Latest Institutional Transactions on Ishares Tr (IEFA)
This table provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
15K+ 5.38% |
$1.05M - $1.16M
|
293K
$20.9M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-2.31K- 1.5% |
$162K - $179K
|
152K
$10.8M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
13.5KNew |
$944K - $1.04M
|
13.5K
$962K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.26KNew |
$298K - $330K
|
4.26K
$304K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.32K- 32.58% |
$443K - $489K
|
13.1K
$933K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
8.61K+ 7.4% |
$603K - $667K
|
125K
$8.93M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5+ 0.15% |
$350 - $387
|
3.4K
$243K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 11.12% |
$1.42M - $1.57M
|
202K
$14.4M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-259- 2.59% |
$18.1K - $20.1K
|
9.72K
$694K
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
64.4KNew |
$4.51M - $4.99M
|
64.4K
$4.6M
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
9.71K+ 4.19% |
$680K - $752K
|
241K
$17.2M
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
9.98K+ 1.25% |
$699K - $772K
|
806K
$57.5M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.3KNew |
$231K - $256K
|
3.3K
$236K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.17K- 6.14% |
$502K - $555K
|
110K
$7.82M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20.7K- 4.5% |
$1.45M - $1.6M
|
440K
$31.4M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
265+ 7.94% |
$18.6K - $20.5K
|
3.6K
$257K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
362K+ 603.92% |
$25.4M - $28.1M
|
422K
$30.1M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-766- 2.62% |
$53.7K - $59.3K
|
28.5K
$2.03M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-303- 6.03% |
$21.2K - $23.5K
|
4.72K
$337K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.5K- 24.51% |
$595K - $658K
|
26.2K
$1.87M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-601- 4.07% |
$42.1K - $46.5K
|
14.2K
$1.01M
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
21+ 0.61% |
$1.47K - $1.63K
|
3.44K
$246K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
13KNew |
$911K - $1.01M
|
13K
$928K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.71K- 3.12% |
$119K - $132K
|
52.9K
$3.78M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.09KNew |
$287K - $317K
|
4.09K
$292K
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
12.3K+ 5.13% |
$861K - $952K
|
252K
$18M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
763+ 14.47% |
$53.5K - $59.1K
|
6.04K
$431K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.29K+ 8.07% |
$370K - $409K
|
70.8K
$5.05M
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.76K- 1.53% |
$123K - $136K
|
113K
$8.1M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-21.6K- 12.8% |
$1.51M - $1.67M
|
147K
$10.5M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
908KNew |
$63.6M - $70.3M
|
908K
$64.8M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23MNew |
$86.2M - $95.3M
|
1.23M
$87.8M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23K+ 1.84% |
$1.61M - $1.78M
|
1.28M
$91.1M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.26K+ 7.05% |
$158K - $175K
|
34.2K
$2.44M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
11.6K+ 344.34% |
$812K - $897K
|
15K
$1.07M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.18K- 22.01% |
$82.5K - $91.1K
|
4.17K
$298K
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.91K- 2.48% |
$484K - $535K
|
272K
$19.4M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
12+ 0.04% |
$841 - $929
|
30.6K
$2.19M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-35.7K- 48.8% |
$2.5M - $2.76M
|
37.4K
$2.67M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
195+ 243.75% |
$13.7K - $15.1K
|
275
$19.6K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
15+ 0.26% |
$1.05K - $1.16K
|
5.77K
$412K
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.09K+ 13.16% |
$216K - $239K
|
26.6K
$1.9M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-41.5K- 8.08% |
$2.9M - $3.21M
|
472K
$33.7M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-166- 1.04% |
$11.6K - $12.9K
|
15.8K
$1.13M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
523+ 1.7% |
$36.6K - $40.5K
|
31.3K
$2.23M
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.09KNew |
$217K - $240K
|
3.09K
$221K
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 5.24% |
$252K - $278K
|
72.3K
$5.16M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-945- 1.85% |
$66.2K - $73.2K
|
50.2K
$3.59M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.16K- 8.07% |
$151K - $167K
|
24.6K
$1.76M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
453+ 2.06% |
$31.7K - $35.1K
|
22.4K
$1.6M
|