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 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.72K+ 26.46% |
$467K - $528K
|
32.1K
$2.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
216+ 4.05% |
$15K - $17K
|
5.55K
$463K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-955- 0.28% |
$66.4K - $75.1K
|
340K
$28.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
196K+ 28.13% |
$13.6M - $15.4M
|
891K
$74.2M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-281- 0.85% |
$19.5K - $22.1K
|
32.8K
$2.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.87K+ 7.07% |
$269K - $304K
|
58.6K
$4.88M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-30.9K- 86.46% |
$2.15M - $2.43M
|
4.83K
$403K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
60K+ 175.23% |
$4.17M - $4.72M
|
94.2K
$7.85M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.38K+ 13.54% |
$165K - $187K
|
19.9K
$1.66M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.37K+ 12.79% |
$165K - $186K
|
20.9K
$1.74M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
SELL
|
- |
-4.38K- 0.98% |
$305K - $345K
|
444K
$37M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.67K- 0.78% |
$325K - $367K
|
596K
$49.7M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8.37K- 3.06% |
$586K - $648K
|
266K
$22.1M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
728+ 1.05% |
$51K - $56.4K
|
70.3K
$5.85M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-42- 1.05% |
$2.94K - $3.25K
|
3.95K
$329K
|
|
|
Jun 11, 2025
Q4 2024
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
5.5KNew |
$386K - $426K
|
5.5K
$459K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
676K+ 47.19% |
$47.3M - $52.3M
|
2.11M
$176M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
103+ 0.21% |
$7.22K - $7.98K
|
49K
$4.08M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-91.3K- 88.86% |
$6.4M - $7.07M
|
11.5K
$954K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.11K+ 15.69% |
$568K - $628K
|
59.8K
$4.98M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-15K- 2.64% |
$1.05M - $1.16M
|
552K
$45.9M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.75KNew |
$403K - $445K
|
5.75K
$479K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 1.89% |
$210 - $232
|
162
$13.5K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.87KNew |
$271K - $299K
|
3.87K
$322K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
40.8KNew |
$2.86M - $3.16M
|
40.8K
$3.4M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.58K- 49.77% |
$391K - $432K
|
5.63K
$469K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
656New |
$46K - $50.8K
|
656
$54.7K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.63K- 24.49% |
$324K - $359K
|
14.3K
$1.19M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.6KNew |
$112K - $124K
|
1.6K
$133K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$9.53K - $10.5K
|
136
$11.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.13KNew |
$290K - $320K
|
4.13K
$344K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-658- 5.64% |
$46.1K - $50.9K
|
11K
$916K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.6K- 18.32% |
$1.44M - $1.59M
|
91.7K
$7.64M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.64KNew |
$325K - $359K
|
4.64K
$386K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
4KNew |
$280K - $310K
|
4K
$333K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
7.19KNew |
$504K - $557K
|
7.19K
$599K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
21.6KNew |
$1.51M - $1.67M
|
21.6K
$1.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
94+ 0.65% |
$6.59K - $7.28K
|
14.6K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
423+ 10.91% |
$29.6K - $32.8K
|
4.3K
$358K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-120- 1.17% |
$8.41K - $9.29K
|
10.1K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
307K+ 7.48% |
$21.5M - $23.8M
|
4.41M
$367M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-409- 9.65% |
$28.7K - $31.7K
|
3.83K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 18.04% |
$96.1K - $106K
|
6.23K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-710- 2.27% |
$49.7K - $55K
|
30.6K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
635+ 17.74% |
$44.5K - $49.2K
|
4.22K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
6.73KNew |
$471K - $521K
|
6.73K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
34New |
$2.38K - $2.63K
|
34
$2.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.29K+ 15.45% |
$300K - $332K
|
32K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$140 - $155
|
3.14K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
477+ 8.51% |
$33.4K - $36.9K
|
6.09K
$507K
|
|