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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
40+ 0.08% |
$2.71K - $3.36K
|
49.7K
$4.14M
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
38+ 0.84% |
$2.58K - $3.2K
|
4.54K
$378K
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
37+ 0.42% |
$2.51K - $3.11K
|
8.78K
$732K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.24% |
$2.37K - $2.94K
|
14.7K
$1.22M
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
28+ 0.85% |
$1.9K - $2.35K
|
3.32K
$277K
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
28+ 0.95% |
$1.9K - $2.35K
|
2.99K
$249K
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
24+ 0.21% |
$1.63K - $2.02K
|
11.4K
$950K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
22+ 0.72% |
$1.49K - $1.85K
|
3.07K
$256K
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
14+ 0.29% |
$950 - $1.18K
|
4.79K
$399K
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
12+ 0.02% |
$814 - $1.01K
|
55.3K
$4.61M
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11+ 0.35% |
$746 - $925
|
3.19K
$265K
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
6+ 0.04% |
$407 - $505
|
15.4K
$1.28M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5+ 0.57% |
$339 - $420
|
877
$73.1K
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3+ 0.06% |
$203 - $252
|
5.37K
$447K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3+ 0.05% |
$203 - $252
|
6.55K
$546K
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.01% |
$136 - $168
|
18.1K
$1.51M
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$136 - $168
|
4.24K
$353K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$136 - $168
|
3.49K
$291K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.9M+ 11.93% |
$1.59B - $1.8B
|
215M
$17.9B
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.9M+ 8.98% |
$411M - $464M
|
71.6M
$5.97B
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.04M+ 198.2% |
$351M - $396M
|
7.58M
$632M
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.67MNew |
$186M - $210M
|
2.67M
$222M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.65M+ 308.94% |
$184M - $209M
|
3.51M
$292M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.01M+ 22.59% |
$140M - $158M
|
10.9M
$907M
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.86MNew |
$129M - $146M
|
1.86M
$155M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77M+ 718.05% |
$123M - $139M
|
2.01M
$168M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.67M+ 5.14% |
$116M - $131M
|
34.2M
$2.85B
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.6MNew |
$111M - $126M
|
1.6M
$133M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.48M+ 289.49% |
$103M - $116M
|
1.99M
$165M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.41M+ 723.82% |
$97.9M - $111M
|
1.6M
$133M
|
|
May 14, 2025
Q1 2025
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
1.33M+ 193.5% |
$92.8M - $105M
|
2.02M
$168M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.32MNew |
$91.5M - $103M
|
1.32M
$110M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.23M+ 3.74% |
$85.7M - $96.9M
|
34.1M
$2.84B
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.08M+ 138.42% |
$75M - $84.8M
|
1.86M
$155M
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.05M+ 31.56% |
$73.1M - $82.7M
|
4.38M
$365M
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
1.01M+ 53.76% |
$69.9M - $79.1M
|
2.88M
$240M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
924K+ 10.18% |
$64.3M - $72.7M
|
10M
$833M
|
|
May 13, 2025
Q1 2025
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
858K+ 126.58% |
$59.7M - $67.5M
|
1.54M
$128M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
857K+ 9.55% |
$59.6M - $67.4M
|
9.83M
$819M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
794K+ 0.9% |
$55.2M - $62.4M
|
89.2M
$7.43B
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
718K+ 95.01% |
$50M - $56.5M
|
1.47M
$123M
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
706K+ 586.55% |
$49.1M - $55.5M
|
826K
$68.8M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
635KNew |
$44.2M - $50M
|
635K
$52.9M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
551KNew |
$38.3M - $43.4M
|
551K
$45.9M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
506K+ 65.42% |
$35.2M - $39.8M
|
1.28M
$107M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
481K+ 15.62% |
$33.5M - $37.8M
|
3.56M
$297M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
455K+ 23.73% |
$31.7M - $35.8M
|
2.37M
$198M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
414K+ 24.91% |
$28.8M - $32.6M
|
2.08M
$173M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
398K+ 665.8% |
$27.7M - $31.3M
|
458K
$38.2M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
390K+ 8.95% |
$27.1M - $30.7M
|
4.75M
$395M
|