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 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
75+ 0.27% |
$5.22K - $5.9K
|
27.8K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
73+ 0.06% |
$5.08K - $5.74K
|
121K
$9.75M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
71New |
$4.94K - $5.58K
|
71
$5.71K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
70+ 0.62% |
$4.87K - $5.51K
|
11.4K
$919K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
70+ 2.03% |
$4.87K - $5.51K
|
3.51K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
67+ 0.33% |
$4.66K - $5.27K
|
20.5K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
66New |
$4.59K - $5.19K
|
66
$5.31K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
63+ 1.38% |
$4.38K - $4.95K
|
4.63K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
60+ 3.11% |
$4.17K - $4.72K
|
1.99K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 0.42% |
$4.17K - $4.72K
|
14.5K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
56+ 14.62% |
$3.9K - $4.4K
|
439
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
52+ 0.54% |
$3.62K - $4.09K
|
9.67K
$777K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
52New |
$3.62K - $4.09K
|
52
$4.18K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
49+ 0.13% |
$3.41K - $3.85K
|
37.8K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
48+ 1.87% |
$3.34K - $3.78K
|
2.62K
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
47+ 0.07% |
$3.27K - $3.7K
|
64.5K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
47New |
$3.27K - $3.7K
|
47
$3.78K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
43+ 0.61% |
$2.99K - $3.38K
|
7.08K
$569K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40+ 0.23% |
$2.78K - $3.15K
|
17.5K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
38+ 0.15% |
$2.64K - $2.99K
|
25K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
36+ 1.21% |
$2.5K - $2.83K
|
3.01K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
35+ 0.16% |
$2.43K - $2.75K
|
21.4K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
34+ 1.1% |
$2.37K - $2.67K
|
3.14K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
33+ 9.43% |
$2.3K - $2.6K
|
383
$30.8K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
29+ 0.04% |
$2.02K - $2.28K
|
68.9K
$5.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
28+ 0.39% |
$1.95K - $2.2K
|
7.24K
$582K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
25+ 0.02% |
$1.74K - $1.97K
|
156K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25+ 0.09% |
$1.74K - $1.97K
|
26.8K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
20+ 0.4% |
$1.39K - $1.57K
|
5.07K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17+ 0.01% |
$1.18K - $1.34K
|
118K
$9.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15+ 0.27% |
$1.04K - $1.18K
|
5.49K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.2% |
$1.04K - $1.18K
|
7.6K
$611K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 1.24% |
$974 - $1.1K
|
1.14K
$91.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
14+ 0.49% |
$974 - $1.1K
|
2.89K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12+ 0.07% |
$835 - $944
|
17.2K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10+ 17.54% |
$696 - $787
|
67
$5.39K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
9+ 0.15% |
$626 - $708
|
6.1K
$490K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.17% |
$487 - $551
|
4.07K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5+ 0.58% |
$348 - $393
|
872
$70.1K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4+ 0.14% |
$278 - $315
|
2.96K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3+ 0.1% |
$209 - $236
|
3.05K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$69.6 - $78.7
|
3.91K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.02% |
$69.6 - $78.7
|
4.95K
$398K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1- 0.02% |
$69.6 - $78.7
|
4.41K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1- 0.01% |
$69.6 - $78.7
|
9.54K
$767K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1- 0.01% |
$69.6 - $78.7
|
13.7K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.6% |
$69.6 - $78.7
|
165
$13.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3- 0.03% |
$209 - $236
|
8.59K
$690K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.12% |
$278 - $315
|
3.21K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-4- 0.13% |
$278 - $315
|
3.11K
$250K
|