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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
3.34KNew |
$236K - $254K
|
3.34K
$242K
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.27KNew |
$231K - $249K
|
3.27K
$237K
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-102- 2.81% |
$7.22K - $7.77K
|
3.53K
$256K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
2.15K+ 23.34% |
$152K - $164K
|
11.4K
$825K
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.54KNew |
$321K - $346K
|
4.54K
$329K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.36K- 13.49% |
$96.2K - $104K
|
8.71K
$632K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
635+ 13.24% |
$44.9K - $48.4K
|
5.43K
$394K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-302- 31.59% |
$21.4K - $23K
|
654
$47.4K
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-7.74K- 13.31% |
$547K - $589K
|
50.4K
$3.65M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.3K- 28.75% |
$305K - $328K
|
10.7K
$774K
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
156+ 0.47% |
$11K - $11.9K
|
33.7K
$2.44M
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
15.5KNew |
$1.1M - $1.18M
|
15.5K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.59K+ 72.18% |
$679K - $731K
|
22.9K
$1.66M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-378- 10.27% |
$26.8K - $28.8K
|
3.3K
$240K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.71KNew |
$192K - $207K
|
2.71K
$197K
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
46+ 2.91% |
$3.26K - $3.5K
|
1.63K
$118K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16.1K+ 45.36% |
$1.14M - $1.22M
|
51.5K
$3.73M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.21K- 8.97% |
$85.5K - $92K
|
12.3K
$889K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.79K- 9.93% |
$410K - $441K
|
52.5K
$3.81M
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-62- 0.52% |
$4.39K - $4.72K
|
11.8K
$859K
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
15.5KNew |
$1.1M - $1.18M
|
15.5K
$1.13M
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
721+ 86.66% |
$51K - $54.9K
|
1.55K
$113K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
4.61KNew |
$326K - $351K
|
4.61K
$335K
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.3KNew |
$943K - $1.02M
|
13.3K
$967K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
238+ 5.37% |
$16.8K - $18.1K
|
4.67K
$339K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.57K- 35.96% |
$111K - $119K
|
2.79K
$203K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
350+ 43.75% |
$24.8K - $26.7K
|
1.15K
$83.4K
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-553- 7.8% |
$39.1K - $42.1K
|
6.54K
$474K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-128- 5.23% |
$9.06K - $9.75K
|
2.32K
$168K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.07KNew |
$500K - $539K
|
7.07K
$513K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-26- 6.19% |
$1.84K - $1.98K
|
394
$28.6K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.12% |
$70.8 - $76.2
|
838
$60.8K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-75- 0.37% |
$5.31K - $5.71K
|
20.3K
$1.47M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
266New |
$18.8K - $20.3K
|
266
$19.3K
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-34.1K- 3.4% |
$2.42M - $2.6M
|
969K
$70.3M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125K+ 7.87% |
$8.86M - $9.53M
|
1.72M
$124M
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-337- 33.14% |
$23.8K - $25.7K
|
680
$49.3K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
54New |
$3.82K - $4.11K
|
54
$3.92K
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
4.49KNew |
$317K - $342K
|
4.49K
$325K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
27+ 0.65% |
$1.91K - $2.06K
|
4.19K
$304K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.18% |
$778 - $838
|
6.17K
$448K
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-546- 2.25% |
$38.6K - $41.6K
|
23.8K
$1.72M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
57+ 1.06% |
$4.03K - $4.34K
|
5.44K
$395K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
47.4K+ 4.18% |
$3.36M - $3.61M
|
1.18M
$85.6M
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.98KNew |
$282K - $303K
|
3.98K
$289K
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3+ 0.07% |
$212 - $229
|
4.59K
$333K
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-5.7K- 9.03% |
$403K - $434K
|
57.4K
$4.16M
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
4.34KNew |
$307K - $331K
|
4.34K
$315K
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-49- 0.55% |
$3.47K - $3.73K
|
8.92K
$647K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
469+ 8.97% |
$33.2K - $35.7K
|
5.7K
$413K
|