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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.32K+ 3.71% |
$373K - $419K
|
148K
$10.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.67K+ 3.38% |
$257K - $289K
|
112K
$7.89M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.58KNew |
$181K - $203K
|
2.58K
$181K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
597+ 71.75% |
$41.8K - $47K
|
1.43K
$100K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.58K+ 28.33% |
$111K - $124K
|
7.16K
$503K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
18+ 0.56% |
$1.26K - $1.42K
|
3.23K
$227K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23.9K+ 15.09% |
$1.67M - $1.88M
|
182K
$12.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.55K+ 16.25% |
$459K - $515K
|
46.8K
$3.29M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-118- 1.49% |
$8.27K - $9.29K
|
7.79K
$548K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-57.2K- 33.83% |
$4.01M - $4.5M
|
112K
$7.86M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.88MNew |
$132M - $148M
|
1.88M
$132M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
629+ 17.9% |
$44.1K - $49.5K
|
4.14K
$291K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.73K+ 1.02% |
$191K - $215K
|
269K
$18.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
105K+ 70.89% |
$7.35M - $8.26M
|
253K
$17.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
308+ 2.77% |
$21.6K - $24.3K
|
11.4K
$804K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$70.1 - $78.7
|
8.73K
$614K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-541- 0.5% |
$37.9K - $42.6K
|
108K
$7.61M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
188+ 3.48% |
$13.2K - $14.8K
|
5.59K
$393K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.63K+ 5.28% |
$114K - $129K
|
32.5K
$2.29M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
40.3K+ 3.39% |
$2.83M - $3.18M
|
1.23M
$86.6M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.27K+ 2.92% |
$229K - $258K
|
115K
$8.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.13K+ 5.51% |
$149K - $168K
|
40.7K
$2.86M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
854+ 11.58% |
$59.9K - $67.2K
|
8.23K
$578K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.12K+ 10.61% |
$429K - $482K
|
63.8K
$4.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
255K+ 15.69% |
$17.9M - $20.1M
|
1.88M
$132M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
256+ 0.47% |
$17.9K - $20.2K
|
54.4K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.16M- 7.63% |
$81.3M - $91.3M
|
14M
$987M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
283K+ 9.57% |
$19.9M - $22.3M
|
3.24M
$228M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
166+ 1.98% |
$11.6K - $13.1K
|
8.54K
$600K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-8.5K- 1.42% |
$596K - $669K
|
591K
$41.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
50.2K+ 224.5% |
$3.52M - $3.95M
|
72.5K
$5.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
869+ 8.1% |
$60.9K - $68.4K
|
11.6K
$816K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.33K+ 9.23% |
$584K - $656K
|
98.6K
$6.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
162New |
$11.4K - $12.8K
|
162
$11.4K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-60- 1.11% |
$4.21K - $4.72K
|
5.36K
$376K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-67- 1.17% |
$4.7K - $5.28K
|
5.65K
$397K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.9K- 2.64% |
$901K - $1.01M
|
475K
$33.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.13KNew |
$78.9K - $88.6K
|
1.13K
$79.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.01K- 11.51% |
$70.7K - $79.4K
|
7.76K
$545K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-919- 0.46% |
$64.4K - $72.4K
|
197K
$13.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-330- 1.77% |
$23.1K - $26K
|
18.3K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-700- 16.22% |
$49.1K - $55.1K
|
3.62K
$254K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
134New |
$9.39K - $10.6K
|
134
$9.42K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-261- 0.35% |
$18.3K - $20.6K
|
73.4K
$5.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$216K - $243K
|
3.08K
$216K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.74K- 2.07% |
$613K - $688K
|
414K
$29.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-5.14K- 18.32% |
$360K - $405K
|
22.9K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-268- 52.55% |
$18.8K - $21.1K
|
242
$17K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
173K+ 4.28% |
$12.1M - $13.6M
|
4.21M
$296M
|
|
|
Nov 14, 2024
Q3 2024
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
1.11MNew |
$77.7M - $87.3M
|
1.11M
$77.9M
|