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 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
103K+ 12.07% |
$7.15M - $8.09M
|
955K
$76.7M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
102KNew |
$7.1M - $8.02M
|
102K
$8.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100K+ 53.81% |
$6.96M - $7.87M
|
286K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94.3K+ 164.15% |
$6.56M - $7.42M
|
152K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
92.7K+ 7.33% |
$6.45M - $7.29M
|
1.36M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
92.2K+ 5.48% |
$6.41M - $7.25M
|
1.77M
$143M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
92.1K+ 218.94% |
$6.41M - $7.25M
|
134K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
92K+ 855.08% |
$6.4M - $7.24M
|
103K
$8.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
91.4KNew |
$6.36M - $7.19M
|
91.4K
$7.35M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
88.4KNew |
$6.15M - $6.95M
|
88.4K
$7.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
88KNew |
$6.13M - $6.92M
|
88K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
86.7K+ 23.82% |
$6.03M - $6.82M
|
451K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
85.2K+ 2.69% |
$5.92M - $6.7M
|
3.25M
$261M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
83.9K+ 2772.36% |
$5.84M - $6.6M
|
87K
$6.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
83.7K+ 31.48% |
$5.82M - $6.58M
|
350K
$28.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
82.5KNew |
$5.74M - $6.49M
|
82.5K
$6.63M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
81.2K+ 15.22% |
$5.65M - $6.39M
|
615K
$49.4M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
79.9K+ 1.34% |
$5.56M - $6.28M
|
6.05M
$486M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
79.5K+ 77.88% |
$5.53M - $6.25M
|
182K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
77.7KNew |
$5.41M - $6.11M
|
77.7K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
76.7K+ 38.47% |
$5.33M - $6.03M
|
276K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
76.6K+ 55.94% |
$5.33M - $6.03M
|
214K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
75.5K+ 664.73% |
$5.26M - $5.94M
|
86.9K
$6.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
73.7K+ 14.07% |
$5.13M - $5.8M
|
598K
$48M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
72.8KNew |
$5.07M - $5.73M
|
72.8K
$5.85M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70.7K+ 31.41% |
$4.92M - $5.56M
|
296K
$23.8M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
65.9K+ 39.7% |
$4.58M - $5.18M
|
232K
$18.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
63.8K+ 88.43% |
$4.44M - $5.02M
|
136K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
63.7K+ 16.7% |
$4.43M - $5.01M
|
445K
$35.8M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
63.7K+ 62.86% |
$4.43M - $5.01M
|
165K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
63.2K+ 366.84% |
$4.4M - $4.97M
|
80.5K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
63.1K+ 44.13% |
$4.39M - $4.96M
|
206K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
61.9K+ 388.11% |
$4.31M - $4.87M
|
77.9K
$6.26M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
60.3K+ 14.84% |
$4.19M - $4.74M
|
466K
$37.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
60K+ 175.23% |
$4.17M - $4.72M
|
94.2K
$7.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
59.7K+ 6.19% |
$4.15M - $4.69M
|
1.02M
$82.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.3K+ 1.29% |
$4.13M - $4.66M
|
4.66M
$375M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
58.7K+ 1.53% |
$4.09M - $4.62M
|
3.9M
$313M
|
|
|
May 14, 2025
Q1 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
57.6K+ 6.52% |
$4.01M - $4.53M
|
942K
$75.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
57.3K+ 46.01% |
$3.98M - $4.5M
|
182K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
56.8KNew |
$3.95M - $4.47M
|
56.8K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
54.9K+ 73.78% |
$3.82M - $4.32M
|
129K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
54.6K+ 12.83% |
$3.8M - $4.29M
|
480K
$38.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
53.8K+ 374.53% |
$3.74M - $4.23M
|
68.2K
$5.48M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
50.5K+ 50.56% |
$3.52M - $3.98M
|
151K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
50.3K+ 15.49% |
$3.5M - $3.96M
|
375K
$30.2M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
50.3K+ 2.36% |
$3.5M - $3.95M
|
2.18M
$175M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
50.2KNew |
$3.49M - $3.95M
|
50.2K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
50K+ 10.39% |
$3.48M - $3.93M
|
531K
$42.7M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
48.6K+ 1.56% |
$3.38M - $3.82M
|
3.16M
$254M
|