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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.18K+ 3.73% |
$569K - $643K
|
227K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.16KNew |
$567K - $641K
|
8.16K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.01K+ 0.22% |
$557K - $630K
|
3.64M
$292M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
8KNew |
$557K - $630K
|
8K
$643K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.97K+ 7.59% |
$554K - $627K
|
113K
$9.08M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.97KNew |
$554K - $626K
|
7.97K
$640K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
7.88K+ 57.75% |
$548K - $620K
|
21.5K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.73K+ 175.44% |
$538K - $608K
|
12.1K
$975K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
7.72KNew |
$537K - $607K
|
7.72K
$620K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.58K+ 9.01% |
$527K - $596K
|
91.7K
$7.37M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.54K+ 3.02% |
$524K - $593K
|
257K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.49KNew |
$521K - $589K
|
7.49K
$602K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
7.44K+ 47.03% |
$518K - $585K
|
23.3K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 4.93% |
$516K - $583K
|
158K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
7.35KNew |
$511K - $578K
|
7.35K
$590K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7.33K+ 2.31% |
$510K - $576K
|
324K
$26.1M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7.3K+ 9.47% |
$508K - $574K
|
84.4K
$6.79M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.11KNew |
$494K - $559K
|
7.11K
$571K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.03K+ 37.61% |
$489K - $553K
|
25.7K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
7.03KNew |
$489K - $553K
|
7.03K
$565K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.95K+ 35.95% |
$483K - $547K
|
26.3K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.94K+ 48.04% |
$483K - $546K
|
21.4K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.94K+ 21.75% |
$483K - $546K
|
38.9K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.93KNew |
$482K - $545K
|
6.93K
$557K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.92K+ 20.63% |
$482K - $544K
|
40.5K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.8K+ 23.61% |
$473K - $534K
|
35.6K
$2.86M
|
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
6.74K+ 0.31% |
$469K - $530K
|
2.18M
$175M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.74K+ 7.25% |
$469K - $530K
|
99.7K
$8.01M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.72K+ 26.46% |
$467K - $528K
|
32.1K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
6.7K+ 32.84% |
$466K - $527K
|
27.1K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.62K+ 6.74% |
$460K - $521K
|
105K
$8.43M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.59K+ 6.55% |
$458K - $518K
|
107K
$8.61M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6.59K+ 35.97% |
$458K - $518K
|
24.9K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.57K+ 1.73% |
$457K - $516K
|
387K
$31.1M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.54K+ 12.99% |
$455K - $514K
|
56.8K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.4K+ 108.89% |
$445K - $503K
|
12.3K
$986K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.36K+ 0.51% |
$443K - $500K
|
1.24M
$100M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.3K+ 4.49% |
$438K - $495K
|
147K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.29K+ 2.96% |
$437K - $495K
|
219K
$17.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.29K+ 8.48% |
$437K - $494K
|
80.4K
$6.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
6.22K+ 5.79% |
$432K - $489K
|
114K
$9.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
6.22K+ 3.28% |
$432K - $489K
|
196K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.21K+ 9.57% |
$432K - $488K
|
71.1K
$5.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
6.15K+ 12.22% |
$428K - $483K
|
56.4K
$4.54M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.06K+ 3.57% |
$422K - $477K
|
176K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.05K+ 124.71% |
$421K - $476K
|
10.9K
$876K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.03K+ 58.5% |
$420K - $474K
|
16.3K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
5.99K+ 14.11% |
$417K - $471K
|
48.5K
$3.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.99K+ 1.56% |
$416K - $471K
|
390K
$31.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.96KNew |
$415K - $469K
|
5.96K
$479K
|