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
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
400+ 9.72% |
$28K - $31K
|
4.51K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-95- 0.04% |
$6.66K - $7.36K
|
253K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
989New |
$69.3K - $76.6K
|
989
$74.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
4.03KNew |
$283K - $312K
|
4.03K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
379New |
$26.6K - $29.3K
|
379
$28.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
152KNew |
$10.6M - $11.7M
|
152K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
32.7KNew |
$2.29M - $2.54M
|
32.7K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.73KNew |
$262K - $289K
|
3.73K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
41.7KNew |
$2.92M - $3.22M
|
41.7K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.57KNew |
$320K - $353K
|
4.57K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-700- 5.43% |
$49K - $54.2K
|
12.2K
$921K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-17K- 3.11% |
$1.19M - $1.32M
|
532K
$40.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
23+ 0.1% |
$1.61K - $1.78K
|
22.8K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-684- 3.4% |
$47.9K - $53K
|
19.5K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
22.9K+ 1.89% |
$1.61M - $1.78M
|
1.24M
$93.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.4K- 81.73% |
$799K - $883K
|
2.55K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
64.5K+ 91.17% |
$4.52M - $4.99M
|
135K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.1K- 2.15% |
$76.7K - $84.8K
|
49.9K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.5K+ 1.02% |
$2.42M - $2.67M
|
3.43M
$259M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
10KNew |
$701K - $774K
|
10K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.79K+ 2.93% |
$406K - $448K
|
203K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.27K- 6.93% |
$88.9K - $98.3K
|
17K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
137+ 3.12% |
$9.6K - $10.6K
|
4.53K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
42.7K+ 127.19% |
$2.99M - $3.31M
|
76.3K
$5.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
500+ 5.26% |
$35K - $38.7K
|
10K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-217- 0.49% |
$15.2K - $16.8K
|
43.7K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-45- 18.6% |
$3.15K - $3.48K
|
197
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-71- 0.06% |
$4.97K - $5.5K
|
121K
$9.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 53.59% |
$949K - $1.05M
|
38.8K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
620K+ 3.53% |
$43.4M - $48M
|
18.2M
$1.37B
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
42.8K+ 7.39% |
$3M - $3.31M
|
621K
$46.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
98.6K+ 21.15% |
$6.91M - $7.64M
|
565K
$42.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.09K+ 8.97% |
$146K - $162K
|
25.3K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
506+ 1.35% |
$35.5K - $39.2K
|
38.1K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.02K+ 37.67% |
$71.7K - $79.3K
|
3.74K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.86KNew |
$270K - $299K
|
3.86K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
182K+ 38.24% |
$12.7M - $14.1M
|
657K
$49.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.59K+ 8.92% |
$602K - $665K
|
105K
$7.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.48K+ 4.29% |
$173K - $192K
|
60.2K
$4.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
125+ 2.41% |
$8.76K - $9.68K
|
5.31K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-611K- 25.31% |
$42.8M - $47.3M
|
1.8M
$136M
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
4.39KNew |
$307K - $340K
|
4.39K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19.8K+ 0.81% |
$1.39M - $1.53M
|
2.46M
$186M
|
|
|
Feb 12, 2025
Q4 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
678KNew |
$47.5M - $52.5M
|
678K
$51.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.4K+ 1.3% |
$732K - $809K
|
812K
$61.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
14.3K+ 72.62% |
$1M - $1.11M
|
34.1K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
650+ 0.65% |
$45.5K - $50.3K
|
100K
$7.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
35.5K+ 7.94% |
$2.49M - $2.75M
|
483K
$36.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34.4K+ 29.41% |
$2.41M - $2.66M
|
151K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.35K- 1.0% |
$445K - $492K
|
629K
$47.5M
|