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
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.7K+ 32.65% |
$813K - $919K
|
47.5K
$3.81M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.7K+ 20.54% |
$813K - $919K
|
68.5K
$5.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11.3K+ 13.57% |
$786K - $889K
|
94.6K
$7.6M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.2K+ 7.27% |
$777K - $878K
|
165K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11.1K+ 48.89% |
$774K - $875K
|
33.9K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
11K+ 4.66% |
$766K - $866K
|
247K
$19.9M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
10.9K+ 6.89% |
$761K - $860K
|
170K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10.9K+ 14.47% |
$756K - $855K
|
86K
$6.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.8K+ 37.9% |
$755K - $853K
|
39.5K
$3.17M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.8K+ 2.28% |
$749K - $847K
|
482K
$38.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
10.7K+ 10.21% |
$747K - $845K
|
116K
$9.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
10.7K+ 5.51% |
$746K - $843K
|
205K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.7K+ 19.43% |
$743K - $841K
|
65.7K
$5.28M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.6K+ 44.04% |
$735K - $831K
|
34.6K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.6K+ 5.32% |
$735K - $831K
|
209K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 7.35% |
$719K - $813K
|
151K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.3KNew |
$718K - $812K
|
10.3K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.2K+ 317.48% |
$707K - $800K
|
13.4K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
10K+ 3.54% |
$699K - $790K
|
294K
$23.6M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10K+ 9.86% |
$696K - $786K
|
111K
$8.96M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.97K+ 6.81% |
$693K - $784K
|
156K
$12.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
9.88K+ 12.39% |
$687K - $777K
|
89.6K
$7.2M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
9.86K+ 71.3% |
$686K - $776K
|
23.7K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
9.77K+ 9.0% |
$680K - $768K
|
118K
$9.51M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
9.51KNew |
$662K - $748K
|
9.51K
$765K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.43K+ 0.74% |
$656K - $742K
|
1.29M
$103M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
9.39K+ 9.18% |
$653K - $739K
|
112K
$8.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
9.38K+ 4.94% |
$653K - $738K
|
199K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.37K+ 3.42% |
$652K - $737K
|
283K
$22.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9.28K+ 7.63% |
$646K - $730K
|
131K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.12KNew |
$634K - $717K
|
9.12K
$733K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.07K+ 9.75% |
$631K - $713K
|
102K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.01K+ 0.6% |
$627K - $709K
|
1.51M
$121M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.88KNew |
$618K - $699K
|
8.88K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
8.82K+ 38.74% |
$613K - $693K
|
31.6K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8.8K+ 2.62% |
$612K - $692K
|
345K
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.78K+ 39.9% |
$611K - $691K
|
30.8K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
8.77K+ 4.61% |
$610K - $690K
|
199K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
8.67K+ 3.45% |
$603K - $682K
|
260K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.65K+ 1.05% |
$602K - $680K
|
835K
$67.1M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
8.48K+ 5.38% |
$590K - $667K
|
166K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8.45KNew |
$588K - $664K
|
8.45K
$679K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
8.38KNew |
$583K - $659K
|
8.38K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.38K+ 259.4% |
$583K - $659K
|
11.6K
$933K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.34K+ 105.07% |
$580K - $656K
|
16.3K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.33K+ 6.63% |
$579K - $655K
|
134K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
8.32K+ 1.2% |
$579K - $654K
|
703K
$56.5M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.27K+ 23.54% |
$575K - $650K
|
43.4K
$3.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.19K+ 62.61% |
$570K - $644K
|
21.3K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.18K+ 1.71% |
$569K - $643K
|
485K
$39M
|