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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.21K+ 11.43% |
$218K - $270K
|
31.3K
$2.61M
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.03K- 1.83% |
$70K - $86.8K
|
55.3K
$4.61M
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
330+ 0.21% |
$22.4K - $27.7K
|
156K
$13M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
29.4K+ 2.37% |
$1.99M - $2.47M
|
1.27M
$106M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.31M- 87.87% |
$88.9M - $110M
|
181K
$15.1M
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
8.5K+ 20.76% |
$576K - $715K
|
49.4K
$4.12M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
899+ 1.66% |
$61K - $75.6K
|
55K
$4.58M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-461- 4.47% |
$31.3K - $38.8K
|
9.86K
$822K
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
2.24K+ 1.71% |
$152K - $188K
|
133K
$11.1M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45.3K+ 14.48% |
$3.07M - $3.81M
|
358K
$29.8M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.13K+ 2.93% |
$76.7K - $95.1K
|
39.7K
$3.31M
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-331- 4.5% |
$22.5K - $27.8K
|
7.02K
$585K
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-413- 0.9% |
$28K - $34.7K
|
45.2K
$3.77M
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-219- 7.95% |
$14.9K - $18.4K
|
2.54K
$211K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
28.9K+ 14.66% |
$1.96M - $2.43M
|
226K
$18.8M
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-358- 3.67% |
$24.3K - $30.1K
|
9.41K
$784K
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.01% |
$136 - $168
|
18.1K
$1.51M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.41KNew |
$164K - $203K
|
2.41K
$201K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-208- 1.57% |
$14.1K - $17.5K
|
13K
$1.08M
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
37+ 0.42% |
$2.51K - $3.11K
|
8.78K
$732K
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
108+ 1.8% |
$7.33K - $9.08K
|
6.11K
$509K
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-27.5K- 46.81% |
$1.86M - $2.31M
|
31.2K
$2.6M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.69K- 2.48% |
$250K - $310K
|
145K
$12.1M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.99K+ 4.64% |
$678K - $840K
|
225K
$18.8M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.93KNew |
$266K - $330K
|
3.93K
$327K
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.23K+ 58.76% |
$151K - $188K
|
6.03K
$502K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
336+ 8.28% |
$22.8K - $28.3K
|
4.4K
$366K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
11K+ 0.98% |
$744K - $923K
|
1.13M
$93.9M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
4.3K+ 20.2% |
$292K - $362K
|
25.6K
$2.13M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
549K+ 27.36% |
$37.2M - $46.2M
|
2.56M
$213M
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-69- 0.12% |
$4.68K - $5.8K
|
57.4K
$4.78M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.69K- 21.34% |
$115K - $142K
|
6.23K
$519K
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.57KNew |
$310K - $384K
|
4.57K
$381K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
422New |
$28.6K - $35.5K
|
422
$35.2K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
526+ 392.54% |
$35.7K - $44.2K
|
660
$55K
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-576- 9.69% |
$39.1K - $48.4K
|
5.37K
$447K
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.57K- 2.83% |
$106K - $132K
|
53.8K
$4.48M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
7.28K+ 14.42% |
$494K - $612K
|
57.8K
$4.81M
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
22.2K+ 8.97% |
$1.5M - $1.87M
|
270K
$22.5M
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
167+ 0.46% |
$11.3K - $14K
|
36.9K
$3.07M
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.8K+ 11.18% |
$190K - $235K
|
27.8K
$2.32M
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
2.42K+ 64.13% |
$164K - $204K
|
6.2K
$517K
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
19.8K+ 21.16% |
$1.34M - $1.66M
|
113K
$9.43M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
20.9KNew |
$1.42M - $1.76M
|
20.9K
$1.74M
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
66+ 0.46% |
$4.48K - $5.55K
|
14.3K
$1.2M
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-17.7K- 4.01% |
$1.2M - $1.49M
|
424K
$35.3M
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-193- 1.17% |
$13.1K - $16.2K
|
16.3K
$1.36M
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$136 - $168
|
4.24K
$353K
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
24+ 0.21% |
$1.63K - $2.02K
|
11.4K
$950K
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
541+ 11.67% |
$36.7K - $45.5K
|
5.18K
$431K
|