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 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.27K+ 17.97% |
$299K - $330K
|
28K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
882+ 4.4% |
$61.8K - $68.3K
|
21K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.36K+ 13.57% |
$376K - $415K
|
44.9K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 74.32% |
$449K - $496K
|
15K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
191K+ 3.1% |
$13.4M - $14.8M
|
6.34M
$479M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
165K+ 39.32% |
$11.6M - $12.8M
|
585K
$44.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.8KNew |
$196K - $217K
|
2.8K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.21K- 58.71% |
$295K - $326K
|
2.96K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
55.1K+ 46.32% |
$3.86M - $4.26M
|
174K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.65K- 21.99% |
$116K - $128K
|
5.87K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.6KNew |
$1.16M - $1.29M
|
16.6K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 14.02% |
$2.57M - $2.84M
|
299K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21.7K+ 7.58% |
$1.52M - $1.68M
|
308K
$23.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
393New |
$27.5K - $30.4K
|
393
$29.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.37KNew |
$166K - $183K
|
2.37K
$179K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-158- 5.13% |
$11.1K - $12.2K
|
2.92K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
172K+ 1.22% |
$12M - $13.3M
|
14.2M
$1.07B
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-82K- 4.75% |
$5.74M - $6.35M
|
1.65M
$124M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.02% |
$1.05K - $1.16K
|
68.2K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20.9K+ 18.22% |
$1.46M - $1.62M
|
135K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
23+ 0.7% |
$1.61K - $1.78K
|
3.32K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-124- 3.87% |
$8.69K - $9.6K
|
3.08K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
282K+ 7.81% |
$19.8M - $21.9M
|
3.89M
$294M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
698+ 8.45% |
$48.9K - $54K
|
8.96K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
12.2K+ 7.09% |
$854K - $944K
|
184K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.56K+ 26.79% |
$530K - $585K
|
35.8K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.95KNew |
$347K - $383K
|
4.95K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-122K- 8.72% |
$8.52M - $9.42M
|
1.27M
$96.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 4.39% |
$2.12M - $2.34M
|
718K
$54.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-90- 7.9% |
$6.31K - $6.97K
|
1.05K
$79.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
66+ 1.17% |
$4.62K - $5.11K
|
5.73K
$433K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25- 1.01% |
$1.75K - $1.94K
|
2.44K
$184K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-491- 6.03% |
$34.4K - $38K
|
7.65K
$578K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-468K- 9.82% |
$32.8M - $36.3M
|
4.3M
$325M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.26K- 3.34% |
$88K - $97.3K
|
36.4K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15K+ 47.77% |
$1.05M - $1.16M
|
46.3K
$3.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
93.9KNew |
$6.58M - $7.27M
|
93.9K
$7.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
11.5K+ 5.88% |
$805K - $890K
|
207K
$15.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
13+ 0.27% |
$911 - $1.01K
|
4.85K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.3K- 2.91% |
$442K - $488K
|
210K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.8K- 38.72% |
$267K - $295K
|
6.02K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-131K- 23.8% |
$9.2M - $10.2M
|
420K
$31.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.7K- 2.65% |
$119K - $132K
|
62.5K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
303K+ 4.58% |
$21.3M - $23.5M
|
6.93M
$524M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.92K+ 13.21% |
$205K - $226K
|
25.1K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.11K- 3.07% |
$77.8K - $85.9K
|
35K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
786New |
$55.1K - $60.9K
|
786
$59.4K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
179New |
$12.5K - $13.9K
|
179
$13.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
321+ 1.95% |
$22.5K - $24.9K
|
16.8K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-210K- 2.78% |
$14.7M - $16.3M
|
7.36M
$556M
|