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 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.12K- 0.5% |
$147K - $167K
|
420K
$33.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.12K- 7.03% |
$148K - $167K
|
28.1K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.12K- 1.39% |
$148K - $167K
|
151K
$12.1M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.16K- 2.75% |
$151K - $170K
|
76.4K
$6.14M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.18K- 15.96% |
$151K - $171K
|
11.5K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.18K- 20.83% |
$152K - $172K
|
8.3K
$667K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.19K- 37.89% |
$152K - $172K
|
3.58K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.19K- 8.86% |
$153K - $173K
|
22.6K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.22K- 3.6% |
$154K - $175K
|
59.4K
$4.78M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.24K- 6.4% |
$156K - $176K
|
32.8K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.27K- 36.75% |
$158K - $178K
|
3.9K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-2.27K- 1.18% |
$158K - $179K
|
190K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.31K- 2.85% |
$161K - $182K
|
78.9K
$6.34M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-2.33K- 26.46% |
$162K - $183K
|
6.47K
$520K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.36K- 3.61% |
$164K - $185K
|
62.8K
$5.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.41K- 7.98% |
$167K - $189K
|
27.7K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.44K- 28.56% |
$170K - $192K
|
6.11K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.46K- 0.52% |
$171K - $193K
|
473K
$38M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.52K- 0.5% |
$175K - $198K
|
499K
$40.1M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.56K- 6.67% |
$178K - $202K
|
35.9K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.58K- 6.18% |
$179K - $203K
|
39.1K
$3.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.63K- 1.29% |
$183K - $207K
|
201K
$16.2M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.64K- 4.48% |
$184K - $208K
|
56.4K
$4.53M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.65K- 11.66% |
$184K - $208K
|
20.1K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-2.65K- 9.25% |
$184K - $209K
|
26K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.65K- 17.43% |
$185K - $209K
|
12.6K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.68K- 3.02% |
$186K - $211K
|
85.9K
$6.91M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.72K- 6.56% |
$189K - $214K
|
38.7K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-2.73K- 11.06% |
$190K - $215K
|
21.9K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.73K- 19.64% |
$190K - $215K
|
11.2K
$897K
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-2.74K- 48.91% |
$190K - $215K
|
2.86K
$230K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.76K- 10.55% |
$192K - $217K
|
23.4K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-2.8K- 49.64% |
$195K - $221K
|
2.85K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.81K- 5.92% |
$195K - $221K
|
44.6K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.81K- 6.42% |
$196K - $221K
|
41K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.82K- 4.14% |
$196K - $222K
|
65.3K
$5.25M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.85K- 15.39% |
$198K - $224K
|
15.7K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-2.87K- 2.23% |
$199K - $225K
|
126K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.87K- 6.5% |
$200K - $226K
|
41.3K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.91K- 1.69% |
$202K - $229K
|
169K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.91K- 4.88% |
$202K - $229K
|
56.6K
$4.55M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.96K- 24.12% |
$206K - $233K
|
9.31K
$749K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.98K- 11.77% |
$207K - $234K
|
22.3K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.99K- 4.72% |
$208K - $235K
|
60.3K
$4.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3.02K- 5.34% |
$210K - $237K
|
53.6K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-3.07K- 46.24% |
$214K - $242K
|
3.57K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.15K- 1.5% |
$219K - $248K
|
207K
$16.7M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-3.18K- 19.81% |
$221K - $250K
|
12.9K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.21K- 7.02% |
$223K - $252K
|
42.5K
$3.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.22K- 5.52% |
$224K - $253K
|
55.1K
$4.43M
|