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 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
40+ 0.08% |
$2.71K - $3.36K
|
49.7K
$4.14M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
38+ 0.84% |
$2.58K - $3.2K
|
4.54K
$378K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
37+ 0.42% |
$2.51K - $3.11K
|
8.78K
$732K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.24% |
$2.37K - $2.94K
|
14.7K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
28+ 0.85% |
$1.9K - $2.35K
|
3.32K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
28+ 0.95% |
$1.9K - $2.35K
|
2.99K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
24+ 0.21% |
$1.63K - $2.02K
|
11.4K
$950K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
22+ 0.72% |
$1.49K - $1.85K
|
3.07K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
14+ 0.29% |
$950 - $1.18K
|
4.79K
$399K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
12+ 0.02% |
$814 - $1.01K
|
55.3K
$4.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11+ 0.35% |
$746 - $925
|
3.19K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
6+ 0.04% |
$407 - $505
|
15.4K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5+ 0.57% |
$339 - $420
|
877
$73.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3+ 0.06% |
$203 - $252
|
5.37K
$447K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3+ 0.05% |
$203 - $252
|
6.55K
$546K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.01% |
$136 - $168
|
18.1K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$136 - $168
|
3.49K
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$136 - $168
|
4.24K
$353K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-26- 0.06% |
$1.76K - $2.19K
|
42.5K
$3.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-46- 0.26% |
$3.12K - $3.87K
|
17.6K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-69- 0.12% |
$4.68K - $5.8K
|
57.4K
$4.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-77- 0.52% |
$5.22K - $6.47K
|
14.6K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-85- 0.52% |
$5.77K - $7.15K
|
16.3K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-95- 2.73% |
$6.44K - $7.99K
|
3.39K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-105- 3.11% |
$7.12K - $8.83K
|
3.28K
$273K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-109- 3.56% |
$7.39K - $9.17K
|
2.95K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-124- 1.77% |
$8.41K - $10.4K
|
6.87K
$573K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-124- 11.23% |
$8.41K - $10.4K
|
980
$81.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-133- 2.49% |
$9.02K - $11.2K
|
5.21K
$434K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-136- 0.14% |
$9.22K - $11.4K
|
97K
$8.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-140- 3.59% |
$9.5K - $11.8K
|
3.76K
$313K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-149- 2.31% |
$10.1K - $12.5K
|
6.3K
$525K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-183- 3.02% |
$12.4K - $15.4K
|
5.88K
$489K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-193- 1.17% |
$13.1K - $16.2K
|
16.3K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-198- 0.93% |
$13.4K - $16.6K
|
21K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-208- 1.57% |
$14.1K - $17.5K
|
13K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-219- 7.95% |
$14.9K - $18.4K
|
2.54K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-262- 8.98% |
$17.8K - $22K
|
2.66K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-269- 5.83% |
$18.2K - $22.6K
|
4.35K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-327- 2.45% |
$22.2K - $27.5K
|
13K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-331- 4.5% |
$22.5K - $27.8K
|
7.02K
$585K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-358- 3.67% |
$24.3K - $30.1K
|
9.41K
$784K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-390- 1.03% |
$26.5K - $32.8K
|
37.5K
$3.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-413- 0.9% |
$28K - $34.7K
|
45.2K
$3.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-461- 4.47% |
$31.3K - $38.8K
|
9.86K
$822K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-483- 2.66% |
$32.8K - $40.6K
|
17.7K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-517- 4.36% |
$35.1K - $43.5K
|
11.3K
$945K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-547- 10.74% |
$37.1K - $46K
|
4.55K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-576- 9.69% |
$39.1K - $48.4K
|
5.37K
$447K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-666- 20.19% |
$45.2K - $56K
|
2.63K
$219K
|