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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-270- 0.31% |
$22.1K - $23.6K
|
86.2K
$7.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.52K+ 66.54% |
$206K - $221K
|
6.32K
$561K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-306- 0.53% |
$25K - $26.8K
|
57.9K
$5.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
253+ 4.61% |
$20.7K - $22.1K
|
5.74K
$509K
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.48K- 22.45% |
$202K - $217K
|
8.55K
$759K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-40- 0.09% |
$3.27K - $3.5K
|
45.9K
$4.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17.2K+ 134.52% |
$1.4M - $1.5M
|
29.9K
$2.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.8K+ 6.0% |
$1.13M - $1.21M
|
244K
$21.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
35.3K+ 1.75% |
$2.89M - $3.09M
|
2.06M
$183M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.1K+ 53.33% |
$662K - $709K
|
23.3K
$2.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.23K- 0.48% |
$100K - $107K
|
252K
$22.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.41K+ 20.75% |
$278K - $298K
|
19.8K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
6.61KNew |
$540K - $579K
|
6.61K
$587K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
765+ 4.69% |
$62.5K - $67K
|
17.1K
$1.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
131KNew |
$10.7M - $11.5M
|
131K
$11.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
5.73K+ 6.02% |
$468K - $502K
|
101K
$8.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.36K+ 25.86% |
$275K - $294K
|
16.4K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
21.6K+ 1227.87% |
$1.77M - $1.89M
|
23.4K
$2.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.56K+ 194.64% |
$781K - $837K
|
14.5K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-48.8K- 3.05% |
$3.99M - $4.27M
|
1.55M
$138M
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3.08K+ 8.08% |
$252K - $270K
|
41.2K
$3.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 6.34% |
$188K - $201K
|
38.6K
$3.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.66K+ 14.95% |
$218K - $233K
|
20.5K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-118- 3.13% |
$9.64K - $10.3K
|
3.65K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-29- 2.52% |
$2.37K - $2.54K
|
1.12K
$99.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-14.4K- 1.65% |
$1.18M - $1.26M
|
857K
$76M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-55.6K- 3.73% |
$4.54M - $4.86M
|
1.43M
$127M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.48K+ 29.5% |
$366K - $392K
|
19.7K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.33K+ 46.68% |
$108K - $116K
|
4.17K
$370K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
591+ 0.9% |
$48.3K - $51.7K
|
66.6K
$5.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56.8K+ 5.91% |
$4.64M - $4.97M
|
1.02M
$90.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-30.4K- 5.31% |
$2.48M - $2.66M
|
541K
$48M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
35.5K+ 37.38% |
$2.9M - $3.1M
|
130K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
547+ 2.72% |
$44.7K - $47.9K
|
20.7K
$1.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
185+ 6.54% |
$15.1K - $16.2K
|
3.01K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.83K- 0.08% |
$231K - $248K
|
3.54M
$314M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7New |
$572 - $613
|
7
$621
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
4.29K+ 7.02% |
$350K - $376K
|
65.4K
$5.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
59KNew |
$4.82M - $5.17M
|
59K
$5.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.15K+ 13.57% |
$93.6K - $100K
|
9.59K
$851K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
206K+ 7.77% |
$16.8M - $18M
|
2.86M
$253M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-67- 1.51% |
$5.47K - $5.86K
|
4.36K
$387K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.4K- 2.05% |
$114K - $122K
|
66.9K
$5.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24K+ 5.98% |
$1.96M - $2.1M
|
425K
$37.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
120+ 2.41% |
$9.8K - $10.5K
|
5.09K
$452K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
93K+ 12.48% |
$7.6M - $8.14M
|
839K
$74.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.08K- 2.57% |
$415K - $445K
|
193K
$17.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
48.7K+ 397.43% |
$3.98M - $4.26M
|
61K
$5.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.23K- 6.0% |
$100K - $108K
|
19.3K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
31+ 0.68% |
$2.53K - $2.71K
|
4.57K
$406K
|
|