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 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-278- 0.25% |
$19.5K - $21.5K
|
110K
$8.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
14.5K+ 1.48% |
$1.01M - $1.12M
|
992K
$78.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-311- 3.99% |
$21.8K - $24.1K
|
7.48K
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
7.07K+ 1.72% |
$495K - $548K
|
418K
$32.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
88+ 3.74% |
$6.17K - $6.81K
|
2.44K
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
506+ 1.5% |
$35.5K - $39.2K
|
34.2K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-850- 0.63% |
$59.6K - $65.8K
|
135K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
13.5K+ 4.26% |
$944K - $1.04M
|
330K
$26M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.68K- 10.56% |
$118K - $130K
|
14.2K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
210+ 0.67% |
$14.7K - $16.3K
|
31.6K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.17K- 38.52% |
$152K - $168K
|
3.47K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-13.5K- 2.65% |
$946K - $1.05M
|
495K
$39M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
95.8KNew |
$6.71M - $7.42M
|
95.8K
$7.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
16.7K+ 272.16% |
$1.17M - $1.29M
|
22.8K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.56K- 11.61% |
$109K - $121K
|
11.9K
$936K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-709- 17.81% |
$49.7K - $54.9K
|
3.27K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-548- 3.69% |
$38.4K - $42.4K
|
14.3K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.7KNew |
$2.43M - $2.69M
|
34.7K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-260- 5.26% |
$18.2K - $20.1K
|
4.68K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.22KNew |
$226K - $250K
|
3.22K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
38+ 1.23% |
$2.66K - $2.94K
|
3.14K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.89K+ 59.77% |
$552K - $611K
|
21.1K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.07KNew |
$215K - $238K
|
3.07K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.95KNew |
$207K - $228K
|
2.95K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-349- 0.44% |
$24.5K - $27K
|
78.6K
$6.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-965- 1.73% |
$67.6K - $74.7K
|
54.9K
$4.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.42KNew |
$99.6K - $110K
|
1.42K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-152- 1.29% |
$10.6K - $11.8K
|
11.7K
$918K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.74K+ 0.65% |
$122K - $135K
|
270K
$21.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-6.73K- 8.29% |
$472K - $521K
|
74.5K
$5.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
443+ 15.1% |
$31K - $34.3K
|
3.38K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
226+ 0.59% |
$15.8K - $17.5K
|
38.4K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-282- 15.22% |
$19.8K - $21.8K
|
1.57K
$124K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11K- 4.81% |
$774K - $855K
|
219K
$17.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
7.02KNew |
$492K - $544K
|
7.02K
$553K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.7K+ 1.1% |
$1.45M - $1.6M
|
1.9M
$150M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
266+ 3.03% |
$18.6K - $20.6K
|
9.03K
$711K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-28.4K- 12.83% |
$1.99M - $2.2M
|
193K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-147- 90.74% |
$10.3K - $11.4K
|
15
$1.18K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
565+ 7.7% |
$39.6K - $43.7K
|
7.91K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.12K- 4.28% |
$148K - $164K
|
47.3K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
BUY
|
- |
6.24K+ 12.81% |
$437K - $483K
|
54.9K
$4.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
82.1KNew |
$5.75M - $6.36M
|
82.1K
$6.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
305+ 21.08% |
$21.4K - $23.6K
|
1.75K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.35K+ 40.97% |
$375K - $414K
|
18.4K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
90.4K+ 15.97% |
$6.33M - $7M
|
656K
$51.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.4K+ 11.79% |
$2.41M - $2.66M
|
326K
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
182+ 0.1% |
$12.8K - $14.1K
|
175K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.77KNew |
$474K - $524K
|
6.77K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
419New |
$29.4K - $32.4K
|
419
$33K
|