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 |
---|---|---|---|---|---|---|---|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.1KNew |
$780K - $862K
|
11.1K
$842K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.9K- 15.75% |
$413K - $457K
|
31.6K
$2.39M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.29K+ 19.74% |
$160K - $177K
|
13.9K
$1.05M
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20.4K+ 26.07% |
$1.43M - $1.58M
|
98.5K
$7.45M
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
4KNew |
$280K - $310K
|
4K
$303K
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.09KNew |
$216K - $239K
|
3.09K
$234K
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
7.19KNew |
$504K - $557K
|
7.19K
$544K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-15.4K- 37.91% |
$1.08M - $1.2M
|
25.3K
$1.91M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.23% |
$560 - $619
|
3.56K
$269K
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
96+ 0.13% |
$6.73K - $7.43K
|
74.4K
$5.63M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
944+ 0.94% |
$66.1K - $73.1K
|
101K
$7.67M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.7K+ 1.8% |
$2.08M - $2.3M
|
1.68M
$127M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
260+ 2.55% |
$18.2K - $20.1K
|
10.4K
$790K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
650+ 8.38% |
$45.5K - $50.3K
|
8.41K
$636K
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
21.6KNew |
$1.51M - $1.67M
|
21.6K
$1.63M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
94+ 0.65% |
$6.59K - $7.28K
|
14.6K
$1.1M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
24.3KNew |
$1.71M - $1.88M
|
24.3K
$1.84M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.35K+ 36.52% |
$94.6K - $105K
|
5.05K
$382K
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
106+ 1.18% |
$7.43K - $8.21K
|
9.12K
$690K
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
35+ 0.05% |
$2.45K - $2.71K
|
65.6K
$4.96M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
423+ 10.91% |
$29.6K - $32.8K
|
4.3K
$325K
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-120- 1.17% |
$8.41K - $9.29K
|
10.1K
$766K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32.1K+ 50.32% |
$2.25M - $2.49M
|
95.9K
$7.25M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
9.13K+ 282.98% |
$639K - $707K
|
12.4K
$934K
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
101KNew |
$7.05M - $7.79M
|
101K
$7.61M
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-294K- 65.31% |
$20.6M - $22.8M
|
156K
$11.8M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.73K- 12.56% |
$331K - $366K
|
32.9K
$2.49M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
12.7KNew |
$890K - $984K
|
12.7K
$961K
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
172KNew |
$12.1M - $13.3M
|
172K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
23.5K+ 17.03% |
$1.65M - $1.82M
|
162K
$12.2M
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
908K+ 37.48% |
$63.6M - $70.3M
|
3.33M
$252M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
307K+ 7.48% |
$21.5M - $23.8M
|
4.41M
$333M
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
9.9K+ 163.43% |
$694K - $767K
|
16K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
690K+ 56.22% |
$48.4M - $53.5M
|
1.92M
$145M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.5K+ 2.66% |
$1.86M - $2.06M
|
1.03M
$77.6M
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-409- 9.65% |
$28.7K - $31.7K
|
3.83K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
41.5K+ 3.48% |
$2.91M - $3.22M
|
1.23M
$93.3M
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
57New |
$3.99K - $4.41K
|
57
$4.31K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33.6K- 31.24% |
$2.35M - $2.6M
|
73.8K
$5.58M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.63M+ 4408.03% |
$114M - $126M
|
1.66M
$126M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-38.5K- 41.22% |
$2.7M - $2.98M
|
54.9K
$4.15M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-196K- 4.13% |
$13.7M - $15.2M
|
4.55M
$344M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 18.04% |
$96.1K - $106K
|
6.23K
$471K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.8K+ 35.85% |
$3.07M - $3.39M
|
166K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.6K+ 278.54% |
$743K - $821K
|
14.4K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 102.58% |
$2.32M - $2.57M
|
65.5K
$4.95M
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.1K- 0.76% |
$77.3K - $85.5K
|
145K
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.5K+ 6.91% |
$175K - $193K
|
38.7K
$2.92M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-710- 2.27% |
$49.7K - $55K
|
30.6K
$2.31M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-813- 3.84% |
$57K - $63K
|
20.3K
$1.54M
|