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 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-754K- 86.23% |
$52.8M - $58.4M
|
120K
$9.09M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.2K+ 8.57% |
$3.3M - $3.65M
|
598K
$45.1M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.29K- 30.79% |
$90.4K - $99.9K
|
2.9K
$219K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.18% |
$771 - $852
|
6.18K
$467K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
598+ 2.38% |
$41.9K - $46.3K
|
25.7K
$1.94M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-6.94K- 30.26% |
$486K - $537K
|
16K
$1.21M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-118- 0.29% |
$8.27K - $9.14K
|
40.6K
$3.06M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.91K- 14.33% |
$204K - $226K
|
17.4K
$1.32M
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
6.38K+ 0.39% |
$447K - $494K
|
1.66M
$126M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
32.4K+ 132.51% |
$2.27M - $2.51M
|
56.9K
$4.29M
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.68K- 10.27% |
$118K - $130K
|
14.7K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.5MNew |
$2.63B - $2.91B
|
37.5M
$2.83B
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
200New |
$14K - $15.5K
|
200
$15.1K
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
6.72K+ 6.75% |
$471K - $520K
|
106K
$8.02M
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.22K+ 24.52% |
$85.2K - $94.2K
|
6.18K
$466K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.87K- 2.84% |
$341K - $377K
|
167K
$12.6M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-248- 2.84% |
$17.4K - $19.2K
|
8.48K
$641K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.57K+ 2.11% |
$460K - $508K
|
317K
$24M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.39K- 20.23% |
$168K - $185K
|
9.43K
$712K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
282+ 2.46% |
$19.8K - $21.8K
|
11.7K
$886K
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.42K+ 11.98% |
$310K - $342K
|
41.3K
$3.12M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
35.8K+ 3.32% |
$2.51M - $2.77M
|
1.11M
$84.1M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
24.5K+ 3.26% |
$1.72M - $1.9M
|
778K
$58.7M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-250- 0.97% |
$17.5K - $19.4K
|
25.5K
$1.93M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.04KNew |
$213K - $235K
|
3.04K
$229K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-18K- 2.34% |
$1.26M - $1.4M
|
753K
$56.9M
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
9.35K+ 7.85% |
$655K - $724K
|
128K
$9.7M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40.3K+ 40.18% |
$2.82M - $3.12M
|
141K
$10.6M
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
13KNew |
$910K - $1.01M
|
13K
$981K
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.8KNew |
$896K - $990K
|
12.8K
$966K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
131K+ 5.73% |
$9.17M - $10.1M
|
2.41M
$182M
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-279K- 66.31% |
$19.6M - $21.6M
|
142K
$10.7M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.69K- 20.24% |
$188K - $208K
|
10.6K
$799K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.19K- 3.42% |
$153K - $169K
|
61.7K
$4.66M
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
305+ 1.83% |
$21.4K - $23.6K
|
17K
$1.28M
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.46K- 0.46% |
$102K - $113K
|
317K
$23.9M
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.42K+ 9.64% |
$170K - $188K
|
27.6K
$2.08M
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
18.6KNew |
$1.3M - $1.44M
|
18.6K
$1.4M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.83K- 19.39% |
$339K - $374K
|
20.1K
$1.52M
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.23K+ 4.79% |
$156K - $173K
|
48.8K
$3.68M
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-35.9K- 0.97% |
$2.51M - $2.78M
|
3.66M
$277M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7.6K+ 8.67% |
$532K - $588K
|
95.2K
$7.19M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-13.3K- 10.4% |
$931K - $1.03M
|
114K
$8.64M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
661K+ 346.85% |
$46.3M - $51.2M
|
852K
$64.3M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-601K- 15.98% |
$42.1M - $46.6M
|
3.16M
$239M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30+ 0.31% |
$2.1K - $2.32K
|
9.65K
$729K
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.53K+ 3.64% |
$177K - $196K
|
72.2K
$5.45M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34.6K- 5.2% |
$2.42M - $2.68M
|
631K
$47.7M
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-174- 5.1% |
$12.2K - $13.5K
|
3.24K
$244K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.31KNew |
$302K - $334K
|
4.31K
$325K
|