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 |
---|---|---|---|---|---|---|---|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.27K+ 2.92% |
$229K - $258K
|
115K
$8.29M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.13K+ 5.51% |
$149K - $168K
|
40.7K
$2.93M
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
854+ 11.58% |
$59.9K - $67.2K
|
8.23K
$592K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.12K+ 10.61% |
$429K - $482K
|
63.8K
$4.59M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
255K+ 15.69% |
$17.9M - $20.1M
|
1.88M
$135M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
256+ 0.47% |
$17.9K - $20.2K
|
54.4K
$3.91M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.16M- 7.63% |
$81.3M - $91.3M
|
14M
$1.01B
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
283K+ 9.57% |
$19.9M - $22.3M
|
3.24M
$233M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
166+ 1.98% |
$11.6K - $13.1K
|
8.54K
$615K
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-8.5K- 1.42% |
$596K - $669K
|
591K
$42.5M
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
50.2K+ 224.5% |
$3.52M - $3.95M
|
72.5K
$5.22M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
869+ 8.1% |
$60.9K - $68.4K
|
11.6K
$835K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.33K+ 9.23% |
$584K - $656K
|
98.6K
$7.09M
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
162New |
$11.4K - $12.8K
|
162
$11.7K
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-60- 1.11% |
$4.21K - $4.72K
|
5.36K
$385K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-67- 1.17% |
$4.7K - $5.28K
|
5.65K
$406K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.9K- 2.64% |
$901K - $1.01M
|
475K
$34.2M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.13KNew |
$78.9K - $88.6K
|
1.13K
$80.9K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.01K- 11.51% |
$70.7K - $79.4K
|
7.76K
$558K
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-919- 0.46% |
$64.4K - $72.4K
|
197K
$14.2M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-330- 1.77% |
$23.1K - $26K
|
18.3K
$1.32M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-700- 16.22% |
$49.1K - $55.1K
|
3.62K
$260K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
134New |
$9.39K - $10.6K
|
134
$9.64K
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-261- 0.35% |
$18.3K - $20.6K
|
73.4K
$5.28M
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$216K - $243K
|
3.08K
$222K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.74K- 2.07% |
$613K - $688K
|
414K
$29.8M
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-5.14K- 18.32% |
$360K - $405K
|
22.9K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-268- 52.55% |
$18.8K - $21.1K
|
242
$17.4K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
109K+ 183.26% |
$7.66M - $8.61M
|
169K
$12.2M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
173K+ 4.28% |
$12.1M - $13.6M
|
4.21M
$303M
|
|
Nov 14, 2024
Q3 2024
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
1.11MNew |
$77.7M - $87.3M
|
1.11M
$79.8M
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.36K+ 13.12% |
$95.2K - $107K
|
11.7K
$842K
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-190K- 13.76% |
$13.3M - $15M
|
1.19M
$85.8M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-380K- 15.36% |
$26.6M - $29.9M
|
2.09M
$151M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
862K+ 235.25% |
$60.4M - $67.8M
|
1.23M
$88.3M
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.74K- 22.1% |
$122K - $137K
|
6.14K
$442K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-93- 5.05% |
$6.52K - $7.32K
|
1.75K
$126K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.68KNew |
$258K - $290K
|
3.68K
$265K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.15K+ 6.9% |
$221K - $248K
|
48.9K
$3.51M
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47.1K- 3.8% |
$3.3M - $3.71M
|
1.19M
$85.6M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
156K+ 3.41% |
$11M - $12.3M
|
4.75M
$342M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-44.7K- 5.32% |
$3.13M - $3.52M
|
796K
$57.3M
|
|
Nov 14, 2024
Q3 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
132K+ 51.14% |
$9.23M - $10.4M
|
389K
$28M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.83K- 3.04% |
$268K - $301K
|
122K
$8.78M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-48- 1.25% |
$3.36K - $3.78K
|
3.81K
$274K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.63K+ 2.55% |
$254K - $286K
|
146K
$10.5M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
3.32K+ 31.57% |
$232K - $261K
|
13.8K
$994K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.85K+ 5.63% |
$130K - $146K
|
34.8K
$2.5M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.35K+ 5.64% |
$655K - $736K
|
175K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
22.3K+ 5.24% |
$1.56M - $1.75M
|
447K
$32.2M
|