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 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
475+ 17.6% |
$33.3K - $36.8K
|
3.17K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
53.9K+ 6.41% |
$3.78M - $4.17M
|
894K
$67.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-545- 11.39% |
$38.2K - $42.2K
|
4.24K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-16.8K- 13.59% |
$1.17M - $1.3M
|
107K
$8.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.06KNew |
$494K - $546K
|
7.06K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
12.7K+ 3.99% |
$893K - $986K
|
332K
$25.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.15K+ 4.41% |
$291K - $321K
|
98.3K
$7.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.01% |
$70.1 - $77.4
|
9.42K
$711K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
692+ 15.77% |
$48.5K - $53.6K
|
5.08K
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.71K- 9.57% |
$190K - $210K
|
25.6K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
181+ 1.47% |
$12.7K - $14K
|
12.5K
$943K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-202- 0.49% |
$14.2K - $15.6K
|
40.8K
$3.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
216+ 0.55% |
$15.1K - $16.7K
|
39.6K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
4.86KNew |
$341K - $376K
|
4.86K
$367K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
15K+ 5.38% |
$1.05M - $1.16M
|
293K
$22.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-2.31K- 1.5% |
$162K - $179K
|
152K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
13.5KNew |
$944K - $1.04M
|
13.5K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.26KNew |
$298K - $330K
|
4.26K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.32K- 32.58% |
$443K - $489K
|
13.1K
$988K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16+ 0.27% |
$1.12K - $1.24K
|
5.84K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.66K+ 2.9% |
$186K - $206K
|
94.3K
$7.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.67M+ 670.8% |
$117M - $129M
|
1.92M
$145M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.42K- 1.27% |
$99.5K - $110K
|
111K
$8.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-24.5K- 12.31% |
$1.72M - $1.9M
|
174K
$13.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 0.11% |
$981 - $1.08K
|
12.7K
$957K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
16.2KNew |
$1.13M - $1.25M
|
16.2K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.45% |
$70.1 - $77.4
|
225
$17K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.93K+ 265.57% |
$485K - $536K
|
9.53K
$720K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.03% |
$70.1 - $77.4
|
3.65K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
858+ 0.38% |
$60.1K - $66.4K
|
225K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-49K- 13.31% |
$3.43M - $3.79M
|
319K
$24.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.85K+ 8.13% |
$130K - $143K
|
24.6K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-92.9K- 3.64% |
$6.51M - $7.19M
|
2.46M
$186M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.28K- 44.38% |
$300K - $332K
|
5.37K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.32M- 86.67% |
$232M - $257M
|
510K
$38.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
243K+ 162.97% |
$17M - $18.8M
|
392K
$29.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.68K+ 3.96% |
$187K - $207K
|
70.2K
$5.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.46K+ 28.88% |
$522K - $577K
|
33.3K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
7.94KNew |
$556K - $615K
|
7.94K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.75KNew |
$473K - $523K
|
6.75K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.37K+ 1.45% |
$236K - $261K
|
236K
$17.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
172+ 0.39% |
$12.1K - $13.3K
|
44.5K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-22.3K- 28.17% |
$1.56M - $1.72M
|
56.8K
$4.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.24K- 0.68% |
$157K - $174K
|
325K
$24.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.9KNew |
$203K - $224K
|
2.9K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.19M+ 16.75% |
$83.2M - $92M
|
8.28M
$625M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.47KNew |
$313K - $346K
|
4.47K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-728- 2.95% |
$51K - $56.4K
|
24K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
644+ 1.17% |
$45.1K - $49.9K
|
55.5K
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-26- 0.66% |
$1.82K - $2.01K
|
3.9K
$295K
|