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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
3.33KNew |
$233K - $258K
|
3.33K
$277K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.3KNew |
$231K - $256K
|
3.3K
$275K
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.22KNew |
$226K - $250K
|
3.22K
$269K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.21KNew |
$225K - $248K
|
3.21K
$267K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.09KNew |
$217K - $240K
|
3.09K
$258K
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.07KNew |
$215K - $238K
|
3.07K
$256K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
3.07KNew |
$215K - $237K
|
3.07K
$255K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.04K+ 0.94% |
$213K - $235K
|
326K
$27.2M
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.95KNew |
$207K - $228K
|
2.95K
$246K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.9KNew |
$203K - $224K
|
2.9K
$241K
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.88KNew |
$202K - $223K
|
2.88K
$240K
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.87KNew |
$201K - $222K
|
2.87K
$239K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2.86KNew |
$201K - $222K
|
2.86K
$239K
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.8KNew |
$196K - $217K
|
2.8K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.47K+ 5.32% |
$173K - $191K
|
48.8K
$4.07M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.79K+ 61.01% |
$125K - $139K
|
4.72K
$394K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.66KNew |
$117K - $129K
|
1.66K
$139K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.64KNew |
$115K - $127K
|
1.64K
$136K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 1.69% |
$112K - $124K
|
96.4K
$8.03M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.6KNew |
$112K - $124K
|
1.6K
$133K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.52KNew |
$106K - $118K
|
1.52K
$126K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$103K - $114K
|
1.47K
$122K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.42KNew |
$99.6K - $110K
|
1.42K
$118K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.41KNew |
$98.9K - $109K
|
1.41K
$118K
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.4K+ 35.5% |
$98.3K - $109K
|
5.36K
$446K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.31KNew |
$91.8K - $102K
|
1.31K
$109K
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.27K+ 28.98% |
$89.2K - $98.6K
|
5.67K
$472K
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.07K+ 8.41% |
$74.8K - $82.6K
|
13.8K
$1.15M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
870+ 26.2% |
$61K - $67.4K
|
4.19K
$349K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
867+ 30.71% |
$60.7K - $67.1K
|
3.69K
$307K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
846New |
$59.3K - $65.5K
|
846
$70.5K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
841+ 105.79% |
$58.9K - $65.1K
|
1.64K
$136K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
813New |
$57K - $63K
|
813
$67.7K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
786New |
$55.1K - $60.9K
|
786
$65.5K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
752New |
$52.7K - $58.2K
|
752
$62.6K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
728+ 1.05% |
$51K - $56.4K
|
70.3K
$5.85M
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
680New |
$47.6K - $52.7K
|
680
$56.7K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
656New |
$46K - $50.8K
|
656
$54.7K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
635+ 17.74% |
$44.5K - $49.2K
|
4.22K
$351K
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
605New |
$42.4K - $46.8K
|
605
$50.4K
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
565+ 7.7% |
$39.6K - $43.7K
|
7.91K
$659K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
519New |
$36.4K - $40.2K
|
519
$43.2K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
518+ 18.09% |
$36.3K - $40.1K
|
3.38K
$282K
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
507+ 19.34% |
$35.5K - $39.3K
|
3.13K
$261K
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
506+ 1.5% |
$35.5K - $39.2K
|
34.2K
$2.85M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
479New |
$33.6K - $37.1K
|
479
$39.9K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
477+ 8.51% |
$33.4K - $36.9K
|
6.09K
$507K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
472New |
$33.1K - $36.5K
|
472
$39.3K
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
455+ 6.98% |
$31.9K - $35.2K
|
6.97K
$581K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
443+ 15.1% |
$31K - $34.3K
|
3.38K
$281K
|