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 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
24.8K+ 17.31% |
$1.72M - $1.95M
|
168K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.77K- 28.91% |
$332K - $375K
|
11.7K
$977K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.65K+ 4.91% |
$254K - $287K
|
78K
$6.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.01M+ 22.59% |
$140M - $158M
|
10.9M
$907M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.23K+ 1.18% |
$155K - $175K
|
191K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
893+ 0.15% |
$62.1K - $70.2K
|
609K
$50.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-698- 1.33% |
$48.6K - $54.9K
|
51.7K
$4.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.94K+ 21.75% |
$483K - $546K
|
38.9K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-93- 1.78% |
$6.47K - $7.31K
|
5.13K
$427K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
121K+ 44.19% |
$8.42M - $9.52M
|
395K
$32.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
305New |
$21.2K - $24K
|
305
$25.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
6.15K+ 12.22% |
$428K - $483K
|
56.4K
$4.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.44K- 26.93% |
$239K - $270K
|
9.32K
$777K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-56K- 79.13% |
$3.9M - $4.4M
|
14.8K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
4.89K+ 31.0% |
$340K - $384K
|
20.6K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
116+ 7.85% |
$8.07K - $9.12K
|
1.59K
$133K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 0.48% |
$1.39K - $1.57K
|
4.15K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
24.6K+ 9.84% |
$1.71M - $1.93M
|
274K
$22.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-845- 9.48% |
$58.8K - $66.5K
|
8.06K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.12K- 7.03% |
$148K - $167K
|
28.1K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
209New |
$14.5K - $16.4K
|
209
$17.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.08M- 2.87% |
$75.1M - $84.9M
|
36.6M
$3.05B
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.76KNew |
$192K - $217K
|
2.76K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
933+ 38.25% |
$64.9K - $73.4K
|
3.37K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-552- 5.82% |
$38.4K - $43.4K
|
8.94K
$744K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
12.4K+ 2.49% |
$863K - $976K
|
511K
$42.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
73.7K+ 14.07% |
$5.13M - $5.8M
|
598K
$49.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-192- 69.82% |
$13.4K - $15.1K
|
83
$6.91K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
57.3K+ 46.01% |
$3.98M - $4.5M
|
182K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
368K+ 6878.77% |
$25.6M - $28.9M
|
373K
$31.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
598+ 17.18% |
$41.6K - $47K
|
4.08K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.33K+ 1.36% |
$231K - $262K
|
249K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.71KNew |
$188K - $213K
|
2.71K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-555- 6.09% |
$38.6K - $43.7K
|
8.56K
$713K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-78.5K- 15.67% |
$5.46M - $6.18M
|
423K
$35.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
35.9K+ 52.92% |
$2.49M - $2.82M
|
104K
$8.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-919- 2.74% |
$63.9K - $72.3K
|
32.6K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.82K- 4.14% |
$196K - $222K
|
65.3K
$5.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-751- 7.51% |
$52.2K - $59.1K
|
9.25K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.73KNew |
$120K - $136K
|
1.73K
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-38.5K- 41.02% |
$2.68M - $3.03M
|
55.4K
$4.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-43.2K- 27.24% |
$3.01M - $3.4M
|
115K
$9.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
289K+ 4.17% |
$20.1M - $22.7M
|
7.22M
$602M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
41.6K+ 7.36% |
$2.9M - $3.27M
|
607K
$50.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.07K+ 55.34% |
$144K - $162K
|
5.8K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.03K- 5.51% |
$71.7K - $81K
|
17.7K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-57- 1.85% |
$3.97K - $4.48K
|
3.03K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-8.78K- 5.92% |
$611K - $690K
|
140K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.02K+ 69.1% |
$350K - $395K
|
12.3K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.21K- 7.02% |
$223K - $252K
|
42.5K
$3.54M
|