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 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-689- 5.84% |
$46.7K - $57.9K
|
11.1K
$925K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-744- 0.9% |
$50.5K - $62.6K
|
81.8K
$6.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-751- 0.13% |
$50.9K - $63.2K
|
565K
$47.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-785- 0.74% |
$53.2K - $66K
|
106K
$8.79M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-999- 15.26% |
$67.8K - $84K
|
5.55K
$462K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-999- 0.96% |
$67.8K - $84K
|
103K
$8.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.02K- 1.92% |
$69.4K - $86K
|
52.2K
$4.35M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.03K- 1.83% |
$70K - $86.8K
|
55.3K
$4.61M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.04K- 9.18% |
$70.3K - $87.1K
|
10.2K
$854K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 1.13% |
$73.1K - $90.6K
|
93.9K
$7.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.12K- 22.78% |
$75.8K - $94K
|
3.79K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.57K- 2.83% |
$106K - $132K
|
53.8K
$4.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.6K- 4.68% |
$108K - $134K
|
32.5K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.69K- 21.34% |
$115K - $142K
|
6.23K
$519K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1.79K- 10.26% |
$122K - $151K
|
15.7K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.82K- 10.66% |
$124K - $153K
|
15.3K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.06K- 10.42% |
$140K - $173K
|
17.7K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.22K- 17.21% |
$150K - $186K
|
10.7K
$887K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.46K- 12.4% |
$167K - $207K
|
17.4K
$1.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-2.94K- 68.77% |
$200K - $247K
|
1.34K
$111K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.04K- 28.29% |
$206K - $255K
|
7.7K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.13K- 14.1% |
$212K - $263K
|
19K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3.55K- 0.48% |
$241K - $299K
|
730K
$60.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.71K- 30.44% |
$252K - $312K
|
8.47K
$706K
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-4.87K- 0.65% |
$330K - $409K
|
749K
$62.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-6.47K- 2.16% |
$439K - $544K
|
293K
$24.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-8.43K- 4.37% |
$572K - $709K
|
185K
$15.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-9.17K- 1.97% |
$622K - $771K
|
457K
$38M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.7K- 1.27% |
$864K - $1.07M
|
992K
$82.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-17.7K- 4.01% |
$1.2M - $1.49M
|
424K
$35.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25K- 1.54% |
$1.7M - $2.1M
|
1.6M
$133M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-26.2K- 0.84% |
$1.78M - $2.21M
|
3.1M
$259M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-27.5K- 46.81% |
$1.86M - $2.31M
|
31.2K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-40.8K- 15.44% |
$2.77M - $3.43M
|
224K
$18.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-54.7K- 5.11% |
$3.71M - $4.6M
|
1.02M
$84.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-70.3K- 76.67% |
$4.77M - $5.91M
|
21.4K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-89.9K- 9.08% |
$6.1M - $7.56M
|
900K
$75M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-94.6K- 16.49% |
$6.41M - $7.95M
|
479K
$39.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.31M- 87.87% |
$88.9M - $110M
|
181K
$15.1M
|