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 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-832- 3.63% |
$58.3K - $65.5K
|
22.1K
$1.6M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.5K+ 19.84% |
$805K - $905K
|
69.4K
$5.02M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-892- 1.32% |
$62.5K - $70.2K
|
66.5K
$4.81M
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
15.8K+ 103.04% |
$1.11M - $1.25M
|
31.2K
$2.26M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.02K+ 1.05% |
$282K - $317K
|
388K
$28M
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
8.02K+ 4.66% |
$562K - $632K
|
180K
$13M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
16.4KNew |
$1.15M - $1.29M
|
16.4K
$1.18M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
9.77K+ 81.69% |
$685K - $769K
|
21.7K
$1.57M
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.06% |
$3.5K - $3.94K
|
4.66K
$337K
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-180- 1.38% |
$12.6K - $14.2K
|
12.9K
$932K
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-32.7K- 20.28% |
$2.29M - $2.57M
|
128K
$9.29M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.7K+ 5.28% |
$960K - $1.08M
|
273K
$19.7M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
422+ 13.21% |
$29.6K - $33.2K
|
3.62K
$262K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
11.7K+ 0.93% |
$819K - $920K
|
1.27M
$92.1M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
13.5K+ 3.33% |
$944K - $1.06M
|
418K
$30.2M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-698- 12.66% |
$48.9K - $55K
|
4.82K
$348K
|
|
Q2 2024 | |||||||
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.34K- 4.34% |
$378K - $407K
|
118K
$8.51M
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-114- 2.77% |
$8.07K - $8.69K
|
4K
$289K
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
3.32KNew |
$235K - $253K
|
3.32K
$240K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
13.4KNew |
$947K - $1.02M
|
13.4K
$967K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.5KNew |
$106K - $114K
|
1.5K
$108K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.92K+ 12.29% |
$631K - $679K
|
81.4K
$5.89M
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.96K+ 14007.14% |
$139K - $149K
|
1.98K
$143K
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-32- 0.46% |
$2.26K - $2.44K
|
6.96K
$503K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
26+ 0.82% |
$1.84K - $1.98K
|
3.21K
$232K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.12K+ 17.5% |
$221K - $238K
|
21K
$1.52M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 1.83% |
$283 - $305
|
223
$16.1K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-92- 1.23% |
$6.51K - $7.01K
|
7.37K
$533K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-22- 0.06% |
$1.56K - $1.68K
|
34.4K
$2.49M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.5K+ 9.59% |
$673K - $724K
|
109K
$7.86M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
542New |
$38.4K - $41.3K
|
542
$39.2K
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.4K- 32.36% |
$382K - $411K
|
11.3K
$816K
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.22K+ 2.09% |
$157K - $169K
|
109K
$7.87M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-250- 97.66% |
$17.7K - $19K
|
6
$434
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6.52KNew |
$461K - $496K
|
6.52K
$471K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
399+ 92.15% |
$28.2K - $30.4K
|
832
$60.2K
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.04K- 3.35% |
$73.7K - $79.3K
|
30.1K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
166+ 1.66% |
$11.7K - $12.6K
|
10.2K
$736K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.7MNew |
$191M - $206M
|
2.7M
$195M
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-365- 1.34% |
$25.8K - $27.8K
|
26.8K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.8KNew |
$481K - $518K
|
6.8K
$492K
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
717+ 25.63% |
$50.7K - $54.6K
|
3.51K
$254K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-187K- 96.34% |
$13.3M - $14.3M
|
7.12K
$515K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
151KNew |
$10.7M - $11.5M
|
151K
$10.9M
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
158+ 2.67% |
$11.2K - $12K
|
6.09K
$440K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 12.5% |
$7.08K - $7.62K
|
700
$50.6K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
862KNew |
$61M - $65.7M
|
862K
$62.3M
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.18% |
$566 - $610
|
4.38K
$317K
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-210- 5.19% |
$14.9K - $16K
|
3.84K
$277K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
104+ 0.45% |
$7.36K - $7.92K
|
23.3K
$1.69M
|