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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-29- 0.13% |
$2.03K - $2.25K
|
21.5K
$1.69M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-402- 1.34% |
$28.2K - $31.1K
|
29.7K
$2.33M
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
113K+ 12.31% |
$7.94M - $8.77M
|
1.03M
$81.4M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$103K - $114K
|
1.47K
$115K
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.35K- 12.61% |
$655K - $724K
|
64.8K
$5.1M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-313- 4.56% |
$21.9K - $24.2K
|
6.55K
$515K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.2K+ 2.25% |
$2.19M - $2.42M
|
1.42M
$112M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.41KNew |
$449K - $496K
|
6.41K
$504K
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
63+ 1.13% |
$4.41K - $4.88K
|
5.66K
$445K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
329+ 7.72% |
$23K - $25.5K
|
4.59K
$361K
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 5.85% |
$260K - $287K
|
59.8K
$4.7M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
228+ 1.33% |
$16K - $17.7K
|
17.3K
$1.36M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15.5K- 10.15% |
$1.08M - $1.2M
|
137K
$10.8M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.29K+ 0.66% |
$301K - $332K
|
652K
$51.3M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
119+ 1.1% |
$8.34K - $9.21K
|
11K
$862K
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
207+ 3.37% |
$14.5K - $16K
|
6.35K
$499K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.49K- 0.64% |
$104K - $115K
|
233K
$18.3M
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
SELL
|
- |
-101K- 4.7% |
$7.06M - $7.8M
|
2.04M
$161M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-544- 21.35% |
$38.1K - $42.1K
|
2K
$158K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
156New |
$10.9K - $12.1K
|
156
$12.3K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
674New |
$47.2K - $52.2K
|
674
$53.1K
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.11K+ 310.21% |
$638K - $705K
|
12K
$948K
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-758- 5.42% |
$53.1K - $58.7K
|
13.2K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.22K- 1.01% |
$85.4K - $94.4K
|
119K
$9.37M
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
4.22KNew |
$295K - $326K
|
4.22K
$332K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.91K+ 32.29% |
$134K - $148K
|
7.81K
$615K
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
12.6KNew |
$882K - $975K
|
12.6K
$991K
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-48- 1.4% |
$3.36K - $3.72K
|
3.38K
$266K
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.87KNew |
$201K - $222K
|
2.87K
$226K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6.42K+ 6.15% |
$449K - $497K
|
111K
$8.72M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.27K+ 10.7% |
$510K - $563K
|
75.2K
$5.92M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.66KNew |
$117K - $129K
|
1.66K
$131K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
18KNew |
$1.26M - $1.4M
|
18K
$1.42M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
479K+ 30.7% |
$33.6M - $37.1M
|
2.04M
$161M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.96K- 0.34% |
$137K - $152K
|
581K
$45.7M
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9.71K+ 63.61% |
$680K - $751K
|
25K
$1.96M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-225- 78.4% |
$15.8K - $17.4K
|
62
$4.88K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$377K - $416K
|
5.38K
$423K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.12% |
$631 - $697
|
7.36K
$579K
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-217- 2.7% |
$15.2K - $16.8K
|
7.83K
$616K
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.36K- 1.81% |
$165K - $183K
|
128K
$10.1M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.22K- 2.94% |
$366K - $404K
|
173K
$13.6M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
199K+ 669.01% |
$13.9M - $15.4M
|
228K
$18M
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
21.3KNew |
$1.49M - $1.65M
|
21.3K
$1.68M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-675- 0.77% |
$47.3K - $52.3K
|
86.5K
$6.81M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-934- 15.13% |
$65.4K - $72.3K
|
5.24K
$412K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-482- 1.95% |
$33.8K - $37.3K
|
24.3K
$1.91M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-242K- 4.95% |
$17M - $18.8M
|
4.66M
$366M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 74.32% |
$449K - $496K
|
15K
$1.18M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
165K+ 39.32% |
$11.6M - $12.8M
|
585K
$46M
|