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
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16.7K- 31.76% |
$1.16M - $1.31M
|
35.9K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-16.9K- 6.85% |
$1.18M - $1.33M
|
230K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-17K- 4.58% |
$1.18M - $1.34M
|
354K
$28.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-17K- 1.87% |
$1.18M - $1.34M
|
891K
$71.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17.2K- 54.08% |
$1.19M - $1.35M
|
14.6K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17.4K- 5.5% |
$1.21M - $1.37M
|
299K
$24M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-17.4K- 11.41% |
$1.21M - $1.37M
|
135K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-18.2K- 47.94% |
$1.27M - $1.43M
|
19.8K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18.5K- 1.12% |
$1.28M - $1.45M
|
1.63M
$131M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-18.6K- 0.94% |
$1.29M - $1.46M
|
1.96M
$158M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 5.46% |
$1.33M - $1.5M
|
331K
$26.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-19.3K- 9.25% |
$1.34M - $1.52M
|
189K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-19.6K- 37.68% |
$1.37M - $1.55M
|
32.5K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-19.7K- 3.88% |
$1.37M - $1.55M
|
489K
$39.3M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-20.8K- 10.34% |
$1.44M - $1.63M
|
180K
$14.5M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-20.8K- 84.6% |
$1.45M - $1.64M
|
3.79K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-20.8K- 10.95% |
$1.45M - $1.64M
|
169K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-21.2K- 34.22% |
$1.48M - $1.67M
|
40.8K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-21.4K- 7.58% |
$1.49M - $1.69M
|
261K
$21M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-21.9K- 6.79% |
$1.52M - $1.72M
|
300K
$24.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-22.5K- 88.75% |
$1.56M - $1.77M
|
2.85K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-22.8K- 43.05% |
$1.59M - $1.8M
|
30.2K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23.2K- 2.69% |
$1.61M - $1.83M
|
841K
$67.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-23.2K- 17.14% |
$1.61M - $1.83M
|
112K
$9.02M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-23.3K- 21.85% |
$1.62M - $1.83M
|
83.3K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23.5K- 17.41% |
$1.64M - $1.85M
|
112K
$8.97M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.6K- 7.07% |
$1.64M - $1.86M
|
311K
$25M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-24.5K- 19.91% |
$1.7M - $1.93M
|
98.5K
$7.92M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-24.6K- 2.97% |
$1.71M - $1.93M
|
803K
$64.5M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 11.62% |
$1.77M - $2M
|
193K
$15.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-26.6K- 44.58% |
$1.85M - $2.09M
|
33.1K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.8K- 1.89% |
$1.87M - $2.11M
|
1.39M
$112M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-27K- 75.97% |
$1.88M - $2.13M
|
8.55K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-27.3K- 3.64% |
$1.9M - $2.15M
|
722K
$58.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.7K- 12.52% |
$1.93M - $2.18M
|
193K
$15.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-27.8K- 88.96% |
$1.94M - $2.19M
|
3.46K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-28.2K- 24.11% |
$1.96M - $2.22M
|
88.7K
$7.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-28.8K- 14.27% |
$2.01M - $2.27M
|
173K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-30K- 17.89% |
$2.09M - $2.36M
|
138K
$11.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-30.7K- 22.38% |
$2.13M - $2.41M
|
106K
$8.54M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-30.9K- 86.46% |
$2.15M - $2.43M
|
4.83K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-31.6K- 4.06% |
$2.2M - $2.49M
|
746K
$60M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-32.3K- 2.14% |
$2.24M - $2.54M
|
1.48M
$119M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-32.7K- 14.88% |
$2.27M - $2.57M
|
187K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-32.8K- 14.08% |
$2.28M - $2.58M
|
200K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-33.9K- 2.75% |
$2.36M - $2.67M
|
1.2M
$96.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-34.8K- 7.24% |
$2.42M - $2.74M
|
446K
$35.8M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-35.5K- 31.94% |
$2.47M - $2.79M
|
75.6K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-36.6K- 89.95% |
$2.54M - $2.88M
|
4.09K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-37.1K- 4.15% |
$2.58M - $2.92M
|
857K
$68.9M
|