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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-824- 11.86% |
$67.3K - $72.1K
|
6.12K
$543K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
83+ 0.13% |
$6.78K - $7.26K
|
63.3K
$5.62M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-39.8K- 35.35% |
$3.25M - $3.48M
|
72.8K
$6.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-221- 0.85% |
$18.1K - $19.3K
|
25.6K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28.1K+ 27.95% |
$2.3M - $2.46M
|
129K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
494+ 44.3% |
$40.4K - $43.2K
|
1.61K
$143K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
104+ 2.58% |
$8.5K - $9.1K
|
4.13K
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
110+ 0.97% |
$8.99K - $9.63K
|
11.5K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.99K+ 3.42% |
$326K - $349K
|
121K
$10.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.5K+ 7.04% |
$449K - $481K
|
83.5K
$7.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
75+ 6.31% |
$6.13K - $6.56K
|
1.26K
$112K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
5.47KNew |
$447K - $478K
|
5.47K
$485K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
580+ 1.44% |
$47.4K - $50.8K
|
40.8K
$3.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
12.8K+ 67.68% |
$1.05M - $1.12M
|
31.8K
$2.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1.17K+ 5.3% |
$95.6K - $102K
|
23.3K
$2.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.84M+ 7.62% |
$559M - $598M
|
96.5M
$8.57B
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-6.42K- 10.25% |
$524K - $562K
|
56.2K
$4.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-11.7K- 97.83% |
$957K - $1.03M
|
260
$23.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
175+ 4.57% |
$14.3K - $15.3K
|
4K
$355K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.07K+ 486.37% |
$251K - $269K
|
3.7K
$328K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
102K+ 2.3% |
$8.36M - $8.96M
|
4.55M
$403M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
150+ 0.17% |
$12.3K - $13.1K
|
89.5K
$7.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.5K+ 3.18% |
$531K - $569K
|
211K
$18.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
17K+ 100.52% |
$1.39M - $1.49M
|
33.9K
$3M
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.6KNew |
$213K - $228K
|
2.6K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.43KNew |
$116K - $125K
|
1.43K
$126K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
451+ 4.96% |
$36.8K - $39.5K
|
9.54K
$847K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-230- 20.35% |
$18.8K - $20.1K
|
900
$79.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.76K+ 1502.22% |
$552K - $592K
|
7.21K
$640K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-12.3K- 1.5% |
$1.01M - $1.08M
|
811K
$71.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-12.9K- 8.71% |
$1.05M - $1.13M
|
135K
$12M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-5.11K- 2.15% |
$418K - $447K
|
232K
$20.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
781+ 3.04% |
$63.8K - $68.4K
|
26.5K
$2.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.9K- 7.51% |
$890K - $953K
|
134K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
442+ 2.1% |
$36.1K - $38.7K
|
21.5K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
48+ 13.48% |
$3.92K - $4.2K
|
404
$35.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
294+ 5.67% |
$24K - $25.7K
|
5.48K
$486K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.56K+ 24.95% |
$209K - $224K
|
12.8K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.99K+ 8.76% |
$245K - $262K
|
37.2K
$3.3M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.16K+ 68.46% |
$176K - $189K
|
5.3K
$471K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.15K+ 0.99% |
$93.7K - $100K
|
117K
$10.4M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
231KNew |
$18.9M - $20.3M
|
231K
$20.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-15- 0.02% |
$1.23K - $1.31K
|
72.9K
$6.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-123- 4.14% |
$10K - $10.8K
|
2.85K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
46.7K+ 24.6% |
$3.82M - $4.09M
|
237K
$21M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
42.6K+ 22.08% |
$3.48M - $3.73M
|
236K
$20.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
321K+ 20.17% |
$26.3M - $28.1M
|
1.91M
$170M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-78- 0.07% |
$6.37K - $6.83K
|
114K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.15K+ 8.12% |
$257K - $276K
|
41.9K
$3.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.15M- 2.85% |
$93.6M - $100M
|
39.1M
$3.47B
|
|