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 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.86K+ 5.95% |
$201K - $226K
|
51K
$3.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.48K- 1.05% |
$314K - $353K
|
420K
$30.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-243- 0.93% |
$17K - $19.1K
|
26K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-82- 91.11% |
$5.75K - $6.46K
|
8
$580
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
89New |
$6.24K - $7.01K
|
89
$6.46K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
5.75K+ 142.84% |
$403K - $453K
|
9.78K
$709K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.01K+ 12.56% |
$351K - $395K
|
44.9K
$3.26M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
164+ 5.59% |
$11.5K - $12.9K
|
3.1K
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12+ 0.06% |
$841 - $945
|
19.4K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
514+ 10.16% |
$36K - $40.5K
|
5.58K
$404K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-56- 0.05% |
$3.93K - $4.41K
|
118K
$8.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-98.8K- 3.73% |
$6.93M - $7.78M
|
2.55M
$185M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-159K- 8.27% |
$11.2M - $12.5M
|
1.77M
$128M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-463- 2.09% |
$32.5K - $36.5K
|
21.7K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.22M+ 20.8% |
$85.6M - $96.1M
|
7.09M
$514M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
230+ 4.86% |
$16.1K - $18.1K
|
4.96K
$360K
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
102K+ 16.53% |
$7.16M - $8.05M
|
720K
$52.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
107K+ 9.32% |
$7.49M - $8.41M
|
1.25M
$90.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.39K+ 77.8% |
$518K - $582K
|
16.9K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
1.36K+ 0.49% |
$95.6K - $107K
|
280K
$20.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.41K+ 3.15% |
$449K - $505K
|
210K
$15.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13.3K+ 28.95% |
$933K - $1.05M
|
59.3K
$4.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.67K+ 0.66% |
$327K - $368K
|
712K
$51.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 7.84% |
$929K - $1.04M
|
156K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.5K+ 3.45% |
$945K - $1.06M
|
404K
$29.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.12K+ 3.38% |
$218K - $245K
|
95.2K
$6.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.52K+ 1.43% |
$106K - $119K
|
107K
$7.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
50.4K+ 10.0% |
$3.53M - $3.96M
|
554K
$40.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.09K+ 30.61% |
$356K - $400K
|
21.7K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-27- 0.05% |
$1.89K - $2.13K
|
53.6K
$3.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
544+ 0.2% |
$38.1K - $42.8K
|
274K
$19.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
9.27K+ 1.95% |
$650K - $730K
|
485K
$35.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
1.85K+ 25.11% |
$129K - $145K
|
9.2K
$667K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
42.3K+ 4.39% |
$2.97M - $3.33M
|
1.01M
$73.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-54- 0.03% |
$3.78K - $4.25K
|
156K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
59+ 1.99% |
$4.14K - $4.65K
|
3.03K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
755New |
$52.9K - $59.4K
|
755
$54.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.39KNew |
$588K - $660K
|
8.39K
$608K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.96K- 15.92% |
$137K - $154K
|
10.3K
$750K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 9.72% |
$75.3K - $84.6K
|
9.98K
$724K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-60.3K- 95.11% |
$4.23M - $4.75M
|
3.1K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.25K- 3.9% |
$438K - $492K
|
154K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-3.51K- 6.68% |
$246K - $276K
|
49K
$3.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.85K+ 30.25% |
$130K - $146K
|
7.96K
$577K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 22.24% |
$77.6K - $87.2K
|
3.87K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
19.1K+ 7.45% |
$1.34M - $1.5M
|
275K
$20M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$70.1 - $78.7
|
4.78K
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-555- 8.8% |
$38.9K - $43.7K
|
5.75K
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-115- 2.14% |
$8.06K - $9.06K
|
5.25K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
282+ 17.95% |
$19.8K - $22.2K
|
1.85K
$134K
|