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 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-37.3K- 18.2% |
$2.59M - $2.93M
|
168K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-38.5K- 41.02% |
$2.68M - $3.03M
|
55.4K
$4.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-39.8K- 40.43% |
$2.77M - $3.13M
|
58.7K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-40K- 11.31% |
$2.78M - $3.15M
|
314K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-40.8K- 20.98% |
$2.84M - $3.21M
|
154K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-41.5K- 7.14% |
$2.88M - $3.26M
|
540K
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.7K- 53.56% |
$2.97M - $3.36M
|
37K
$2.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-43.2K- 27.24% |
$3.01M - $3.4M
|
115K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-43.7K- 99.77% |
$3.04M - $3.44M
|
99
$7.96K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.2K- 10.58% |
$3.07M - $3.48M
|
374K
$30M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-45.9K- 8.64% |
$3.2M - $3.61M
|
486K
$39M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-46K- 42.0% |
$3.2M - $3.62M
|
63.6K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-46.2K- 3.75% |
$3.22M - $3.64M
|
1.19M
$95.4M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-46.4K- 22.86% |
$3.23M - $3.65M
|
157K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-46.5K- 14.62% |
$3.24M - $3.66M
|
272K
$21.8M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-47.8K- 10.23% |
$3.33M - $3.76M
|
419K
$33.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-47.9K- 14.47% |
$3.33M - $3.77M
|
283K
$22.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-48K- 90.76% |
$3.34M - $3.78M
|
4.89K
$393K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-49.9K- 8.0% |
$3.47M - $3.93M
|
574K
$46.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-50.5K- 1.79% |
$3.52M - $3.97M
|
2.77M
$223M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-50.7K- 12.06% |
$3.53M - $3.99M
|
370K
$29.7M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-54K- 16.96% |
$3.76M - $4.25M
|
264K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-56K- 79.13% |
$3.9M - $4.4M
|
14.8K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-59.2K- 2.09% |
$4.12M - $4.66M
|
2.77M
$223M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-60.2K- 27.67% |
$4.19M - $4.74M
|
158K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-61K- 85.33% |
$4.24M - $4.79M
|
10.5K
$843K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-61.5K- 4.27% |
$4.28M - $4.84M
|
1.38M
$111M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-61.8K- 16.76% |
$4.3M - $4.86M
|
307K
$24.7M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-62.8K- 37.22% |
$4.37M - $4.94M
|
106K
$8.51M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64K- 21.66% |
$4.45M - $5.04M
|
232K
$18.6M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-64.9K- 20.35% |
$4.52M - $5.11M
|
254K
$20.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-67.3K- 65.61% |
$4.68M - $5.29M
|
35.2K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-71.5K- 38.89% |
$4.97M - $5.62M
|
112K
$9.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.9K- 7.01% |
$5M - $5.66M
|
954K
$76.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-74.7K- 10.67% |
$5.2M - $5.87M
|
625K
$50.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-77.8K- 18.35% |
$5.41M - $6.12M
|
346K
$27.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-78.5K- 15.67% |
$5.46M - $6.18M
|
423K
$34M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-78.8K- 11.48% |
$5.48M - $6.2M
|
608K
$48.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-79.5K- 3.7% |
$5.53M - $6.25M
|
2.07M
$166M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-82.3K- 8.34% |
$5.73M - $6.48M
|
905K
$72.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83.9K- 4.02% |
$5.84M - $6.6M
|
2.01M
$161M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-84K- 1.95% |
$5.84M - $6.6M
|
4.22M
$339M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-84.5K- 15.76% |
$5.88M - $6.65M
|
452K
$36.3M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-86.1K- 87.09% |
$5.99M - $6.77M
|
12.8K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-88.5K- 12.89% |
$6.16M - $6.96M
|
598K
$48.1M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-93.1K- 22.14% |
$6.48M - $7.32M
|
327K
$26.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-94K- 7.38% |
$6.54M - $7.39M
|
1.18M
$94.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-94.4K- 24.12% |
$6.57M - $7.43M
|
297K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-95.5K- 16.73% |
$6.64M - $7.51M
|
475K
$38.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-96.7K- 13.08% |
$6.73M - $7.6M
|
642K
$51.6M
|