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 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
209New |
$14.5K - $16.4K
|
209
$16.8K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
205+ 32.39% |
$14.3K - $16.1K
|
838
$67.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
204+ 0.52% |
$14.2K - $16K
|
39.2K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
200+ 3.83% |
$13.9K - $15.7K
|
5.42K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
192+ 0.94% |
$13.4K - $15.1K
|
20.5K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
188+ 1709.09% |
$13.1K - $14.8K
|
199
$16K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
185+ 13.92% |
$12.9K - $14.6K
|
1.51K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
184+ 2.81% |
$12.8K - $14.5K
|
6.73K
$541K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
181+ 4.74% |
$12.6K - $14.2K
|
4K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
177+ 26.18% |
$12.3K - $13.9K
|
853
$68.6K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
173+ 3.28% |
$12K - $13.6K
|
5.44K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
171+ 4.63% |
$11.9K - $13.4K
|
3.86K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
170+ 5.71% |
$11.8K - $13.4K
|
3.15K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
166+ 3.63% |
$11.5K - $13.1K
|
4.74K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
165+ 2.94% |
$11.5K - $13K
|
5.79K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
165+ 0.37% |
$11.5K - $13K
|
44.4K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
164+ 0.36% |
$11.4K - $12.9K
|
46.1K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
164+ 43.27% |
$11.4K - $12.9K
|
543
$43.6K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
163+ 1.04% |
$11.3K - $12.8K
|
15.8K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
162+ 3.51% |
$11.3K - $12.7K
|
4.77K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
161+ 0.16% |
$11.2K - $12.7K
|
98.5K
$7.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
157New |
$10.9K - $12.3K
|
157
$12.6K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
155+ 21.74% |
$10.8K - $12.2K
|
868
$69.8K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
154+ 0.54% |
$10.7K - $12.1K
|
28.8K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
151+ 2.78% |
$10.5K - $11.9K
|
5.59K
$449K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
151+ 3.83% |
$10.5K - $11.9K
|
4.09K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
148New |
$10.3K - $11.6K
|
148
$11.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
147+ 40.38% |
$10.2K - $11.6K
|
511
$41.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
144+ 0.56% |
$10K - $11.3K
|
25.7K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
133+ 164.2% |
$9.25K - $10.5K
|
214
$17.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
129+ 1.87% |
$8.97K - $10.1K
|
7.01K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
116+ 7.85% |
$8.07K - $9.12K
|
1.59K
$128K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
116New |
$8.07K - $9.12K
|
116
$9.32K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
112+ 25.4% |
$7.79K - $8.81K
|
553
$44.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
111+ 1.54% |
$7.72K - $8.73K
|
7.3K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
110+ 0.61% |
$7.65K - $8.65K
|
18.1K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
109+ 10.61% |
$7.58K - $8.57K
|
1.14K
$91.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
104+ 2.2% |
$7.24K - $8.18K
|
4.83K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
102+ 46.79% |
$7.1K - $8.02K
|
320
$25.7K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
101+ 0.86% |
$7.03K - $7.94K
|
11.8K
$948K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
99+ 0.16% |
$6.89K - $7.79K
|
62.4K
$5.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
94+ 1.53% |
$6.54K - $7.39K
|
6.23K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
92+ 18.89% |
$6.4K - $7.24K
|
579
$46.5K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
88New |
$6.12K - $6.92K
|
88
$7.07K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
88New |
$6.12K - $6.92K
|
88
$7.07K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
87+ 2.82% |
$6.05K - $6.84K
|
3.18K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
82+ 19.2% |
$5.7K - $6.45K
|
509
$40.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
80+ 0.43% |
$5.57K - $6.29K
|
18.7K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
78+ 1.48% |
$5.43K - $6.13K
|
5.35K
$430K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
75+ 2.32% |
$5.22K - $5.9K
|
3.31K
$266K
|