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 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-75- 1.55% |
$5.22K - $5.9K
|
4.77K
$383K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-83- 0.51% |
$5.77K - $6.53K
|
16.1K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-84- 0.65% |
$5.84K - $6.61K
|
12.8K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-86- 32.7% |
$5.98K - $6.76K
|
177
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-87- 0.74% |
$6.05K - $6.84K
|
11.7K
$943K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-88- 1.35% |
$6.12K - $6.92K
|
6.45K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-89- 0.21% |
$6.19K - $7K
|
42.2K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-90- 2.12% |
$6.26K - $7.08K
|
4.15K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-90- 3.8% |
$6.26K - $7.08K
|
2.28K
$183K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-93- 1.78% |
$6.47K - $7.31K
|
5.13K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-95- 1.63% |
$6.61K - $7.47K
|
5.75K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-99- 0.5% |
$6.89K - $7.79K
|
19.8K
$1.59M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-100- 36.36% |
$6.96K - $7.87K
|
175
$14.1K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-101- 1.52% |
$7.03K - $7.94K
|
6.55K
$526K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-103- 1.0% |
$7.17K - $8.1K
|
10.2K
$819K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-104- 1.59% |
$7.24K - $8.18K
|
6.45K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-104- 1.86% |
$7.24K - $8.18K
|
5.5K
$442K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-108- 0.07% |
$7.51K - $8.49K
|
156K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-108- 0.29% |
$7.51K - $8.49K
|
37.2K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-108- 0.83% |
$7.51K - $8.49K
|
12.9K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-110- 0.87% |
$7.65K - $8.65K
|
12.6K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-112- 3.53% |
$7.79K - $8.81K
|
3.06K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-112- 0.48% |
$7.79K - $8.81K
|
23.2K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-114- 1.01% |
$7.93K - $8.97K
|
11.1K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-115- 0.4% |
$8K - $9.04K
|
28.4K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-115- 1.24% |
$8K - $9.04K
|
9.14K
$735K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-117- 4.91% |
$8.14K - $9.2K
|
2.27K
$182K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-121- 1.55% |
$8.42K - $9.52K
|
7.66K
$616K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-124- 0.22% |
$8.63K - $9.75K
|
55.4K
$4.45M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-126- 0.99% |
$8.77K - $9.91K
|
12.7K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-128- 3.65% |
$8.9K - $10.1K
|
3.38K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-128- 2.83% |
$8.9K - $10.1K
|
4.4K
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-131- 1.04% |
$9.11K - $10.3K
|
12.5K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-135- 9.57% |
$9.39K - $10.6K
|
1.28K
$102K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-141- 2.29% |
$9.81K - $11.1K
|
6.01K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-142- 3.73% |
$9.88K - $11.2K
|
3.66K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-144- 1.02% |
$10K - $11.3K
|
14K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-145- 3.99% |
$10.1K - $11.4K
|
3.49K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-146- 1.22% |
$10.2K - $11.5K
|
11.9K
$953K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-149- 0.71% |
$10.4K - $11.7K
|
20.8K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-150- 4.31% |
$10.4K - $11.8K
|
3.33K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-152- 0.8% |
$10.6K - $12K
|
18.8K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-155- 99.36% |
$10.8K - $12.2K
|
1
$80.4
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-156- 1.32% |
$10.9K - $12.3K
|
11.7K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-160- 3.43% |
$11.1K - $12.6K
|
4.5K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-162- 0.26% |
$11.3K - $12.7K
|
63K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-165- 0.99% |
$11.5K - $13K
|
16.5K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-168- 0.42% |
$11.7K - $13.2K
|
40.1K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-180- 1.81% |
$12.5K - $14.2K
|
9.76K
$785K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-180- 1.63% |
$12.5K - $14.2K
|
10.9K
$874K
|