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 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-647- 2.49% |
$45.3K - $50.1K
|
25.4K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-477- 4.3% |
$33.4K - $36.9K
|
10.6K
$835K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
160+ 2.1% |
$11.2K - $12.4K
|
7.76K
$611K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1K- 11.92% |
$70.1K - $77.4K
|
7.39K
$581K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.5KNew |
$316K - $349K
|
4.5K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-126- 39.87% |
$8.83K - $9.76K
|
190
$15K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
14New |
$981 - $1.08K
|
14
$1.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-196- 7.97% |
$13.7K - $15.2K
|
2.26K
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-87- 1.84% |
$6.1K - $6.74K
|
4.64K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
455+ 6.98% |
$31.9K - $35.2K
|
6.97K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
773K+ 43.63% |
$54.1M - $59.8M
|
2.54M
$200M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.33K+ 19.82% |
$233K - $258K
|
20.1K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-23.4K- 84.73% |
$1.64M - $1.81M
|
4.21K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
813New |
$57K - $63K
|
813
$64K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.21% |
$2.1K - $2.32K
|
14.6K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-246- 7.87% |
$17.2K - $19K
|
2.88K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
59.1K+ 8.2% |
$4.14M - $4.57M
|
779K
$61.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-10K- 13.43% |
$703K - $777K
|
64.7K
$5.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.69K- 10.12% |
$119K - $131K
|
15K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
518+ 18.09% |
$36.3K - $40.1K
|
3.38K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-69- 0.31% |
$4.83K - $5.34K
|
22.2K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.07K+ 8.41% |
$74.8K - $82.6K
|
13.8K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
269+ 6.19% |
$18.8K - $20.8K
|
4.61K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.07% |
$140 - $155
|
2.93K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.85K- 52.09% |
$200K - $221K
|
2.62K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.35K- 31.72% |
$94.2K - $104K
|
2.9K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
51+ 1.01% |
$3.57K - $3.95K
|
5.09K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.88KNew |
$202K - $223K
|
2.88K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-89- 0.52% |
$6.24K - $6.89K
|
17K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.53K- 3.29% |
$177K - $196K
|
74.3K
$5.85M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-454- 15.46% |
$31.8K - $35.2K
|
2.48K
$195K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.04KNew |
$283K - $313K
|
4.04K
$318K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-582- 18.18% |
$40.8K - $45.8K
|
2.62K
$206K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
108+ 1.23% |
$7.57K - $8.5K
|
8.9K
$700K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.62K+ 1.63% |
$674K - $757K
|
601K
$47.3M
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.76KNew |
$193K - $217K
|
2.76K
$217K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.58KNew |
$181K - $203K
|
2.58K
$203K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
597+ 71.75% |
$41.8K - $47K
|
1.43K
$112K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$70.1 - $78.7
|
8.73K
$687K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-60- 1.11% |
$4.21K - $4.72K
|
5.36K
$422K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
134New |
$9.39K - $10.6K
|
134
$10.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$216K - $243K
|
3.08K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
1.11MNew |
$77.7M - $87.3M
|
1.11M
$87.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-380K- 15.36% |
$26.6M - $29.9M
|
2.09M
$165M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.68KNew |
$258K - $290K
|
3.68K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.53KNew |
$247K - $278K
|
3.53K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-12- 0.01% |
$841 - $945
|
111K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 1.68% |
$99.9K - $112K
|
86.2K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-107KClosed |
$7.52M - $8.45M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.74KNew |
$332K - $373K
|
4.74K
$373K
|
|