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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
461+ 7.78% |
$32.3K - $35.7K
|
6.39K
$483K
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-905- 2.42% |
$63.4K - $70.1K
|
36.5K
$2.75M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
26.2K+ 4.91% |
$1.84M - $2.03M
|
560K
$42.3M
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
31.9K+ 3.44% |
$2.23M - $2.47M
|
958K
$72.4M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
47+ 1.56% |
$3.29K - $3.64K
|
3.06K
$231K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
938+ 0.06% |
$65.7K - $72.6K
|
1.44M
$109M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.48K+ 197.98% |
$454K - $502K
|
9.76K
$737K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
414+ 5.25% |
$29K - $32.1K
|
8.3K
$627K
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
8.8KNew |
$616K - $681K
|
8.8K
$664K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.03KNew |
$72K - $79.5K
|
1.03K
$77.6K
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
38.1KNew |
$2.67M - $2.95M
|
38.1K
$2.88M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
16.2K+ 366.05% |
$1.13M - $1.25M
|
20.6K
$1.55M
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
250+ 171.23% |
$17.5K - $19.4K
|
396
$29.9K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 15.37% |
$130K - $143K
|
10.2K
$769K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.84K- 1.1% |
$129K - $143K
|
166K
$12.5M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-30.9K- 3.96% |
$2.16M - $2.39M
|
750K
$56.6M
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-247- 3.32% |
$17.3K - $19.1K
|
7.2K
$543K
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4.95K- 14.03% |
$347K - $384K
|
30.4K
$2.29M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.39K- 2.01% |
$97.4K - $108K
|
67.9K
$5.13M
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
204+ 19.48% |
$14.3K - $15.8K
|
1.25K
$94.5K
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
19.7K+ 68.09% |
$1.38M - $1.52M
|
48.6K
$3.67M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
903+ 9.6% |
$63.3K - $69.9K
|
10.3K
$778K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.15KNew |
$291K - $321K
|
4.15K
$313K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
174+ 2.04% |
$12.2K - $13.5K
|
8.72K
$658K
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
139+ 2.21% |
$9.74K - $10.8K
|
6.42K
$485K
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
116+ 0.24% |
$8.13K - $8.98K
|
49.4K
$3.73M
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5.75K+ 11.11% |
$402K - $445K
|
57.4K
$4.34M
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.65KNew |
$466K - $515K
|
6.65K
$502K
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.26KNew |
$649K - $717K
|
9.26K
$699K
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
15.2KNew |
$1.06M - $1.18M
|
15.2K
$1.15M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
66+ 1.36% |
$4.62K - $5.11K
|
4.92K
$371K
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 6.98% |
$70.8K - $78.3K
|
15.5K
$1.17M
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.33K+ 1.68% |
$234K - $258K
|
202K
$15.3M
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.59K+ 5.42% |
$252K - $278K
|
69.9K
$5.28M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.2K+ 1.58% |
$84.1K - $93K
|
77.1K
$5.82M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
873+ 1.18% |
$61.2K - $67.6K
|
74.9K
$5.65M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-92- 0.15% |
$6.45K - $7.12K
|
59.6K
$4.5M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.9K- 26.0% |
$3.92M - $4.33M
|
159K
$12M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2K- 1.5% |
$140K - $155K
|
131K
$9.93M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.2K+ 1.58% |
$852K - $942K
|
781K
$59M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.76K+ 0.94% |
$124K - $137K
|
189K
$14.2M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-626- 5.64% |
$43.9K - $48.5K
|
10.5K
$792K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 1.4% |
$210 - $232
|
218
$16.5K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 16.21% |
$153K - $169K
|
15.7K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 44.46% |
$1.18M - $1.3M
|
21K
$1.59M
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-15.9K- 36.96% |
$1.11M - $1.23M
|
27.1K
$2.04M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.48K+ 0.52% |
$594K - $656K
|
1.65M
$124M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.94KNew |
$556K - $615K
|
7.94K
$600K
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
111+ 1.6% |
$7.78K - $8.59K
|
7.04K
$531K
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-251- 1.36% |
$17.6K - $19.4K
|
18.2K
$1.37M
|