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 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-96.8K- 18.19% |
$6.73M - $7.61M
|
435K
$35M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-99.4K- 67.69% |
$6.91M - $7.82M
|
47.4K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-100K- 6.97% |
$6.98M - $7.89M
|
1.34M
$108M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-101K- 63.43% |
$7.01M - $7.93M
|
58.1K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-101K- 24.03% |
$7.06M - $7.98M
|
321K
$25.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-112K- 10.18% |
$7.81M - $8.83M
|
990K
$79.6M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-114K- 84.19% |
$7.93M - $8.97M
|
21.4K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-114K- 13.44% |
$7.97M - $9.01M
|
737K
$59.3M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-119K- 12.95% |
$8.27M - $9.35M
|
799K
$64.2M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-119K- 79.22% |
$8.28M - $9.37M
|
31.2K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-120K- 36.99% |
$8.38M - $9.48M
|
205K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-121K- 24.64% |
$8.4M - $9.5M
|
369K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-124K- 91.48% |
$8.59M - $9.72M
|
11.5K
$925K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-127K- 1.44% |
$8.8M - $9.95M
|
8.65M
$695M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-129K- 3.26% |
$8.99M - $10.2M
|
3.84M
$308M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-130K- 0.15% |
$9.04M - $10.2M
|
88.4M
$7.11B
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-132K- 97.22% |
$9.19M - $10.4M
|
3.78K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-134K- 12.95% |
$9.32M - $10.5M
|
900K
$72.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-137K- 17.04% |
$9.55M - $10.8M
|
668K
$53.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-140K- 33.29% |
$9.75M - $11M
|
281K
$22.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-154K- 11.02% |
$10.7M - $12.1M
|
1.24M
$99.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-159KClosed |
$11.1M - $12.5M
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-161K- 1.13% |
$11.2M - $12.7M
|
14.1M
$1.13B
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-171K- 16.43% |
$11.9M - $13.4M
|
870K
$69.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-175K- 26.6% |
$12.2M - $13.7M
|
482K
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-185K- 43.24% |
$12.9M - $14.6M
|
243K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-193K- 29.64% |
$13.4M - $15.2M
|
459K
$36.9M
|
|
|
May 15, 2025
Q1 2025
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
SELL
|
- |
-199K- 54.85% |
$13.8M - $15.6M
|
163K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-199K- 87.08% |
$13.8M - $15.6M
|
29.5K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-201K- 4.58% |
$14M - $15.8M
|
4.18M
$336M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-206K- 51.22% |
$14.4M - $16.2M
|
197K
$15.8M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-222K- 15.14% |
$15.5M - $17.5M
|
1.25M
$100M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-238K- 40.66% |
$16.5M - $18.7M
|
347K
$27.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-250K- 11.79% |
$17.4M - $19.7M
|
1.87M
$151M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-257K- 48.42% |
$17.9M - $20.2M
|
274K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-258K- 7.75% |
$18M - $20.3M
|
3.08M
$247M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-270K- 79.39% |
$18.8M - $21.2M
|
70.1K
$5.64M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-304K- 8.3% |
$21.1M - $23.9M
|
3.36M
$270M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-326K- 18.86% |
$22.7M - $25.6M
|
1.4M
$113M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-340K- 19.43% |
$23.7M - $26.8M
|
1.41M
$113M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-361K- 85.37% |
$25.1M - $28.4M
|
61.8K
$4.97M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-369K- 42.02% |
$25.7M - $29M
|
509K
$40.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-376K- 52.8% |
$26.1M - $29.5M
|
336K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-384K- 46.41% |
$26.7M - $30.2M
|
444K
$35.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-412K- 62.6% |
$28.7M - $32.4M
|
246K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-413K- 4.3% |
$28.7M - $32.5M
|
9.2M
$740M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-415K- 65.69% |
$28.9M - $32.6M
|
217K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-415K- 34.04% |
$28.9M - $32.6M
|
804K
$64.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-429K- 22.34% |
$29.9M - $33.8M
|
1.49M
$120M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-488K- 1.93% |
$33.9M - $38.3M
|
24.8M
$2B
|