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 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-3.24K- 0.52% |
$225K - $255K
|
619K
$49.8M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.25K- 4.77% |
$226K - $256K
|
64.9K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.27K- 32.16% |
$228K - $257K
|
6.9K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.29K- 0.77% |
$229K - $258K
|
424K
$34.1M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.33K- 27.65% |
$232K - $262K
|
8.72K
$701K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-3.34K- 6.68% |
$232K - $262K
|
46.6K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.38K- 15.7% |
$235K - $266K
|
18.1K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.43K- 3.28% |
$239K - $270K
|
101K
$8.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.44K- 26.93% |
$239K - $270K
|
9.32K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-3.44K- 1.9% |
$239K - $271K
|
178K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.45K- 0.28% |
$240K - $271K
|
1.23M
$98.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.46K- 5.56% |
$241K - $272K
|
58.8K
$4.72M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.46K- 33.82% |
$241K - $272K
|
6.78K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.54K- 6.65% |
$246K - $279K
|
49.8K
$4M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.55K- 7.92% |
$247K - $280K
|
41.3K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.59K- 47.25% |
$249K - $282K
|
4K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.6K- 0.94% |
$251K - $283K
|
379K
$30.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-3.62K- 6.03% |
$251K - $284K
|
56.3K
$4.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.7K- 5.16% |
$257K - $291K
|
68K
$5.46M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.7K- 21.88% |
$258K - $291K
|
13.2K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.71K- 16.27% |
$258K - $292K
|
19.1K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-3.72K- 4.36% |
$259K - $293K
|
81.6K
$6.56M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-3.73K- 2.97% |
$259K - $293K
|
122K
$9.8M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.81K- 1.74% |
$265K - $300K
|
215K
$17.3M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.82K- 8.57% |
$265K - $300K
|
40.7K
$3.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.83K- 10.98% |
$266K - $301K
|
31K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.86K- 35.61% |
$269K - $304K
|
6.98K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.87K- 41.79% |
$269K - $305K
|
5.39K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.98K- 1.61% |
$277K - $313K
|
243K
$19.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.1K- 8.8% |
$285K - $322K
|
42.5K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-4.13K- 7.69% |
$288K - $325K
|
49.6K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.15K- 2.41% |
$289K - $327K
|
168K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.19K- 8.33% |
$291K - $329K
|
46K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.21K- 1.82% |
$293K - $331K
|
227K
$18.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-4.24K- 2.19% |
$295K - $333K
|
189K
$15.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.33K- 6.4% |
$301K - $340K
|
63.3K
$5.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.37K- 3.98% |
$304K - $343K
|
105K
$8.46M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
SELL
|
- |
-4.38K- 0.98% |
$305K - $345K
|
444K
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.43K- 5.81% |
$308K - $348K
|
71.9K
$5.78M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.43K- 0.6% |
$308K - $349K
|
741K
$59.5M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.48K- 10.86% |
$312K - $353K
|
36.8K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.48K- 9.66% |
$312K - $353K
|
41.9K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.52K- 21.98% |
$314K - $355K
|
16K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.55K- 3.95% |
$316K - $358K
|
111K
$8.89M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.56K- 15.41% |
$317K - $359K
|
25K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.62K- 1.83% |
$322K - $364K
|
248K
$19.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.67K- 0.78% |
$325K - $367K
|
596K
$47.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-4.76K- 52.06% |
$331K - $374K
|
4.38K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-4.76K- 2.29% |
$331K - $374K
|
203K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.77K- 28.91% |
$332K - $375K
|
11.7K
$943K
|