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 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
188New |
$13.2K - $14.6K
|
188
$16.3K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
179New |
$12.5K - $13.9K
|
179
$15.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
160+ 2.1% |
$11.2K - $12.4K
|
7.76K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
157New |
$11K - $12.2K
|
157
$13.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
140+ 4.51% |
$9.81K - $10.8K
|
3.25K
$282K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$9.53K - $10.5K
|
136
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
131New |
$9.18K - $10.1K
|
131
$11.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
131+ 5.12% |
$9.18K - $10.1K
|
2.69K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
129New |
$9.04K - $9.99K
|
129
$11.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
122New |
$8.55K - $9.45K
|
122
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
113New |
$7.92K - $8.75K
|
113
$9.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$7.01K - $7.74K
|
100
$8.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
99New |
$6.94K - $7.67K
|
99
$8.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
47+ 1.56% |
$3.29K - $3.64K
|
3.06K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
38+ 1.23% |
$2.66K - $2.94K
|
3.14K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
38New |
$2.66K - $2.94K
|
38
$3.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
34New |
$2.38K - $2.63K
|
34
$2.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
26New |
$1.82K - $2.01K
|
26
$2.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
14New |
$981 - $1.08K
|
14
$1.22K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$701 - $774
|
10
$870
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.45% |
$70.1 - $77.4
|
225
$19.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
1.11MNew |
$77.7M - $87.3M
|
1.11M
$96.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
282K+ 0.95% |
$19.8M - $22.2M
|
30M
$2.61B
|
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
214KNew |
$15M - $16.8M
|
214K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.9K+ 1.21% |
$5.95M - $6.69M
|
7.11M
$619M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
40.9KNew |
$2.87M - $3.22M
|
40.9K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
30.6KNew |
$2.15M - $2.41M
|
30.6K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
29.7K+ 7.54% |
$2.08M - $2.34M
|
424K
$36.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
29.6KNew |
$2.08M - $2.33M
|
29.6K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
22.2K+ 801.01% |
$1.56M - $1.75M
|
25K
$2.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
19.8K+ 429.16% |
$1.39M - $1.56M
|
24.4K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16K+ 23.69% |
$1.12M - $1.26M
|
83.7K
$7.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
10.4KNew |
$731K - $821K
|
10.4K
$907K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.62K+ 1.63% |
$674K - $757K
|
601K
$52.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
8.8KNew |
$617K - $693K
|
8.8K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.21KNew |
$506K - $568K
|
7.21K
$627K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.9K+ 3.43% |
$484K - $543K
|
208K
$18.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
6.69KNew |
$469K - $527K
|
6.69K
$582K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6.6K+ 33.58% |
$463K - $520K
|
26.3K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
5.89KNew |
$412K - $463K
|
5.89K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.74KNew |
$332K - $373K
|
4.74K
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.69KNew |
$329K - $369K
|
4.69K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.46K+ 2.71% |
$313K - $351K
|
169K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.46K+ 203.98% |
$312K - $351K
|
6.64K
$578K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.23KNew |
$296K - $333K
|
4.23K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
4.14KNew |
$290K - $326K
|
4.14K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.68KNew |
$258K - $290K
|
3.68K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.62KNew |
$254K - $285K
|
3.62K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.53KNew |
$247K - $278K
|
3.53K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.34KNew |
$234K - $263K
|
3.34K
$290K
|
|