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 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.21K+ 1.84% |
$362K - $409K
|
289K
$24M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-492- 9.46% |
$34.2K - $38.7K
|
4.71K
$392K
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-5.11K- 52.45% |
$356K - $402K
|
4.64K
$386K
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-248- 0.44% |
$17.3K - $19.5K
|
56.2K
$4.68M
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-12.5K- 1.0% |
$870K - $983K
|
1.24M
$103M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-28.2K- 24.11% |
$1.96M - $2.22M
|
88.7K
$7.39M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100K+ 53.81% |
$6.96M - $7.87M
|
286K
$23.8M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.5K- 0.41% |
$521K - $590K
|
1.83M
$152M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15+ 0.27% |
$1.04K - $1.18K
|
5.49K
$457K
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-27.8K- 88.96% |
$1.94M - $2.19M
|
3.46K
$288K
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.01K+ 2.54% |
$69.9K - $79K
|
40.6K
$3.38M
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.3K+ 14.08% |
$90.2K - $102K
|
10.5K
$875K
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
54.6K+ 12.83% |
$3.8M - $4.29M
|
480K
$40M
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-2.73K- 11.06% |
$190K - $215K
|
21.9K
$1.83M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.81K- 5.92% |
$195K - $221K
|
44.6K
$3.71M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6- 0.03% |
$417 - $472
|
22.7K
$1.89M
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-20.8K- 84.6% |
$1.45M - $1.64M
|
3.79K
$316K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.05K+ 2.54% |
$142K - $161K
|
82.5K
$6.87M
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
91.4KNew |
$6.36M - $7.19M
|
91.4K
$7.62M
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-192- 2.45% |
$13.4K - $15.1K
|
7.65K
$637K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-669- 18.02% |
$46.5K - $52.6K
|
3.04K
$254K
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
10K+ 3.54% |
$699K - $790K
|
294K
$24.5M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-26.6K- 44.58% |
$1.85M - $2.09M
|
33.1K
$2.76M
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
653+ 36.77% |
$45.4K - $51.4K
|
2.43K
$202K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.92K+ 20.63% |
$482K - $544K
|
40.5K
$3.37M
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.36K- 3.61% |
$164K - $185K
|
62.8K
$5.23M
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-750- 2.86% |
$52.2K - $59K
|
25.4K
$2.12M
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.06K+ 2.37% |
$73.6K - $83.2K
|
45.8K
$3.81M
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 28.78% |
$103K - $117K
|
6.63K
$553K
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
17.4K+ 117.02% |
$1.21M - $1.37M
|
32.3K
$2.69M
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.3K+ 4.49% |
$438K - $495K
|
147K
$12.2M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.38KNew |
$235K - $266K
|
3.38K
$282K
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-795K- 35.6% |
$55.3M - $62.5M
|
1.44M
$120M
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.45K+ 5.44% |
$101K - $114K
|
28K
$2.33M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-415K- 34.04% |
$28.9M - $32.6M
|
804K
$66.9M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
664+ 4.43% |
$46.2K - $52.2K
|
15.6K
$1.3M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-331- 0.15% |
$23K - $26K
|
222K
$18.5M
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-554- 4.11% |
$38.5K - $43.6K
|
12.9K
$1.08M
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.28K- 7.92% |
$89K - $101K
|
14.9K
$1.24M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.25K+ 0.52% |
$86.6K - $97.9K
|
239K
$19.9M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.67K+ 22.36% |
$186K - $210K
|
14.6K
$1.22M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
682+ 2.28% |
$47.4K - $53.6K
|
30.6K
$2.55M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.7K+ 26.31% |
$815K - $921K
|
56.2K
$4.68M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
429+ 37.9% |
$29.8K - $33.7K
|
1.56K
$130K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.03K+ 42.44% |
$281K - $317K
|
13.5K
$1.13M
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
3.06KNew |
$213K - $240K
|
3.06K
$255K
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-58- 1.31% |
$4.04K - $4.56K
|
4.36K
$363K
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-570- 4.82% |
$39.7K - $44.8K
|
11.3K
$939K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-37.1K- 4.15% |
$2.58M - $2.92M
|
857K
$71.4M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
227+ 3.32% |
$15.8K - $17.9K
|
7.07K
$589K
|