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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.34K+ 105.07% |
$580K - $656K
|
16.3K
$1.28M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
217K+ 18.37% |
$15.1M - $17.1M
|
1.4M
$110M
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
373+ 5.02% |
$25.9K - $29.3K
|
7.81K
$615K
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
61.9K+ 388.11% |
$4.31M - $4.87M
|
77.9K
$6.13M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.05K- 1.15% |
$351K - $397K
|
435K
$34.2M
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-115- 1.24% |
$8K - $9.04K
|
9.14K
$720K
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-219- 1.15% |
$15.2K - $17.2K
|
18.8K
$1.48M
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
2.31K+ 5.82% |
$161K - $182K
|
42K
$3.31M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-58- 0.37% |
$4.04K - $4.56K
|
15.4K
$1.22M
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
46.6K+ 32.8% |
$3.24M - $3.66M
|
189K
$14.8M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-663- 11.84% |
$46.1K - $52.1K
|
4.94K
$389K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
597+ 9.53% |
$41.5K - $47K
|
6.86K
$540K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.78K+ 39.9% |
$611K - $691K
|
30.8K
$2.42M
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
2.24K+ 2.2% |
$156K - $176K
|
104K
$8.22M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.54K+ 12.99% |
$455K - $514K
|
56.8K
$4.47M
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-19.6K- 37.68% |
$1.37M - $1.55M
|
32.5K
$2.56M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-636- 10.71% |
$44.2K - $50K
|
5.31K
$418K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77M+ 718.05% |
$123M - $139M
|
2.01M
$159M
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
109+ 10.61% |
$7.58K - $8.57K
|
1.14K
$89.4K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-95.5K- 16.73% |
$6.64M - $7.51M
|
475K
$37.4M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
33+ 9.43% |
$2.3K - $2.6K
|
383
$30.1K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
16.2K+ 10.95% |
$1.13M - $1.28M
|
164K
$12.9M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
618+ 17.91% |
$43K - $48.6K
|
4.07K
$320K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.65K- 11.66% |
$184K - $208K
|
20.1K
$1.58M
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
784+ 1.61% |
$54.5K - $61.7K
|
49.6K
$3.9M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
71New |
$4.94K - $5.58K
|
71
$5.59K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
418+ 0.29% |
$29.1K - $32.9K
|
145K
$11.4M
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.9K+ 1.25% |
$132K - $150K
|
154K
$12.1M
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.21K+ 45.63% |
$154K - $174K
|
7.06K
$556K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.56K+ 44.07% |
$109K - $123K
|
5.1K
$402K
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-62.8K- 37.22% |
$4.37M - $4.94M
|
106K
$8.33M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-304- 4.62% |
$21.1K - $23.9K
|
6.28K
$494K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.75K+ 40.9% |
$400K - $452K
|
19.8K
$1.56M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.4K+ 108.89% |
$445K - $503K
|
12.3K
$966K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6.59K+ 35.97% |
$458K - $518K
|
24.9K
$1.96M
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-711- 5.69% |
$49.5K - $55.9K
|
11.8K
$927K
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-390- 3.16% |
$27.1K - $30.7K
|
12K
$942K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.6% |
$69.6 - $78.7
|
165
$13K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.93KNew |
$482K - $545K
|
6.93K
$546K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
248K+ 3.91% |
$17.2M - $19.5M
|
6.59M
$519M
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16- 0.07% |
$1.11K - $1.26K
|
23.2K
$1.83M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
290K+ 8.47% |
$20.2M - $22.8M
|
3.72M
$293M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.26K- 2.3% |
$87.3K - $98.7K
|
53.4K
$4.2M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.34K+ 3.18% |
$233K - $263K
|
109K
$8.54M
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-366- 3.97% |
$25.5K - $28.8K
|
8.86K
$697K
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
996+ 5.85% |
$69.3K - $78.3K
|
18K
$1.42M
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.06K+ 4.03% |
$283K - $320K
|
105K
$8.26M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.97KNew |
$554K - $626K
|
7.97K
$627K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.79K+ 0.8% |
$334K - $377K
|
602K
$47.4M
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-556- 7.29% |
$38.7K - $43.7K
|
7.07K
$557K
|