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 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
47.8K+ 14.85% |
$3.33M - $3.76M
|
370K
$29.7M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
47.6K+ 29.4% |
$3.31M - $3.74M
|
209K
$16.8M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
46.9K+ 2.82% |
$3.26M - $3.69M
|
1.71M
$138M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
46.6K+ 32.8% |
$3.24M - $3.66M
|
189K
$15.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
46.4K+ 40.89% |
$3.22M - $3.65M
|
160K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
46.3KNew |
$3.22M - $3.64M
|
46.3K
$3.72M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
44.6K+ 237.4% |
$3.1M - $3.5M
|
63.3K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
44.1K+ 0.82% |
$3.07M - $3.47M
|
5.44M
$437M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
43.9K+ 21.71% |
$3.05M - $3.45M
|
246K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
43.6K+ 121.55% |
$3.03M - $3.43M
|
79.4K
$6.38M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
43.6K+ 885.7% |
$3.03M - $3.43M
|
48.5K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
43K+ 13.87% |
$2.99M - $3.38M
|
353K
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
42.6K+ 6.5% |
$2.97M - $3.35M
|
699K
$56.2M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
42.2K+ 71.27% |
$2.93M - $3.32M
|
101K
$8.15M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
41.9KNew |
$2.92M - $3.3M
|
41.9K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
41.6K+ 7.36% |
$2.9M - $3.27M
|
607K
$48.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
41.5K+ 5.5% |
$2.89M - $3.26M
|
796K
$64M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.6KNew |
$2.82M - $3.19M
|
40.6K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
40.6K+ 1.86% |
$2.82M - $3.19M
|
2.22M
$178M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40.5K+ 7.34% |
$2.82M - $3.19M
|
592K
$47.6M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
40.5K+ 426.96% |
$2.82M - $3.18M
|
50K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
39.6K+ 177.25% |
$2.76M - $3.12M
|
62K
$4.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
39K+ 3.78% |
$2.71M - $3.07M
|
1.07M
$86M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
38.3K+ 9.56% |
$2.66M - $3.01M
|
438K
$35.2M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
38.2K+ 214.01% |
$2.66M - $3.01M
|
56.1K
$4.51M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
37.6K+ 262.53% |
$2.61M - $2.95M
|
51.9K
$4.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
37.4K+ 3.36% |
$2.6M - $2.94M
|
1.15M
$92.5M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
37.3KNew |
$2.59M - $2.93M
|
37.3K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.2K+ 5.17% |
$2.58M - $2.92M
|
756K
$60.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
37K+ 74.66% |
$2.58M - $2.91M
|
86.6K
$6.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
36.9K+ 826.68% |
$2.57M - $2.9M
|
41.3K
$3.32M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
36.9K+ 51.5% |
$2.56M - $2.9M
|
108K
$8.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
36.8K+ 7.55% |
$2.56M - $2.89M
|
524K
$42.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
36.1K+ 10.03% |
$2.51M - $2.84M
|
396K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.9K+ 3.07% |
$2.5M - $2.82M
|
1.21M
$97M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
35.9K+ 52.92% |
$2.49M - $2.82M
|
104K
$8.33M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
35.6K+ 3.71% |
$2.47M - $2.8M
|
994K
$79.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
35.5K+ 11.0% |
$2.47M - $2.79M
|
358K
$28.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
33.5KNew |
$2.33M - $2.64M
|
33.5K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
33.4K+ 19.04% |
$2.32M - $2.62M
|
209K
$16.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
32.8K+ 0.45% |
$2.28M - $2.58M
|
7.39M
$594M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
31.9KNew |
$2.22M - $2.51M
|
31.9K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
31.8K+ 6.61% |
$2.21M - $2.5M
|
513K
$41.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.3K+ 53.07% |
$2.18M - $2.47M
|
90.4K
$7.27M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.3K+ 51.11% |
$2.18M - $2.46M
|
92.5K
$7.44M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
31.3K+ 12.45% |
$2.17M - $2.46M
|
282K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
BUY
|
- |
31.1KNew |
$2.16M - $2.44M
|
31.1K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
31K+ 20.49% |
$2.16M - $2.44M
|
182K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30.5K+ 19.3% |
$2.12M - $2.4M
|
189K
$15.2M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
30.4K+ 30665.66% |
$2.11M - $2.39M
|
30.5K
$2.45M
|