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 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-409- 6.04% |
$28.5K - $32.2K
|
6.36K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.21K- 3.16% |
$362K - $410K
|
159K
$13.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-3.24K- 0.52% |
$225K - $255K
|
619K
$51.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 4.93% |
$516K - $583K
|
158K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
164+ 0.36% |
$11.4K - $12.9K
|
46.1K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
31.8K+ 6.61% |
$2.21M - $2.5M
|
513K
$42.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
171+ 4.63% |
$11.9K - $13.4K
|
3.86K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
338+ 0.75% |
$23.5K - $26.6K
|
45.5K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.54K- 6.65% |
$246K - $279K
|
49.8K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.04K+ 3.11% |
$142K - $161K
|
67.8K
$5.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17+ 0.01% |
$1.18K - $1.34K
|
118K
$9.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.21K+ 3.21% |
$223K - $252K
|
103K
$8.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
356+ 2.74% |
$24.8K - $28K
|
13.3K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-245- 1.82% |
$17K - $19.3K
|
13.2K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.17% |
$487 - $551
|
4.07K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
157New |
$10.9K - $12.3K
|
157
$13.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.6MNew |
$111M - $126M
|
1.6M
$133M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 3.84% |
$134K - $152K
|
48.3K
$4.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 6.48% |
$786K - $889K
|
163K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-336- 1.71% |
$23.4K - $26.4K
|
19.4K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.08K- 0.43% |
$74.9K - $84.7K
|
251K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$69.6 - $78.7
|
3.91K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 1.24% |
$974 - $1.1K
|
1.14K
$94.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
53.8K+ 374.53% |
$3.74M - $4.23M
|
68.2K
$5.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
103K+ 17.26% |
$7.16M - $8.09M
|
699K
$58.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-993- 43.48% |
$69.1K - $78.1K
|
1.29K
$108K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.19K+ 0.31% |
$82.5K - $93.3K
|
380K
$31.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-910- 16.41% |
$63.3K - $71.6K
|
4.63K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.37K+ 37.51% |
$95.4K - $108K
|
5.03K
$419K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
299+ 1.14% |
$20.8K - $23.5K
|
26.6K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.54% |
$2.71K - $3.07K
|
7.14K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.03K+ 37.61% |
$489K - $553K
|
25.7K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2.98KNew |
$207K - $235K
|
2.98K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.7K+ 67.56% |
$257K - $291K
|
9.17K
$764K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.59M- 42.16% |
$459M - $518M
|
9.04M
$753M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14K+ 13.46% |
$972K - $1.1M
|
118K
$9.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-17K- 1.87% |
$1.18M - $1.34M
|
891K
$74.2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 11.61% |
$110K - $124K
|
15.2K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
7.72KNew |
$537K - $607K
|
7.72K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-663- 10.72% |
$46.1K - $52.1K
|
5.52K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
663+ 4.24% |
$46.1K - $52.1K
|
16.3K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
8.48K+ 5.38% |
$590K - $667K
|
166K
$13.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
144+ 0.56% |
$10K - $11.3K
|
25.7K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12.5KNew |
$870K - $983K
|
12.5K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.21K- 1.82% |
$293K - $331K
|
227K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-8.9K- 53.22% |
$619K - $700K
|
7.82K
$652K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
607+ 20.95% |
$42.2K - $47.7K
|
3.5K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17.2K- 54.08% |
$1.19M - $1.35M
|
14.6K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-22.5K- 88.75% |
$1.56M - $1.77M
|
2.85K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
600+ 34.8% |
$41.7K - $47.2K
|
2.32K
$194K
|