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 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.77K- 88.93% |
$332K - $375K
|
594
$46.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
342+ 7.58% |
$23.8K - $26.9K
|
4.86K
$382K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-270- 1.56% |
$18.8K - $21.2K
|
17.1K
$1.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
94+ 1.53% |
$6.54K - $7.39K
|
6.23K
$490K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-975- 0.86% |
$67.8K - $76.7K
|
113K
$8.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
325+ 1.98% |
$22.6K - $25.6K
|
16.8K
$1.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.26K+ 58.4% |
$227K - $256K
|
8.83K
$695K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-78.8K- 11.48% |
$5.48M - $6.2M
|
608K
$47.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-930- 45.08% |
$64.7K - $73.1K
|
1.13K
$89.2K
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.49K+ 1.91% |
$312K - $353K
|
239K
$18.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
5.34K+ 7.04% |
$372K - $420K
|
81.2K
$6.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-95- 1.63% |
$6.61K - $7.47K
|
5.75K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-11- 0.15% |
$765 - $865
|
7.27K
$572K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
70+ 0.62% |
$4.87K - $5.51K
|
11.4K
$900K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
103K+ 223.28% |
$7.2M - $8.14M
|
150K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-32- 0.88% |
$2.23K - $2.52K
|
3.62K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.08K+ 13.57% |
$283K - $320K
|
34.1K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-12K- 42.86% |
$834K - $943K
|
16K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.7K+ 1.41% |
$118K - $133K
|
122K
$9.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.59K- 47.25% |
$249K - $282K
|
4K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.22K+ 2.78% |
$85.2K - $96.3K
|
45.3K
$3.56M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
275+ 4.71% |
$19.1K - $21.6K
|
6.11K
$481K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.71KNew |
$189K - $213K
|
2.71K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-112- 0.48% |
$7.79K - $8.81K
|
23.2K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-4.76K- 52.06% |
$331K - $374K
|
4.38K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.29K- 0.77% |
$229K - $258K
|
424K
$33.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
366+ 0.36% |
$25.5K - $28.8K
|
101K
$7.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
147+ 40.38% |
$10.2K - $11.6K
|
511
$40.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.67K+ 10.86% |
$186K - $210K
|
27.3K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-226- 0.45% |
$15.7K - $17.8K
|
49.7K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.83K- 10.98% |
$266K - $301K
|
31K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
302K+ 7.76% |
$21M - $23.8M
|
4.2M
$330M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.45K- 0.28% |
$240K - $271K
|
1.23M
$96.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-518- 7.94% |
$36K - $40.7K
|
6K
$472K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.67KNew |
$255K - $288K
|
3.67K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9.28K+ 7.63% |
$646K - $730K
|
131K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-340K- 19.43% |
$23.7M - $26.8M
|
1.41M
$111M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1- 0.01% |
$69.6 - $78.7
|
9.54K
$751K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-5.94K- 4.75% |
$413K - $467K
|
119K
$9.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.76K+ 2.75% |
$401K - $453K
|
215K
$16.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.78K+ 16.82% |
$124K - $140K
|
12.4K
$973K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-71.5K- 38.89% |
$4.97M - $5.62M
|
112K
$8.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.48M+ 289.49% |
$103M - $116M
|
1.99M
$156M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
9.38K+ 4.94% |
$653K - $738K
|
199K
$15.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.21K+ 1.84% |
$362K - $409K
|
289K
$22.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-492- 9.46% |
$34.2K - $38.7K
|
4.71K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-5.11K- 52.45% |
$356K - $402K
|
4.64K
$365K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-248- 0.44% |
$17.3K - $19.5K
|
56.2K
$4.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-12.5K- 1.0% |
$870K - $983K
|
1.24M
$97.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.72K- 6.7% |
$120K - $136K
|
24K
$1.89M
|