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 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-331- 0.15% |
$23K - $26K
|
222K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-332- 0.51% |
$23.1K - $26.1K
|
64.8K
$5.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-336- 1.71% |
$23.4K - $26.4K
|
19.4K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-337- 3.42% |
$23.4K - $26.5K
|
9.53K
$766K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-339- 9.33% |
$23.6K - $26.7K
|
3.3K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-340- 1.18% |
$23.7K - $26.7K
|
28.5K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-341- 2.49% |
$23.7K - $26.8K
|
13.3K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-345- 6.02% |
$24K - $27.1K
|
5.38K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-349- 10.61% |
$24.3K - $27.4K
|
2.94K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-350- 7.06% |
$24.3K - $27.5K
|
4.6K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-350- 3.3% |
$24.3K - $27.5K
|
10.3K
$824K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-352- 19.58% |
$24.5K - $27.7K
|
1.45K
$116K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-355- 18.06% |
$24.7K - $27.9K
|
1.61K
$129K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-357- 10.89% |
$24.8K - $28.1K
|
2.92K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-361- 0.66% |
$25.1K - $28.4K
|
54.1K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-362- 9.09% |
$25.2K - $28.5K
|
3.62K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-362- 3.75% |
$25.2K - $28.5K
|
9.29K
$747K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-366- 3.97% |
$25.5K - $28.8K
|
8.86K
$712K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-374- 10.78% |
$26K - $29.4K
|
3.1K
$249K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-380- 3.02% |
$26.4K - $29.9K
|
12.2K
$979K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-386- 10.83% |
$26.9K - $30.4K
|
3.18K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-390- 3.16% |
$27.1K - $30.7K
|
12K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-391- 8.38% |
$27.2K - $30.8K
|
4.28K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-395- 7.6% |
$27.5K - $31.1K
|
4.81K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-397- 1.14% |
$27.6K - $31.2K
|
34.3K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-403- 0.59% |
$28K - $31.7K
|
68.3K
$5.49M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-406- 4.5% |
$28.2K - $31.9K
|
8.62K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-406- 1.51% |
$28.2K - $31.9K
|
26.5K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-409- 6.04% |
$28.5K - $32.2K
|
6.36K
$512K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-415- 6.49% |
$28.9K - $32.6K
|
5.98K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-421- 2.09% |
$29.3K - $33.1K
|
19.7K
$1.59M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-421- 27.61% |
$29.3K - $33.1K
|
1.1K
$88.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-424- 42.87% |
$29.5K - $33.3K
|
565
$45.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-432- 3.69% |
$30.1K - $34K
|
11.3K
$906K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-432- 11.43% |
$30.1K - $34K
|
3.35K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-453- 0.62% |
$31.5K - $35.6K
|
72.3K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-467- 12.93% |
$32.5K - $36.7K
|
3.14K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-468- 0.81% |
$32.6K - $36.8K
|
57.5K
$4.62M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-469- 4.72% |
$32.6K - $36.9K
|
9.47K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-487- 0.24% |
$33.9K - $38.3K
|
200K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-487- 1.2% |
$33.9K - $38.3K
|
40.3K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-492- 9.46% |
$34.2K - $38.7K
|
4.71K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-496- 1.93% |
$34.5K - $39K
|
25.2K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-511- 14.18% |
$35.6K - $40.2K
|
3.09K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-514- 1.38% |
$35.8K - $40.4K
|
36.7K
$2.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-518- 7.94% |
$36K - $40.7K
|
6K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-524- 14.33% |
$36.5K - $41.2K
|
3.13K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-524- 1.56% |
$36.5K - $41.2K
|
33K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-540- 5.25% |
$37.6K - $42.5K
|
9.75K
$783K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-541- 15.64% |
$37.6K - $42.5K
|
2.92K
$235K
|