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 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.78K+ 17.39% |
$124K - $140K
|
12K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-18.2K- 47.94% |
$1.27M - $1.43M
|
19.8K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.58K- 6.18% |
$179K - $203K
|
39.1K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
652+ 0.69% |
$45.4K - $51.3K
|
94.9K
$7.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
524+ 7.02% |
$36.5K - $41.2K
|
7.99K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.49K+ 13.49% |
$312K - $353K
|
37.8K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-511- 14.18% |
$35.6K - $40.2K
|
3.09K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 0.94% |
$204K - $231K
|
316K
$24.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 5.81% |
$945K - $1.07M
|
247K
$19.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
544+ 2.24% |
$37.8K - $42.8K
|
24.8K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-243- 2.8% |
$16.9K - $19.1K
|
8.45K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-583- 1.87% |
$40.6K - $45.9K
|
30.6K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
166+ 3.63% |
$11.5K - $13.1K
|
4.74K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
10.7K+ 10.21% |
$747K - $845K
|
116K
$9.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.04K+ 1.93% |
$142K - $161K
|
108K
$8.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
383+ 0.64% |
$26.6K - $30.1K
|
60.3K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-51- 0.05% |
$3.55K - $4.01K
|
93.5K
$7.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-409- 6.04% |
$28.5K - $32.2K
|
6.36K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.21K- 3.16% |
$362K - $410K
|
159K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-3.24K- 0.52% |
$225K - $255K
|
619K
$48.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 4.93% |
$516K - $583K
|
158K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
164+ 0.36% |
$11.4K - $12.9K
|
46.1K
$3.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
31.8K+ 6.61% |
$2.21M - $2.5M
|
513K
$40.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
171+ 4.63% |
$11.9K - $13.4K
|
3.86K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
338+ 0.75% |
$23.5K - $26.6K
|
45.5K
$3.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.99K+ 1.56% |
$416K - $471K
|
390K
$30.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.54K- 6.65% |
$246K - $279K
|
49.8K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.04K+ 3.11% |
$142K - $161K
|
67.8K
$5.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17+ 0.01% |
$1.18K - $1.34K
|
118K
$9.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.21K+ 3.21% |
$223K - $252K
|
103K
$8.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
682+ 1.45% |
$47.4K - $53.6K
|
47.7K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
404+ 10.36% |
$28.1K - $31.8K
|
4.3K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
356+ 2.74% |
$24.8K - $28K
|
13.3K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-245- 1.82% |
$17K - $19.3K
|
13.2K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.17% |
$487 - $551
|
4.07K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
157New |
$10.9K - $12.3K
|
157
$12.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.6MNew |
$111M - $126M
|
1.6M
$126M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 3.84% |
$134K - $152K
|
48.3K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-146- 1.22% |
$10.2K - $11.5K
|
11.9K
$933K
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 6.48% |
$786K - $889K
|
163K
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-654- 3.94% |
$45.5K - $51.4K
|
15.9K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-336- 1.71% |
$23.4K - $26.4K
|
19.4K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.08K- 0.43% |
$74.9K - $84.7K
|
251K
$19.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$69.6 - $78.7
|
3.91K
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 1.24% |
$974 - $1.1K
|
1.14K
$89.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
53.8K+ 374.53% |
$3.74M - $4.23M
|
68.2K
$5.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
103K+ 17.26% |
$7.16M - $8.09M
|
699K
$55M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-993- 43.48% |
$69.1K - $78.1K
|
1.29K
$102K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.19K+ 0.31% |
$82.5K - $93.3K
|
380K
$29.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-910- 16.41% |
$63.3K - $71.6K
|
4.63K
$365K
|