Purchases and Sales Made in Q2 2025 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.05K+ 10.27% |
$207K - $256K
|
32.7K
$2.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.8K+ 11.18% |
$190K - $235K
|
27.8K
$2.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.63KNew |
$178K - $221K
|
2.63K
$219K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.43K+ 50.31% |
$165K - $204K
|
7.26K
$605K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
2.42K+ 64.13% |
$164K - $204K
|
6.2K
$517K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.41KNew |
$164K - $203K
|
2.41K
$201K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.4KNew |
$163K - $202K
|
2.4K
$200K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
2.24K+ 1.71% |
$152K - $188K
|
133K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.23K+ 58.76% |
$151K - $188K
|
6.03K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.92K+ 27.67% |
$130K - $162K
|
8.86K
$738K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.75K+ 7.27% |
$118K - $147K
|
25.8K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.46K+ 9.05% |
$98.8K - $122K
|
17.5K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.13K+ 2.93% |
$76.7K - $95.1K
|
39.7K
$3.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.11K+ 9.58% |
$75.4K - $93.5K
|
12.7K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.06K+ 11.97% |
$72.1K - $89.4K
|
9.95K
$829K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.06K+ 1.89% |
$71.9K - $89.1K
|
57K
$4.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
952+ 2.02% |
$64.6K - $80.1K
|
48K
$4M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
899+ 1.66% |
$61K - $75.6K
|
55K
$4.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
812+ 28.77% |
$55.1K - $68.3K
|
3.63K
$303K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
802+ 1.1% |
$54.4K - $67.4K
|
73.6K
$6.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
786+ 74.86% |
$53.3K - $66.1K
|
1.84K
$153K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
541+ 11.67% |
$36.7K - $45.5K
|
5.18K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
526+ 2.47% |
$35.7K - $44.2K
|
21.8K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
526+ 392.54% |
$35.7K - $44.2K
|
660
$55K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
510+ 14.44% |
$34.6K - $42.9K
|
4.04K
$337K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
500+ 1.6% |
$33.9K - $42K
|
31.7K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
461+ 2.8% |
$31.3K - $38.8K
|
16.9K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
422New |
$28.6K - $35.5K
|
422
$35.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
416+ 14.44% |
$28.2K - $35K
|
3.3K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
336+ 8.28% |
$22.8K - $28.3K
|
4.4K
$366K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
334+ 0.38% |
$22.7K - $28.1K
|
89.2K
$7.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
330+ 0.21% |
$22.4K - $27.7K
|
156K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
258+ 3.0% |
$17.5K - $21.7K
|
8.85K
$737K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
203+ 45.82% |
$13.8K - $17.1K
|
646
$53.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
180+ 1.39% |
$12.2K - $15.1K
|
13.1K
$1.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
170+ 1.82% |
$11.5K - $14.3K
|
9.53K
$794K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
167+ 0.46% |
$11.3K - $14K
|
36.9K
$3.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
156+ 0.11% |
$10.6K - $13.1K
|
146K
$12.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
137+ 1.14% |
$9.29K - $11.5K
|
12.1K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
118+ 3.56% |
$8K - $9.92K
|
3.43K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
108+ 1.8% |
$7.33K - $9.08K
|
6.11K
$509K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
107+ 0.62% |
$7.26K - $9K
|
17.5K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
105New |
$7.12K - $8.83K
|
105
$8.75K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.33% |
$6.78K - $8.41K
|
4.4K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
90+ 0.08% |
$6.1K - $7.57K
|
115K
$9.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
71+ 16.17% |
$4.82K - $5.97K
|
510
$42.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
68+ 5.27% |
$4.61K - $5.72K
|
1.36K
$113K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
66+ 0.46% |
$4.48K - $5.55K
|
14.3K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
61+ 0.64% |
$4.14K - $5.13K
|
9.63K
$803K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
48+ 0.25% |
$3.26K - $4.04K
|
19.5K
$1.63M
|