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 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.95KNew |
$414K - $468K
|
5.95K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.93KNew |
$412K - $466K
|
5.93K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.92K+ 0.29% |
$412K - $465K
|
2.02M
$163M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
5.91K+ 98.22% |
$411K - $465K
|
11.9K
$959K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.86K+ 5.04% |
$407K - $461K
|
122K
$9.81M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.79K+ 11.53% |
$403K - $455K
|
56K
$4.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.76K+ 2.75% |
$401K - $453K
|
215K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.75K+ 40.9% |
$400K - $452K
|
19.8K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
5.67KNew |
$395K - $446K
|
5.67K
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
5.65K+ 470.83% |
$393K - $444K
|
6.85K
$551K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.62K+ 0.48% |
$391K - $442K
|
1.17M
$93.8M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.48K+ 9.1% |
$381K - $431K
|
65.7K
$5.28M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5.46K+ 54.11% |
$380K - $430K
|
15.6K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
5.34K+ 7.04% |
$372K - $420K
|
81.2K
$6.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5.33K+ 9.67% |
$371K - $419K
|
60.4K
$4.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
5.25K+ 1.53% |
$365K - $413K
|
348K
$28M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.21K+ 1.84% |
$362K - $409K
|
289K
$23.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.19K+ 14.51% |
$361K - $408K
|
40.9K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.13K+ 0.92% |
$357K - $404K
|
566K
$45.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.02K+ 69.1% |
$350K - $395K
|
12.3K
$988K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5K+ 44.99% |
$348K - $393K
|
16.1K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
4.97K+ 0.46% |
$346K - $391K
|
1.08M
$86.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
4.92KNew |
$342K - $387K
|
4.92K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.91K+ 141.74% |
$342K - $386K
|
8.38K
$674K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.89K+ 16.91% |
$340K - $384K
|
33.8K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
4.89K+ 31.0% |
$340K - $384K
|
20.6K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.88K+ 11904.88% |
$340K - $384K
|
4.92K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.84KNew |
$337K - $381K
|
4.84K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.81K+ 93.77% |
$334K - $378K
|
9.93K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.79K+ 0.8% |
$334K - $377K
|
602K
$48.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
4.77K+ 5.0% |
$332K - $375K
|
100K
$8.05M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
4.76K+ 153.95% |
$331K - $374K
|
7.85K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
4.74K+ 24.7% |
$330K - $373K
|
23.9K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.74KNew |
$330K - $373K
|
4.74K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.67K+ 0.62% |
$325K - $367K
|
758K
$60.9M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.66K+ 1.85% |
$324K - $367K
|
256K
$20.6M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.6K+ 3.45% |
$320K - $362K
|
138K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
4.5K+ 10.99% |
$313K - $354K
|
45.4K
$3.65M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.49KNew |
$312K - $353K
|
4.49K
$361K
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.49K+ 1.91% |
$312K - $353K
|
239K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.49K+ 13.49% |
$312K - $353K
|
37.8K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.47K+ 30.22% |
$311K - $352K
|
19.3K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.46K+ 5.07% |
$310K - $351K
|
92.4K
$7.43M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.46K+ 27.8% |
$310K - $351K
|
20.5K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.43K+ 4.46% |
$308K - $349K
|
104K
$8.34M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.42K+ 4.79% |
$307K - $347K
|
96.6K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
4.41K+ 3.44% |
$307K - $347K
|
132K
$10.6M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.41KNew |
$307K - $347K
|
4.41K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.34K+ 82.92% |
$302K - $341K
|
9.56K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.33K+ 23.49% |
$301K - $340K
|
22.7K
$1.83M
|