Latest Institutional Purchases of Ishares Tr (IEFA)
This list provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
534+ 7.57% |
$37.4K - $41.3K
|
7.59K
$572K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
519New |
$36.4K - $40.2K
|
519
$39.1K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
518+ 18.09% |
$36.3K - $40.1K
|
3.38K
$255K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
515+ 8.49% |
$36.1K - $39.9K
|
6.58K
$496K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
514New |
$36K - $39.8K
|
514
$38.7K
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
507+ 19.34% |
$35.5K - $39.3K
|
3.13K
$236K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
506+ 1.35% |
$35.5K - $39.2K
|
38.1K
$2.87M
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
506+ 1.5% |
$35.5K - $39.2K
|
34.2K
$2.58M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
500+ 5.26% |
$35K - $38.7K
|
10K
$754K
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
498+ 11.18% |
$34.9K - $38.6K
|
4.95K
$373K
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
495+ 1.76% |
$34.7K - $38.3K
|
28.6K
$2.16M
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
493+ 0.5% |
$34.5K - $38.2K
|
98.2K
$7.4M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
487+ 11.16% |
$34.1K - $37.7K
|
4.85K
$366K
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
481+ 0.37% |
$33.7K - $37.2K
|
132K
$9.95M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
479New |
$33.6K - $37.1K
|
479
$36.1K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
477+ 8.51% |
$33.4K - $36.9K
|
6.09K
$459K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
473+ 233.0% |
$33.1K - $36.6K
|
676
$50.9K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
472New |
$33.1K - $36.5K
|
472
$35.6K
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
461+ 7.78% |
$32.3K - $35.7K
|
6.39K
$482K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
456+ 0.44% |
$31.9K - $35.3K
|
103K
$7.77M
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
455+ 6.98% |
$31.9K - $35.2K
|
6.97K
$525K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
443+ 15.1% |
$31K - $34.3K
|
3.38K
$254K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
434+ 3.01% |
$30.4K - $33.6K
|
14.8K
$1.12M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
434+ 2.36% |
$30.4K - $33.6K
|
18.8K
$1.42M
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
430+ 10.75% |
$30.1K - $33.3K
|
4.43K
$334K
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
429+ 1.57% |
$30.1K - $33.2K
|
27.8K
$2.09M
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
429+ 4.88% |
$30.1K - $33.2K
|
9.23K
$695K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
429+ 2.59% |
$30.1K - $33.2K
|
17K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
427New |
$29.9K - $33.1K
|
427
$32.2K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
423+ 10.91% |
$29.6K - $32.8K
|
4.3K
$324K
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
419New |
$29.4K - $32.4K
|
419
$31.6K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
417+ 6.84% |
$29.2K - $32.3K
|
6.52K
$491K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
414+ 5.25% |
$29K - $32.1K
|
8.3K
$626K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
401+ 8.32% |
$28.1K - $31K
|
5.22K
$393K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
393New |
$27.5K - $30.4K
|
393
$29.6K
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
389+ 5.63% |
$27.3K - $30.1K
|
7.3K
$550K
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
387+ 2.81% |
$27.1K - $30K
|
14.1K
$1.07M
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
387+ 12.5% |
$27.1K - $30K
|
3.48K
$263K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
379New |
$26.6K - $29.3K
|
379
$28.6K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
364+ 1.71% |
$25.5K - $28.2K
|
21.6K
$1.63M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
363+ 0.34% |
$25.4K - $28.1K
|
107K
$8.08M
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
352+ 1.62% |
$24.7K - $27.3K
|
22K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
351+ 5.12% |
$24.6K - $27.2K
|
7.21K
$543K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
351+ 8.47% |
$24.6K - $27.2K
|
4.49K
$339K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
336+ 13.87% |
$23.5K - $26K
|
2.76K
$208K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
329+ 7.72% |
$23K - $25.5K
|
4.59K
$346K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
327+ 3.49% |
$22.9K - $25.3K
|
9.69K
$730K
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
322+ 0.51% |
$22.6K - $24.9K
|
63.6K
$4.8M
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
321+ 1.95% |
$22.5K - $24.9K
|
16.8K
$1.26M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
316+ 7.35% |
$22.1K - $24.5K
|
4.61K
$348K
|