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 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-777- 7.56% |
$54.4K - $60.2K
|
9.5K
$718K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
479New |
$33.6K - $37.1K
|
479
$36.2K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-11.6K- 0.66% |
$809K - $894K
|
1.73M
$131M
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-21- 0.4% |
$1.47K - $1.63K
|
5.22K
$394K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12K+ 545.57% |
$841K - $929K
|
14.2K
$1.07M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
343K+ 18.27% |
$24M - $26.6M
|
2.22M
$168M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-24.7K- 16.64% |
$1.73M - $1.91M
|
124K
$9.34M
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
351+ 8.47% |
$24.6K - $27.2K
|
4.49K
$339K
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 69.51% |
$1.68M - $1.85M
|
58.4K
$4.41M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10.1K+ 24.41% |
$707K - $781K
|
51.4K
$3.88M
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-37.8K- 9.66% |
$2.65M - $2.93M
|
354K
$26.7M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-88.6K- 2.19% |
$6.21M - $6.86M
|
3.97M
$300M
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.74K+ 0.79% |
$122K - $135K
|
223K
$16.9M
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-77.7K- 68.51% |
$5.44M - $6.01M
|
35.7K
$2.7M
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.11KNew |
$218K - $241K
|
3.11K
$235K
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.14K+ 7.83% |
$570K - $630K
|
112K
$8.46M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.64KNew |
$115K - $127K
|
1.64K
$124K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
122+ 6.76% |
$8.55K - $9.45K
|
1.93K
$145K
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
15.5K+ 4.38% |
$1.09M - $1.2M
|
369K
$27.9M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.18K- 97.6% |
$293K - $324K
|
103
$7.78K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
456+ 0.44% |
$31.9K - $35.3K
|
103K
$7.78M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
656+ 3.49% |
$46K - $50.8K
|
19.4K
$1.47M
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
5.6KNew |
$392K - $433K
|
5.6K
$423K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-162K- 37.98% |
$11.3M - $12.5M
|
264K
$20M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
148K+ 7.92% |
$10.4M - $11.5M
|
2.02M
$152M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.93M- 7.1% |
$135M - $150M
|
25.3M
$1.91B
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.37K- 18.87% |
$236K - $261K
|
14.5K
$1.09M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.06K- 0.54% |
$145K - $160K
|
379K
$28.6M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.13M+ 7.02% |
$149M - $165M
|
32.5M
$2.45B
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.63K- 3.48% |
$114K - $126K
|
45.2K
$3.41M
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-9.5K- 1.07% |
$665K - $736K
|
878K
$66.3M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.55M+ 7.03% |
$179M - $197M
|
38.8M
$2.93B
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10K- 3.53% |
$701K - $775K
|
274K
$20.7M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.02K- 12.5% |
$351K - $388K
|
35.1K
$2.65M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.46KNew |
$313K - $346K
|
4.46K
$337K
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
387+ 2.81% |
$27.1K - $30K
|
14.1K
$1.07M
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
661+ 8.03% |
$46.3K - $51.2K
|
8.89K
$671K
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.04K- 19.27% |
$283K - $313K
|
16.9K
$1.28M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
11.3K+ 152.21% |
$793K - $877K
|
18.8K
$1.42M
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
122New |
$8.55K - $9.45K
|
122
$9.21K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
36New |
$2.52K - $2.79K
|
36
$2.72K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-243- 2.31% |
$17K - $18.8K
|
10.3K
$777K
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
883+ 1.37% |
$61.9K - $68.4K
|
65.2K
$4.92M
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.56K+ 0.45% |
$179K - $198K
|
574K
$43.3M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.94K- 5.5% |
$276K - $305K
|
67.7K
$5.12M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.56K- 7.28% |
$110K - $121K
|
19.9K
$1.5M
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.09K- 2.39% |
$146K - $162K
|
85.3K
$6.44M
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.26K+ 1.35% |
$299K - $330K
|
319K
$24.1M
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-26.2K- 0.72% |
$1.84M - $2.03M
|
3.63M
$274M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.6K- 0.32% |
$1.17M - $1.29M
|
5.17M
$390M
|