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 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.47K- 62.84% |
$102K - $116K
|
871
$70K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.48K- 9.41% |
$103K - $117K
|
14.3K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.5K- 6.96% |
$104K - $118K
|
20.1K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.51K- 14.53% |
$105K - $118K
|
8.85K
$711K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-1.51K- 0.83% |
$105K - $119K
|
181K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.53K- 20.38% |
$106K - $120K
|
5.97K
$480K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.53K- 11.08% |
$106K - $120K
|
12.3K
$987K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.55K- 6.4% |
$108K - $122K
|
22.6K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.56K- 13.58% |
$108K - $122K
|
9.9K
$796K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.56K- 2.29% |
$108K - $122K
|
66.3K
$5.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.57K- 0.21% |
$109K - $123K
|
734K
$59M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.58K- 10.19% |
$110K - $124K
|
13.9K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.59K- 2.02% |
$110K - $125K
|
76.8K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.6K- 4.28% |
$111K - $126K
|
35.8K
$2.88M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.61K- 6.11% |
$112K - $126K
|
24.7K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.62K- 57.18% |
$112K - $127K
|
1.21K
$97.3K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.62K- 28.49% |
$113K - $127K
|
4.06K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.62K- 0.2% |
$113K - $128K
|
811K
$65.2M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.62K- 7.03% |
$113K - $128K
|
21.5K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.63K- 16.63% |
$113K - $128K
|
8.18K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.7K- 7.42% |
$119K - $134K
|
21.3K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.72K- 6.7% |
$120K - $136K
|
24K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.73K- 2.07% |
$120K - $136K
|
81.7K
$6.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 13.05% |
$121K - $137K
|
11.6K
$930K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.74K- 20.96% |
$121K - $137K
|
6.56K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-1.77K- 12.14% |
$123K - $139K
|
12.8K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.79K- 9.01% |
$124K - $140K
|
18K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-1.8K- 16.81% |
$125K - $141K
|
8.9K
$715K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.8K- 29.86% |
$125K - $142K
|
4.24K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.81K- 20.31% |
$126K - $142K
|
7.08K
$569K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 1.87% |
$126K - $142K
|
95K
$7.64M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.82K- 6.12% |
$127K - $143K
|
27.9K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.83K- 20.69% |
$127K - $144K
|
7.02K
$565K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.84K- 23.97% |
$128K - $145K
|
5.84K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.88K- 4.86% |
$131K - $148K
|
36.8K
$2.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.89K- 5.31% |
$131K - $148K
|
33.6K
$2.7M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.89K- 10.8% |
$131K - $148K
|
15.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.89K- 5.54% |
$131K - $149K
|
32.2K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.92K- 13.98% |
$133K - $151K
|
11.8K
$948K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 3.84% |
$134K - $152K
|
48.3K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.94K- 9.75% |
$135K - $153K
|
18K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.94K- 0.16% |
$135K - $153K
|
1.24M
$99.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.97K- 0.7% |
$137K - $155K
|
278K
$22.3M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.97K- 2.37% |
$137K - $155K
|
81K
$6.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-1.99K- 0.25% |
$138K - $156K
|
777K
$62.5M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2K- 0.84% |
$139K - $157K
|
235K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2K- 21.53% |
$139K - $158K
|
7.31K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.06K- 27.36% |
$144K - $162K
|
5.48K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.07K- 1.0% |
$144K - $163K
|
205K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.08K- 33.9% |
$145K - $164K
|
4.05K
$326K
|