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 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-84.5K- 15.76% |
$5.88M - $6.65M
|
452K
$35.6M
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-222K- 15.14% |
$15.5M - $17.5M
|
1.25M
$98.1M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.2K- 1.89% |
$83.6K - $94.5K
|
62.4K
$4.91M
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.96K- 24.12% |
$206K - $233K
|
9.31K
$733K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
15.5K+ 24.84% |
$1.08M - $1.22M
|
77.8K
$6.12M
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
101+ 0.86% |
$7.03K - $7.94K
|
11.8K
$928K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
36.1K+ 10.03% |
$2.51M - $2.84M
|
396K
$31.2M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
522New |
$36.3K - $41.1K
|
522
$41.1K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-23.3K- 21.85% |
$1.62M - $1.83M
|
83.3K
$6.55M
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-759- 20.17% |
$52.8K - $59.7K
|
3K
$236K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.12% |
$278 - $315
|
3.21K
$252K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-103- 1.0% |
$7.17K - $8.1K
|
10.2K
$802K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
672+ 0.79% |
$46.8K - $52.9K
|
86.1K
$6.77M
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
115K+ 37.84% |
$8M - $9.05M
|
419K
$33M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.2% |
$1.04K - $1.18K
|
7.6K
$598K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
343+ 12.43% |
$23.9K - $27K
|
3.1K
$244K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
952+ 20.18% |
$66.2K - $74.9K
|
5.67K
$446K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
124K+ 3.96% |
$8.6M - $9.72M
|
3.25M
$256M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.6K- 12.32% |
$1.16M - $1.31M
|
118K
$9.32M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-412K- 62.6% |
$28.7M - $32.4M
|
246K
$19.4M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.58K+ 51.96% |
$110K - $124K
|
4.61K
$363K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
24.2K+ 4.87% |
$1.68M - $1.9M
|
521K
$41M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-27K- 75.97% |
$1.88M - $2.13M
|
8.55K
$673K
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-46- 11.59% |
$3.2K - $3.62K
|
351
$27.6K
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
7.03KNew |
$489K - $553K
|
7.03K
$553K
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
716+ 1.7% |
$49.8K - $56.3K
|
42.7K
$3.36M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-161K- 1.13% |
$11.2M - $12.7M
|
14.1M
$1.11B
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-67.3K- 65.61% |
$4.68M - $5.29M
|
35.2K
$2.77M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.2K- 10.58% |
$3.07M - $3.48M
|
374K
$29.4M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
398K+ 665.8% |
$27.7M - $31.3M
|
458K
$36.1M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.92K+ 6.16% |
$273K - $308K
|
67.5K
$5.32M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.65K- 17.43% |
$185K - $209K
|
12.6K
$989K
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
268K+ 35.68% |
$18.6M - $21M
|
1.02M
$80.1M
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
12.7K+ 18.25% |
$883K - $999K
|
82.3K
$6.48M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.21KNew |
$223K - $252K
|
3.21K
$253K
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-17K- 4.58% |
$1.18M - $1.34M
|
354K
$27.9M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
295K+ 47.24% |
$20.5M - $23.2M
|
921K
$72.5M
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
26.7K+ 8.25% |
$1.85M - $2.1M
|
350K
$27.5M
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.99KNew |
$277K - $314K
|
3.99K
$314K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
660+ 0.1% |
$45.9K - $51.9K
|
677K
$53.3M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
249+ 12.93% |
$17.3K - $19.6K
|
2.18K
$171K
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.66K+ 1.85% |
$324K - $367K
|
256K
$20.2M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-50.5K- 1.79% |
$3.52M - $3.97M
|
2.77M
$218M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-212- 6.38% |
$14.7K - $16.7K
|
3.11K
$245K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-361K- 85.37% |
$25.1M - $28.4M
|
61.8K
$4.86M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.8K- 11.54% |
$893K - $1.01M
|
98.4K
$7.75M
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.1K+ 4.3% |
$285K - $322K
|
99.5K
$7.83M
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-90- 2.12% |
$6.26K - $7.08K
|
4.15K
$327K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
204+ 0.52% |
$14.2K - $16K
|
39.2K
$3.08M
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
3.11K+ 4.45% |
$216K - $245K
|
73K
$5.75M
|