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 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 1.93% |
$292K - $328K
|
220K
$15.8M
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
366+ 1.53% |
$25.7K - $28.8K
|
24.3K
$1.75M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.87K+ 11.18% |
$341K - $383K
|
48.4K
$3.48M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.15K+ 0.33% |
$641K - $720K
|
2.76M
$198M
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
687+ 1.08% |
$48.2K - $54.1K
|
64.2K
$4.62M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.6K- 12.15% |
$253K - $284K
|
26.1K
$1.87M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
41.2K+ 8.07% |
$2.89M - $3.24M
|
552K
$39.7M
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1- 0.01% |
$70.1 - $78.7
|
10.3K
$744K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.7KNew |
$189K - $213K
|
2.7K
$194K
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-2.05M- 62.39% |
$143M - $161M
|
1.23M
$88.7M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
259+ 0.31% |
$18.2K - $20.4K
|
82.8K
$5.96M
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-14- 0.27% |
$981 - $1.1K
|
5.1K
$367K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.04K+ 15.93% |
$213K - $239K
|
22.1K
$1.59M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.23K+ 4.26% |
$366K - $412K
|
128K
$9.19M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.02K- 4.74% |
$352K - $395K
|
101K
$7.25M
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.13K+ 5.7% |
$500K - $562K
|
132K
$9.51M
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.58K- 4.19% |
$111K - $124K
|
36.1K
$2.6M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.11K- 1.93% |
$78.1K - $87.7K
|
56.5K
$4.06M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38K+ 90.54% |
$2.66M - $2.99M
|
80K
$5.75M
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
54.2K+ 477.75% |
$3.8M - $4.26M
|
65.5K
$4.71M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.65K- 2.62% |
$185K - $208K
|
98.4K
$7.08M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
472+ 3.8% |
$33.1K - $37.2K
|
12.9K
$928K
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
440K+ 396.25% |
$30.8M - $34.6M
|
551K
$39.6M
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.66K- 17.82% |
$116K - $130K
|
7.63K
$549K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-19.3K- 51.2% |
$1.35M - $1.52M
|
18.4K
$1.32M
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-117- 1.12% |
$8.2K - $9.21K
|
10.4K
$745K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
832+ 0.14% |
$58.3K - $65.5K
|
597K
$42.9M
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.16K+ 4.29% |
$432K - $485K
|
150K
$10.8M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
628+ 2.12% |
$44K - $49.4K
|
30.2K
$2.17M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-309- 2.55% |
$21.7K - $24.3K
|
11.8K
$850K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
27.6K+ 14.8% |
$1.93M - $2.17M
|
214K
$15.4M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.43K+ 10.83% |
$100K - $113K
|
14.7K
$1.05M
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.16K- 1.74% |
$81.4K - $91.4K
|
65.6K
$4.72M
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-60- 0.09% |
$4.21K - $4.72K
|
68.1K
$4.9M
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-288- 5.21% |
$20.2K - $22.7K
|
5.24K
$377K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.13K+ 1.98% |
$570K - $640K
|
420K
$30.2M
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
104+ 0.08% |
$7.29K - $8.19K
|
138K
$9.9M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
404+ 7.13% |
$28.3K - $31.8K
|
6.07K
$437K
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
50.9K+ 7.63% |
$3.57M - $4.01M
|
718K
$51.7M
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-7- 0.1% |
$491 - $551
|
7.34K
$528K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
297+ 3.88% |
$20.8K - $23.4K
|
7.96K
$572K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-424- 2.19% |
$29.7K - $33.4K
|
19K
$1.36M
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
25.2K+ 18.99% |
$1.76M - $1.98M
|
158K
$11.3M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.46K+ 203.98% |
$312K - $351K
|
6.64K
$478K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
6.38KNew |
$447K - $502K
|
6.38K
$459K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.15K+ 39.03% |
$431K - $484K
|
21.9K
$1.58M
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.22K- 7.9% |
$155K - $175K
|
25.9K
$1.86M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 6.94% |
$113K - $127K
|
24.9K
$1.79M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.17K+ 13.31% |
$363K - $407K
|
44K
$3.17M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-131- 0.51% |
$9.18K - $10.3K
|
25.6K
$1.84M
|