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 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.8KNew |
$196K - $217K
|
2.8K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.65K- 21.99% |
$116K - $128K
|
5.87K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.6KNew |
$1.16M - $1.29M
|
16.6K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21.7K+ 7.58% |
$1.52M - $1.68M
|
308K
$24.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-82K- 4.75% |
$5.74M - $6.35M
|
1.65M
$129M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
23+ 0.7% |
$1.61K - $1.78K
|
3.32K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
698+ 8.45% |
$48.9K - $54K
|
8.96K
$705K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.56K+ 26.79% |
$530K - $585K
|
35.8K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 4.39% |
$2.12M - $2.34M
|
718K
$56.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-90- 7.9% |
$6.31K - $6.97K
|
1.05K
$82.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
66+ 1.17% |
$4.62K - $5.11K
|
5.73K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.26K- 3.34% |
$88K - $97.3K
|
36.4K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
11.5K+ 5.88% |
$805K - $890K
|
207K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.8K- 38.72% |
$267K - $295K
|
6.02K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
786New |
$55.1K - $60.9K
|
786
$61.9K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
179New |
$12.5K - $13.9K
|
179
$14.1K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-118- 0.29% |
$8.27K - $9.14K
|
40.6K
$3.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.68K- 10.27% |
$118K - $130K
|
14.7K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.5MNew |
$2.63B - $2.91B
|
37.5M
$2.95B
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
200New |
$14K - $15.5K
|
200
$15.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
6.72K+ 6.75% |
$471K - $520K
|
106K
$8.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.87K- 2.84% |
$341K - $377K
|
167K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-248- 2.84% |
$17.4K - $19.2K
|
8.48K
$668K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
282+ 2.46% |
$19.8K - $21.8K
|
11.7K
$923K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.42K+ 11.98% |
$310K - $342K
|
41.3K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-18K- 2.34% |
$1.26M - $1.4M
|
753K
$59.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40.3K+ 40.18% |
$2.82M - $3.12M
|
141K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.83K- 19.39% |
$339K - $374K
|
20.1K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
661K+ 346.85% |
$46.3M - $51.2M
|
852K
$67M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-601K- 15.98% |
$42.1M - $46.6M
|
3.16M
$249M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30+ 0.31% |
$2.1K - $2.32K
|
9.65K
$760K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-174- 5.1% |
$12.2K - $13.5K
|
3.24K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.31KNew |
$302K - $334K
|
4.31K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-574- 18.94% |
$40.2K - $44.4K
|
2.46K
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.37K+ 3.13% |
$236K - $261K
|
111K
$8.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-418- 41.39% |
$29.3K - $32.4K
|
592
$46.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-29.9K- 16.59% |
$2.1M - $2.32M
|
150K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
430+ 10.75% |
$30.1K - $33.3K
|
4.43K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
434+ 2.36% |
$30.4K - $33.6K
|
18.8K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.39K- 19.36% |
$167K - $185K
|
9.95K
$783K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
188New |
$13.2K - $14.6K
|
188
$14.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.9KNew |
$764K - $845K
|
10.9K
$859K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.02K+ 166.82% |
$282K - $311K
|
6.43K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 18.48% |
$7.01K - $7.74K
|
441
$34.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
142+ 0.7% |
$9.95K - $11K
|
20.5K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.54K+ 13.36% |
$178K - $196K
|
21.5K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-404- 3.91% |
$28.3K - $31.3K
|
9.93K
$782K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15M+ 1.32% |
$80.6M - $89.1M
|
88.6M
$6.97B
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.17KNew |
$292K - $323K
|
4.17K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.48K+ 37.17% |
$384K - $424K
|
20.2K
$1.59M
|