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 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
670+ 8.44% |
$46.6K - $52.7K
|
8.61K
$692K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
664+ 7.81% |
$46.2K - $52.2K
|
9.17K
$737K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
664+ 4.43% |
$46.2K - $52.2K
|
15.6K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
663+ 4.24% |
$46.1K - $52.1K
|
16.3K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
660+ 0.1% |
$45.9K - $51.9K
|
677K
$54.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
653+ 36.77% |
$45.4K - $51.4K
|
2.43K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
652+ 0.69% |
$45.4K - $51.3K
|
94.9K
$7.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
651+ 16.16% |
$45.3K - $51.2K
|
4.68K
$376K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
651+ 5.54% |
$45.3K - $51.2K
|
12.4K
$997K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
635+ 2.15% |
$44.2K - $49.9K
|
30.2K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
618+ 17.91% |
$43K - $48.6K
|
4.07K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
614+ 6.99% |
$42.7K - $48.3K
|
9.4K
$756K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
609New |
$42.4K - $47.9K
|
609
$49K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
607+ 20.95% |
$42.2K - $47.7K
|
3.5K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
600+ 34.8% |
$41.7K - $47.2K
|
2.32K
$187K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
598+ 17.18% |
$41.6K - $47K
|
4.08K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
597+ 9.53% |
$41.5K - $47K
|
6.86K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
589+ 1.19% |
$41K - $46.3K
|
50K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
588New |
$40.9K - $46.2K
|
588
$47.3K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
579+ 1.02% |
$40.3K - $45.5K
|
57.4K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
575+ 0.33% |
$40K - $45.2K
|
174K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
565+ 15.93% |
$39.3K - $44.4K
|
4.11K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
563+ 6.99% |
$39.2K - $44.3K
|
8.61K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
558+ 4.86% |
$38.8K - $43.9K
|
12K
$968K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
554+ 4.21% |
$38.5K - $43.6K
|
13.7K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
552+ 6.89% |
$38.4K - $43.4K
|
8.57K
$689K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
550+ 3.21% |
$38.3K - $43.3K
|
17.7K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
550+ 15.42% |
$38.3K - $43.3K
|
4.12K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
544+ 2.24% |
$37.8K - $42.8K
|
24.8K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
524+ 7.02% |
$36.5K - $41.2K
|
7.99K
$642K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
522New |
$36.3K - $41.1K
|
522
$42K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
503+ 6.89% |
$35K - $39.6K
|
7.81K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
493+ 4.23% |
$34.3K - $38.8K
|
12.2K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
471+ 1.04% |
$32.8K - $37K
|
45.7K
$3.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
470+ 0.42% |
$32.7K - $37K
|
111K
$8.94M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
464New |
$32.3K - $36.5K
|
464
$37.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
454+ 1.81% |
$31.6K - $35.7K
|
25.5K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
452+ 2.46% |
$31.4K - $35.5K
|
18.8K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
429+ 37.9% |
$29.8K - $33.7K
|
1.56K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
423+ 7.97% |
$29.4K - $33.3K
|
5.73K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
423+ 4.15% |
$29.4K - $33.3K
|
10.6K
$853K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
421+ 7.31% |
$29.3K - $33.1K
|
6.18K
$497K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
418+ 0.29% |
$29.1K - $32.9K
|
145K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
414+ 0.56% |
$28.8K - $32.6K
|
74.9K
$6.02M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
409+ 7.8% |
$28.5K - $32.2K
|
5.65K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
404+ 10.36% |
$28.1K - $31.8K
|
4.3K
$346K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
403+ 2.14% |
$28K - $31.7K
|
19.2K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
399+ 4.09% |
$27.8K - $31.4K
|
10.2K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
395+ 4.26% |
$27.5K - $31.1K
|
9.68K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
389+ 1.53% |
$27.1K - $30.6K
|
25.7K
$2.07M
|