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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2K- 1.5% |
$140K - $155K
|
131K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.2K+ 1.58% |
$852K - $942K
|
781K
$60.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.76K+ 0.94% |
$124K - $137K
|
189K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-626- 5.64% |
$43.9K - $48.5K
|
10.5K
$813K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 1.4% |
$210 - $232
|
218
$16.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 16.21% |
$153K - $169K
|
15.7K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 44.46% |
$1.18M - $1.3M
|
21K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-15.9K- 36.96% |
$1.11M - $1.23M
|
27.1K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.48K+ 0.52% |
$594K - $656K
|
1.65M
$128M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.94KNew |
$556K - $615K
|
7.94K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
111+ 1.6% |
$7.78K - $8.59K
|
7.04K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-251- 1.36% |
$17.6K - $19.4K
|
18.2K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.59K+ 1.47% |
$112K - $123K
|
110K
$8.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
72.9K+ 49.75% |
$5.11M - $5.64M
|
219K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.36K+ 36.86% |
$94.9K - $105K
|
5.03K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-79- 0.7% |
$5.53K - $6.12K
|
11.3K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
785+ 2.28% |
$55K - $60.8K
|
35.2K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12.1K- 2.33% |
$851K - $941K
|
509K
$39.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-415- 4.19% |
$29.1K - $32.1K
|
9.48K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-39- 1.07% |
$2.73K - $3.02K
|
3.59K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-895- 4.38% |
$62.7K - $69.3K
|
19.5K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.26KNew |
$579K - $639K
|
8.26K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.75MNew |
$123M - $136M
|
1.75M
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.62KNew |
$394K - $435K
|
5.62K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
322+ 0.51% |
$22.6K - $24.9K
|
63.6K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-120- 2.54% |
$8.41K - $9.29K
|
4.61K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-549- 4.14% |
$38.5K - $42.5K
|
12.7K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
2.1KNew |
$147K - $162K
|
2.1K
$162K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.3K+ 6.04% |
$3.73M - $4.12M
|
935K
$72.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.5K- 9.08% |
$735K - $812K
|
105K
$8.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.8K- 4.81% |
$829K - $916K
|
234K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
124+ 1.93% |
$8.69K - $9.6K
|
6.54K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-846- 15.15% |
$59.3K - $65.5K
|
4.74K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.97K+ 24.01% |
$138K - $153K
|
10.2K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
19K+ 446.01% |
$1.33M - $1.47M
|
23.2K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.96K- 1.16% |
$207K - $229K
|
251K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
18.4K+ 179.34% |
$1.29M - $1.42M
|
28.7K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.7K+ 0.87% |
$2.64M - $2.92M
|
4.36M
$338M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.21KNew |
$225K - $248K
|
3.21K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-146K- 4.5% |
$10.2M - $11.3M
|
3.1M
$240M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-271- 86.86% |
$19K - $21K
|
41
$3.18K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.93K- 5.26% |
$345K - $382K
|
88.8K
$6.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.5K+ 8.94% |
$1.43M - $1.58M
|
249K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
266K+ 3.13% |
$18.6M - $20.6M
|
8.77M
$681M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.6K+ 6.53% |
$673K - $743K
|
157K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.08K- 65.57% |
$566K - $626K
|
4.25K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
395K+ 4.09% |
$27.7M - $30.6M
|
10.1M
$780M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
48.9K+ 5.21% |
$3.43M - $3.79M
|
988K
$76.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
300K+ 77.12% |
$21M - $23.2M
|
689K
$53.4M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.3K+ 1322.73% |
$1.07M - $1.18M
|
16.5K
$1.28M
|