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 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.32K+ 28.98% |
$598K - $641K
|
32.6K
$2.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
50K+ 13.26% |
$4.08M - $4.37M
|
427K
$37.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.39% |
$3.68K - $3.94K
|
11.6K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-98- 1.35% |
$8.01K - $8.58K
|
7.17K
$637K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
6.98K+ 5.12% |
$570K - $611K
|
143K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
40+ 0.57% |
$3.27K - $3.5K
|
7.07K
$627K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
10.9K+ 24.22% |
$887K - $950K
|
55.6K
$4.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-487- 11.05% |
$39.8K - $42.6K
|
3.92K
$348K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5- 0.06% |
$409 - $438
|
7.96K
$706K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
489New |
$40K - $42.8K
|
489
$43.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.94K- 1.75% |
$322K - $345K
|
222K
$19.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.73KNew |
$223K - $239K
|
2.73K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
96+ 2.19% |
$7.84K - $8.4K
|
4.47K
$397K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
597+ 14.77% |
$48.8K - $52.3K
|
4.64K
$412K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
60+ 2.21% |
$4.9K - $5.25K
|
2.78K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
162+ 3.47% |
$13.2K - $14.2K
|
4.83K
$428K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.52K+ 3.53% |
$533K - $571K
|
191K
$17M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-363- 9.04% |
$29.7K - $31.8K
|
3.65K
$324K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
15.3K+ 133.78% |
$1.25M - $1.34M
|
26.8K
$2.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
4.26K+ 167.49% |
$348K - $373K
|
6.81K
$604K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-301- 5.78% |
$24.6K - $26.3K
|
4.91K
$436K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
490+ 6.96% |
$40K - $42.9K
|
7.53K
$668K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
47.6K+ 970.83% |
$3.89M - $4.17M
|
52.5K
$4.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
198K+ 4.76% |
$16.2M - $17.3M
|
4.36M
$387M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
14New |
$1.14K - $1.23K
|
14
$1.24K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.33K+ 338.87% |
$108K - $116K
|
1.72K
$152K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
65+ 0.53% |
$5.31K - $5.69K
|
12.2K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 3.86% |
$93.9K - $101K
|
28.6K
$2.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-11- 0.18% |
$899 - $963
|
6.02K
$534K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-9.58K- 8.5% |
$783K - $839K
|
103K
$9.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-130K- 85.09% |
$10.6M - $11.4M
|
22.8K
$2.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-309- 0.48% |
$25.2K - $27K
|
63.8K
$5.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10.3K+ 2.35% |
$843K - $903K
|
449K
$39.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
9.91K+ 8.04% |
$810K - $868K
|
133K
$11.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.93K+ 0.97% |
$239K - $257K
|
304K
$27M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-3.5K- 59.48% |
$286K - $306K
|
2.38K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
420+ 0.18% |
$34.3K - $36.8K
|
232K
$20.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-35- 0.12% |
$2.86K - $3.06K
|
30K
$2.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-94.4K- 48.78% |
$7.71M - $8.26M
|
99.1K
$8.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.15K+ 5.95% |
$94.2K - $101K
|
20.5K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 0.77% |
$2.04K - $2.19K
|
3.24K
$287K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-393- 4.41% |
$32.1K - $34.4K
|
8.53K
$757K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
501+ 15.97% |
$40.9K - $43.9K
|
3.64K
$323K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-8- 0.06% |
$654 - $700
|
12.4K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63+ 2.6% |
$5.15K - $5.51K
|
2.49K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
418+ 13.62% |
$34.2K - $36.6K
|
3.49K
$310K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-70- 2.66% |
$5.72K - $6.13K
|
2.56K
$227K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-840- 0.17% |
$68.6K - $73.5K
|
502K
$44.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.27K+ 4.12% |
$104K - $111K
|
32.2K
$2.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
20.6K+ 1.14% |
$1.68M - $1.8M
|
1.82M
$162M
|
|