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 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.7K- 12.52% |
$1.93M - $2.18M
|
193K
$15.2M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-598- 7.33% |
$41.6K - $47K
|
7.56K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-670- 11.1% |
$46.6K - $52.7K
|
5.37K
$422K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-391- 8.38% |
$27.2K - $30.8K
|
4.28K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
165+ 0.37% |
$11.5K - $13K
|
44.4K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.35K+ 1.75% |
$163K - $185K
|
136K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.33K- 6.4% |
$301K - $340K
|
63.3K
$4.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
243K+ 7.29% |
$16.9M - $19.1M
|
3.57M
$281M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-6.51K- 28.56% |
$453K - $512K
|
16.3K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
92.1K+ 218.94% |
$6.41M - $7.25M
|
134K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
63+ 1.38% |
$4.38K - $4.95K
|
4.63K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.67KNew |
$255K - $289K
|
3.67K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.1K+ 2.94% |
$146K - $165K
|
73.3K
$5.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.47K+ 30.22% |
$311K - $352K
|
19.3K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.12KNew |
$634K - $717K
|
9.12K
$718K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-917- 5.8% |
$63.8K - $72.1K
|
14.9K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.8K+ 23.61% |
$473K - $534K
|
35.6K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-2.27K- 1.18% |
$158K - $179K
|
190K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-8.97K- 34.05% |
$624K - $705K
|
17.4K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-150- 4.31% |
$10.4K - $11.8K
|
3.33K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-36- 1.22% |
$2.5K - $2.83K
|
2.92K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.3K- 20.28% |
$90.5K - $102K
|
5.12K
$403K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-38- 0.82% |
$2.64K - $2.99K
|
4.58K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
284+ 1.66% |
$19.8K - $22.3K
|
17.4K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
4.74K+ 24.7% |
$330K - $373K
|
23.9K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
200+ 3.83% |
$13.9K - $15.7K
|
5.42K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.88KNew |
$200K - $226K
|
2.88K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-976- 14.71% |
$67.9K - $76.8K
|
5.66K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-144- 1.02% |
$10K - $11.3K
|
14K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
10.7K+ 5.51% |
$746K - $843K
|
205K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5.33K+ 9.67% |
$371K - $419K
|
60.4K
$4.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
18.9K+ 55.05% |
$1.31M - $1.48M
|
53.2K
$4.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-86- 32.7% |
$5.98K - $6.76K
|
177
$13.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
565+ 15.93% |
$39.3K - $44.4K
|
4.11K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.26K- 5.05% |
$87.7K - $99.2K
|
23.7K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-75- 1.55% |
$5.22K - $5.9K
|
4.77K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
340+ 67.86% |
$23.7K - $26.7K
|
841
$66.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.96KNew |
$415K - $469K
|
5.96K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-15.8K- 27.88% |
$1.1M - $1.24M
|
40.9K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-288- 46.3% |
$20K - $22.7K
|
334
$26.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 18.91% |
$130K - $147K
|
11.8K
$928K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-89- 0.21% |
$6.19K - $7K
|
42.2K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8.45KNew |
$588K - $664K
|
8.45K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
38+ 0.15% |
$2.64K - $2.99K
|
25K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
25.2K+ 2.37% |
$1.76M - $1.98M
|
1.09M
$85.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-44- 24.72% |
$3.06K - $3.46K
|
134
$10.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
379+ 2.26% |
$26.4K - $29.8K
|
17.1K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-15.2K- 19.53% |
$1.06M - $1.19M
|
62.6K
$4.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-1.07M- 57.76% |
$74.2M - $83.8M
|
779K
$61.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.9K- 7.01% |
$5M - $5.66M
|
954K
$75.1M
|