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 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
30.4K+ 30665.66% |
$2.11M - $2.39M
|
30.5K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
30K+ 449.07% |
$2.09M - $2.36M
|
36.7K
$3.05M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
29.3K+ 6.72% |
$2.04M - $2.31M
|
466K
$38.8M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
28.6K+ 14.31% |
$1.99M - $2.25M
|
229K
$19M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27.9K+ 3.42% |
$1.94M - $2.2M
|
844K
$70.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.8K+ 8.46% |
$1.94M - $2.19M
|
357K
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
27K+ 23.45% |
$1.88M - $2.13M
|
142K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.87M - $2.12M
|
26.9K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
26.9K+ 30.47% |
$1.87M - $2.12M
|
115K
$9.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
26.7K+ 8.25% |
$1.85M - $2.1M
|
350K
$29.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
25.9K+ 1.28% |
$1.8M - $2.04M
|
2.05M
$170M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
25.8K+ 10.7% |
$1.79M - $2.03M
|
267K
$22.2M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
25.7K+ 9.6% |
$1.79M - $2.02M
|
294K
$24.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
25.7K+ 6.54% |
$1.79M - $2.02M
|
418K
$34.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
25.2K+ 2.37% |
$1.76M - $1.98M
|
1.09M
$91M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
25.1K+ 27.35% |
$1.74M - $1.97M
|
117K
$9.73M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.9K+ 14.56% |
$1.73M - $1.96M
|
196K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
24.8K+ 32.54% |
$1.72M - $1.95M
|
101K
$8.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
24.8K+ 17.31% |
$1.72M - $1.95M
|
168K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
24.7K+ 512.06% |
$1.72M - $1.94M
|
29.5K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
24.6K+ 9.84% |
$1.71M - $1.93M
|
274K
$22.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
24.4K+ 19.04% |
$1.7M - $1.92M
|
153K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
24.2K+ 4.87% |
$1.68M - $1.9M
|
521K
$43.4M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
23.8K+ 73.28% |
$1.66M - $1.87M
|
56.3K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
23.6K+ 368.95% |
$1.65M - $1.86M
|
30.1K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
23.6K+ 3.13% |
$1.64M - $1.86M
|
778K
$64.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23.1K+ 7.02% |
$1.61M - $1.82M
|
353K
$29.4M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22.9KNew |
$1.59M - $1.8M
|
22.9K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
22.6KNew |
$1.57M - $1.78M
|
22.6K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
22.5K+ 512.61% |
$1.56M - $1.77M
|
26.9K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
22.4K+ 70.51% |
$1.56M - $1.76M
|
54.2K
$4.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
22.1KNew |
$1.54M - $1.74M
|
22.1K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
21.9K+ 4.09% |
$1.52M - $1.72M
|
556K
$46.3M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 9.87% |
$1.5M - $1.7M
|
240K
$20M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
21.5K+ 7.58% |
$1.5M - $1.69M
|
306K
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
21.4K+ 104.01% |
$1.49M - $1.68M
|
42K
$3.5M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
21.3K+ 5.86% |
$1.48M - $1.68M
|
385K
$32.1M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21.3K+ 4.41% |
$1.48M - $1.67M
|
504K
$42M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.1K+ 344.96% |
$1.47M - $1.66M
|
27.2K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
21K+ 13.53% |
$1.46M - $1.65M
|
176K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.5K+ 996.89% |
$1.43M - $1.61M
|
22.6K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20.4K+ 483.62% |
$1.42M - $1.6M
|
24.6K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
20K+ 21.03% |
$1.39M - $1.57M
|
115K
$9.59M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.5K+ 11.75% |
$1.35M - $1.53M
|
185K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
19.4KNew |
$1.35M - $1.52M
|
19.4K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
18.9K+ 55.05% |
$1.31M - $1.48M
|
53.2K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.8K+ 25.6% |
$1.31M - $1.48M
|
92.4K
$7.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
18.7KNew |
$1.3M - $1.47M
|
18.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.3K+ 101.23% |
$1.27M - $1.44M
|
36.4K
$3.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
17.6K+ 2.4% |
$1.23M - $1.39M
|
754K
$62.8M
|