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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
90+ 0.3% |
$7.35K - $7.88K
|
30.4K
$2.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
90+ 0.39% |
$7.35K - $7.88K
|
23.3K
$2.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
89+ 2.97% |
$7.27K - $7.79K
|
3.09K
$274K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
88+ 3.6% |
$7.19K - $7.7K
|
2.53K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
88+ 0.36% |
$7.19K - $7.7K
|
24.6K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
87+ 2.96% |
$7.11K - $7.62K
|
3.02K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
86+ 2.81% |
$7.03K - $7.53K
|
3.15K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
86+ 0.61% |
$7.03K - $7.53K
|
14.1K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
83+ 0.99% |
$6.78K - $7.26K
|
8.47K
$752K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
83+ 0.13% |
$6.78K - $7.26K
|
63.3K
$5.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
80+ 3.01% |
$6.54K - $7K
|
2.74K
$243K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
80+ 0.28% |
$6.54K - $7K
|
28.5K
$2.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
75+ 1.21% |
$6.13K - $6.56K
|
6.29K
$558K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
75+ 6.31% |
$6.13K - $6.56K
|
1.26K
$112K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
73+ 2.77% |
$5.96K - $6.39K
|
2.71K
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
72+ 1.96% |
$5.88K - $6.3K
|
3.74K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
69+ 0.14% |
$5.64K - $6.04K
|
48.9K
$4.34M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
66+ 0.07% |
$5.39K - $5.78K
|
99.7K
$8.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
63+ 0.37% |
$5.15K - $5.51K
|
17K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63+ 2.6% |
$5.15K - $5.51K
|
2.49K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
60+ 1.43% |
$4.9K - $5.25K
|
4.25K
$377K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
59+ 0.04% |
$4.82K - $5.16K
|
133K
$11.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
59+ 295.0% |
$4.82K - $5.16K
|
79
$7.01K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
59+ 2.6% |
$4.82K - $5.16K
|
2.33K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
57+ 0.11% |
$4.66K - $4.99K
|
52.2K
$4.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
56New |
$4.58K - $4.9K
|
56
$4.97K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
56+ 0.9% |
$4.58K - $4.9K
|
6.3K
$559K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
BUY
|
- |
56+ 0.47% |
$4.58K - $4.9K
|
12K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
55+ 0.37% |
$4.49K - $4.81K
|
15K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
52New |
$4.25K - $4.55K
|
52
$4.62K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
48+ 0.25% |
$3.92K - $4.2K
|
19.4K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
48+ 13.48% |
$3.92K - $4.2K
|
404
$35.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
43+ 5.02% |
$3.51K - $3.76K
|
900
$79.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
42+ 1.06% |
$3.43K - $3.68K
|
4.01K
$356K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
41+ 0.71% |
$3.35K - $3.59K
|
5.83K
$517K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
40+ 0.81% |
$3.27K - $3.5K
|
5.01K
$444K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
40+ 0.57% |
$3.27K - $3.5K
|
7.07K
$627K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
35+ 1.19% |
$2.86K - $3.06K
|
2.99K
$265K
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
31+ 0.96% |
$2.53K - $2.71K
|
3.27K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
31+ 0.04% |
$2.53K - $2.71K
|
70.6K
$6.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
31+ 0.68% |
$2.53K - $2.71K
|
4.57K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
26New |
$2.12K - $2.28K
|
26
$2.31K
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 0.72% |
$2.04K - $2.19K
|
3.51K
$311K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
22+ 0.66% |
$1.8K - $1.93K
|
3.34K
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
21+ 0.43% |
$1.72K - $1.84K
|
4.94K
$439K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
20+ 0.85% |
$1.63K - $1.75K
|
2.37K
$211K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18+ 0.22% |
$1.47K - $1.58K
|
8.18K
$726K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
17+ 0.53% |
$1.39K - $1.49K
|
3.23K
$287K
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
16+ 2.47% |
$1.31K - $1.4K
|
665
$59K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.36% |
$1.31K - $1.4K
|
4.41K
$392K
|
|