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 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
17.5K+ 5.27% |
$1.22M - $1.38M
|
350K
$28.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
17.4K+ 117.02% |
$1.21M - $1.37M
|
32.3K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
17KNew |
$1.18M - $1.34M
|
17K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
16.5K+ 308.59% |
$1.15M - $1.3M
|
21.9K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
16.5KNew |
$1.15M - $1.3M
|
16.5K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
16.3KNew |
$1.13M - $1.28M
|
16.3K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
16.2K+ 10.95% |
$1.13M - $1.28M
|
164K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15.9K+ 1.1% |
$1.11M - $1.25M
|
1.46M
$117M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.9K+ 23.86% |
$1.11M - $1.25M
|
82.7K
$6.65M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
15.5K+ 24.84% |
$1.08M - $1.22M
|
77.8K
$6.25M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15.4K+ 4.85% |
$1.07M - $1.21M
|
333K
$26.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
15.4K+ 7.53% |
$1.07M - $1.21M
|
220K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
15.3K+ 4.46% |
$1.06M - $1.2M
|
358K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15K+ 224.64% |
$1.05M - $1.18M
|
21.7K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
15K+ 2.71% |
$1.04M - $1.18M
|
567K
$45.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15K+ 93.44% |
$1.04M - $1.18M
|
31K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
14.9K+ 712.94% |
$1.04M - $1.17M
|
17K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14.9K+ 4.84% |
$1.04M - $1.17M
|
323K
$25.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.9K+ 1.9% |
$1.03M - $1.17M
|
796K
$64M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 5.53% |
$1.02M - $1.15M
|
279K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.4K+ 69.94% |
$999K - $1.13M
|
34.9K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
14.2KNew |
$991K - $1.12M
|
14.2K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 4.75% |
$987K - $1.12M
|
313K
$25.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
14.2K+ 119.49% |
$985K - $1.11M
|
26K
$2.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14.1K+ 15.32% |
$981K - $1.11M
|
106K
$8.53M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14KNew |
$977K - $1.1M
|
14K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14K+ 13.46% |
$972K - $1.1M
|
118K
$9.46M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13.9K+ 49.67% |
$968K - $1.09M
|
41.9K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
13.9KNew |
$967K - $1.09M
|
13.9K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.8K+ 8.8% |
$959K - $1.08M
|
170K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
13.7K+ 3.0% |
$952K - $1.08M
|
470K
$37.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 5.81% |
$945K - $1.07M
|
247K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13.2K+ 2.28% |
$922K - $1.04M
|
594K
$47.8M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13.2K+ 2.34% |
$919K - $1.04M
|
578K
$46.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.2K+ 4.14% |
$919K - $1.04M
|
332K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13K+ 17.5% |
$904K - $1.02M
|
87.3K
$7.02M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13K+ 2.09% |
$902K - $1.02M
|
634K
$51M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
12.7K+ 18.25% |
$883K - $999K
|
82.3K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.6K+ 7.14% |
$878K - $992K
|
189K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
12.6KNew |
$874K - $989K
|
12.6K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
12.6K+ 25.7% |
$874K - $988K
|
61.5K
$4.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12.5KNew |
$870K - $983K
|
12.5K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
12.4K+ 2.49% |
$863K - $976K
|
511K
$41.1M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12.4K+ 107.83% |
$863K - $975K
|
23.9K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
12.3K+ 5.92% |
$856K - $968K
|
220K
$17.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
12.2K+ 2.29% |
$852K - $963K
|
547K
$43.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
12.1K+ 4.21% |
$840K - $950K
|
299K
$24M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
12.1K+ 13.58% |
$839K - $949K
|
101K
$8.11M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.9K+ 59.32% |
$829K - $937K
|
32K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.7K+ 26.31% |
$815K - $921K
|
56.2K
$4.52M
|