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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
248K+ 3.91% |
$17.2M - $19.5M
|
6.59M
$530M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
245K+ 14.87% |
$17M - $19.2M
|
1.89M
$152M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
243K+ 5.34% |
$16.9M - $19.1M
|
4.8M
$385M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
243K+ 7.29% |
$16.9M - $19.1M
|
3.57M
$287M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
238K+ 35.69% |
$16.6M - $18.7M
|
905K
$72.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
226KNew |
$15.7M - $17.8M
|
226K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
217K+ 18.37% |
$15.1M - $17.1M
|
1.4M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
211K+ 33.53% |
$14.7M - $16.6M
|
840K
$67.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
211KNew |
$14.7M - $16.6M
|
211K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
198K+ 17.52% |
$13.8M - $15.6M
|
1.33M
$107M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
196K+ 28.13% |
$13.6M - $15.4M
|
891K
$71.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
194K+ 4.16% |
$13.5M - $15.2M
|
4.85M
$390M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
190K+ 262.49% |
$13.2M - $15M
|
263K
$21.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
182KNew |
$12.7M - $14.3M
|
182K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
182K+ 8539.07% |
$12.7M - $14.3M
|
184K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
182KNew |
$12.7M - $14.3M
|
182K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
181K+ 5.85% |
$12.6M - $14.2M
|
3.28M
$264M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
177KNew |
$12.3M - $13.9M
|
177K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
177K+ 7.19% |
$12.3M - $13.9M
|
2.63M
$212M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
168K+ 6.95% |
$11.7M - $13.2M
|
2.58M
$207M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
168KNew |
$11.7M - $13.2M
|
168K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
166K+ 95.64% |
$11.6M - $13.1M
|
340K
$27.3M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
163K+ 1016.05% |
$11.4M - $12.8M
|
179K
$14.4M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
161K+ 17.52% |
$11.2M - $12.7M
|
1.08M
$86.8M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
157K+ 147.47% |
$10.9M - $12.3M
|
263K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
152K+ 78.79% |
$10.6M - $11.9M
|
344K
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
145K+ 52.76% |
$10.1M - $11.4M
|
419K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
142K+ 5.12% |
$9.86M - $11.1M
|
2.91M
$234M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
138K+ 4.1% |
$9.6M - $10.9M
|
3.5M
$282M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
138K+ 435.88% |
$9.58M - $10.8M
|
169K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
132K+ 121.35% |
$9.2M - $10.4M
|
241K
$19.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
131KNew |
$9.13M - $10.3M
|
131K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
128K+ 23.08% |
$8.94M - $10.1M
|
685K
$55.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
125K+ 15.27% |
$8.7M - $9.83M
|
943K
$75.8M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
124K+ 3.96% |
$8.6M - $9.72M
|
3.25M
$261M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
124K+ 9.67% |
$8.59M - $9.71M
|
1.4M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
123K+ 6.73% |
$8.52M - $9.64M
|
1.94M
$156M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
121K+ 12.18% |
$8.43M - $9.53M
|
1.12M
$89.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
121K+ 44.19% |
$8.42M - $9.52M
|
395K
$31.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
116K+ 1062.16% |
$8.09M - $9.15M
|
127K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
116K+ 76.95% |
$8.09M - $9.14M
|
267K
$21.5M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
115K+ 37.84% |
$8M - $9.05M
|
419K
$33.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
115K+ 1074.25% |
$8M - $9.04M
|
126K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
113K+ 3820.62% |
$7.85M - $8.88M
|
116K
$9.31M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
113K+ 8.86% |
$7.83M - $8.85M
|
1.38M
$111M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
109K+ 99.43% |
$7.6M - $8.59M
|
219K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105K+ 1.04% |
$7.27M - $8.22M
|
10.2M
$816M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
104K+ 4.22% |
$7.22M - $8.16M
|
2.56M
$206M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
103K+ 223.28% |
$7.2M - $8.14M
|
150K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
103K+ 17.26% |
$7.16M - $8.09M
|
699K
$56.2M
|