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 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-546- 3.03% |
$38K - $42.9K
|
17.5K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-552- 5.82% |
$38.4K - $43.4K
|
8.94K
$718K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-554- 4.11% |
$38.5K - $43.6K
|
12.9K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-555- 6.09% |
$38.6K - $43.7K
|
8.56K
$688K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-555- 21.78% |
$38.6K - $43.7K
|
1.99K
$160K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-556- 7.29% |
$38.7K - $43.7K
|
7.07K
$569K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-557- 13.12% |
$38.8K - $43.8K
|
3.69K
$296K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-560- 9.38% |
$39K - $44K
|
5.41K
$435K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-562- 63.94% |
$39.1K - $44.2K
|
317
$25.5K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-566- 83.98% |
$39.4K - $44.5K
|
108
$8.68K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-568- 4.66% |
$39.5K - $44.7K
|
11.6K
$935K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-570- 4.82% |
$39.7K - $44.8K
|
11.3K
$906K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-571- 0.55% |
$39.7K - $44.9K
|
104K
$8.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-576- 10.51% |
$40.1K - $45.3K
|
4.91K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-582- 2.77% |
$40.5K - $45.8K
|
20.5K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-583- 1.87% |
$40.6K - $45.9K
|
30.6K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-585- 11.23% |
$40.7K - $46K
|
4.63K
$372K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-595- 15.14% |
$41.4K - $46.8K
|
3.34K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-598- 7.33% |
$41.6K - $47K
|
7.56K
$607K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-600- 10.9% |
$41.7K - $47.2K
|
4.9K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-600- 8.58% |
$41.7K - $47.2K
|
6.39K
$514K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-603- 0.45% |
$42K - $47.4K
|
133K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-605- 11.34% |
$42.1K - $47.6K
|
4.73K
$380K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-606- 16.53% |
$42.2K - $47.7K
|
3.06K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-607- 4.82% |
$42.2K - $47.7K
|
12K
$963K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-610- 2.23% |
$42.4K - $48K
|
26.7K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-612- 0.78% |
$42.6K - $48.1K
|
77.5K
$6.23M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-617- 2.24% |
$42.9K - $48.5K
|
27K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-622- 2.52% |
$43.3K - $48.9K
|
24K
$1.93M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-625- 61.94% |
$43.5K - $49.2K
|
384
$30.9K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-636- 10.71% |
$44.2K - $50K
|
5.31K
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-637- 0.31% |
$44.3K - $50.1K
|
206K
$16.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-646- 9.64% |
$44.9K - $50.8K
|
6.06K
$487K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-646- 1.36% |
$44.9K - $50.8K
|
46.7K
$3.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-653- 6.39% |
$45.4K - $51.4K
|
9.57K
$769K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-654- 3.94% |
$45.5K - $51.4K
|
15.9K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-663- 10.72% |
$46.1K - $52.1K
|
5.52K
$444K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-663- 11.84% |
$46.1K - $52.1K
|
4.94K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
SELL
|
- |
-667- 0.58% |
$46.4K - $52.5K
|
115K
$9.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-669- 18.02% |
$46.5K - $52.6K
|
3.04K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-670- 11.1% |
$46.6K - $52.7K
|
5.37K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-670- 6.87% |
$46.6K - $52.7K
|
9.08K
$730K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-685- 21.38% |
$47.7K - $53.9K
|
2.52K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-698- 1.33% |
$48.6K - $54.9K
|
51.7K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-699- 1.4% |
$48.6K - $55K
|
49.2K
$3.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-700- 16.83% |
$48.7K - $55.1K
|
3.46K
$278K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-711- 5.69% |
$49.5K - $55.9K
|
11.8K
$947K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-722- 7.36% |
$50.2K - $56.8K
|
9.09K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-722- 3.7% |
$50.2K - $56.8K
|
18.8K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-728- 1.04% |
$50.6K - $57.3K
|
69.5K
$5.59M
|