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 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.72K- 6.56% |
$189K - $214K
|
38.7K
$3.05M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.57K+ 9.08% |
$179K - $202K
|
30.9K
$2.43M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.6KNew |
$111K - $126K
|
1.6K
$126K
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-374- 10.78% |
$26K - $29.4K
|
3.1K
$244K
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.68K- 3.02% |
$186K - $211K
|
85.9K
$6.76M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-15.2K- 59.17% |
$1.05M - $1.19M
|
10.5K
$823K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-128- 2.83% |
$8.9K - $10.1K
|
4.4K
$346K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
182KNew |
$12.7M - $14.3M
|
182K
$14.3M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
37.6K+ 262.53% |
$2.61M - $2.95M
|
51.9K
$4.08M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
25.7K+ 6.54% |
$1.79M - $2.02M
|
418K
$32.9M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.18K+ 1.71% |
$569K - $643K
|
485K
$38.2M
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
70+ 2.03% |
$4.87K - $5.51K
|
3.51K
$277K
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
36+ 1.21% |
$2.5K - $2.83K
|
3.01K
$237K
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
4.07KNew |
$283K - $320K
|
4.07K
$320K
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.42K+ 4.79% |
$307K - $347K
|
96.6K
$7.6M
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
5.67KNew |
$395K - $446K
|
5.67K
$446K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
168K+ 6.95% |
$11.7M - $13.2M
|
2.58M
$203M
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.79K- 9.01% |
$124K - $140K
|
18K
$1.42M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
375+ 146.48% |
$26.1K - $29.5K
|
631
$49.7K
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.22K- 3.6% |
$154K - $175K
|
59.4K
$4.68M
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-610- 2.23% |
$42.4K - $48K
|
26.7K
$2.1M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
30K+ 449.07% |
$2.09M - $2.36M
|
36.7K
$2.89M
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
909+ 7.01% |
$63.2K - $71.5K
|
13.9K
$1.09M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.61K- 6.11% |
$112K - $126K
|
24.7K
$1.94M
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-595- 15.14% |
$41.4K - $46.8K
|
3.34K
$263K
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.48K- 9.41% |
$103K - $117K
|
14.3K
$1.12M
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
46.9K+ 2.82% |
$3.26M - $3.69M
|
1.71M
$135M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-966- 7.71% |
$67.2K - $76K
|
11.6K
$910K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
949+ 13.17% |
$66K - $74.6K
|
8.16K
$642K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.34K+ 82.92% |
$302K - $341K
|
9.56K
$753K
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
6.74K+ 0.31% |
$469K - $530K
|
2.18M
$172M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.46K- 0.52% |
$171K - $193K
|
473K
$37.2M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.7K+ 20.54% |
$813K - $919K
|
68.5K
$5.39M
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.6K+ 3.45% |
$320K - $362K
|
138K
$10.8M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.38K+ 13.27% |
$235K - $266K
|
28.9K
$2.27M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
551KNew |
$38.3M - $43.4M
|
551K
$43.4M
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-156- 1.32% |
$10.9K - $12.3K
|
11.7K
$918K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-93.1K- 22.14% |
$6.48M - $7.32M
|
327K
$25.8M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 7.55% |
$86.5K - $97.8K
|
17.7K
$1.39M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-60- 2.32% |
$4.17K - $4.72K
|
2.53K
$199K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
188+ 1709.09% |
$13.1K - $14.8K
|
199
$15.7K
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 9.02% |
$180K - $203K
|
31.2K
$2.46M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.68KNew |
$186K - $211K
|
2.68K
$211K
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-350- 7.06% |
$24.3K - $27.5K
|
4.6K
$362K
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.58K- 10.19% |
$110K - $124K
|
13.9K
$1.1M
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.02% |
$69.6 - $78.7
|
4.95K
$390K
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.89K- 10.8% |
$131K - $148K
|
15.6K
$1.23M
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-180- 1.63% |
$12.5K - $14.2K
|
10.9K
$855K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.3K- 13.79% |
$90.5K - $102K
|
8.13K
$640K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-303- 2.07% |
$21.1K - $23.8K
|
14.4K
$1.13M
|