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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.03K+ 15.58% |
$282K - $312K
|
29.9K
$2.35M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
85.4K+ 3274.65% |
$5.98M - $6.61M
|
88K
$6.92M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.74K+ 2.42% |
$122K - $134K
|
73.6K
$5.79M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.88K- 1.36% |
$131K - $145K
|
136K
$10.7M
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-400- 13.98% |
$28K - $31K
|
2.46K
$194K
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-83- 45.36% |
$5.81K - $6.43K
|
100
$7.87K
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
537+ 0.94% |
$37.6K - $41.6K
|
57.9K
$4.56M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-49.9K- 19.35% |
$3.5M - $3.87M
|
208K
$16.4M
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
846New |
$59.3K - $65.5K
|
846
$66.6K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4.32K+ 278.04% |
$303K - $334K
|
5.87K
$462K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 16.86% |
$4.97K - $5.5K
|
350
$27.5K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.46K- 4.53% |
$173K - $191K
|
52K
$4.09M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.96K- 11.94% |
$137K - $152K
|
14.4K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
483K+ 14.7% |
$33.8M - $37.4M
|
3.77M
$297M
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
52+ 0.96% |
$3.64K - $4.03K
|
5.46K
$430K
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 1.67% |
$280 - $310
|
244
$19.2K
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$420 - $465
|
6.46K
$508K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
277+ 1.91% |
$19.4K - $21.4K
|
14.8K
$1.16M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.5K+ 25.3% |
$2.42M - $2.68M
|
171K
$13.5M
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-389- 21.66% |
$27.3K - $30.1K
|
1.41K
$111K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.1K+ 59.37% |
$217K - $240K
|
8.32K
$655K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 2.21% |
$110K - $121K
|
72.3K
$5.69M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.47K- 1.6% |
$103K - $114K
|
90.2K
$7.1M
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.8KNew |
$196K - $217K
|
2.8K
$221K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$774K - $855K
|
11K
$869K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 1.67% |
$1.68K - $1.86K
|
1.46K
$115K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
680New |
$47.6K - $52.7K
|
680
$53.5K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.85KNew |
$269K - $298K
|
3.85K
$303K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 3.33% |
$1.4K - $1.55K
|
580
$45.7K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-814- 12.46% |
$57K - $63K
|
5.72K
$450K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-174- 2.41% |
$12.2K - $13.5K
|
7.05K
$555K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
272+ 3.25% |
$19.1K - $21.1K
|
8.63K
$680K
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.8KNew |
$266K - $294K
|
3.8K
$299K
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.27K+ 28.98% |
$89.2K - $98.6K
|
5.67K
$446K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-271- 1.85% |
$19K - $21K
|
14.4K
$1.13M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.14K- 34.54% |
$80.1K - $88.5K
|
2.17K
$170K
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
208+ 7.51% |
$14.6K - $16.1K
|
2.98K
$234K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.16K- 31.57% |
$221K - $245K
|
6.85K
$539K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
140+ 4.51% |
$9.81K - $10.8K
|
3.25K
$255K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.13KNew |
$359K - $397K
|
5.13K
$403K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 2.61% |
$841 - $929
|
448
$35.3K
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.37% |
$1.54K - $1.7K
|
5.89K
$464K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7- 0.75% |
$490 - $542
|
922
$72.6K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2.86KNew |
$201K - $222K
|
2.86K
$225K
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
339K+ 33.48% |
$23.8M - $26.3M
|
1.35M
$106M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.03% |
$70.1 - $77.4
|
3.42K
$269K
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26KNew |
$1.82M - $2.01M
|
26K
$2.05M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.04K+ 0.94% |
$213K - $235K
|
326K
$25.7M
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-432- 12.39% |
$30.3K - $33.4K
|
3.06K
$241K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.37KNew |
$306K - $338K
|
4.37K
$344K
|