.5K - $80.9K
|
11.7K
$944K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.02K+ 186.34% |
$71.2K - $80.5K
|
1.57K
$126K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.01K+ 2.54% |
$69.9K - $79K
|
40.6K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
996+ 5.85% |
$69.3K - $78.3K
|
18K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
987+ 1.51% |
$68.7K - $77.6K
|
66.5K
$5.35M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
978+ 6.5% |
$68K - $76.9K
|
16K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
971+ 1.29% |
$67.6K - $76.4K
|
76.2K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
969New |
$67.4K - $76.2K
|
969
$77.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
957+ 15.13% |
$66.6K - $75.3K
|
7.28K
$585K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
952+ 20.18% |
$66.2K - $74.9K
|
5.67K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
949+ 13.17% |
$66K - $74.6K
|
8.16K
$656K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
933+ 38.25% |
$64.9K - $73.4K
|
3.37K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
929+ 2.64% |
$64.6K - $73.1K
|
36.1K
$2.9M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
923+ 688.81% |
$64.2K - $72.6K
|
1.06K
$85K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
915+ 7.28% |
$63.7K - $72K
|
13.5K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
913+ 13.92% |
$63.5K - $71.8K
|
7.47K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
909+ 7.01% |
$63.2K - $71.5K
|
13.9K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
905+ 2.37% |
$63K - $71.2K
|
39.1K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
893+ 0.15% |
$62.1K - $70.2K
|
609K
$48.9M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
879+ 9.81% |
$61.2K - $69.1K
|
9.84K
$791K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
869+ 6.96% |
$60.5K - $68.3K
|
13.4K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
869+ 3.03% |
$60.5K - $68.3K
|
29.5K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
843+ 1.73% |
$58.6K - $66.3K
|
49.6K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
820+ 11.23% |
$57K - $64.5K
|
8.12K
$653K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
820+ 5.68% |
$57K - $64.5K
|
15.3K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
807+ 6.37% |
$56.1K - $63.5K
|
13.5K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
803+ 3.34% |
$55.9K - $63.2K
|
24.8K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
788+ 11.67% |
$54.8K - $62K
|
7.54K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
784+ 1.61% |
$54.5K - $61.7K
|
49.6K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
784+ 0.38% |
$54.5K - $61.7K
|
206K
$16.5M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
778New |
$54.1K - $61.2K
|
778
$62.5K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
775+ 4.1% |
$53.9K - $61K
|
19.7K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
763+ 7.92% |
$53.1K - $60K
|
10.4K
$836K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
762+ 2.66% |
$53K - $59.9K
|
29.5K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
762+ 53.32% |
$53K - $59.9K
|
2.19K
$176K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
760+ 6.83% |
$52.9K - $59.8K
|
11.9K
$955K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
742+ 0.77% |
$51.6K - $58.4K
|
96.7K
$7.77M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
742New |
$51.6K - $58.4K
|
742
$59.6K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
739+ 4.45% |
$51.4K - $58.1K
|
17.4K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
731+ 26.14% |
$50.9K - $57.5K
|
3.53K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
716+ 1.7% |
$49.8K - $56.3K
|
42.7K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
709+ 13.69% |
$49.3K - $55.8K
|
5.89K
$473K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
707+ 9.6% |
$49.2K - $55.6K
|
8.07K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
693+ 1.8% |
$48.2K - $54.5K
|
39.1K
$3.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
682+ 2.28% |
$47.4K - $53.6K
|
30.6K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
682+ 1.45% |
$47.4K - $53.6K
|
47.7K
$3.84M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
672+ 0.79% |
$46.8K - $52.9K
|
86.1K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
672+ 4.74% |
$46.8K - $52.9K
|
14.9K
$1.19M
|