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 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-730- 1.88% |
$50.8K - $57.4K
|
38.1K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-734- 7.05% |
$51.1K - $57.7K
|
9.67K
$778K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-744- 21.34% |
$51.8K - $58.5K
|
2.74K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-750- 2.86% |
$52.2K - $59K
|
25.4K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-750- 2.02% |
$52.2K - $59K
|
36.4K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-751- 7.51% |
$52.2K - $59.1K
|
9.25K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-754- 0.45% |
$52.5K - $59.3K
|
166K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-759- 20.17% |
$52.8K - $59.7K
|
3K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-774- 11.8% |
$53.8K - $60.9K
|
5.79K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-778- 6.25% |
$54.1K - $61.2K
|
11.7K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-781- 3.13% |
$54.3K - $61.4K
|
24.2K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-786- 18.21% |
$54.7K - $61.8K
|
3.53K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-786- 0.24% |
$54.7K - $61.8K
|
331K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-786- 18.24% |
$54.7K - $61.8K
|
3.52K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-788- 2.57% |
$54.8K - $62K
|
29.9K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-790- 1.82% |
$55K - $62.1K
|
42.7K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-798- 16.84% |
$55.5K - $62.8K
|
3.94K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-800- 15.32% |
$55.7K - $62.9K
|
4.42K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-801- 5.66% |
$55.7K - $63K
|
13.4K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-807- 10.71% |
$56.1K - $63.5K
|
6.73K
$541K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-816- 9.55% |
$56.8K - $64.2K
|
7.73K
$621K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-820- 10.45% |
$57K - $64.5K
|
7.03K
$565K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-842- 0.76% |
$58.6K - $66.2K
|
110K
$8.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-845- 9.48% |
$58.8K - $66.5K
|
8.06K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-856- 3.4% |
$59.6K - $67.3K
|
24.3K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-857- 9.32% |
$59.6K - $67.4K
|
8.34K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-875- 10.51% |
$60.9K - $68.8K
|
7.45K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-876- 5.9% |
$60.9K - $68.9K
|
14K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-884- 7.61% |
$61.5K - $69.5K
|
10.7K
$862K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-884- 4.79% |
$61.5K - $69.5K
|
17.6K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-885- 0.75% |
$61.6K - $69.6K
|
116K
$9.36M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-886- 4.61% |
$61.6K - $69.7K
|
18.3K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-886- 39.8% |
$61.6K - $69.7K
|
1.34K
$108K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-910- 16.41% |
$63.3K - $71.6K
|
4.63K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-914- 9.34% |
$63.6K - $71.9K
|
8.87K
$713K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-917- 5.8% |
$63.8K - $72.1K
|
14.9K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-919- 2.74% |
$63.9K - $72.3K
|
32.6K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-923- 1.65% |
$64.2K - $72.6K
|
55.1K
$4.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-930- 45.08% |
$64.7K - $73.1K
|
1.13K
$91.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-935- 9.67% |
$65K - $73.5K
|
8.73K
$702K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-937- 8.58% |
$65.2K - $73.7K
|
9.99K
$803K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-954- 0.62% |
$66.4K - $75K
|
154K
$12.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-955- 0.28% |
$66.4K - $75.1K
|
340K
$27.3M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-964- 4.53% |
$67.1K - $75.8K
|
20.3K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-966- 7.71% |
$67.2K - $76K
|
11.6K
$930K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-974- 12.74% |
$67.8K - $76.6K
|
6.67K
$536K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-975- 0.86% |
$67.8K - $76.7K
|
113K
$9.06M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-975- 2.01% |
$67.8K - $76.7K
|
47.6K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-976- 14.71% |
$67.9K - $76.8K
|
5.66K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-984- 3.84% |
$68.5K - $77.4K
|
24.7K
$1.98M
|