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 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8K- 19.56% |
$557K - $629K
|
32.9K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-8.05K- 3.35% |
$560K - $633K
|
232K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-8.11K- 13.56% |
$564K - $637K
|
51.7K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.23K- 27.37% |
$573K - $648K
|
21.8K
$1.76M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-8.41K- 0.27% |
$585K - $662K
|
3.13M
$252M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.43K- 12.02% |
$587K - $663K
|
61.7K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-8.49K- 12.15% |
$591K - $668K
|
61.4K
$4.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.53K- 8.65% |
$593K - $671K
|
90K
$7.24M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-8.72K- 10.56% |
$607K - $686K
|
73.9K
$5.94M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-8.78K- 32.42% |
$610K - $690K
|
18.3K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-8.78K- 5.92% |
$611K - $690K
|
140K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-8.8K- 16.16% |
$612K - $692K
|
45.7K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.86K- 4.05% |
$617K - $697K
|
210K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-8.89K- 20.87% |
$619K - $699K
|
33.7K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-8.9K- 53.22% |
$619K - $700K
|
7.82K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-8.97K- 34.05% |
$624K - $705K
|
17.4K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-9.09K- 29.86% |
$633K - $715K
|
21.4K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-9.3K- 0.46% |
$647K - $731K
|
2.03M
$164M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-9.35K- 75.69% |
$650K - $735K
|
3K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-10.2K- 7.68% |
$707K - $799K
|
122K
$9.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-10.8K- 65.37% |
$748K - $846K
|
5.7K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-10.8K- 21.05% |
$753K - $852K
|
40.6K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-10.9K- 37.48% |
$758K - $857K
|
18.2K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.1K- 6.85% |
$775K - $877K
|
152K
$12.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 6.48% |
$786K - $889K
|
163K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.9K- 1.28% |
$831K - $939K
|
923K
$74.2M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.9K- 23.0% |
$831K - $940K
|
40K
$3.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-12K- 3.9% |
$833K - $942K
|
295K
$23.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-12K- 42.86% |
$834K - $943K
|
16K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12.2K- 78.33% |
$851K - $962K
|
3.38K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-12.5K- 1.0% |
$870K - $983K
|
1.24M
$99.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-12.6K- 6.85% |
$877K - $991K
|
172K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-12.8K- 76.85% |
$892K - $1.01M
|
3.86K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.8K- 11.54% |
$893K - $1.01M
|
98.4K
$7.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-12.9K- 8.14% |
$896K - $1.01M
|
145K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-13.2K- 11.76% |
$916K - $1.04M
|
98.8K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-13.6K- 4.1% |
$945K - $1.07M
|
318K
$25.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-13.7K- 14.43% |
$955K - $1.08M
|
81.4K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.1K- 2.83% |
$982K - $1.11M
|
484K
$38.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-14.4K- 19.22% |
$1M - $1.13M
|
60.4K
$4.86M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-14.9K- 34.13% |
$1.04M - $1.17M
|
28.8K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-15.2K- 59.17% |
$1.05M - $1.19M
|
10.5K
$841K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-15.2K- 66.66% |
$1.06M - $1.19M
|
7.59K
$610K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-15.2K- 19.53% |
$1.06M - $1.19M
|
62.6K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-15.2K- 46.22% |
$1.06M - $1.2M
|
17.7K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-15.4K- 34.83% |
$1.07M - $1.21M
|
28.8K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-15.8K- 27.88% |
$1.1M - $1.24M
|
40.9K
$3.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-16.3K- 6.0% |
$1.13M - $1.28M
|
255K
$20.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.6K- 12.32% |
$1.16M - $1.31M
|
118K
$9.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-16.7K- 9.36% |
$1.16M - $1.31M
|
161K
$13M
|