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 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
217+ 10.01% |
$15.2K - $16.8K
|
2.39K
$181K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
262New |
$18.4K - $20.3K
|
262
$19.9K
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7.8K+ 19.86% |
$546K - $604K
|
47.1K
$3.58M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.01K+ 6.06% |
$561K - $620K
|
140K
$10.7M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
21.6K+ 4.63% |
$1.51M - $1.67M
|
487K
$37M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.77K+ 4.71% |
$124K - $137K
|
39.3K
$2.99M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-569- 13.83% |
$39.9K - $44.1K
|
3.55K
$269K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.85K- 8.58% |
$130K - $143K
|
19.7K
$1.5M
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.17K+ 10.17% |
$222K - $245K
|
34.3K
$2.61M
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.55K- 12.66% |
$178K - $197K
|
17.6K
$1.33M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-15K- 12.84% |
$1.05M - $1.16M
|
102K
$7.76M
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 15.7% |
$153K - $169K
|
11.7K
$889K
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
7.02K+ 2.23% |
$492K - $543K
|
322K
$24.5M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-12- 0.16% |
$841 - $929
|
7.28K
$553K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-266- 0.88% |
$18.6K - $20.6K
|
29.9K
$2.28M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 99.94% |
$112K - $124K
|
1
$76
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
269+ 0.48% |
$18.8K - $20.8K
|
56.5K
$4.29M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20.1K+ 50.82% |
$1.41M - $1.56M
|
59.7K
$4.54M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
33K+ 1.58% |
$2.32M - $2.56M
|
2.13M
$162M
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
32.3K+ 8.2% |
$2.26M - $2.5M
|
425K
$32.3M
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-17.4K- 6.9% |
$1.22M - $1.35M
|
235K
$17.8M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 14.56% |
$116K - $128K
|
13K
$989K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
6.44K+ 1.91% |
$451K - $499K
|
343K
$26.1M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.08KNew |
$636K - $703K
|
9.08K
$690K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-465- 1.83% |
$32.6K - $36K
|
25K
$1.9M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
714+ 7.76% |
$50K - $55.3K
|
9.92K
$754K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
65+ 0.66% |
$4.55K - $5.03K
|
9.87K
$750K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-253- 0.81% |
$17.7K - $19.6K
|
31.2K
$2.37M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
221+ 0.95% |
$15.5K - $17.1K
|
23.5K
$1.79M
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
7.85K+ 8.02% |
$550K - $608K
|
106K
$8.04M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19.9K+ 3.75% |
$1.4M - $1.54M
|
552K
$41.9M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
173+ 0.19% |
$12.1K - $13.4K
|
93.5K
$7.11M
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.09K- 20.26% |
$76.6K - $84.6K
|
4.3K
$327K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.98K- 11.89% |
$139K - $153K
|
14.7K
$1.11M
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.13K- 28.0% |
$430K - $475K
|
15.8K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-19- -0.0% |
$1.33K - $1.47K
|
623K
$47.4M
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.03K- 5.27% |
$71.8K - $79.4K
|
18.4K
$1.4M
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.8K+ 2.99% |
$336K - $372K
|
165K
$12.6M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
114+ 0.14% |
$7.99K - $8.83K
|
83K
$6.31M
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
15+ 0.38% |
$1.05K - $1.16K
|
3.93K
$299K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.05K- 2.98% |
$73.8K - $81.5K
|
34.2K
$2.6M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.53K+ 3.56% |
$458K - $506K
|
190K
$14.5M
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
200+ 1.58% |
$14K - $15.5K
|
12.9K
$977K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.58K+ 4.04% |
$601K - $664K
|
221K
$16.8M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
475+ 17.6% |
$33.3K - $36.8K
|
3.17K
$241K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
53.9K+ 6.41% |
$3.78M - $4.17M
|
894K
$68M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-545- 11.39% |
$38.2K - $42.2K
|
4.24K
$322K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-16.8K- 13.59% |
$1.17M - $1.3M
|
107K
$8.1M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.06KNew |
$494K - $546K
|
7.06K
$536K
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
12.7K+ 3.99% |
$893K - $986K
|
332K
$25.2M
|