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 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-4- 0.28% |
$278 - $315
|
1.4K
$113K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6- 0.03% |
$417 - $472
|
22.7K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6- 0.12% |
$417 - $472
|
5.07K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-6- 0.03% |
$417 - $472
|
18K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 0.05% |
$487 - $551
|
14.4K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9- 0.1% |
$626 - $708
|
9.41K
$757K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-11- 0.15% |
$765 - $865
|
7.27K
$584K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-11- 0.47% |
$765 - $865
|
2.33K
$187K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-12- 0.26% |
$835 - $944
|
4.58K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.27% |
$835 - $944
|
4.37K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.42% |
$904 - $1.02K
|
3.1K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-15- 0.29% |
$1.04K - $1.18K
|
5.16K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-15- 3.82% |
$1.04K - $1.18K
|
378
$30.4K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16- 0.07% |
$1.11K - $1.26K
|
23.2K
$1.87M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.46% |
$1.39K - $1.57K
|
4.3K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 0.48% |
$1.39K - $1.57K
|
4.15K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-23- 0.41% |
$1.6K - $1.81K
|
5.53K
$444K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-25- 0.15% |
$1.74K - $1.97K
|
16.4K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-29- 1.75% |
$2.02K - $2.28K
|
1.62K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-29- 0.81% |
$2.02K - $2.28K
|
3.56K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-30- 0.53% |
$2.09K - $2.36K
|
5.6K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-30- 0.8% |
$2.09K - $2.36K
|
3.71K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-32- 0.88% |
$2.23K - $2.52K
|
3.62K
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-33- 0.37% |
$2.3K - $2.6K
|
8.88K
$714K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 1.1% |
$2.43K - $2.75K
|
3.14K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-36- 0.77% |
$2.5K - $2.83K
|
4.62K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-36- 1.22% |
$2.5K - $2.83K
|
2.92K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-37- 0.11% |
$2.57K - $2.91K
|
35K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-38- 0.32% |
$2.64K - $2.99K
|
12K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-38- 0.82% |
$2.64K - $2.99K
|
4.58K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-38- 14.5% |
$2.64K - $2.99K
|
224
$18K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-39- 0.39% |
$2.71K - $3.07K
|
9.88K
$794K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.54% |
$2.71K - $3.07K
|
7.14K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-40- 0.2% |
$2.78K - $3.15K
|
20.3K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-44- 24.72% |
$3.06K - $3.46K
|
134
$10.8K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-46- 11.59% |
$3.2K - $3.62K
|
351
$28.2K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-46- 2.24% |
$3.2K - $3.62K
|
2.01K
$162K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-51- 0.05% |
$3.55K - $4.01K
|
93.5K
$7.51M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-55- 1.53% |
$3.83K - $4.33K
|
3.55K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-57- 1.85% |
$3.97K - $4.48K
|
3.03K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-58- 1.31% |
$4.04K - $4.56K
|
4.36K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-58- 0.37% |
$4.04K - $4.56K
|
15.4K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-60- 2.32% |
$4.17K - $4.72K
|
2.53K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-61- 0.58% |
$4.24K - $4.8K
|
10.4K
$839K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-65- 0.5% |
$4.52K - $5.11K
|
12.9K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-67- 0.39% |
$4.66K - $5.27K
|
16.9K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-70- 4.83% |
$4.87K - $5.51K
|
1.38K
$111K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-73- 0.29% |
$5.08K - $5.74K
|
24.7K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-73- 0.04% |
$5.08K - $5.74K
|
203K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-74- 0.78% |
$5.15K - $5.82K
|
9.36K
$753K
|