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
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-22- 0.7% |
$1.54K - $1.7K
|
3.11K
$235K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.59M+ 4.94% |
$182M - $201M
|
55.1M
$4.16B
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.52K+ 30.64% |
$177K - $195K
|
10.8K
$813K
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-137K- 44.74% |
$9.57M - $10.6M
|
169K
$12.7M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
67.5K+ 14.79% |
$4.73M - $5.23M
|
524K
$39.6M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
42.2K+ 2.5% |
$2.96M - $3.27M
|
1.73M
$131M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
103K+ 1243.35% |
$7.2M - $7.96M
|
111K
$8.39M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.1K+ 42.54% |
$147K - $163K
|
7.04K
$531K
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-835- 5.34% |
$58.5K - $64.7K
|
14.8K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
429+ 1.57% |
$30.1K - $33.2K
|
27.8K
$2.1M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.3K+ 2.52% |
$724K - $800K
|
420K
$31.8M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
48.9KNew |
$3.43M - $3.79M
|
48.9K
$3.69M
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
129New |
$9.04K - $9.99K
|
129
$9.74K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$7.01K - $7.74K
|
100
$7.55K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-74.3K- 6.17% |
$5.2M - $5.75M
|
1.13M
$85.4M
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.71K- 16.37% |
$190K - $210K
|
13.8K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
429+ 4.88% |
$30.1K - $33.2K
|
9.23K
$697K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
841+ 105.79% |
$58.9K - $65.1K
|
1.64K
$124K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.23K+ 20.58% |
$296K - $327K
|
24.8K
$1.87M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.39K+ 20.78% |
$238K - $262K
|
19.7K
$1.49M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137K+ 4.66% |
$9.62M - $10.6M
|
3.08M
$233M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.12K- 2.61% |
$78.3K - $86.5K
|
41.7K
$3.15M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.52K- 14.88% |
$457K - $505K
|
37.3K
$2.82M
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29.3K+ 127.91% |
$2.05M - $2.27M
|
52.1K
$3.94M
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$483K - $534K
|
6.9K
$521K
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
63.7KNew |
$4.46M - $4.93M
|
63.7K
$4.81M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
4.58KNew |
$321K - $355K
|
4.58K
$346K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
206+ 0.69% |
$14.4K - $16K
|
30K
$2.27M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-15.4K- 10.71% |
$1.08M - $1.19M
|
128K
$9.68M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-947- 3.7% |
$66.3K - $73.3K
|
24.6K
$1.86M
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-11.6K- 33.77% |
$814K - $899K
|
22.8K
$1.72M
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-127- 26.62% |
$8.9K - $9.83K
|
350
$26.4K
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.01K- 2.41% |
$141K - $155K
|
81.2K
$6.13M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
26New |
$1.82K - $2.01K
|
26
$1.96K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.1K+ 6.04% |
$2.95M - $3.26M
|
739K
$55.8M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
7.6K+ 0.9% |
$533K - $589K
|
852K
$64.3M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.56K+ 1.83% |
$250K - $276K
|
199K
$15M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-8.42K- 2.28% |
$590K - $652K
|
361K
$27.2M
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-87- 1.67% |
$6.1K - $6.74K
|
5.12K
$386K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
78+ 1.08% |
$5.46K - $6.04K
|
7.3K
$551K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.5K+ 2.69% |
$1.37M - $1.51M
|
745K
$56.3M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1K- 3.83% |
$70.2K - $77.6K
|
25.2K
$1.9M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-98- 1.29% |
$6.87K - $7.59K
|
7.49K
$566K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.86K+ 39.49% |
$271K - $299K
|
13.6K
$1.03M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
304+ 1.71% |
$21.3K - $23.5K
|
18.1K
$1.37M
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
50KNew |
$3.51M - $3.87M
|
50K
$3.78M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-29- 0.13% |
$2.03K - $2.25K
|
21.5K
$1.62M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
38K+ 5.29% |
$2.66M - $2.94M
|
756K
$57.1M
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.91K- 33.55% |
$134K - $148K
|
3.78K
$285K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-402- 1.34% |
$28.2K - $31.1K
|
29.7K
$2.24M
|