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 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.95K- 11.59% |
$207K - $232K
|
22.5K
$1.63M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8- 0.21% |
$561 - $630
|
3.75K
$271K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
14.3K+ 3.02% |
$1M - $1.13M
|
488K
$35.3M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.2K+ 61.44% |
$575K - $646K
|
21.5K
$1.56M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.76K+ 5.98% |
$614K - $690K
|
155K
$11.2M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.77K+ 1.68% |
$124K - $139K
|
107K
$7.73M
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
59+ 0.15% |
$4.14K - $4.65K
|
39.3K
$2.84M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
130+ 4.65% |
$9.11K - $10.2K
|
2.93K
$212K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-259- 2.54% |
$18.2K - $20.4K
|
9.94K
$719K
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
304+ 1.6% |
$21.3K - $23.9K
|
19.3K
$1.4M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
10.2KNew |
$715K - $804K
|
10.2K
$738K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
9.7K+ 2.43% |
$680K - $763K
|
409K
$29.6M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12.6K+ 2.87% |
$886K - $995K
|
453K
$32.7M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
40.9KNew |
$2.87M - $3.22M
|
40.9K
$2.96M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39.7K+ 1.32% |
$2.78M - $3.13M
|
3.04M
$220M
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-200- 0.85% |
$14K - $15.7K
|
23.3K
$1.68M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
28.8K+ 6.59% |
$2.02M - $2.26M
|
465K
$33.6M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 4.5% |
$119K - $133K
|
39.3K
$2.84M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-300- 4.04% |
$21K - $23.6K
|
7.12K
$515K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-562- 2.13% |
$39.4K - $44.3K
|
25.8K
$1.87M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
18.8K+ 1.59% |
$1.32M - $1.48M
|
1.2M
$86.6M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.61K+ 4.1% |
$253K - $284K
|
91.6K
$6.63M
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
54+ 0.42% |
$3.78K - $4.25K
|
13K
$937K
|
|
Oct 21, 2024
Q3 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-352K- 93.02% |
$24.7M - $27.7M
|
26.4K
$1.91M
|
|
Oct 21, 2024
Q3 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
17.6K+ 4.8% |
$1.23M - $1.38M
|
384K
$27.8M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.74K+ 132.47% |
$122K - $137K
|
3.06K
$221K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-54- 4.95% |
$3.78K - $4.25K
|
1.04K
$75.1K
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.88K- 63.32% |
$342K - $384K
|
2.83K
$204K
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
316KNew |
$22.2M - $24.9M
|
316K
$22.9M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.2K+ 39.22% |
$224K - $252K
|
11.4K
$822K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80New |
$5.61K - $6.3K
|
80
$5.78K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9.55K- 3.53% |
$669K - $752K
|
261K
$18.9M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
178+ 2.97% |
$12.5K - $14K
|
6.17K
$446K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
78+ 0.04% |
$5.47K - $6.14K
|
180K
$13M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
6.47K+ 1.02% |
$453K - $509K
|
640K
$46.2M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-126- 0.17% |
$8.83K - $9.92K
|
72.8K
$5.27M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18New |
$1.26K - $1.42K
|
18
$1.3K
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
361+ 4.08% |
$25.3K - $28.4K
|
9.2K
$665K
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-158- 2.27% |
$11.1K - $12.4K
|
6.8K
$492K
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-143- 2.14% |
$10K - $11.3K
|
6.54K
$473K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.73K+ 5.25% |
$261K - $294K
|
74.7K
$5.4M
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
23.3K+ 7.45% |
$1.64M - $1.84M
|
337K
$24.3M
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-311- 2.73% |
$21.8K - $24.5K
|
11.1K
$802K
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-72.6K- 64.77% |
$5.09M - $5.71M
|
39.5K
$2.85M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.7K- 2.8% |
$5.94M - $6.67M
|
2.94M
$213M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.59K- 59.34% |
$112K - $125K
|
1.09K
$78.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
282K+ 0.95% |
$19.8M - $22.2M
|
30M
$2.17B
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-788- 14.96% |
$55.2K - $62K
|
4.48K
$324K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-35- 1.23% |
$2.45K - $2.76K
|
2.82K
$204K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-224- 0.24% |
$15.7K - $17.6K
|
91.6K
$6.63M
|