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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
535+ 4.56% |
$37.5K - $41.4K
|
12.3K
$933K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-801- 0.36% |
$56.1K - $62K
|
219K
$16.6M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.13K- 33.4% |
$430K - $475K
|
12.2K
$930K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.3KNew |
$582K - $643K
|
8.3K
$631K
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
6.51K+ 2.49% |
$456K - $504K
|
268K
$20.4M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.13KNew |
$79.3K - $87.7K
|
1.13K
$86K
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$420 - $465
|
6.46K
$491K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5.92K+ 46.94% |
$415K - $458K
|
18.5K
$1.41M
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.21K+ 1.26% |
$84.6K - $93.5K
|
96.9K
$7.37M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
277+ 1.91% |
$19.4K - $21.4K
|
14.8K
$1.12M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
843+ 2.21% |
$59.1K - $65.3K
|
39K
$2.96M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
85.3K+ 4.18% |
$5.98M - $6.6M
|
2.12M
$161M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.5K+ 25.3% |
$2.42M - $2.68M
|
171K
$13M
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-389- 21.66% |
$27.3K - $30.1K
|
1.41K
$107K
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
10.8K+ 2.05% |
$754K - $833K
|
537K
$40.8M
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.51K- 0.24% |
$246K - $272K
|
1.47M
$112M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-371K- 98.58% |
$26M - $28.7M
|
5.35K
$407K
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
4.58K+ 4.61% |
$321K - $354K
|
104K
$7.89M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.1K+ 59.37% |
$217K - $240K
|
8.32K
$633K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 2.21% |
$110K - $121K
|
72.3K
$5.49M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
336K+ 8.3% |
$23.5M - $26M
|
4.39M
$333M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.47K- 1.6% |
$103K - $114K
|
90.2K
$6.85M
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.8KNew |
$196K - $217K
|
2.8K
$213K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
131+ 1.01% |
$9.18K - $10.1K
|
13.1K
$999K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-59- 0.81% |
$4.13K - $4.57K
|
7.22K
$548K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$774K - $855K
|
11K
$839K
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 9.69% |
$100K - $111K
|
13.3K
$1.01M
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
5.51K+ 7.84% |
$386K - $427K
|
75.8K
$5.76M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 1.67% |
$1.68K - $1.86K
|
1.46K
$111K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.13K- 10.0% |
$359K - $397K
|
46.2K
$3.51M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
710+ 0.38% |
$49.7K - $55K
|
189K
$14.4M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
654+ 7.28% |
$45.8K - $50.6K
|
9.64K
$732K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.36K+ 8.85% |
$95.3K - $105K
|
16.7K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-8.79K- 7.71% |
$616K - $681K
|
105K
$8M
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-45- 26.95% |
$3.15K - $3.48K
|
122
$9.27K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
680New |
$47.6K - $52.7K
|
680
$51.7K
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.64K- 23.32% |
$185K - $205K
|
8.69K
$660K
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
47+ 0.26% |
$3.29K - $3.64K
|
18.5K
$1.4M
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-770- 7.16% |
$53.9K - $59.6K
|
9.98K
$759K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
336+ 13.87% |
$23.5K - $26K
|
2.76K
$210K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.85KNew |
$269K - $298K
|
3.85K
$292K
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
11.5K+ 5.12% |
$809K - $894K
|
237K
$18M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 3.33% |
$1.4K - $1.55K
|
580
$44.1K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.69KNew |
$259K - $286K
|
3.69K
$280K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
31.3K+ 6.74% |
$2.2M - $2.43M
|
497K
$37.7M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.6K+ 41.64% |
$112K - $124K
|
5.45K
$414K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-814- 12.46% |
$57K - $63K
|
5.72K
$435K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16.2KNew |
$1.14M - $1.26M
|
16.2K
$1.23M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.14KNew |
$640K - $708K
|
9.14K
$695K
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-328- 4.21% |
$23K - $25.4K
|
7.46K
$567K
|