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 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
3.3K+ 3.3% |
$230K - $260K
|
104K
$8.15M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
929+ 2.64% |
$64.6K - $73.1K
|
36.1K
$2.84M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-149- 0.71% |
$10.4K - $11.7K
|
20.8K
$1.64M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.97K- 2.37% |
$137K - $155K
|
81K
$6.38M
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-524- 1.56% |
$36.5K - $41.2K
|
33K
$2.6M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-7.78K- 7.66% |
$541K - $612K
|
93.9K
$7.39M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-496- 1.93% |
$34.5K - $39K
|
25.2K
$1.98M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-86.1K- 87.09% |
$5.99M - $6.77M
|
12.8K
$1M
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.24K- 6.4% |
$156K - $176K
|
32.8K
$2.58M
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.05K- 3.2% |
$73.2K - $82.7K
|
31.8K
$2.51M
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
44.6K+ 237.4% |
$3.1M - $3.5M
|
63.3K
$4.98M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-304K- 8.3% |
$21.1M - $23.9M
|
3.36M
$265M
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
8.67K+ 3.45% |
$603K - $682K
|
260K
$20.4M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-5.07K- 1.41% |
$353K - $399K
|
356K
$28M
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
48.6K+ 1.56% |
$3.38M - $3.82M
|
3.16M
$248M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.19K- 8.33% |
$291K - $329K
|
46K
$3.62M
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
452+ 2.46% |
$31.4K - $35.5K
|
18.8K
$1.48M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-6.6K- 0.82% |
$459K - $519K
|
794K
$62.5M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
399+ 4.09% |
$27.8K - $31.4K
|
10.2K
$799K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 0.05% |
$487 - $551
|
14.4K
$1.14M
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.82K- 8.57% |
$265K - $300K
|
40.7K
$3.2M
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.68KNew |
$187K - $211K
|
2.68K
$211K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
807+ 6.37% |
$56.1K - $63.5K
|
13.5K
$1.06M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.55K- 7.92% |
$247K - $280K
|
41.3K
$3.25M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.75K+ 91.86% |
$192K - $217K
|
5.75K
$453K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-424- 42.87% |
$29.5K - $33.3K
|
565
$44.5K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-61K- 85.33% |
$4.24M - $4.79M
|
10.5K
$825K
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
579+ 1.02% |
$40.3K - $45.5K
|
57.4K
$4.52M
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-67- 0.39% |
$4.66K - $5.27K
|
16.9K
$1.33M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
164+ 43.27% |
$11.4K - $12.9K
|
543
$42.7K
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2.95K+ 92.09% |
$205K - $232K
|
6.15K
$484K
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
73+ 0.06% |
$5.08K - $5.74K
|
121K
$9.55M
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-54K- 16.96% |
$3.76M - $4.25M
|
264K
$20.8M
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
43.6K+ 121.55% |
$3.03M - $3.43M
|
79.4K
$6.25M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
7.88K+ 57.75% |
$548K - $620K
|
21.5K
$1.69M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
79.9K+ 1.34% |
$5.56M - $6.28M
|
6.05M
$476M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-23- 0.41% |
$1.6K - $1.81K
|
5.53K
$435K
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-8.72K- 10.56% |
$607K - $686K
|
73.9K
$5.81M
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.27K+ 7.34% |
$88K - $99.5K
|
18.5K
$1.46M
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-546- 3.03% |
$38K - $42.9K
|
17.5K
$1.38M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
10.9K+ 6.89% |
$761K - $860K
|
170K
$13.4M
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
182K+ 8539.07% |
$12.7M - $14.3M
|
184K
$14.5M
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.85K- 15.39% |
$198K - $224K
|
15.7K
$1.23M
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
47New |
$3.27K - $3.7K
|
47
$3.7K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2.17K+ 39.52% |
$151K - $171K
|
7.66K
$603K
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.17K- 2.07% |
$81.5K - $92.1K
|
55.3K
$4.35M
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-617- 2.24% |
$42.9K - $48.5K
|
27K
$2.12M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
20K+ 21.03% |
$1.39M - $1.57M
|
115K
$9.06M
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.02K+ 186.34% |
$71.2K - $80.5K
|
1.57K
$124K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5.46K+ 54.11% |
$380K - $430K
|
15.6K
$1.22M
|