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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.38K- 17.68% |
$96K - $109K
|
6.43K
$535K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
109K+ 99.43% |
$7.6M - $8.59M
|
219K
$18.3M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.98K- 11.77% |
$207K - $234K
|
22.3K
$1.86M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
345+ 0.95% |
$24K - $27.1K
|
36.6K
$3.05M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
186New |
$12.9K - $14.6K
|
186
$15.5K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 1.1% |
$2.43K - $2.75K
|
3.14K
$261K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.89K- 9.98% |
$479K - $542K
|
62.1K
$5.18M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-100- 36.36% |
$6.96K - $7.87K
|
175
$14.6K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
30.4K+ 30665.66% |
$2.11M - $2.39M
|
30.5K
$2.54M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
794K+ 0.9% |
$55.2M - $62.4M
|
89.2M
$7.43B
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.33K- 12.72% |
$92.7K - $105K
|
9.15K
$762K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
403+ 2.14% |
$28K - $31.7K
|
19.2K
$1.6M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4+ 0.14% |
$278 - $315
|
2.96K
$246K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
742New |
$51.6K - $58.4K
|
742
$61.8K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-46.4K- 22.86% |
$3.23M - $3.65M
|
157K
$13M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-369K- 42.02% |
$25.7M - $29M
|
509K
$42.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64K- 21.66% |
$4.45M - $5.04M
|
232K
$19.3M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.41K+ 0.48% |
$98.4K - $111K
|
295K
$24.6M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-4- 0.28% |
$278 - $315
|
1.4K
$117K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.16K- 2.75% |
$151K - $170K
|
76.4K
$6.37M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-227- 0.77% |
$15.8K - $17.9K
|
29.4K
$2.45M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15K+ 93.44% |
$1.04M - $1.18M
|
31K
$2.58M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-55- 1.53% |
$3.83K - $4.33K
|
3.55K
$295K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
302New |
$21K - $23.8K
|
302
$25.2K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
37.3KNew |
$2.59M - $2.93M
|
37.3K
$3.11M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
43.6K+ 885.7% |
$3.03M - $3.43M
|
48.5K
$4.04M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
359KNew |
$25M - $28.2M
|
359K
$29.9M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-32.7K- 14.88% |
$2.27M - $2.57M
|
187K
$15.6M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.49KNew |
$312K - $353K
|
4.49K
$374K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-625- 61.94% |
$43.5K - $49.2K
|
384
$32K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.27K- 7.45% |
$88.3K - $99.8K
|
15.8K
$1.31M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
52New |
$3.62K - $4.09K
|
52
$4.33K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.17K- 6.07% |
$81.7K - $92.3K
|
18.2K
$1.51M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
50.3K+ 2.36% |
$3.5M - $3.95M
|
2.18M
$182M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
923+ 688.81% |
$64.2K - $72.6K
|
1.06K
$88.1K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5K+ 44.99% |
$348K - $393K
|
16.1K
$1.34M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
112+ 25.4% |
$7.79K - $8.81K
|
553
$46.1K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-9.35K- 75.69% |
$650K - $735K
|
3K
$250K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.22K+ 51.67% |
$84.9K - $96K
|
3.58K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
455K+ 23.73% |
$31.7M - $35.8M
|
2.37M
$198M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.05M+ 31.56% |
$73.1M - $82.7M
|
4.38M
$365M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-557K- 38.95% |
$38.7M - $43.8M
|
873K
$72.7M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
464New |
$32.3K - $36.5K
|
464
$38.7K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.08K- 33.9% |
$145K - $164K
|
4.05K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
75+ 0.27% |
$5.22K - $5.9K
|
27.8K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.27K- 32.16% |
$228K - $257K
|
6.9K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.88K+ 11904.88% |
$340K - $384K
|
4.92K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10+ 17.54% |
$696 - $787
|
67
$5.58K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 1.94% |
$99.5K - $112K
|
72.4K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 0.42% |
$4.17K - $4.72K
|
14.5K
$1.21M
|