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 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-466- 13.7% |
$32.7K - $36.7K
|
2.94K
$212K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.66KNew |
$187K - $210K
|
2.66K
$192K
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-513- 2.55% |
$36K - $40.4K
|
19.6K
$1.42M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.9K+ 3.43% |
$484K - $543K
|
208K
$15.1M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.03KNew |
$213K - $239K
|
3.03K
$219K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.2K- 1.74% |
$84K - $94.4K
|
67.6K
$4.89M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.8K- 13.54% |
$336K - $378K
|
30.6K
$2.22M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93.2K- 3.18% |
$6.54M - $7.34M
|
2.84M
$205M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-57.8K- 18.81% |
$4.05M - $4.55M
|
249K
$18M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
13.3K+ 25.57% |
$930K - $1.04M
|
65.1K
$4.71M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-28- 0.13% |
$1.96K - $2.2K
|
22.2K
$1.61M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
577+ 0.3% |
$40.4K - $45.4K
|
193K
$14M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5.99K- 51.12% |
$420K - $472K
|
5.73K
$414K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-232- 6.42% |
$16.3K - $18.3K
|
3.38K
$245K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-59- 0.54% |
$4.14K - $4.65K
|
10.9K
$789K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.87K+ 75.54% |
$622K - $699K
|
20.6K
$1.49M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.86KNew |
$201K - $225K
|
2.86K
$207K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.94K+ 0.35% |
$557K - $625K
|
2.28M
$165M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.85K+ 21.32% |
$340K - $382K
|
27.6K
$1.99M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.72K- 5.43% |
$471K - $529K
|
117K
$8.47M
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
40New |
$2.8K - $3.15K
|
40
$2.89K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.65K- 5.23% |
$186K - $208K
|
48K
$3.47M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
45.3K+ 4.07% |
$3.18M - $3.57M
|
1.16M
$83.8M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
43.5K+ 7.26% |
$3.05M - $3.42M
|
642K
$46.4M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
915+ 18.62% |
$64.1K - $72K
|
5.83K
$421K
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
828+ 7.81% |
$58K - $65.2K
|
11.4K
$826K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31.1K+ 20.62% |
$2.18M - $2.45M
|
182K
$13.2M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-127- 2.95% |
$8.9K - $10K
|
4.17K
$302K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 3.72% |
$77.5K - $87.1K
|
28.7K
$2.07M
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-768- 4.37% |
$53.8K - $60.5K
|
16.8K
$1.21M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-7.79K- 34.02% |
$546K - $614K
|
15.1K
$1.09M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.42K- 6.5% |
$240K - $269K
|
49.1K
$3.55M
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.35K- 23.45% |
$94.3K - $106K
|
4.39K
$318K
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-61- 0.36% |
$4.28K - $4.8K
|
17.1K
$1.24M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.8K- 5.19% |
$826K - $927K
|
215K
$15.6M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-769- 6.88% |
$53.9K - $60.6K
|
10.4K
$752K
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
68.4K+ 22.76% |
$4.8M - $5.39M
|
369K
$26.7M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.4K+ 9.35% |
$97.9K - $110K
|
16.3K
$1.18M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-47- 1.15% |
$3.29K - $3.7K
|
4.02K
$291K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.33K- 3.91% |
$93.1K - $105K
|
32.7K
$2.36M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-594- 12.1% |
$41.6K - $46.8K
|
4.32K
$312K
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
640+ 6.66% |
$44.9K - $50.4K
|
10.3K
$741K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.9K+ 1.02% |
$1.47M - $1.65M
|
2.07M
$150M
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.82KNew |
$268K - $301K
|
3.82K
$276K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.37K+ 14.31% |
$657K - $738K
|
74.9K
$5.41M
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
9.92K+ 3.22% |
$695K - $781K
|
318K
$23M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
418+ 6.92% |
$29.3K - $32.9K
|
6.46K
$467K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.67K+ 34.47% |
$537K - $604K
|
29.9K
$2.16M
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-51- 0.67% |
$3.57K - $4.02K
|
7.6K
$550K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
420+ 2.37% |
$29.4K - $33.1K
|
18.1K
$1.31M
|