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 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.76KNew |
$192K - $217K
|
2.76K
$240K
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
2.76KNew |
$192K - $217K
|
2.76K
$240K
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.72KNew |
$189K - $214K
|
2.72K
$237K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2.72KNew |
$189K - $214K
|
2.72K
$236K
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.6K+ 33.6% |
$181K - $204K
|
10.3K
$898K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.36KNew |
$164K - $185K
|
2.36K
$205K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.28K+ 5.99% |
$159K - $179K
|
40.4K
$3.51M
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.97K+ 12.65% |
$137K - $155K
|
17.5K
$1.53M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.96K+ 28.4% |
$137K - $154K
|
8.88K
$772K
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1.93K+ 3.38% |
$134K - $152K
|
59.1K
$5.14M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.78KNew |
$124K - $140K
|
1.78K
$155K
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.77KNew |
$123K - $139K
|
1.77K
$154K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.73KNew |
$120K - $136K
|
1.73K
$150K
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.6KNew |
$111K - $126K
|
1.6K
$139K
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.58K+ 51.96% |
$110K - $124K
|
4.61K
$401K
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.37K+ 24.96% |
$95.4K - $108K
|
6.86K
$597K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.28KNew |
$89K - $101K
|
1.28K
$111K
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.27K+ 7.34% |
$88K - $99.5K
|
18.5K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.24K+ 40.28% |
$86.5K - $97.8K
|
4.33K
$377K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.23K+ 13.67% |
$85.4K - $96.6K
|
10.2K
$888K
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.22K+ 51.67% |
$84.9K - $96K
|
3.58K
$311K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.04KNew |
$72.3K - $81.7K
|
1.04K
$90.4K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.02K+ 186.34% |
$71.2K - $80.5K
|
1.57K
$137K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
923+ 688.81% |
$64.2K - $72.6K
|
1.06K
$91.9K
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
905+ 2.37% |
$63K - $71.2K
|
39.1K
$3.4M
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
742New |
$51.6K - $58.4K
|
742
$64.5K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
709+ 13.69% |
$49.3K - $55.8K
|
5.89K
$512K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
664+ 4.43% |
$46.2K - $52.2K
|
15.6K
$1.36M
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
664+ 7.81% |
$46.2K - $52.2K
|
9.17K
$797K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
600+ 34.8% |
$41.7K - $47.2K
|
2.32K
$202K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
588New |
$40.9K - $46.2K
|
588
$51.1K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
558+ 4.86% |
$38.8K - $43.9K
|
12K
$1.05M
|
|
Apr 22, 2025
Q1 2025
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
544+ 2.24% |
$37.8K - $42.8K
|
24.8K
$2.16M
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
471+ 1.04% |
$32.8K - $37K
|
45.7K
$3.97M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
429+ 37.9% |
$29.8K - $33.7K
|
1.56K
$136K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
375+ 146.48% |
$26.1K - $29.5K
|
631
$54.9K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
361+ 295.9% |
$25.1K - $28.4K
|
483
$42K
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
340+ 67.86% |
$23.7K - $26.7K
|
841
$73.1K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
339New |
$23.6K - $26.7K
|
339
$29.5K
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
325+ 4.15% |
$22.6K - $25.6K
|
8.15K
$709K
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
306+ 5.22% |
$21.3K - $24.1K
|
6.17K
$537K
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
305New |
$21.2K - $24K
|
305
$26.5K
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
253+ 3.52% |
$17.6K - $19.9K
|
7.45K
$648K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
227+ 3.32% |
$15.8K - $17.9K
|
7.07K
$615K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
216+ 4.05% |
$15K - $17K
|
5.55K
$483K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
209New |
$14.5K - $16.4K
|
209
$18.2K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
188+ 1709.09% |
$13.1K - $14.8K
|
199
$17.3K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
186New |
$12.9K - $14.6K
|
186
$16.2K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
185+ 13.92% |
$12.9K - $14.6K
|
1.51K
$132K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
166+ 3.63% |
$11.5K - $13.1K
|
4.74K
$412K
|