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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-819- 1.98% |
$57.4K - $64.5K
|
40.6K
$2.94M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-3.33K- 1.18% |
$234K - $262K
|
279K
$20.2M
|
|
Oct 25, 2024
Q3 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-10.4K- 1.31% |
$726K - $816K
|
778K
$56.3M
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.49K+ 0.67% |
$105K - $117K
|
225K
$16.3M
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
56+ 1.9% |
$3.93K - $4.41K
|
3K
$217K
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
16.3K+ 112.49% |
$1.14M - $1.28M
|
30.8K
$2.23M
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-470- 4.64% |
$32.9K - $37K
|
9.65K
$698K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-27- 0.91% |
$1.89K - $2.13K
|
2.95K
$213K
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.11K- 0.69% |
$148K - $166K
|
306K
$22.1M
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
538+ 0.98% |
$37.7K - $42.4K
|
55.5K
$4.01M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20.5K+ 7.16% |
$1.44M - $1.61M
|
307K
$22.2M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.51K- 33.64% |
$176K - $197K
|
4.94K
$357K
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.57K+ 4.04% |
$180K - $203K
|
66.3K
$4.79M
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.92K- 4.28% |
$204K - $230K
|
65.2K
$4.72M
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
2.77KNew |
$194K - $218K
|
2.77K
$200K
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
23.6K+ 5.35% |
$1.66M - $1.86M
|
465K
$33.6M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.27K+ 11.74% |
$510K - $573K
|
69.2K
$5.01M
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
7.27K+ 8.09% |
$510K - $573K
|
97.2K
$7.03M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.12K+ 7.88% |
$219K - $246K
|
42.8K
$3.09M
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.26K- 7.09% |
$88K - $98.8K
|
16.4K
$1.19M
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.67KNew |
$187K - $210K
|
2.67K
$193K
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.18K+ 9.34% |
$82.4K - $92.5K
|
13.8K
$995K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
15.6K+ 2.97% |
$1.09M - $1.23M
|
539K
$39M
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.4K- 13.12% |
$98.1K - $110K
|
9.27K
$671K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3- 0.04% |
$210 - $236
|
7.27K
$526K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-214- 1.29% |
$15K - $16.9K
|
16.4K
$1.19M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
176K+ 5.96% |
$12.4M - $13.9M
|
3.14M
$227M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2K+ 1.91% |
$140K - $157K
|
107K
$7.72M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
28.9K+ 11.82% |
$2.02M - $2.27M
|
273K
$19.7M
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.86KNew |
$201K - $225K
|
2.86K
$207K
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-120- 0.55% |
$8.41K - $9.45K
|
21.7K
$1.57M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.94K- 0.63% |
$206K - $232K
|
461K
$33.3M
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
1.94K+ 3.19% |
$136K - $153K
|
62.9K
$4.55M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.7K+ 26.04% |
$399K - $449K
|
27.6K
$1.99M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
220+ 3.74% |
$15.4K - $17.3K
|
6.11K
$442K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-107- 47.77% |
$7.5K - $8.43K
|
117
$8.46K
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-353- 6.85% |
$24.7K - $27.8K
|
4.8K
$347K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.47K- 4.82% |
$103K - $116K
|
29K
$2.1M
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
290+ 1.68% |
$20.3K - $22.8K
|
17.6K
$1.27M
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
904+ 6.0% |
$63.4K - $71.2K
|
16K
$1.15M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
193+ 0.2% |
$13.5K - $15.2K
|
95.7K
$6.92M
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
3.92K+ 12.17% |
$275K - $309K
|
36.1K
$2.61M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-925- 2.96% |
$64.8K - $72.8K
|
30.3K
$2.19M
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.43K- 3.25% |
$310K - $348K
|
132K
$9.51M
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11.2K+ 91.33% |
$783K - $880K
|
23.4K
$1.69M
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.68K+ 6.58% |
$258K - $290K
|
59.7K
$4.32M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
127+ 2.28% |
$8.9K - $10K
|
5.69K
$412K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
907+ 2.64% |
$63.6K - $71.4K
|
35.3K
$2.55M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-65- 2.1% |
$4.56K - $5.12K
|
3.04K
$220K
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.01K+ 3.46% |
$421K - $473K
|
180K
$13M
|