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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
164+ 43.27% |
$11.4K - $12.9K
|
543
$47.2K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
161+ 0.16% |
$11.2K - $12.7K
|
98.5K
$8.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
157New |
$10.9K - $12.3K
|
157
$13.7K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
155+ 21.74% |
$10.8K - $12.2K
|
868
$75.5K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
154+ 0.31% |
$10.7K - $12.1K
|
49.2K
$4.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
147+ 40.38% |
$10.2K - $11.6K
|
511
$44.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
116+ 7.85% |
$8.07K - $9.12K
|
1.59K
$139K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
112+ 25.4% |
$7.79K - $8.81K
|
553
$48.1K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
92+ 18.89% |
$6.4K - $7.24K
|
579
$50.3K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
88New |
$6.12K - $6.92K
|
88
$7.65K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
88New |
$6.12K - $6.92K
|
88
$7.65K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
82+ 19.2% |
$5.7K - $6.45K
|
509
$44.3K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
71New |
$4.94K - $5.58K
|
71
$6.17K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
66New |
$4.59K - $5.19K
|
66
$5.74K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
63+ 1.38% |
$4.38K - $4.95K
|
4.63K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
36+ 1.21% |
$2.5K - $2.83K
|
3.01K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
34+ 1.1% |
$2.37K - $2.67K
|
3.14K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10+ 17.54% |
$696 - $787
|
67
$5.83K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
9+ 0.15% |
$626 - $708
|
6.1K
$530K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.3MNew |
$301M - $333M
|
4.3M
$374M
|
|
|
Feb 12, 2025
Q4 2024
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
553KNew |
$38.8M - $42.8M
|
553K
$48.1M
|
|
|
Feb 12, 2025
Q4 2024
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
346KNew |
$24.2M - $26.8M
|
346K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
307K+ 7.48% |
$21.5M - $23.8M
|
4.41M
$383M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
103K+ 12.65% |
$7.22M - $7.98M
|
918K
$79.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
82.1KNew |
$5.75M - $6.36M
|
82.1K
$7.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
64.4KNew |
$4.51M - $4.99M
|
64.4K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
41.7KNew |
$2.92M - $3.22M
|
41.7K
$3.62M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
40.8KNew |
$2.86M - $3.16M
|
40.8K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
32.7KNew |
$2.29M - $2.54M
|
32.7K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
26.2K+ 4.91% |
$1.84M - $2.03M
|
560K
$48.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26KNew |
$1.82M - $2.01M
|
26K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.7K+ 1.1% |
$1.45M - $1.6M
|
1.9M
$165M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.6KNew |
$1.16M - $1.29M
|
16.6K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
14.5K+ 1.48% |
$1.01M - $1.12M
|
992K
$86.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
12.6KNew |
$882K - $975K
|
12.6K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
11.6K+ 344.34% |
$812K - $897K
|
15K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$774K - $855K
|
11K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
10KNew |
$701K - $774K
|
10K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9.71K+ 63.61% |
$680K - $751K
|
25K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.08KNew |
$636K - $703K
|
9.08K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.89K+ 59.77% |
$552K - $611K
|
21.1K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
7.07K+ 1.72% |
$495K - $548K
|
418K
$36.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
7.02KNew |
$492K - $544K
|
7.02K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$483K - $534K
|
6.9K
$600K
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
6.15K+ 2.19% |
$431K - $476K
|
286K
$24.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
4.86KNew |
$341K - $376K
|
4.86K
$423K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.64KNew |
$325K - $359K
|
4.64K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
4.58KNew |
$321K - $355K
|
4.58K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.32KNew |
$303K - $335K
|
4.32K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.29K+ 15.45% |
$300K - $332K
|
32K
$2.79M
|
|