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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-5.86K- 12.72% |
$408K - $461K
|
40.2K
$3.16M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-79.5K- 3.7% |
$5.53M - $6.25M
|
2.07M
$163M
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
324K+ 3514.1% |
$22.6M - $25.5M
|
334K
$26.3M
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.01K+ 19.05% |
$139K - $158K
|
12.5K
$986K
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-337- 3.42% |
$23.4K - $26.5K
|
9.53K
$750K
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
12.3K+ 5.92% |
$856K - $968K
|
220K
$17.3M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-352- 19.58% |
$24.5K - $27.7K
|
1.45K
$114K
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-403- 0.59% |
$28K - $31.7K
|
68.3K
$5.38M
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
46.3KNew |
$3.22M - $3.64M
|
46.3K
$3.64M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.85K+ 7.49% |
$129K - $145K
|
26.5K
$2.09M
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.92K- 13.98% |
$133K - $151K
|
11.8K
$929K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.87K- 41.79% |
$269K - $305K
|
5.39K
$425K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-453- 0.62% |
$31.5K - $35.6K
|
72.3K
$5.69M
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.97K+ 26.65% |
$206K - $233K
|
14.1K
$1.11M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-262- 5.18% |
$18.2K - $20.6K
|
4.79K
$377K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-108- 0.29% |
$7.51K - $8.49K
|
37.2K
$2.93M
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.95KNew |
$414K - $468K
|
5.95K
$468K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
857K+ 9.55% |
$59.6M - $67.4M
|
9.83M
$774M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-165- 0.99% |
$11.5K - $13K
|
16.5K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.91K- 1.69% |
$202K - $229K
|
169K
$13.3M
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
575+ 0.33% |
$40K - $45.2K
|
174K
$13.7M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-357- 10.89% |
$24.8K - $28.1K
|
2.92K
$230K
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
36.9K+ 826.68% |
$2.57M - $2.9M
|
41.3K
$3.25M
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-94.4K- 24.12% |
$6.57M - $7.43M
|
297K
$23.4M
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1.93K+ 3.38% |
$134K - $152K
|
59.1K
$4.65M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
6.22K+ 5.79% |
$432K - $489K
|
114K
$8.94M
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-12.6K- 6.85% |
$877K - $991K
|
172K
$13.5M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.46K- 20.69% |
$102K - $115K
|
5.6K
$441K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-23.2K- 17.14% |
$1.61M - $1.83M
|
112K
$8.83M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6- 0.12% |
$417 - $472
|
5.07K
$399K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.19KNew |
$222K - $251K
|
3.19K
$251K
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
115K+ 1074.25% |
$8M - $9.04M
|
126K
$9.89M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-77.8K- 18.35% |
$5.41M - $6.12M
|
346K
$27.2M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
820+ 11.23% |
$57K - $64.5K
|
8.12K
$639K
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.16K- 4.49% |
$80.4K - $90.9K
|
24.6K
$1.94M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-16.7K- 9.36% |
$1.16M - $1.31M
|
161K
$12.7M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6K- 16.46% |
$418K - $472K
|
30.5K
$2.4M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
24.8K+ 17.31% |
$1.72M - $1.95M
|
168K
$13.2M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.77K- 28.91% |
$332K - $375K
|
11.7K
$923K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.65K+ 4.91% |
$254K - $287K
|
78K
$6.14M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.01M+ 22.59% |
$140M - $158M
|
10.9M
$857M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.23K+ 1.18% |
$155K - $175K
|
191K
$15.1M
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
893+ 0.15% |
$62.1K - $70.2K
|
609K
$47.9M
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-698- 1.33% |
$48.6K - $54.9K
|
51.7K
$4.07M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.94K+ 21.75% |
$483K - $546K
|
38.9K
$3.06M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-93- 1.78% |
$6.47K - $7.31K
|
5.13K
$403K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
121K+ 44.19% |
$8.42M - $9.52M
|
395K
$31.1M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
305New |
$21.2K - $24K
|
305
$24K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
6.15K+ 12.22% |
$428K - $483K
|
56.4K
$4.44M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.44K- 26.93% |
$239K - $270K
|
9.32K
$734K
|