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 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
32.8K+ 0.45% |
$2.28M - $2.58M
|
7.39M
$582M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.18K- 3.91% |
$82.2K - $93K
|
29.1K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12+ 0.07% |
$835 - $944
|
17.2K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
869+ 3.03% |
$60.5K - $68.3K
|
29.5K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
168KNew |
$11.7M - $13.2M
|
168K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.07K+ 3.96% |
$213K - $241K
|
80.5K
$6.33M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.27K+ 11.41% |
$297K - $336K
|
41.7K
$3.28M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.6K- 7.07% |
$1.64M - $1.86M
|
311K
$24.5M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.62K- 7.03% |
$113K - $128K
|
21.5K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-8.78K- 32.42% |
$610K - $690K
|
18.3K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-31.6K- 4.06% |
$2.2M - $2.49M
|
746K
$58.7M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-5.12K- 3.35% |
$356K - $403K
|
148K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-386- 10.83% |
$26.9K - $30.4K
|
3.18K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.31KNew |
$300K - $339K
|
4.31K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-10.8K- 21.05% |
$753K - $852K
|
40.6K
$3.2M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.86K- 4.05% |
$617K - $697K
|
210K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
843+ 1.73% |
$58.6K - $66.3K
|
49.6K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.06K+ 5.73% |
$73.7K - $83.3K
|
19.5K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.29K- 1.97% |
$89.5K - $101K
|
63.9K
$5.03M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-557- 13.12% |
$38.8K - $43.8K
|
3.69K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.41KNew |
$307K - $347K
|
4.41K
$347K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-415K- 65.69% |
$28.9M - $32.6M
|
217K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.8K+ 8.46% |
$1.94M - $2.19M
|
357K
$28.1M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
550+ 15.42% |
$38.3K - $43.3K
|
4.12K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-2.87K- 2.23% |
$199K - $225K
|
126K
$9.89M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.36KNew |
$164K - $185K
|
2.36K
$186K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.32K- 2.08% |
$92K - $104K
|
62.2K
$4.89M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
12.6KNew |
$874K - $989K
|
12.6K
$989K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-239- 5.29% |
$16.6K - $18.8K
|
4.28K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-47.8K- 10.23% |
$3.33M - $3.76M
|
419K
$33M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
503+ 6.89% |
$35K - $39.6K
|
7.81K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.06K- 27.36% |
$144K - $162K
|
5.48K
$431K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-12.8K- 76.85% |
$892K - $1.01M
|
3.86K
$304K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.3K+ 51.11% |
$2.18M - $2.46M
|
92.5K
$7.28M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.28K- 29.03% |
$89.1K - $101K
|
3.13K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
7.35KNew |
$511K - $578K
|
7.35K
$578K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.83K- 20.69% |
$127K - $144K
|
7.02K
$553K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
63.8K+ 88.43% |
$4.44M - $5.02M
|
136K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.47K- 62.84% |
$102K - $116K
|
871
$68.6K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.12K- 1.39% |
$148K - $167K
|
151K
$11.8M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.42K- 48.63% |
$98.9K - $112K
|
1.5K
$118K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-90- 3.8% |
$6.26K - $7.08K
|
2.28K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-1.39K- 10.39% |
$96.4K - $109K
|
12K
$941K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7.3K+ 9.47% |
$508K - $574K
|
84.4K
$6.65M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.97KNew |
$207K - $234K
|
2.97K
$234K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.75KNew |
$191K - $216K
|
2.75K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
185+ 13.92% |
$12.9K - $14.6K
|
1.51K
$119K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
38.2K+ 214.01% |
$2.66M - $3.01M
|
56.1K
$4.42M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.48K+ 26.02% |
$172K - $195K
|
12K
$944K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-670- 6.87% |
$46.6K - $52.7K
|
9.08K
$715K
|