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 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.42K- 68.11% |
$99.2K - $110K
|
663
$50.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-396- 0.14% |
$27.7K - $30.7K
|
284K
$21.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.98K+ 0.13% |
$559K - $618K
|
5.97M
$451M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.41KNew |
$98.9K - $109K
|
1.41K
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-647- 1.31% |
$45.3K - $50.1K
|
48.7K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.61K+ 1.66% |
$113K - $125K
|
98.6K
$7.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
42.6K+ 7.69% |
$2.98M - $3.3M
|
596K
$45M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1.73K+ 3.11% |
$121K - $134K
|
57.2K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.53K+ 1.76% |
$107K - $119K
|
88.8K
$6.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
273+ 1.41% |
$19.1K - $21.1K
|
19.6K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2K+ 0.53% |
$140K - $155K
|
383K
$28.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.3K- 3.57% |
$161K - $178K
|
62.2K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.6K+ 54.75% |
$1.02M - $1.13M
|
41.3K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
69+ 4.04% |
$4.83K - $5.34K
|
1.78K
$134K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.43K+ 1.68% |
$100K - $111K
|
86.4K
$6.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
24.8K+ 49.17% |
$1.74M - $1.92M
|
75.1K
$5.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
113K+ 509.07% |
$7.93M - $8.77M
|
135K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.67KNew |
$327K - $361K
|
4.67K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3K- 38.8% |
$210K - $232K
|
4.73K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6.61K+ 54.15% |
$463K - $512K
|
18.8K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.25K- 48.12% |
$368K - $407K
|
5.66K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.54K- 1.93% |
$108K - $119K
|
78.4K
$5.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-3.56K- 17.12% |
$249K - $276K
|
17.2K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
759+ 0.95% |
$53.2K - $58.8K
|
80.5K
$6.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
855+ 5.07% |
$59.9K - $66.2K
|
17.7K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
6.15K+ 2.19% |
$431K - $476K
|
286K
$21.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-203- 5.26% |
$14.2K - $15.7K
|
3.66K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
198K+ 11.21% |
$13.9M - $15.3M
|
1.97M
$148M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-647- 2.49% |
$45.3K - $50.1K
|
25.4K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
35+ 0.04% |
$2.45K - $2.71K
|
88.3K
$6.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-923- 8.91% |
$64.7K - $71.5K
|
9.44K
$713K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.91K+ 1.66% |
$484K - $535K
|
422K
$31.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.23K+ 12.33% |
$647K - $715K
|
84.1K
$6.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.52KNew |
$106K - $117K
|
1.52K
$114K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-477- 4.3% |
$33.4K - $36.9K
|
10.6K
$801K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
17.7KNew |
$1.24M - $1.37M
|
17.7K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
85+ 1.62% |
$5.96K - $6.58K
|
5.33K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
160+ 2.1% |
$11.2K - $12.4K
|
7.76K
$586K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.3K- 6.21% |
$301K - $333K
|
64.9K
$4.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.14K- 5.2% |
$79.9K - $88.3K
|
20.8K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12.4K+ 38.62% |
$869K - $960K
|
44.5K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-775- 13.63% |
$54.3K - $60K
|
4.91K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.65K- 11.76% |
$185K - $205K
|
19.9K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.9K+ 27.27% |
$1.89M - $2.09M
|
126K
$9.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4.09K+ 48.47% |
$287K - $317K
|
12.5K
$946K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.54K+ 2.87% |
$108K - $119K
|
55.1K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-755- 2.08% |
$52.9K - $58.5K
|
35.5K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-134- 2.19% |
$9.39K - $10.4K
|
5.97K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
23.3K+ 3.28% |
$1.64M - $1.81M
|
736K
$55.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
659+ 0.42% |
$46.2K - $51K
|
158K
$12M
|