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 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.65K+ 6.22% |
$326K - $360K
|
79.4K
$6M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
652+ 0.16% |
$45.7K - $50.5K
|
421K
$31.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-652- 0.99% |
$45.7K - $50.5K
|
65.2K
$4.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 1.87% |
$7.01K - $7.74K
|
5.24K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.36K+ 6.03% |
$656K - $725K
|
165K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
26.7K+ 4.96% |
$1.87M - $2.07M
|
566K
$42.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-359- 5.7% |
$25.2K - $27.8K
|
5.94K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-8.27K- 72.71% |
$580K - $641K
|
3.11K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
594+ 14.64% |
$41.6K - $46K
|
4.65K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
47.8K+ 18.23% |
$3.35M - $3.7M
|
310K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-69- 0.13% |
$4.83K - $5.34K
|
54.6K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
429+ 2.59% |
$30.1K - $33.2K
|
17K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-426- 8.35% |
$29.8K - $33K
|
4.67K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.49K+ 37.58% |
$244K - $270K
|
12.8K
$963K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-46- 0.25% |
$3.22K - $3.56K
|
18.7K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-9.9K- 54.57% |
$694K - $767K
|
8.24K
$623K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.51K+ 46.02% |
$246K - $272K
|
11.1K
$840K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.7K+ 16.97% |
$329K - $364K
|
32.4K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-691- 0.02% |
$48.4K - $53.5K
|
2.82M
$213M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.83K- 11.57% |
$548K - $606K
|
59.8K
$4.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
22K+ 5.12% |
$1.54M - $1.71M
|
453K
$34.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
15.1K+ 8.03% |
$1.06M - $1.17M
|
203K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-10- 0.18% |
$701 - $774
|
5.61K
$423K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.29K- 8.1% |
$370K - $409K
|
60K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.18K+ 6.14% |
$643K - $711K
|
159K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 1.69% |
$112K - $124K
|
96.4K
$7.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.29% |
$210 - $232
|
1.03K
$77.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
566+ 20.44% |
$39.7K - $43.8K
|
3.34K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.05K+ 3.22% |
$73.3K - $81K
|
33.6K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-12.8K- 6.33% |
$897K - $991K
|
189K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.79K+ 109.06% |
$266K - $294K
|
7.27K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.33K- 19.9% |
$163K - $180K
|
9.37K
$708K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
299+ 1.05% |
$20.9K - $23.2K
|
28.8K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.67K+ 92.06% |
$327K - $362K
|
9.75K
$736K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
507+ 19.34% |
$35.5K - $39.3K
|
3.13K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.94K+ 8.46% |
$206K - $228K
|
37.7K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.23K+ 12.69% |
$226K - $250K
|
28.6K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.07K+ 1.55% |
$285K - $315K
|
266K
$20.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-8.19K- 37.85% |
$574K - $634K
|
13.5K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.74K+ 15.2% |
$122K - $134K
|
13.2K
$994K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-107- 1.15% |
$7.5K - $8.29K
|
9.22K
$697K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
472New |
$33.1K - $36.5K
|
472
$35.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
316+ 7.35% |
$22.1K - $24.5K
|
4.61K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.02K+ 13.04% |
$282K - $311K
|
34.9K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
558+ 0.61% |
$39.1K - $43.2K
|
91.4K
$6.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.63K- 14.42% |
$114K - $126K
|
9.67K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
1.3K+ 12.71% |
$90.8K - $100K
|
11.5K
$868K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.69K- 6.88% |
$258K - $286K
|
49.9K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.06KNew |
$145K - $160K
|
2.06K
$156K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.9K- 9.6% |
$831K - $918K
|
112K
$8.43M
|