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 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.59K+ 1.08% |
$110K - $125K
|
149K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2.72KNew |
$189K - $214K
|
2.72K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.1K- 6.85% |
$775K - $877K
|
152K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-88- 1.35% |
$6.12K - $6.92K
|
6.45K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.8KNew |
$195K - $221K
|
2.8K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3.53KNew |
$246K - $278K
|
3.53K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-722- 7.36% |
$50.2K - $56.8K
|
9.09K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-94K- 7.38% |
$6.54M - $7.39M
|
1.18M
$92.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-141- 2.29% |
$9.81K - $11.1K
|
6.01K
$473K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
83.7K+ 31.48% |
$5.82M - $6.58M
|
350K
$27.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 13.05% |
$121K - $137K
|
11.6K
$911K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-10.8K- 65.37% |
$748K - $846K
|
5.7K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-395- 7.6% |
$27.5K - $31.1K
|
4.81K
$378K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
36.9K+ 51.5% |
$2.56M - $2.9M
|
108K
$8.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
50K+ 10.39% |
$3.48M - $3.93M
|
531K
$41.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.6K- 4.28% |
$111K - $126K
|
35.8K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
88New |
$6.12K - $6.92K
|
88
$6.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
320+ 9.93% |
$22.3K - $25.2K
|
3.54K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.19K+ 6.08% |
$82.8K - $93.6K
|
20.8K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-131- 1.04% |
$9.11K - $10.3K
|
12.5K
$985K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.32K+ 3.64% |
$231K - $261K
|
94.7K
$7.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.38K+ 259.4% |
$583K - $659K
|
11.6K
$913K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
88KNew |
$6.13M - $6.92M
|
88K
$6.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-30- 0.53% |
$2.09K - $2.36K
|
5.6K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.9K+ 1.9% |
$1.03M - $1.17M
|
796K
$62.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.3KNew |
$718K - $812K
|
10.3K
$812K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.97K- 0.7% |
$137K - $155K
|
278K
$21.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-954- 0.62% |
$66.4K - $75K
|
154K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8K- 19.56% |
$557K - $629K
|
32.9K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.01K+ 22.78% |
$210K - $237K
|
16.2K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-2.65K- 9.25% |
$184K - $209K
|
26K
$2.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
5.65K+ 470.83% |
$393K - $444K
|
6.85K
$539K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-250K- 11.79% |
$17.4M - $19.7M
|
1.87M
$147M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.64K- 4.48% |
$184K - $208K
|
56.4K
$4.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-622- 2.52% |
$43.3K - $48.9K
|
24K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
9.88K+ 12.39% |
$687K - $777K
|
89.6K
$7.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.89K- 5.31% |
$131K - $148K
|
33.6K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.14K+ 1.89% |
$149K - $168K
|
116K
$9.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
15.4K+ 7.53% |
$1.07M - $1.21M
|
220K
$17.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40+ 0.23% |
$2.78K - $3.15K
|
17.5K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-4.24K- 2.19% |
$295K - $333K
|
189K
$14.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.44K- 28.56% |
$170K - $192K
|
6.11K
$481K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 1.29% |
$118K - $134K
|
134K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
670+ 8.44% |
$46.6K - $52.7K
|
8.61K
$677K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-14.4K- 19.22% |
$1M - $1.13M
|
60.4K
$4.75M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-21.9K- 6.79% |
$1.52M - $1.72M
|
300K
$23.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.19K- 37.89% |
$152K - $172K
|
3.58K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
379+ 3.8% |
$26.4K - $29.8K
|
10.4K
$816K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.41K- 7.98% |
$167K - $189K
|
27.7K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-126- 0.99% |
$8.77K - $9.91K
|
12.7K
$997K
|