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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
31.3K+ 6.74% |
$2.2M - $2.43M
|
497K
$37.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.6K+ 41.64% |
$112K - $124K
|
5.45K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-814- 12.46% |
$57K - $63K
|
5.72K
$432K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16.2KNew |
$1.14M - $1.26M
|
16.2K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.14KNew |
$640K - $708K
|
9.14K
$690K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-328- 4.21% |
$23K - $25.4K
|
7.46K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-174- 2.41% |
$12.2K - $13.5K
|
7.05K
$532K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.4K- 7.03% |
$97.9K - $108K
|
18.5K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
272+ 3.25% |
$19.1K - $21.1K
|
8.63K
$652K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
487+ 11.16% |
$34.1K - $37.7K
|
4.85K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
401+ 8.32% |
$28.1K - $31K
|
5.22K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-76- 0.97% |
$5.32K - $5.88K
|
7.79K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
1.19K+ 0.15% |
$83.5K - $92.3K
|
779K
$58.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
126+ 2.03% |
$8.83K - $9.76K
|
6.33K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
73.4K+ 19.16% |
$5.15M - $5.69M
|
457K
$34.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
39+ 0.03% |
$2.73K - $3.02K
|
118K
$8.94M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30+ 0.52% |
$2.1K - $2.32K
|
5.84K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.73K+ 0.25% |
$121K - $134K
|
687K
$51.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.19K+ 22.39% |
$644K - $712K
|
50.2K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-15- 0.23% |
$1.05K - $1.16K
|
6.52K
$492K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.87K+ 77.56% |
$201K - $222K
|
6.56K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
69.2K+ 11.75% |
$4.85M - $5.36M
|
659K
$49.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.49K+ 14.46% |
$315K - $348K
|
35.6K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
210+ 6.74% |
$14.7K - $16.3K
|
3.33K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.72K+ 12.22% |
$401K - $443K
|
52.6K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
98+ 1.93% |
$6.87K - $7.59K
|
5.18K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.8KNew |
$266K - $294K
|
3.8K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.27K+ 28.98% |
$89.2K - $98.6K
|
5.67K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
9.52KNew |
$667K - $737K
|
9.52K
$719K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-265- 4.84% |
$18.6K - $20.5K
|
5.21K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.15K+ 27.08% |
$151K - $167K
|
10.1K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-272- 0.15% |
$19.1K - $21.1K
|
182K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
75.5K+ 3.64% |
$5.29M - $5.84M
|
2.15M
$162M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-271- 1.85% |
$19K - $21K
|
14.4K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.6K+ 4.64% |
$1.02M - $1.13M
|
329K
$24.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.14K- 34.54% |
$80.1K - $88.5K
|
2.17K
$164K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
208+ 7.51% |
$14.6K - $16.1K
|
2.98K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.16K- 31.57% |
$221K - $245K
|
6.85K
$518K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
140+ 4.51% |
$9.81K - $10.8K
|
3.25K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.13KNew |
$359K - $397K
|
5.13K
$387K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 2.61% |
$841 - $929
|
448
$33.8K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.79K+ 13.0% |
$476K - $526K
|
59K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 18.71% |
$698K - $772K
|
63.2K
$4.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-554- 46.67% |
$38.8K - $42.9K
|
633
$47.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.46K- 2.55% |
$382K - $423K
|
209K
$15.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-20- 0.35% |
$1.4K - $1.55K
|
5.63K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-695- 9.49% |
$48.7K - $53.8K
|
6.63K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.37% |
$1.54K - $1.7K
|
5.89K
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
4.42K+ 49.98% |
$309K - $342K
|
13.3K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
17.1KNew |
$1.2M - $1.32M
|
17.1K
$1.29M
|