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 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
383+ 3.47% |
$26.6K - $30.1K
|
11.4K
$919K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
383+ 0.64% |
$26.6K - $30.1K
|
60.3K
$4.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
379New |
$26.4K - $29.8K
|
379
$30.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
379+ 2.26% |
$26.4K - $29.8K
|
17.1K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
379+ 3.8% |
$26.4K - $29.8K
|
10.4K
$833K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
375+ 146.48% |
$26.1K - $29.5K
|
631
$50.7K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
375+ 4.8% |
$26.1K - $29.5K
|
8.18K
$658K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
373+ 5.02% |
$25.9K - $29.3K
|
7.81K
$628K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
369+ 5.57% |
$25.7K - $29K
|
7K
$562K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
366+ 0.36% |
$25.5K - $28.8K
|
101K
$8.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
364+ 35.07% |
$25.3K - $28.6K
|
1.4K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
363+ 0.92% |
$25.3K - $28.5K
|
39.6K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
361+ 295.9% |
$25.1K - $28.4K
|
483
$38.8K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
361+ 10.4% |
$25.1K - $28.4K
|
3.83K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
357+ 1.5% |
$24.8K - $28.1K
|
24.2K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
356+ 2.74% |
$24.8K - $28K
|
13.3K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
350+ 2.09% |
$24.3K - $27.5K
|
17.1K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
348New |
$24.2K - $27.4K
|
348
$28K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
345+ 0.95% |
$24K - $27.1K
|
36.6K
$2.94M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
343+ 12.43% |
$23.9K - $27K
|
3.1K
$249K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
342+ 7.58% |
$23.8K - $26.9K
|
4.86K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
340+ 67.86% |
$23.7K - $26.7K
|
841
$67.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
339New |
$23.6K - $26.7K
|
339
$27.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
338+ 0.75% |
$23.5K - $26.6K
|
45.5K
$3.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
325+ 1.98% |
$22.6K - $25.6K
|
16.8K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
325+ 4.15% |
$22.6K - $25.6K
|
8.15K
$655K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
320+ 31.19% |
$22.3K - $25.2K
|
1.35K
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
320+ 9.93% |
$22.3K - $25.2K
|
3.54K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
319+ 0.21% |
$22.2K - $25.1K
|
152K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
306+ 5.22% |
$21.3K - $24.1K
|
6.17K
$496K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
305New |
$21.2K - $24K
|
305
$24.5K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
302New |
$21K - $23.8K
|
302
$24.3K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
300+ 2.07% |
$20.9K - $23.6K
|
14.8K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
299+ 1.14% |
$20.8K - $23.5K
|
26.6K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
289+ 1.19% |
$20.1K - $22.7K
|
24.6K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
284+ 4.02% |
$19.8K - $22.3K
|
7.35K
$591K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
284+ 1.66% |
$19.8K - $22.3K
|
17.4K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
275+ 4.71% |
$19.1K - $21.6K
|
6.11K
$491K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
270+ 4.23% |
$18.8K - $21.2K
|
6.66K
$535K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
270+ 0.51% |
$18.8K - $21.2K
|
53.2K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
255+ 1.59% |
$17.7K - $20.1K
|
16.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
253+ 3.52% |
$17.6K - $19.9K
|
7.45K
$599K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
249+ 12.93% |
$17.3K - $19.6K
|
2.18K
$175K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
230+ 6.27% |
$16K - $18.1K
|
3.9K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
230+ 0.24% |
$16K - $18.1K
|
97.1K
$7.81M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
230+ 0.09% |
$16K - $18.1K
|
270K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
230+ 0.27% |
$16K - $18.1K
|
86.7K
$6.97M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
229New |
$15.9K - $18K
|
229
$18.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
227+ 3.32% |
$15.8K - $17.9K
|
7.07K
$568K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
216+ 4.05% |
$15K - $17K
|
5.55K
$446K
|