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 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.77K- 88.93% |
$332K - $375K
|
594
$47.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.82K- 58.01% |
$335K - $379K
|
3.49K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.9K- 34.47% |
$341K - $385K
|
9.32K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.97K- 34.98% |
$345K - $391K
|
9.23K
$742K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-4.98K- 3.17% |
$346K - $391K
|
152K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.01K- 66.93% |
$349K - $394K
|
2.48K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.05K- 1.15% |
$351K - $397K
|
435K
$35M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-5.06K- 14.37% |
$352K - $398K
|
30.2K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-5.07K- 1.41% |
$353K - $399K
|
356K
$28.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-5.11K- 52.45% |
$356K - $402K
|
4.64K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-5.12K- 3.35% |
$356K - $403K
|
148K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
SELL
|
- |
-5.14K- 9.36% |
$358K - $404K
|
49.8K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5.15K- 19.67% |
$359K - $405K
|
21.1K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.16K- 8.16% |
$359K - $405K
|
58.1K
$4.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-5.16K- 4.15% |
$359K - $406K
|
119K
$9.57M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.18K- 3.56% |
$361K - $408K
|
141K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.21K- 3.16% |
$362K - $410K
|
159K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-5.35K- 37.9% |
$372K - $421K
|
8.76K
$704K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5.48K- 18.07% |
$382K - $431K
|
24.9K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.61K- 9.26% |
$390K - $441K
|
55K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.63K- 54.96% |
$392K - $443K
|
4.62K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.73K- 16.74% |
$399K - $451K
|
28.5K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.79K- 9.68% |
$403K - $456K
|
54.1K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.83K- 5.43% |
$405K - $458K
|
101K
$8.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-5.86K- 12.72% |
$408K - $461K
|
40.2K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-5.94K- 4.75% |
$413K - $467K
|
119K
$9.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.95K- 54.55% |
$414K - $468K
|
4.96K
$398K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-5.97K- 1.33% |
$415K - $469K
|
442K
$35.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6K- 16.46% |
$418K - $472K
|
30.5K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.23K- 19.25% |
$434K - $490K
|
26.1K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-6.3K- 35.65% |
$439K - $496K
|
11.4K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.31K- 66.13% |
$439K - $496K
|
3.23K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-6.37K- 3.8% |
$443K - $501K
|
161K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-6.51K- 28.56% |
$453K - $512K
|
16.3K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-6.6K- 0.82% |
$459K - $519K
|
794K
$63.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-6.72K- 0.33% |
$467K - $528K
|
2.03M
$163M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.85K- 9.15% |
$477K - $539K
|
68K
$5.47M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.89K- 9.98% |
$479K - $542K
|
62.1K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.91K- 1.28% |
$481K - $544K
|
534K
$42.9M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-7.01K- 9.71% |
$488K - $551K
|
65.2K
$5.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-7.01K- 8.12% |
$488K - $552K
|
79.3K
$6.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.13K- 7.56% |
$496K - $561K
|
87.1K
$7M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-7.45K- 4.77% |
$518K - $586K
|
149K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7.46K- 3.65% |
$519K - $587K
|
197K
$15.8M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-7.47K- 10.14% |
$520K - $587K
|
66.1K
$5.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.5K- 0.41% |
$521K - $590K
|
1.83M
$147M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7.59K- 11.56% |
$528K - $597K
|
58.1K
$4.67M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.6K- 0.44% |
$529K - $598K
|
1.73M
$139M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-7.78K- 7.66% |
$541K - $612K
|
93.9K
$7.55M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-7.87K- 13.48% |
$547K - $619K
|
50.5K
$4.06M
|