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 |
---|---|---|---|---|---|---|---|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
588+ 2.62% |
$40.1K - $43.8K
|
23K
$1.74M
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
75.6K+ 94.31% |
$5.15M - $5.63M
|
156K
$11.8M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.27K- 14.6% |
$86.2K - $94.2K
|
7.4K
$558K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.4K+ 47.85% |
$368K - $402K
|
16.7K
$1.26M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.97K+ 30.94% |
$543K - $593K
|
33.7K
$2.55M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.29M+ 217.23% |
$156M - $170M
|
3.34M
$252M
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-11.8K- 1.45% |
$806K - $880K
|
803K
$60.6M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
61+ 1.71% |
$4.16K - $4.54K
|
3.63K
$274K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.73K+ 3.7% |
$322K - $352K
|
133K
$10M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
540+ 14.71% |
$36.8K - $40.2K
|
4.21K
$318K
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
28.1K+ 60.91% |
$1.92M - $2.09M
|
74.3K
$5.61M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.16K+ 27.56% |
$147K - $161K
|
10K
$755K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-136- 22.93% |
$9.27K - $10.1K
|
457
$34.5K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72.9K+ 15.38% |
$4.97M - $5.43M
|
547K
$41.3M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.51K+ 138.59% |
$580K - $633K
|
14.6K
$1.11M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
314New |
$21.4K - $23.4K
|
314
$23.7K
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-18- 0.33% |
$1.23K - $1.34K
|
5.43K
$409K
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-223K- 34.52% |
$15.2M - $16.6M
|
423K
$31.9M
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
24+ 0.24% |
$1.64K - $1.79K
|
10K
$756K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-348- 68.5% |
$23.7K - $25.9K
|
160
$12.1K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.01K- 79.92% |
$68.9K - $75.2K
|
254
$19.2K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6.69K+ 11.21% |
$456K - $498K
|
66.4K
$5.01M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-76.6K- 3.64% |
$5.22M - $5.7M
|
2.03M
$153M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
18.6K+ 4.43% |
$1.27M - $1.38M
|
437K
$33M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.44K- 50.35% |
$166K - $182K
|
2.41K
$181K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-225- 14.25% |
$15.3K - $16.7K
|
1.35K
$102K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-258- 2.63% |
$17.6K - $19.2K
|
9.55K
$720K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.7K- 21.19% |
$1.82M - $1.98M
|
99.1K
$7.48M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.5KNew |
$1.06M - $1.16M
|
15.5K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
20.6K+ 41.88% |
$1.4M - $1.53M
|
69.8K
$5.27M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.47MNew |
$100M - $109M
|
1.47M
$111M
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-9.72K- 24.47% |
$663K - $724K
|
30K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
94.6K+ 16.92% |
$6.45M - $7.04M
|
654K
$49.3M
|
|
May 15, 2024
Q1 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
455K+ 10.76% |
$31M - $33.9M
|
4.68M
$353M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
15K+ 1.24% |
$1.02M - $1.11M
|
1.23M
$92.6M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.78K- 0.88% |
$121K - $132K
|
201K
$15.1M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
501+ 5.0% |
$34.1K - $37.3K
|
10.5K
$794K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.29K- 20.81% |
$224K - $245K
|
12.5K
$945K
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.2K- 16.06% |
$354K - $387K
|
27.2K
$2.05M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.03KNew |
$479K - $523K
|
7.03K
$531K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.18K+ 7.68% |
$353K - $385K
|
72.6K
$5.48M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
921K+ 12.52% |
$62.7M - $68.5M
|
8.27M
$624M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18.7K+ 17.55% |
$1.27M - $1.39M
|
125K
$9.45M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.93K- 5.85% |
$132K - $144K
|
31.1K
$2.35M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-108K- 2.4% |
$7.35M - $8.02M
|
4.38M
$331M
|
|
May 15, 2024
Q1 2024
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-68.7K- 18.99% |
$4.68M - $5.11M
|
293K
$22.1M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.45K- 24.09% |
$98.9K - $108K
|
4.57K
$345K
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
8.04K+ 6.56% |
$548K - $598K
|
131K
$9.85M
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.37K- 5.04% |
$230K - $251K
|
63.6K
$4.8M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-620- 27.85% |
$42.2K - $46.1K
|
1.61K
$121K
|