Latest Institutional Transactions on Ishares Tr (IEFA)
This table provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$9.53K - $10.5K
|
136
$10.3K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.13KNew |
$290K - $320K
|
4.13K
$312K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7.43K+ 19.92% |
$520K - $575K
|
44.7K
$3.38M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
287+ 3.08% |
$20.1K - $22.2K
|
9.62K
$726K
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.32K- 0.83% |
$92.4K - $102K
|
157K
$11.9M
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-3.33M- 97.84% |
$233M - $258M
|
73.6K
$5.56M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11New |
$771 - $852
|
11
$831
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-658- 5.64% |
$46.1K - $50.9K
|
11K
$831K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.5K- 3.46% |
$596K - $658K
|
237K
$17.9M
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-14.2K- 31.75% |
$998K - $1.1M
|
30.6K
$2.31M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.8KNew |
$1.11M - $1.22M
|
15.8K
$1.19M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.6K- 18.32% |
$1.44M - $1.59M
|
91.7K
$6.93M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.37M- 98.58% |
$95.8M - $106M
|
19.7K
$1.49M
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.65KNew |
$396K - $437K
|
5.65K
$427K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-676- 4.74% |
$47.4K - $52.3K
|
13.6K
$1.03M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.23KNew |
$156K - $172K
|
2.23K
$168K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.78K+ 2.18% |
$125K - $138K
|
83.5K
$6.3M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.64KNew |
$325K - $359K
|
4.64K
$350K
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
99.4KNew |
$6.96M - $7.69M
|
99.4K
$7.5M
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.1KNew |
$780K - $862K
|
11.1K
$841K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.9K- 15.75% |
$413K - $457K
|
31.6K
$2.38M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.29K+ 19.74% |
$160K - $177K
|
13.9K
$1.05M
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20.4K+ 26.07% |
$1.43M - $1.58M
|
98.5K
$7.44M
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
4KNew |
$280K - $310K
|
4K
$302K
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.09KNew |
$216K - $239K
|
3.09K
$233K
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
7.19KNew |
$504K - $557K
|
7.19K
$543K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-15.4K- 37.91% |
$1.08M - $1.2M
|
25.3K
$1.91M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.23% |
$560 - $619
|
3.56K
$269K
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
96+ 0.13% |
$6.73K - $7.43K
|
74.4K
$5.62M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
944+ 0.94% |
$66.1K - $73.1K
|
101K
$7.66M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.7K+ 1.8% |
$2.08M - $2.3M
|
1.68M
$127M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
260+ 2.55% |
$18.2K - $20.1K
|
10.4K
$789K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
650+ 8.38% |
$45.5K - $50.3K
|
8.41K
$635K
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
21.6KNew |
$1.51M - $1.67M
|
21.6K
$1.63M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
94+ 0.65% |
$6.59K - $7.28K
|
14.6K
$1.1M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
24.3KNew |
$1.71M - $1.88M
|
24.3K
$1.84M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.35K+ 36.52% |
$94.6K - $105K
|
5.05K
$381K
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
106+ 1.18% |
$7.43K - $8.21K
|
9.12K
$689K
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
35+ 0.05% |
$2.45K - $2.71K
|
65.6K
$4.96M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
423+ 10.91% |
$29.6K - $32.8K
|
4.3K
$325K
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-120- 1.17% |
$8.41K - $9.29K
|
10.1K
$765K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32.1K+ 50.32% |
$2.25M - $2.49M
|
95.9K
$7.24M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
9.13K+ 282.98% |
$639K - $707K
|
12.4K
$933K
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
101KNew |
$7.05M - $7.79M
|
101K
$7.6M
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-294K- 65.31% |
$20.6M - $22.8M
|
156K
$11.8M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.73K- 12.56% |
$331K - $366K
|
32.9K
$2.49M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
12.7KNew |
$890K - $984K
|
12.7K
$960K
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
172KNew |
$12.1M - $13.3M
|
172K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
23.5K+ 17.03% |
$1.65M - $1.82M
|
162K
$12.2M
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
908K+ 37.48% |
$63.6M - $70.3M
|
3.33M
$251M
|