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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.85KNew |
$340K - $375K
|
4.85K
$376K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.63K- 24.49% |
$324K - $359K
|
14.3K
$1.11M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
10.6KNew |
$741K - $819K
|
10.6K
$820K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
207K+ 11.02% |
$14.5M - $16.1M
|
2.09M
$162M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
53KNew |
$3.72M - $4.11M
|
53K
$4.11M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
148+ 1.4% |
$10.4K - $11.5K
|
10.7K
$831K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
20.4KNew |
$1.43M - $1.58M
|
20.4K
$1.58M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.6KNew |
$112K - $124K
|
1.6K
$124K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
5.2KNew |
$364K - $403K
|
5.2K
$403K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
26+ 0.46% |
$1.82K - $2.01K
|
5.63K
$437K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-972- 2.16% |
$68.1K - $75.3K
|
44K
$3.42M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
545+ 0.97% |
$38.2K - $42.2K
|
56.4K
$4.38M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$9.53K - $10.5K
|
136
$10.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.13KNew |
$290K - $320K
|
4.13K
$321K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7.43K+ 19.92% |
$520K - $575K
|
44.7K
$3.47M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
287+ 3.08% |
$20.1K - $22.2K
|
9.62K
$746K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.32K- 0.83% |
$92.4K - $102K
|
157K
$12.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-3.33M- 97.84% |
$233M - $258M
|
73.6K
$5.71M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11New |
$771 - $852
|
11
$853
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-658- 5.64% |
$46.1K - $50.9K
|
11K
$853K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.5K- 3.46% |
$596K - $658K
|
237K
$18.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-14.2K- 31.75% |
$998K - $1.1M
|
30.6K
$2.37M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.8KNew |
$1.11M - $1.22M
|
15.8K
$1.23M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.6K- 18.32% |
$1.44M - $1.59M
|
91.7K
$7.11M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.37M- 98.58% |
$95.8M - $106M
|
19.7K
$1.53M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.65KNew |
$396K - $437K
|
5.65K
$438K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-676- 4.74% |
$47.4K - $52.3K
|
13.6K
$1.05M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.23KNew |
$156K - $172K
|
2.23K
$173K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.78K+ 2.18% |
$125K - $138K
|
83.5K
$6.47M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.64KNew |
$325K - $359K
|
4.64K
$360K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
99.4KNew |
$6.96M - $7.69M
|
99.4K
$7.71M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.1KNew |
$780K - $862K
|
11.1K
$864K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.9K- 15.75% |
$413K - $457K
|
31.6K
$2.45M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.29K+ 19.74% |
$160K - $177K
|
13.9K
$1.08M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20.4K+ 26.07% |
$1.43M - $1.58M
|
98.5K
$7.64M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
4KNew |
$280K - $310K
|
4K
$310K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.09KNew |
$216K - $239K
|
3.09K
$240K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
7.19KNew |
$504K - $557K
|
7.19K
$558K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-15.4K- 37.91% |
$1.08M - $1.2M
|
25.3K
$1.96M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.23% |
$560 - $619
|
3.56K
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
96+ 0.13% |
$6.73K - $7.43K
|
74.4K
$5.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
944+ 0.94% |
$66.1K - $73.1K
|
101K
$7.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.7K+ 1.8% |
$2.08M - $2.3M
|
1.68M
$130M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
260+ 2.55% |
$18.2K - $20.1K
|
10.4K
$810K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
650+ 8.38% |
$45.5K - $50.3K
|
8.41K
$652K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
21.6KNew |
$1.51M - $1.67M
|
21.6K
$1.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
94+ 0.65% |
$6.59K - $7.28K
|
14.6K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
24.3KNew |
$1.71M - $1.88M
|
24.3K
$1.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.35K+ 36.52% |
$94.6K - $105K
|
5.05K
$391K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
106+ 1.18% |
$7.43K - $8.21K
|
9.12K
$707K
|