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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38.6K- 68.36% |
$2.7M - $2.99M
|
17.9K
$1.39M
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
38+ 1.23% |
$2.66K - $2.94K
|
3.14K
$243K
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
19.4K+ 4.05% |
$1.36M - $1.51M
|
499K
$38.7M
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
695+ 3.21% |
$48.7K - $53.8K
|
22.4K
$1.74M
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-16.9K- 6.31% |
$1.19M - $1.31M
|
251K
$19.5M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.89K+ 59.77% |
$552K - $611K
|
21.1K
$1.63M
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-57- 1.74% |
$3.99K - $4.41K
|
3.21K
$249K
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.37K+ 4.26% |
$236K - $261K
|
82.6K
$6.41M
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-680- 1.09% |
$47.6K - $52.7K
|
61.6K
$4.78M
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.14K+ 17.36% |
$150K - $165K
|
14.4K
$1.12M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.72K+ 6.63% |
$401K - $443K
|
92K
$7.14M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26.2K- 5.81% |
$1.83M - $2.02M
|
424K
$32.9M
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.07KNew |
$215K - $238K
|
3.07K
$238K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.95KNew |
$207K - $228K
|
2.95K
$229K
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-349- 0.44% |
$24.5K - $27K
|
78.6K
$6.1M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-965- 1.73% |
$67.6K - $74.7K
|
54.9K
$4.26M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.57K+ 1.67% |
$110K - $121K
|
95.1K
$7.38M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.42KNew |
$99.6K - $110K
|
1.42K
$110K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 13.44% |
$780K - $862K
|
71.7K
$5.56M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-152- 1.29% |
$10.6K - $11.8K
|
11.7K
$904K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.13K- 3.06% |
$79.3K - $87.7K
|
35.9K
$2.78M
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.49K- 9.81% |
$105K - $116K
|
13.7K
$1.06M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-226- 5.96% |
$15.8K - $17.5K
|
3.57K
$277K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
16.7KNew |
$1.17M - $1.29M
|
16.7K
$1.3M
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.74K+ 0.65% |
$122K - $135K
|
270K
$21M
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-6.73K- 8.29% |
$472K - $521K
|
74.5K
$5.78M
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
443+ 15.1% |
$31K - $34.3K
|
3.38K
$262K
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
2.31M+ 187.67% |
$162M - $179M
|
3.55M
$275M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$1.84M - $2.03M
|
26.2K
$2.03M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.62K- 5.63% |
$394K - $435K
|
94.2K
$7.31M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.01K- 3.56% |
$421K - $465K
|
163K
$12.6M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-88- 0.07% |
$6.17K - $6.81K
|
135K
$10.5M
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
226+ 0.59% |
$15.8K - $17.5K
|
38.4K
$2.98M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.71K+ 3.38% |
$120K - $132K
|
52.4K
$4.06M
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-611- 1.98% |
$42.8K - $47.3K
|
30.3K
$2.35M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.37K+ 0.56% |
$96.1K - $106K
|
245K
$19M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-282- 15.22% |
$19.8K - $21.8K
|
1.57K
$122K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11K- 4.81% |
$774K - $855K
|
219K
$16.9M
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
481+ 0.37% |
$33.7K - $37.2K
|
132K
$10.2M
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5- 0.03% |
$350 - $387
|
17.3K
$1.34M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.4K+ 38.97% |
$868K - $960K
|
44.2K
$3.43M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.3K+ 2.4% |
$1.42M - $1.57M
|
864K
$67M
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
498+ 11.18% |
$34.9K - $38.6K
|
4.95K
$384K
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.76K- 1.14% |
$123K - $136K
|
153K
$11.9M
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
806+ 4.59% |
$56.5K - $62.4K
|
18.4K
$1.43M
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
202+ 1.32% |
$14.2K - $15.6K
|
15.5K
$1.2M
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19+ 0.82% |
$1.33K - $1.47K
|
2.34K
$181K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
7.02KNew |
$492K - $544K
|
7.02K
$545K
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-9.11K- 34.27% |
$639K - $706K
|
17.5K
$1.36M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10.6K+ 2.95% |
$745K - $823K
|
371K
$28.8M
|