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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
198K+ 17.52% |
$13.8M - $15.6M
|
1.33M
$105M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.98K+ 25.57% |
$137K - $155K
|
9.7K
$763K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.6K+ 44.04% |
$735K - $831K
|
34.6K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
820+ 5.68% |
$57K - $64.5K
|
15.3K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.32MNew |
$91.5M - $103M
|
1.32M
$104M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-807- 10.71% |
$56.1K - $63.5K
|
6.73K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.14K+ 10.24% |
$218K - $247K
|
33.8K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.24K+ 28.62% |
$156K - $176K
|
10.1K
$792K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-64.9K- 20.35% |
$4.52M - $5.11M
|
254K
$20M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5.15K- 19.67% |
$359K - $405K
|
21.1K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.42% |
$904 - $1.02K
|
3.1K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-200- 2.34% |
$13.9K - $15.7K
|
8.34K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-362- 9.09% |
$25.2K - $28.5K
|
3.62K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.6K- 0.94% |
$251K - $283K
|
379K
$29.9M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.95K+ 35.95% |
$483K - $547K
|
26.3K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.62K+ 6.74% |
$460K - $521K
|
105K
$8.25M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
155+ 21.74% |
$10.8K - $12.2K
|
868
$68.3K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.31K- 2.85% |
$161K - $182K
|
78.9K
$6.21M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.66K+ 5.66% |
$185K - $209K
|
49.7K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-1.77K- 12.14% |
$123K - $139K
|
12.8K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.04K- 2.29% |
$72.4K - $81.8K
|
44.4K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
47.6K+ 29.4% |
$3.31M - $3.74M
|
209K
$16.5M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.63K+ 7.1% |
$183K - $207K
|
39.6K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-35.5K- 31.94% |
$2.47M - $2.79M
|
75.6K
$5.95M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.87K- 6.5% |
$200K - $226K
|
41.3K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.84K- 23.97% |
$128K - $145K
|
5.84K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.12KNew |
$217K - $245K
|
3.12K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.75K+ 2.34% |
$121K - $137K
|
76.2K
$6M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
41.9KNew |
$2.92M - $3.3M
|
41.9K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.59K+ 6.55% |
$458K - $518K
|
107K
$8.43M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.23M+ 3.74% |
$85.7M - $96.9M
|
34.1M
$2.69B
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.17K+ 14.13% |
$81.7K - $92.3K
|
9.49K
$747K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
4.76K+ 153.95% |
$331K - $374K
|
7.85K
$618K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.6K- 0.44% |
$529K - $598K
|
1.73M
$136M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
706K+ 586.55% |
$49.1M - $55.5M
|
826K
$65M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-975- 2.01% |
$67.8K - $76.7K
|
47.6K
$3.74M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
31.3K+ 12.45% |
$2.17M - $2.46M
|
282K
$22.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.43M- 8.04% |
$308M - $348M
|
50.7M
$3.99B
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-15- 3.82% |
$1.04K - $1.18K
|
378
$29.8K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
66New |
$4.59K - $5.19K
|
66
$5.19K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
166K+ 95.64% |
$11.6M - $13.1M
|
340K
$26.8M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-108- 0.83% |
$7.51K - $8.49K
|
12.9K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-182- 4.11% |
$12.7K - $14.3K
|
4.25K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
8KNew |
$557K - $630K
|
8K
$630K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8.8K+ 2.62% |
$612K - $692K
|
345K
$27.1M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
205+ 32.39% |
$14.3K - $16.1K
|
838
$66K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.33KNew |
$231K - $262K
|
3.33K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-83- 0.51% |
$5.77K - $6.53K
|
16.1K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.33K+ 6.63% |
$579K - $655K
|
134K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.06K+ 3.57% |
$422K - $477K
|
176K
$13.8M
|