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 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
5.25K+ 1.53% |
$365K - $413K
|
348K
$27.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.19K+ 14.51% |
$361K - $408K
|
40.9K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-28.2K- 24.11% |
$1.96M - $2.22M
|
88.7K
$6.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100K+ 53.81% |
$6.96M - $7.87M
|
286K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-49.9K- 8.0% |
$3.47M - $3.93M
|
574K
$45.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.5K- 0.41% |
$521K - $590K
|
1.83M
$144M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15+ 0.27% |
$1.04K - $1.18K
|
5.49K
$432K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-27.8K- 88.96% |
$1.94M - $2.19M
|
3.46K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.01K+ 2.54% |
$69.9K - $79K
|
40.6K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.3K+ 14.08% |
$90.2K - $102K
|
10.5K
$827K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
54.6K+ 12.83% |
$3.8M - $4.29M
|
480K
$37.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-128- 3.65% |
$8.9K - $10.1K
|
3.38K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.23K- 24.53% |
$85.4K - $96.6K
|
3.78K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
12.2K+ 2.29% |
$852K - $963K
|
547K
$43M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
470+ 0.42% |
$32.7K - $37K
|
111K
$8.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-2.73K- 11.06% |
$190K - $215K
|
21.9K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83.9K- 4.02% |
$5.84M - $6.6M
|
2.01M
$158M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-786- 18.21% |
$54.7K - $61.8K
|
3.53K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.81K- 5.92% |
$195K - $221K
|
44.6K
$3.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6- 0.03% |
$417 - $472
|
22.7K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
284+ 4.02% |
$19.8K - $22.3K
|
7.35K
$579K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-20.8K- 84.6% |
$1.45M - $1.64M
|
3.79K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.05K+ 2.54% |
$142K - $161K
|
82.5K
$6.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
91.4KNew |
$6.36M - $7.19M
|
91.4K
$7.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-192- 2.45% |
$13.4K - $15.1K
|
7.65K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-669- 18.02% |
$46.5K - $52.6K
|
3.04K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
10K+ 3.54% |
$699K - $790K
|
294K
$23.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-26.6K- 44.58% |
$1.85M - $2.09M
|
33.1K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
653+ 36.77% |
$45.4K - $51.4K
|
2.43K
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
26.9K+ 30.47% |
$1.87M - $2.12M
|
115K
$9.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-38- 0.32% |
$2.64K - $2.99K
|
12K
$942K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.92K+ 20.63% |
$482K - $544K
|
40.5K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.36K- 3.61% |
$164K - $185K
|
62.8K
$4.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-750- 2.86% |
$52.2K - $59K
|
25.4K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.06K+ 2.37% |
$73.6K - $83.2K
|
45.8K
$3.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 28.78% |
$103K - $117K
|
6.63K
$522K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
17.4K+ 117.02% |
$1.21M - $1.37M
|
32.3K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.3K+ 4.49% |
$438K - $495K
|
147K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.38KNew |
$235K - $266K
|
3.38K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.51K- 14.53% |
$105K - $118K
|
8.85K
$697K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
609New |
$42.4K - $47.9K
|
609
$47.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-795K- 35.6% |
$55.3M - $62.5M
|
1.44M
$113M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 1.87% |
$126K - $142K
|
95K
$7.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.45K+ 5.44% |
$101K - $114K
|
28K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-415K- 34.04% |
$28.9M - $32.6M
|
804K
$63.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
664+ 4.43% |
$46.2K - $52.2K
|
15.6K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.2K+ 4.14% |
$919K - $1.04M
|
332K
$26.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
319+ 0.21% |
$22.2K - $25.1K
|
152K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-331- 0.15% |
$23K - $26K
|
222K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-554- 4.11% |
$38.5K - $43.6K
|
12.9K
$1.02M
|