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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.89K- 49.42% |
$317K - $340K
|
3.98K
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.15K- 6.83% |
$93.6K - $100K
|
15.6K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
372K+ 41.66% |
$30.4M - $32.6M
|
1.27M
$112M
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.74K+ 2.3% |
$224K - $240K
|
122K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-904- 0.72% |
$73.9K - $79.1K
|
125K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-115- 3.59% |
$9.4K - $10.1K
|
3.09K
$274K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.81K+ 2.12% |
$229K - $246K
|
136K
$12M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.94KNew |
$567K - $608K
|
6.94K
$616K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-1.95K- 4.63% |
$159K - $170K
|
40.1K
$3.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Hillman CO
|
BUY
|
- |
234KNew |
$19.2M - $20.5M
|
234K
$20.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
139+ 0.88% |
$11.4K - $12.2K
|
15.9K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.14K+ 13.73% |
$175K - $187K
|
17.7K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.9KNew |
$237K - $254K
|
2.9K
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.65KNew |
$216K - $232K
|
2.65K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-150- 5.01% |
$12.3K - $13.1K
|
2.85K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-200- 1.52% |
$16.3K - $17.5K
|
12.9K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-26- 0.78% |
$2.12K - $2.28K
|
3.3K
$293K
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.7K+ 15.53% |
$221K - $236K
|
20.1K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
1.08K+ 11.38% |
$88.2K - $94.5K
|
10.6K
$938K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
88+ 0.36% |
$7.19K - $7.7K
|
24.6K
$2.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.74K+ 11.11% |
$142K - $152K
|
17.4K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
7.59KNew |
$620K - $665K
|
7.59K
$674K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-241- 2.63% |
$19.7K - $21.1K
|
8.94K
$793K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
260+ 1.49% |
$21.2K - $22.8K
|
17.7K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
112+ 8.92% |
$9.15K - $9.8K
|
1.37K
$121K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.23K+ 3.34% |
$509K - $545K
|
192K
$17.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-9.09K- 3.92% |
$742K - $795K
|
223K
$19.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.57K+ 10.04% |
$292K - $313K
|
39.1K
$3.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
9.75K+ 10.45% |
$796K - $853K
|
103K
$9.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.86K+ 1.21% |
$152K - $163K
|
155K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-20K- 11.22% |
$1.63M - $1.75M
|
158K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11.5K- 3.04% |
$942K - $1.01M
|
368K
$32.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
495+ 0.4% |
$40.4K - $43.3K
|
126K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.98K+ 6.62% |
$244K - $261K
|
48K
$4.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-792- 0.86% |
$64.7K - $69.3K
|
91.8K
$8.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
55+ 0.75% |
$4.49K - $4.81K
|
7.42K
$658K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
358+ 1.3% |
$29.2K - $31.3K
|
27.8K
$2.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
90+ 0.39% |
$7.35K - $7.88K
|
23.3K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
856+ 5.23% |
$69.9K - $74.9K
|
17.2K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
305+ 11.74% |
$24.9K - $26.7K
|
2.9K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.58K+ 5.94% |
$129K - $138K
|
28.2K
$2.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
33.1K+ 28.02% |
$2.7M - $2.89M
|
151K
$13.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-721- 0.24% |
$58.9K - $63.1K
|
294K
$26.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.4K- 1.41% |
$4.12M - $4.41M
|
3.52M
$312M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
8.19K+ 14.36% |
$669K - $717K
|
65.2K
$5.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-65- 0.51% |
$5.31K - $5.69K
|
12.7K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.13K+ 13.69% |
$174K - $186K
|
17.7K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
622+ 4.13% |
$50.8K - $54.4K
|
15.7K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
18.2K+ 35.82% |
$1.48M - $1.59M
|
68.9K
$6.11M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14.6K+ 6.09% |
$1.19M - $1.28M
|
255K
$22.6M
|
|