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 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-180- 2.91% |
$12.5K - $14.2K
|
6K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-180- 2.84% |
$12.5K - $14.2K
|
6.17K
$496K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-182- 4.11% |
$12.7K - $14.3K
|
4.25K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-192- 2.45% |
$13.4K - $15.1K
|
7.65K
$615K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-192- 69.82% |
$13.4K - $15.1K
|
83
$6.67K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-193- 33.86% |
$13.4K - $15.2K
|
377
$30.3K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-195- 3.88% |
$13.6K - $15.3K
|
4.84K
$389K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-196- 0.51% |
$13.6K - $15.4K
|
37.9K
$3.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-200- 4.7% |
$13.9K - $15.7K
|
4.06K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-200- 2.34% |
$13.9K - $15.7K
|
8.34K
$670K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-202- 0.67% |
$14.1K - $15.9K
|
30.1K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-208- 6.15% |
$14.5K - $16.4K
|
3.18K
$255K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-211- 1.28% |
$14.7K - $16.6K
|
16.3K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-212- 6.38% |
$14.7K - $16.7K
|
3.11K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-219- 1.15% |
$15.2K - $17.2K
|
18.8K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-223- 2.49% |
$15.5K - $17.5K
|
8.75K
$703K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-226- 0.45% |
$15.7K - $17.8K
|
49.7K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-227- 3.1% |
$15.8K - $17.9K
|
7.08K
$569K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-227- 0.77% |
$15.8K - $17.9K
|
29.4K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-234- 1.35% |
$16.3K - $18.4K
|
17.1K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-239- 5.29% |
$16.6K - $18.8K
|
4.28K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-239- 1.04% |
$16.6K - $18.8K
|
22.6K
$1.82M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-242- 0.7% |
$16.8K - $19K
|
34.1K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-243- 2.8% |
$16.9K - $19.1K
|
8.45K
$679K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-245- 1.38% |
$17K - $19.3K
|
17.5K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-245- 1.82% |
$17K - $19.3K
|
13.2K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-248- 0.44% |
$17.3K - $19.5K
|
56.2K
$4.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-249- 6.48% |
$17.3K - $19.6K
|
3.59K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-249- 8.59% |
$17.3K - $19.6K
|
2.65K
$213K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
SELL
|
- |
-257- 1.72% |
$17.9K - $20.2K
|
14.7K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-260- 58.04% |
$18.1K - $20.4K
|
188
$15.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-262- 8.75% |
$18.2K - $20.6K
|
2.73K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-262- 8.69% |
$18.2K - $20.6K
|
2.75K
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-262- 5.18% |
$18.2K - $20.6K
|
4.79K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-264- 5.73% |
$18.4K - $20.8K
|
4.34K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-264- 5.73% |
$18.4K - $20.8K
|
4.34K
$349K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-270- 8.69% |
$18.8K - $21.2K
|
2.84K
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-270- 1.56% |
$18.8K - $21.2K
|
17.1K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-281- 0.85% |
$19.5K - $22.1K
|
32.8K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-286- 5.82% |
$19.9K - $22.5K
|
4.63K
$372K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-287- 1.62% |
$20K - $22.6K
|
17.4K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-288- 46.3% |
$20K - $22.7K
|
334
$26.8K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-291- 0.47% |
$20.2K - $22.9K
|
62.2K
$5M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-298- 7.1% |
$20.7K - $23.4K
|
3.9K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-299- 0.35% |
$20.8K - $23.5K
|
86.1K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-302- 2.89% |
$21K - $23.8K
|
10.1K
$815K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-303- 2.07% |
$21.1K - $23.8K
|
14.4K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-304- 4.62% |
$21.1K - $23.9K
|
6.28K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-312- 5.96% |
$21.7K - $24.5K
|
4.93K
$396K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-330- 1.16% |
$23K - $26K
|
28.1K
$2.26M
|