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 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.71KNew |
$260K - $287K
|
3.71K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
519New |
$36.4K - $40.2K
|
519
$43.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
870+ 26.2% |
$61K - $67.4K
|
4.19K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.42K- 68.11% |
$99.2K - $110K
|
663
$55.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.41KNew |
$98.9K - $109K
|
1.41K
$118K
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
6.15K+ 2.19% |
$431K - $476K
|
286K
$23.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-477- 4.3% |
$33.4K - $36.9K
|
10.6K
$884K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
160+ 2.1% |
$11.2K - $12.4K
|
7.76K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1K- 11.92% |
$70.1K - $77.4K
|
7.39K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-126- 39.87% |
$8.83K - $9.76K
|
190
$15.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
14New |
$981 - $1.08K
|
14
$1.17K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
455+ 6.98% |
$31.9K - $35.2K
|
6.97K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.33K+ 19.82% |
$233K - $258K
|
20.1K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
813New |
$57K - $63K
|
813
$67.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-10K- 13.43% |
$703K - $777K
|
64.7K
$5.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.69K- 10.12% |
$119K - $131K
|
15K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
518+ 18.09% |
$36.3K - $40.1K
|
3.38K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.07K+ 8.41% |
$74.8K - $82.6K
|
13.8K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.85K- 52.09% |
$200K - $221K
|
2.62K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.35K- 31.72% |
$94.2K - $104K
|
2.9K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.88KNew |
$202K - $223K
|
2.88K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-89- 0.52% |
$6.24K - $6.89K
|
17K
$1.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-454- 15.46% |
$31.8K - $35.2K
|
2.48K
$207K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.04KNew |
$283K - $313K
|
4.04K
$337K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-582- 18.18% |
$40.8K - $45.8K
|
2.62K
$218K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.62K+ 1.63% |
$674K - $757K
|
601K
$50M
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.76KNew |
$193K - $217K
|
2.76K
$230K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.58KNew |
$181K - $203K
|
2.58K
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$216K - $243K
|
3.08K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
1.11MNew |
$77.7M - $87.3M
|
1.11M
$92.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-380K- 15.36% |
$26.6M - $29.9M
|
2.09M
$174M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.68KNew |
$258K - $290K
|
3.68K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.53KNew |
$247K - $278K
|
3.53K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-12- 0.01% |
$841 - $945
|
111K
$9.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 1.68% |
$99.9K - $112K
|
86.2K
$7.18M
|
|
|
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
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
479+ 71.39% |
$33.6K - $37.7K
|
1.15K
$95.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-971- 23.82% |
$68.1K - $76.5K
|
3.11K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
4.14KNew |
$290K - $326K
|
4.14K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-8.19K- 17.75% |
$574K - $645K
|
38K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
90New |
$6.31K - $7.09K
|
90
$7.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-768- 88.48% |
$53.8K - $60.5K
|
100
$8.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.21KNew |
$506K - $568K
|
7.21K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134New |
$9.39K - $10.6K
|
134
$11.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-21.2K- 99.22% |
$1.49M - $1.67M
|
168
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
941+ 5.58% |
$66K - $74.1K
|
17.8K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
214KNew |
$15M - $16.8M
|
214K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.6KNew |
$182K - $204K
|
2.6K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
790New |
$55.4K - $62.2K
|
790
$65.8K
|
|