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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
16.3KNew |
$1.13M - $1.28M
|
16.3K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.71K- 16.27% |
$258K - $292K
|
19.1K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.18K- 3.56% |
$361K - $408K
|
141K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
9.51KNew |
$662K - $748K
|
9.51K
$793K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-264- 5.73% |
$18.4K - $20.8K
|
4.34K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 11.62% |
$1.77M - $2M
|
193K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.82K+ 1.02% |
$196K - $222K
|
280K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
414+ 0.56% |
$28.8K - $32.6K
|
74.9K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
27K+ 23.45% |
$1.88M - $2.13M
|
142K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.2K+ 5.17% |
$2.58M - $2.92M
|
756K
$62.9M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-988- 0.83% |
$68.7K - $77.7K
|
118K
$9.84M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25+ 0.09% |
$1.74K - $1.97K
|
26.8K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
390K+ 8.95% |
$27.1M - $30.7M
|
4.75M
$395M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
693+ 1.8% |
$48.2K - $54.5K
|
39.1K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-4.13K- 7.69% |
$288K - $325K
|
49.6K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-884- 4.79% |
$61.5K - $69.5K
|
17.6K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
775+ 4.1% |
$53.9K - $61K
|
19.7K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
243K+ 5.34% |
$16.9M - $19.1M
|
4.8M
$400M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-82.3K- 8.34% |
$5.73M - $6.48M
|
905K
$75.4M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.67MNew |
$186M - $210M
|
2.67M
$222M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-211- 1.28% |
$14.7K - $16.6K
|
16.3K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-345- 6.02% |
$24K - $27.1K
|
5.38K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.71K+ 30.3% |
$119K - $135K
|
7.37K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-13.2K- 11.76% |
$916K - $1.04M
|
98.8K
$8.23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
259K+ 0.69% |
$18M - $20.3M
|
37.8M
$3.15B
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-3.07K- 46.24% |
$214K - $242K
|
3.57K
$298K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
9.77K+ 9.0% |
$680K - $768K
|
118K
$9.86M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.82K- 6.12% |
$127K - $143K
|
27.9K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
35+ 0.16% |
$2.43K - $2.75K
|
21.4K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.61K- 9.26% |
$390K - $441K
|
55K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.28M- 5.26% |
$89.4M - $101M
|
23.1M
$1.93B
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-754- 0.45% |
$52.5K - $59.3K
|
166K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
731+ 26.14% |
$50.9K - $57.5K
|
3.53K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-258K- 7.75% |
$18M - $20.3M
|
3.08M
$256M
|
|
|
May 13, 2025
Q1 2025
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
858K+ 126.58% |
$59.7M - $67.5M
|
1.54M
$128M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.18K- 20.83% |
$152K - $172K
|
8.3K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
316K+ 8.37% |
$22M - $24.8M
|
4.08M
$340M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.04K+ 68.58% |
$72.3K - $81.7K
|
2.55K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 4.53% |
$76.5K - $86.5K
|
25.4K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
709+ 13.69% |
$49.3K - $55.8K
|
5.89K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-264- 5.73% |
$18.4K - $20.8K
|
4.34K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-964- 4.53% |
$67.1K - $75.8K
|
20.3K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
50.2KNew |
$3.49M - $3.95M
|
50.2K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.99K+ 23.4% |
$138K - $156K
|
10.5K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.5K+ 0.9% |
$104K - $118K
|
167K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-27.3K- 3.64% |
$1.9M - $2.15M
|
722K
$60.2M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-3.73K- 2.97% |
$259K - $293K
|
122K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.22K+ 19.62% |
$294K - $332K
|
25.7K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.05K+ 5.62% |
$142K - $161K
|
38.5K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.04K+ 2.56% |
$72.2K - $81.6K
|
41.6K
$3.47M
|