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 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
29+ 0.04% |
$2.02K - $2.28K
|
68.9K
$5.74M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.81K- 1.74% |
$265K - $300K
|
215K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
65.9K+ 39.7% |
$4.58M - $5.18M
|
232K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.23K+ 13.67% |
$85.4K - $96.6K
|
10.2K
$851K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
5.91K+ 98.22% |
$411K - $465K
|
11.9K
$994K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-199K- 87.08% |
$13.8M - $15.6M
|
29.5K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.7K+ 32.65% |
$813K - $919K
|
47.5K
$3.95M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.83KNew |
$197K - $223K
|
2.83K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-50.7K- 12.06% |
$3.53M - $3.99M
|
370K
$30.8M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
154+ 0.54% |
$10.7K - $12.1K
|
28.8K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
230+ 0.27% |
$16K - $18.1K
|
86.7K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.38K- 15.7% |
$235K - $266K
|
18.1K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.22K+ 11.14% |
$84.5K - $95.6K
|
12.1K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.87K+ 18.0% |
$200K - $226K
|
18.8K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-540- 5.25% |
$37.6K - $42.5K
|
9.75K
$812K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.56K- 15.41% |
$317K - $359K
|
25K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
116K+ 1062.16% |
$8.09M - $9.15M
|
127K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-132K- 97.22% |
$9.19M - $10.4M
|
3.78K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.09K- 5.6% |
$75.8K - $85.7K
|
18.4K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
395+ 4.26% |
$27.5K - $31.1K
|
9.68K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-37.3K- 18.2% |
$2.59M - $2.93M
|
168K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.63K- 54.96% |
$392K - $443K
|
4.62K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14.9K+ 4.84% |
$1.04M - $1.17M
|
323K
$26.9M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.86MNew |
$129M - $146M
|
1.86M
$155M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-646- 1.36% |
$44.9K - $50.8K
|
46.7K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.17KNew |
$81.1K - $91.7K
|
1.17K
$97.1K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
42.6K+ 6.5% |
$2.97M - $3.35M
|
699K
$58.2M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-37- 0.11% |
$2.57K - $2.91K
|
35K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
194K+ 4.16% |
$13.5M - $15.2M
|
4.85M
$404M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
116New |
$8.07K - $9.12K
|
116
$9.66K
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
14.9K+ 712.94% |
$1.04M - $1.17M
|
17K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.53K+ 1.26% |
$107K - $121K
|
124K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.67K+ 0.62% |
$325K - $367K
|
758K
$63.2M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-487- 0.24% |
$33.9K - $38.3K
|
200K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.5K+ 4.27% |
$174K - $196K
|
61K
$5.08M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
386K+ 2.58% |
$26.9M - $30.4M
|
15.4M
$1.28B
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
19.4KNew |
$1.35M - $1.52M
|
19.4K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
481K+ 15.62% |
$33.5M - $37.8M
|
3.56M
$297M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-60.2K- 27.67% |
$4.19M - $4.74M
|
158K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-249- 8.59% |
$17.3K - $19.6K
|
2.65K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5.48K- 18.07% |
$382K - $431K
|
24.9K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.56K- 2.29% |
$108K - $122K
|
66.3K
$5.53M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13K+ 2.09% |
$902K - $1.02M
|
634K
$52.8M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22.9KNew |
$1.59M - $1.8M
|
22.9K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
21.3K+ 5.86% |
$1.48M - $1.68M
|
385K
$32.1M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
2.41K+ 53.56% |
$167K - $189K
|
6.9K
$575K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-17.4K- 11.41% |
$1.21M - $1.37M
|
135K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.78K+ 36.68% |
$193K - $219K
|
10.4K
$863K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.74K- 20.96% |
$121K - $137K
|
6.56K
$547K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
88.4KNew |
$6.15M - $6.95M
|
88.4K
$7.36M
|