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 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-988- 0.83% |
$68.7K - $77.7K
|
118K
$9.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-993- 43.48% |
$69.1K - $78.1K
|
1.29K
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.01K- 1.7% |
$70K - $79.1K
|
58K
$4.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.01K- 23.69% |
$70.2K - $79.4K
|
3.25K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-1.03K- 24.79% |
$71.4K - $80.7K
|
3.11K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.03K- 5.51% |
$71.7K - $81K
|
17.7K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.04K- 2.29% |
$72.4K - $81.8K
|
44.4K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.05K- 5.95% |
$72.7K - $82.2K
|
16.5K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.05K- 3.2% |
$73.2K - $82.7K
|
31.8K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 4.19% |
$73.5K - $83.1K
|
24.2K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.08K- 0.43% |
$74.9K - $84.7K
|
251K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.09K- 15.48% |
$75.8K - $85.6K
|
5.95K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.09K- 5.6% |
$75.8K - $85.7K
|
18.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.09K- 1.06% |
$75.9K - $85.8K
|
102K
$8.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.11K- 3.61% |
$77.3K - $87.4K
|
29.7K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-1.13K- 5.05% |
$78.5K - $88.8K
|
21.2K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-1.14K- 1.98% |
$79K - $89.3K
|
56.3K
$4.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.15K- 21.22% |
$80.1K - $90.6K
|
4.28K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.16K- 4.49% |
$80.4K - $90.9K
|
24.6K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.17K- 2.07% |
$81.5K - $92.1K
|
55.3K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.17K- 15.79% |
$81.5K - $92.2K
|
6.25K
$502K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.17K- 0.5% |
$81.7K - $92.3K
|
232K
$18.7M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.17K- 6.07% |
$81.7K - $92.3K
|
18.2K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.18K- 9.29% |
$82.2K - $92.9K
|
11.5K
$927K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.18K- 3.91% |
$82.2K - $93K
|
29.1K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.2K- 1.89% |
$83.6K - $94.5K
|
62.4K
$5.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.23K- 24.53% |
$85.4K - $96.6K
|
3.78K
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.23K- 6.23% |
$85.4K - $96.6K
|
18.5K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.26K- 2.3% |
$87.3K - $98.7K
|
53.4K
$4.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.26K- 5.05% |
$87.7K - $99.2K
|
23.7K
$1.91M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.27K- 7.45% |
$88.3K - $99.8K
|
15.8K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.28K- 7.92% |
$89K - $101K
|
14.9K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.28K- 29.03% |
$89.1K - $101K
|
3.13K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.29K- 1.97% |
$89.5K - $101K
|
63.9K
$5.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.3K- 20.28% |
$90.5K - $102K
|
5.12K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.3K- 13.79% |
$90.5K - $102K
|
8.13K
$654K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 6.33% |
$91.2K - $103K
|
19.4K
$1.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.31K- 2.2% |
$91.4K - $103K
|
58.5K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.32K- 2.08% |
$92K - $104K
|
62.2K
$5M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.32K- 30.28% |
$92K - $104K
|
3.04K
$245K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.33K- 12.72% |
$92.7K - $105K
|
9.15K
$735K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.34K- 6.42% |
$92.9K - $105K
|
19.5K
$1.57M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.38K- 17.68% |
$96K - $109K
|
6.43K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.38K- 0.51% |
$96.2K - $109K
|
269K
$21.6M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-1.39K- 10.39% |
$96.4K - $109K
|
12K
$961K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.4K- 7.64% |
$97.1K - $110K
|
16.9K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.42K- 48.63% |
$98.9K - $112K
|
1.5K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 1.94% |
$99.5K - $112K
|
72.4K
$5.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.46K- 3.0% |
$101K - $115K
|
47.1K
$3.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.46K- 20.69% |
$102K - $115K
|
5.6K
$450K
|