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 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.31K+ 1.6% |
$161K - $182K
|
147K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-3.44K- 1.9% |
$239K - $271K
|
178K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-302- 2.89% |
$21K - $23.8K
|
10.1K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.42K+ 21.42% |
$98.4K - $111K
|
8.02K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-87- 0.74% |
$6.05K - $6.84K
|
11.7K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.41K+ 28.65% |
$168K - $189K
|
10.8K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.8K+ 8.8% |
$959K - $1.08M
|
170K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.23K- 27.37% |
$573K - $648K
|
21.8K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.6KNew |
$2.82M - $3.19M
|
40.6K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-185K- 43.24% |
$12.9M - $14.6M
|
243K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-9.09K- 29.86% |
$633K - $715K
|
21.4K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-96.8K- 18.19% |
$6.73M - $7.61M
|
435K
$36.3M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
635KNew |
$44.2M - $50M
|
635K
$52.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-175K- 26.6% |
$12.2M - $13.7M
|
482K
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-260- 58.04% |
$18.1K - $20.4K
|
188
$15.7K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13K+ 17.5% |
$904K - $1.02M
|
87.3K
$7.27M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.92K+ 9.73% |
$203K - $230K
|
33K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
672+ 4.74% |
$46.8K - $52.9K
|
14.9K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
128K+ 23.08% |
$8.94M - $10.1M
|
685K
$57.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58K+ 1.0% |
$110K - $124K
|
159K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.24K+ 40.28% |
$86.5K - $97.8K
|
4.33K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
253+ 3.52% |
$17.6K - $19.9K
|
7.45K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-74.7K- 10.67% |
$5.2M - $5.87M
|
625K
$52.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.91K- 4.88% |
$202K - $229K
|
56.6K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.9K- 1.28% |
$831K - $939K
|
923K
$76.9M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.46K+ 5.07% |
$310K - $351K
|
92.4K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.9K+ 3.07% |
$2.5M - $2.82M
|
1.21M
$100M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.99K- 4.72% |
$208K - $235K
|
60.3K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.69KNew |
$257K - $290K
|
3.69K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.9K+ 14.56% |
$1.73M - $1.96M
|
196K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.5K+ 11.75% |
$1.35M - $1.53M
|
185K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.88K- 4.86% |
$131K - $148K
|
36.8K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-421- 2.09% |
$29.3K - $33.1K
|
19.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.3K+ 101.23% |
$1.27M - $1.44M
|
36.4K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.9M+ 11.93% |
$1.59B - $1.8B
|
215M
$17.9B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.44M- 1.47% |
$100M - $113M
|
96.6M
$8.05B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.73K+ 175.44% |
$538K - $608K
|
12.1K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
92.2K+ 5.48% |
$6.41M - $7.25M
|
1.77M
$148M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20.4K+ 483.62% |
$1.42M - $1.6M
|
24.6K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-6.72K- 0.33% |
$467K - $528K
|
2.03M
$169M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.16KNew |
$567K - $641K
|
8.16K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
63.1K+ 44.13% |
$4.39M - $4.96M
|
206K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.16K+ 4.45% |
$80.9K - $91.5K
|
27.3K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-21.2K- 34.22% |
$1.48M - $1.67M
|
40.8K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.1K+ 9.39% |
$76.6K - $86.6K
|
12.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-9.3K- 0.46% |
$647K - $731K
|
2.03M
$170M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-8.49K- 12.15% |
$591K - $668K
|
61.4K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 4.19% |
$73.5K - $83.1K
|
24.2K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
296K+ 5.42% |
$20.6M - $23.3M
|
5.76M
$479M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.97K- 34.98% |
$345K - $391K
|
9.23K
$769K
|