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 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.29K+ 3.61% |
$90.6K - $102K
|
37.1K
$2.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
13.8K+ 111.3% |
$968K - $1.09M
|
26.2K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-411- 4.97% |
$28.8K - $32.4K
|
7.86K
$570K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
303+ 0.35% |
$21.2K - $23.9K
|
87.3K
$6.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-85- 0.85% |
$5.96K - $6.69K
|
9.88K
$717K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.75K+ 0.47% |
$473K - $532K
|
1.46M
$106M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
312+ 4.35% |
$21.9K - $24.6K
|
7.49K
$543K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2- 0.05% |
$140 - $157
|
3.65K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
409+ 11.37% |
$28.7K - $32.2K
|
4.01K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
16.8K+ 272.0% |
$1.18M - $1.32M
|
23K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.4K- 2.1% |
$731K - $821K
|
485K
$35.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-674- 4.54% |
$47.2K - $53.1K
|
14.2K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-71.1K- 8.98% |
$4.98M - $5.59M
|
720K
$52.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.34K+ 0.85% |
$93.7K - $105K
|
159K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.3K+ 30.48% |
$161K - $181K
|
9.84K
$714K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
13.5K+ 4.25% |
$950K - $1.07M
|
332K
$24.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-10.2K- 1.93% |
$718K - $807K
|
521K
$37.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.61K- 3.52% |
$253K - $284K
|
99K
$7.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
8.76K+ 8.25% |
$614K - $689K
|
115K
$8.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.67K+ 6.46% |
$117K - $131K
|
27.5K
$1.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-174- 4.05% |
$12.2K - $13.7K
|
4.12K
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.5K- 6.0% |
$1.65M - $1.85M
|
368K
$26.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
752+ 2.14% |
$52.7K - $59.2K
|
35.8K
$2.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-30- 0.37% |
$2.1K - $2.36K
|
8.17K
$593K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31.5K+ 4.18% |
$2.21M - $2.48M
|
786K
$57M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-996- 20.34% |
$69.8K - $78.4K
|
3.9K
$283K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.93K- 9.35% |
$205K - $230K
|
28.4K
$2.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 1.63% |
$77K - $86.5K
|
66.3K
$4.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.76K+ 5.8% |
$123K - $139K
|
32.1K
$2.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10.4K- 1.0% |
$729K - $818K
|
1.03M
$74.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.92K- 9.1% |
$204K - $230K
|
29.1K
$2.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-22- 0.72% |
$1.54K - $1.73K
|
3.02K
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-861- 6.33% |
$60.3K - $67.8K
|
12.7K
$924K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
17.4K+ 19.99% |
$1.22M - $1.37M
|
105K
$7.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.92K- 3.07% |
$275K - $309K
|
124K
$8.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7- 0.09% |
$491 - $551
|
7.84K
$568K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 1.18% |
$71K - $79.8K
|
85K
$6.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
5.43K+ 1.89% |
$381K - $427K
|
292K
$21.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.26K- 4.07% |
$228K - $256K
|
76.8K
$5.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
46.8K+ 6.46% |
$3.28M - $3.69M
|
771K
$56M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
203+ 0.7% |
$14.2K - $16K
|
29.2K
$2.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4K- 99.6% |
$280K - $315K
|
16
$1.16K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-37- 0.5% |
$2.59K - $2.91K
|
7.32K
$531K
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
2.82MNew |
$197M - $222M
|
2.82M
$204M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-951- 24.09% |
$66.7K - $74.9K
|
3K
$217K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
745+ 0.41% |
$52.2K - $58.7K
|
181K
$13.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.28K- 8.1% |
$300K - $337K
|
48.6K
$3.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
351+ 2.86% |
$24.6K - $27.6K
|
12.6K
$915K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.36K- 1.5% |
$165K - $186K
|
155K
$11.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
652+ 2.86% |
$45.7K - $51.3K
|
23.5K
$1.7M
|