Latest Institutional Purchases of Ishares Tr (IEFA)
This list provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
67+ 0.33% |
$4.66K - $5.27K
|
20.5K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
66New |
$4.59K - $5.19K
|
66
$5.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
63+ 1.38% |
$4.38K - $4.95K
|
4.63K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 0.42% |
$4.17K - $4.72K
|
14.5K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
60+ 3.11% |
$4.17K - $4.72K
|
1.99K
$166K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
52New |
$3.62K - $4.09K
|
52
$4.33K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
52+ 0.54% |
$3.62K - $4.09K
|
9.67K
$805K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
49+ 0.13% |
$3.41K - $3.85K
|
37.8K
$3.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
48+ 1.87% |
$3.34K - $3.78K
|
2.62K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
47New |
$3.27K - $3.7K
|
47
$3.92K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
43+ 0.61% |
$2.99K - $3.38K
|
7.08K
$590K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40+ 0.23% |
$2.78K - $3.15K
|
17.5K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
36+ 1.21% |
$2.5K - $2.83K
|
3.01K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
35+ 0.16% |
$2.43K - $2.75K
|
21.4K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
34+ 1.1% |
$2.37K - $2.67K
|
3.14K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
33+ 9.43% |
$2.3K - $2.6K
|
383
$31.9K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
29+ 0.04% |
$2.02K - $2.28K
|
68.9K
$5.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
28+ 0.39% |
$1.95K - $2.2K
|
7.24K
$603K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25+ 0.09% |
$1.74K - $1.97K
|
26.8K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
20+ 0.4% |
$1.39K - $1.57K
|
5.07K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17+ 0.01% |
$1.18K - $1.34K
|
118K
$9.86M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.2% |
$1.04K - $1.18K
|
7.6K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15+ 0.27% |
$1.04K - $1.18K
|
5.49K
$457K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
14+ 0.49% |
$974 - $1.1K
|
2.89K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 1.24% |
$974 - $1.1K
|
1.14K
$94.9K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12+ 0.07% |
$835 - $944
|
17.2K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10+ 17.54% |
$696 - $787
|
67
$5.58K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
9+ 0.15% |
$626 - $708
|
6.1K
$508K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.17% |
$487 - $551
|
4.07K
$339K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4+ 0.14% |
$278 - $315
|
2.96K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.02% |
$69.6 - $78.7
|
4.95K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$69.6 - $78.7
|
3.91K
$326K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.3MNew |
$301M - $333M
|
4.3M
$358M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
676K+ 47.19% |
$47.3M - $52.3M
|
2.11M
$176M
|
|
|
Feb 12, 2025
Q4 2024
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
553KNew |
$38.8M - $42.8M
|
553K
$46.1M
|
|
|
Feb 12, 2025
Q4 2024
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
346KNew |
$24.2M - $26.8M
|
346K
$28.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
339K+ 33.48% |
$23.8M - $26.3M
|
1.35M
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
307K+ 7.48% |
$21.5M - $23.8M
|
4.41M
$367M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
95.8KNew |
$6.71M - $7.42M
|
95.8K
$7.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
82.1KNew |
$5.75M - $6.36M
|
82.1K
$6.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
64.4KNew |
$4.51M - $4.99M
|
64.4K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
41.7KNew |
$2.92M - $3.22M
|
41.7K
$3.47M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
40.8KNew |
$2.86M - $3.16M
|
40.8K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
34.6KNew |
$2.42M - $2.68M
|
34.6K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.4K+ 11.79% |
$2.41M - $2.66M
|
326K
$27.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
32.7KNew |
$2.29M - $2.54M
|
32.7K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
26.2K+ 4.91% |
$1.84M - $2.03M
|
560K
$46.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26KNew |
$1.82M - $2.01M
|
26K
$2.17M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
21.6KNew |
$1.51M - $1.67M
|
21.6K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.7K+ 1.1% |
$1.45M - $1.6M
|
1.9M
$158M
|
|