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 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-355- 18.06% |
$24.7K - $27.9K
|
1.61K
$127K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-33- 0.37% |
$2.3K - $2.6K
|
8.88K
$699K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
47+ 0.07% |
$3.27K - $3.7K
|
64.5K
$5.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-196- 0.51% |
$13.6K - $15.4K
|
37.9K
$2.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-12.9K- 8.14% |
$896K - $1.01M
|
145K
$11.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-955- 0.28% |
$66.4K - $75.1K
|
340K
$26.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
196K+ 28.13% |
$13.6M - $15.4M
|
891K
$70.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.92K+ 0.58% |
$203K - $229K
|
502K
$39.5M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-281- 0.85% |
$19.5K - $22.1K
|
32.8K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.87K+ 7.07% |
$269K - $304K
|
58.6K
$4.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.96KNew |
$206K - $233K
|
2.96K
$233K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-30.9K- 86.46% |
$2.15M - $2.43M
|
4.83K
$380K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.49K+ 13.25% |
$173K - $196K
|
21.3K
$1.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.34K- 6.42% |
$92.9K - $105K
|
19.5K
$1.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-73- 0.29% |
$5.08K - $5.74K
|
24.7K
$1.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-8.41K- 0.27% |
$585K - $662K
|
3.13M
$246M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
60K+ 175.23% |
$4.17M - $4.72M
|
94.2K
$7.42M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.38K+ 13.54% |
$165K - $187K
|
19.9K
$1.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.46% |
$1.39K - $1.57K
|
4.3K
$338K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
59.7K+ 6.19% |
$4.15M - $4.69M
|
1.02M
$80.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-380- 3.02% |
$26.4K - $29.9K
|
12.2K
$959K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-262- 8.75% |
$18.2K - $20.6K
|
2.73K
$215K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-242- 0.7% |
$16.8K - $19K
|
34.1K
$2.69M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
79.5K+ 77.88% |
$5.53M - $6.25M
|
182K
$14.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.37K+ 12.79% |
$165K - $186K
|
20.9K
$1.65M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-3.18K- 19.81% |
$221K - $250K
|
12.9K
$1.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.1K- 8.8% |
$285K - $322K
|
42.5K
$3.34M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.17KNew |
$221K - $250K
|
3.17K
$250K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-18.6K- 0.94% |
$1.29M - $1.46M
|
1.96M
$155M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-30.7K- 22.38% |
$2.13M - $2.41M
|
106K
$8.37M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-104- 1.59% |
$7.24K - $8.18K
|
6.45K
$508K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
29.3K+ 6.72% |
$2.04M - $2.31M
|
466K
$36.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
SELL
|
- |
-4.38K- 0.98% |
$305K - $345K
|
444K
$34.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.67K- 0.78% |
$325K - $367K
|
596K
$46.9M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
124K+ 9.67% |
$8.59M - $9.71M
|
1.4M
$110M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.3KNew |
$230K - $259K
|
3.3K
$260K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23.1K+ 7.02% |
$1.61M - $1.82M
|
353K
$27.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-298- 7.1% |
$20.7K - $23.4K
|
3.9K
$307K
|
|
| Q4 2024 | |||||||
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16KNew |
$1.12M - $1.24M
|
16K
$1.26M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 1.89% |
$210 - $232
|
162
$12.8K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.87KNew |
$271K - $299K
|
3.87K
$304K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.45K+ 2.61% |
$522K - $577K
|
293K
$23.1M
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
21.4KNew |
$1.5M - $1.66M
|
21.4K
$1.69M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
40.8KNew |
$2.86M - $3.16M
|
40.8K
$3.21M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.58K- 49.77% |
$391K - $432K
|
5.63K
$443K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
29.7KNew |
$2.08M - $2.3M
|
29.7K
$2.34M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.1KNew |
$217K - $240K
|
3.1K
$244K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
656New |
$46K - $50.8K
|
656
$51.6K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.63K- 24.49% |
$324K - $359K
|
14.3K
$1.12M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
53KNew |
$3.72M - $4.11M
|
53K
$4.17M
|
|