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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
5+ 0.14% |
$354 - $381
|
3.7K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.03% |
$70.8 - $76.2
|
3.13K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.04% |
$70.8 - $76.2
|
2.46K
$178K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
328+ 1.02% |
$23.2K - $25K
|
32.3K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.29KNew |
$304K - $327K
|
4.29K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
6.09KNew |
$431K - $464K
|
6.09K
$440K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
152+ 4.94% |
$10.8K - $11.6K
|
3.23K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10+ 0.21% |
$708 - $762
|
4.79K
$346K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
70New |
$4.95K - $5.33K
|
70
$5.06K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7+ 0.06% |
$495 - $533
|
11.8K
$851K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
10.8K+ 8.77% |
$761K - $819K
|
133K
$9.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.08K- 37.64% |
$76.7K - $82.6K
|
1.8K
$130K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-6.75K- 40.47% |
$478K - $514K
|
9.93K
$718K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-123- 1.87% |
$8.7K - $9.37K
|
6.46K
$467K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
924+ 12.3% |
$65.4K - $70.4K
|
8.44K
$610K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.13KNew |
$221K - $238K
|
3.13K
$226K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 0.15% |
$354 - $381
|
3.32K
$240K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
188New |
$13.3K - $14.3K
|
188
$13.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-471- 0.08% |
$33.3K - $35.9K
|
624K
$45.1M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245New |
$17.3K - $18.7K
|
245
$17.7K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.08% |
$425 - $457
|
7.07K
$511K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
20.2K+ 3.16% |
$1.43M - $1.54M
|
659K
$47.6M
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-912- 13.96% |
$62.1K - $67.9K
|
5.62K
$406K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
57+ 1.28% |
$3.88K - $4.24K
|
4.52K
$327K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
161+ 6.32% |
$11K - $12K
|
2.71K
$196K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
351+ 5.91% |
$23.9K - $26.1K
|
6.29K
$455K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-304- 6.24% |
$20.7K - $22.6K
|
4.57K
$330K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
1.4KNew |
$95.4K - $104K
|
1.4K
$101K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.27K- 14.6% |
$86.2K - $94.2K
|
7.4K
$535K
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
28.1K+ 60.91% |
$1.92M - $2.09M
|
74.3K
$5.38M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-136- 22.93% |
$9.27K - $10.1K
|
457
$33K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
314New |
$21.4K - $23.4K
|
314
$22.7K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-348- 68.5% |
$23.7K - $25.9K
|
160
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.5KNew |
$1.06M - $1.16M
|
15.5K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.87KNew |
$536K - $586K
|
7.87K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.26KNew |
$290K - $317K
|
4.26K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 42.86% |
$10.2K - $11.2K
|
200
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.9KNew |
$198K - $216K
|
2.9K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 32.73% |
$1.23K - $1.34K
|
37
$2.68K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
20.5KNew |
$1.39M - $1.52M
|
20.5K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-337- 91.83% |
$23K - $25.1K
|
30
$2.17K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.54KNew |
$105K - $115K
|
1.54K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-101K- 84.92% |
$6.88M - $7.52M
|
17.9K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.41K- 6.51% |
$232K - $254K
|
48.9K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.09KNew |
$210K - $230K
|
3.09K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.94K- 59.37% |
$269K - $293K
|
2.7K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.1KNew |
$279K - $305K
|
4.1K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42.3KNew |
$2.88M - $3.15M
|
42.3K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
3.21KNew |
$219K - $239K
|
3.21K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.07K- 3.85% |
$73.2K - $79.9K
|
26.8K
$1.94M
|
|