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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
17.5K+ 5.27% |
$1.22M - $1.38M
|
350K
$31M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
2.76KNew |
$192K - $217K
|
2.76K
$245K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.67K- 0.78% |
$325K - $367K
|
596K
$52.9M
|
|
| Q4 2024 | |||||||
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.87KNew |
$271K - $299K
|
3.87K
$343K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
40.8KNew |
$2.86M - $3.16M
|
40.8K
$3.62M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
656New |
$46K - $50.8K
|
656
$58.2K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.63K- 24.49% |
$324K - $359K
|
14.3K
$1.27M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$9.53K - $10.5K
|
136
$12.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.13KNew |
$290K - $320K
|
4.13K
$367K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-120- 1.17% |
$8.41K - $9.29K
|
10.1K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
307K+ 7.48% |
$21.5M - $23.8M
|
4.41M
$391M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
34New |
$2.38K - $2.63K
|
34
$3.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.29K+ 15.45% |
$300K - $332K
|
32K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
477+ 8.51% |
$33.4K - $36.9K
|
6.09K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.79K+ 61.01% |
$125K - $139K
|
4.72K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
113New |
$7.92K - $8.75K
|
113
$10K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.13K- 19.66% |
$219K - $242K
|
12.8K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.47K+ 5.32% |
$173K - $191K
|
48.8K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
219New |
$15.3K - $17K
|
219
$19.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
131New |
$9.18K - $10.1K
|
131
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
47+ 1.56% |
$3.29K - $3.64K
|
3.06K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 15.37% |
$130K - $143K
|
10.2K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2K- 1.5% |
$140K - $155K
|
131K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
4.03KNew |
$283K - $312K
|
4.03K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
32.7KNew |
$2.29M - $2.54M
|
32.7K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
41.7KNew |
$2.92M - $3.22M
|
41.7K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
10KNew |
$701K - $774K
|
10K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-45- 18.6% |
$3.15K - $3.48K
|
197
$17.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 1.79% |
$490 - $542
|
383
$34K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-3.24K- 46.14% |
$227K - $250K
|
3.78K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
131+ 5.12% |
$9.18K - $10.1K
|
2.69K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
3.07KNew |
$215K - $237K
|
3.07K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
867+ 30.71% |
$60.7K - $67.1K
|
3.69K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
553KNew |
$38.8M - $42.8M
|
553K
$49.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
99New |
$6.94K - $7.67K
|
99
$8.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.3MNew |
$301M - $333M
|
4.3M
$381M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$244K - $270K
|
3.48K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
346KNew |
$24.2M - $26.8M
|
346K
$30.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
276+ 4.05% |
$19.3K - $21.4K
|
7.1K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
3.33KNew |
$233K - $258K
|
3.33K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
605New |
$42.4K - $46.8K
|
605
$53.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.18K- 97.6% |
$293K - $324K
|
103
$9.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
122New |
$8.55K - $9.45K
|
122
$10.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
129New |
$9.04K - $9.99K
|
129
$11.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$7.01K - $7.74K
|
100
$8.88K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
841+ 105.79% |
$58.9K - $65.1K
|
1.64K
$145K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$483K - $534K
|
6.9K
$612K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
4.58KNew |
$321K - $355K
|
4.58K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
26New |
$1.82K - $2.01K
|
26
$2.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$103K - $114K
|
1.47K
$130K
|
|