Purchases and Sales Made in Q4 2025 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
554K+ 14.01% |
$47.7M - $49.8M
|
4.51M
$400M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
280K+ 716.17% |
$24.1M - $25.2M
|
319K
$28.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
167KNew |
$14.4M - $15M
|
167K
$14.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
158KNew |
$13.6M - $14.2M
|
158K
$14M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
117K+ 13.04% |
$10.1M - $10.5M
|
1.01M
$90M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
114K+ 1220.69% |
$9.79M - $10.2M
|
123K
$10.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
76.8K+ 10.85% |
$6.61M - $6.9M
|
784K
$69.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
72.1KNew |
$6.21M - $6.48M
|
72.1K
$6.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
66.2K+ 30.38% |
$5.7M - $5.95M
|
284K
$25.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
60.6K+ 7.1% |
$5.21M - $5.44M
|
914K
$81.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
55.3K+ 18.63% |
$4.76M - $4.97M
|
352K
$31.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
39.3K+ 21.29% |
$3.38M - $3.53M
|
224K
$19.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
37.8KNew |
$3.26M - $3.4M
|
37.8K
$3.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36.6K+ 43.27% |
$3.15M - $3.29M
|
121K
$10.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
36K+ 4.03% |
$3.1M - $3.24M
|
931K
$82.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
35.1K+ 14.01% |
$3.02M - $3.15M
|
285K
$25.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
32.6K+ 5.72% |
$2.8M - $2.93M
|
602K
$53.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
31.7K+ 26.4% |
$2.73M - $2.85M
|
152K
$13.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
30.4K+ 48.98% |
$2.62M - $2.73M
|
92.6K
$8.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
30.2K+ 24.85% |
$2.6M - $2.72M
|
152K
$13.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
29.1K+ 43.78% |
$2.51M - $2.62M
|
95.7K
$8.49M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
28.2K+ 22.89% |
$2.43M - $2.54M
|
152K
$13.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
25.3K+ 21.29% |
$2.18M - $2.28M
|
144K
$12.8M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
22.9K+ 13.06% |
$1.97M - $2.06M
|
198K
$17.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
21.7K+ 4.52% |
$1.87M - $1.95M
|
502K
$44.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.1K+ 2.34% |
$1.81M - $1.89M
|
921K
$81.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
20.6K+ 26.42% |
$1.77M - $1.85M
|
98.4K
$8.73M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
18.1K+ 3.84% |
$1.56M - $1.62M
|
489K
$43.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17K+ 7.78% |
$1.47M - $1.53M
|
236K
$21M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.8K+ 0.67% |
$1.45M - $1.51M
|
2.52M
$224M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
16.3K+ 0.47% |
$1.4M - $1.46M
|
3.46M
$307M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
14.3K+ 4.8% |
$1.23M - $1.28M
|
312K
$27.7M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13.8K+ 1.05% |
$1.19M - $1.24M
|
1.32M
$117M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
13.3K+ 18.31% |
$1.14M - $1.19M
|
85.6K
$7.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
12.3K+ 13.69% |
$1.06M - $1.11M
|
103K
$9.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
11.7K+ 320.86% |
$1.01M - $1.05M
|
15.4K
$1.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11.3K+ 2.26% |
$976K - $1.02M
|
513K
$45.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
10.9KNew |
$940K - $982K
|
10.9K
$969K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.9KNew |
$936K - $977K
|
10.9K
$965K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10.2K+ 5.66% |
$876K - $914K
|
190K
$16.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
9.56KNew |
$823K - $859K
|
9.56K
$848K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
8.15KNew |
$702K - $732K
|
8.15K
$723K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.15K+ 11.83% |
$701K - $732K
|
77K
$6.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.52K+ 122.99% |
$647K - $676K
|
13.6K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.33K+ 2.32% |
$631K - $658K
|
323K
$28.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.31K+ 32.31% |
$629K - $657K
|
29.9K
$2.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.09K+ 11.12% |
$611K - $637K
|
70.9K
$6.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6.66K+ 1.63% |
$573K - $599K
|
414K
$36.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.58K+ 6.49% |
$566K - $591K
|
108K
$9.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.03K+ 7.88% |
$519K - $542K
|
82.5K
$7.32M
|
|