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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$4.7K - $5.14K
|
69
$4.99K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-421- 12.93% |
$28.7K - $31.3K
|
2.84K
$205K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
19.3KNew |
$1.31M - $1.43M
|
19.3K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.51K- 72.55% |
$239K - $261K
|
1.33K
$96.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.28KNew |
$224K - $244K
|
3.28K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.63K- 60.59% |
$316K - $345K
|
3.01K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3+ 0.05% |
$204 - $223
|
5.58K
$404K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-8K- 98.77% |
$545K - $595K
|
100
$7.23K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6.29KNew |
$429K - $468K
|
6.29K
$455K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 97.09% |
$20.4K - $22.3K
|
9
$651
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34KNew |
$91.4K - $99.8K
|
1.34K
$97K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-113K- 71.61% |
$7.73M - $8.45M
|
45K
$3.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.88K- 16.88% |
$264K - $289K
|
19.1K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-685- 18.56% |
$46.7K - $51K
|
3.01K
$217K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-44.9K- 52.55% |
$3.06M - $3.34M
|
40.6K
$2.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.75K+ 4.87% |
$119K - $130K
|
37.7K
$2.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.5K- 23.74% |
$102K - $111K
|
4.81K
$348K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.21K+ 65.54% |
$150K - $164K
|
5.58K
$403K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.94KNew |
$200K - $218K
|
2.94K
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-280- 5.68% |
$19.1K - $20.8K
|
4.65K
$336K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.86KNew |
$195K - $213K
|
2.86K
$207K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.38KNew |
$298K - $326K
|
4.38K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
16.4K+ 31.96% |
$1.12M - $1.22M
|
67.7K
$4.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8.86K- 71.38% |
$604K - $659K
|
3.55K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.01K- 18.96% |
$137K - $150K
|
8.61K
$622K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.62KNew |
$246K - $269K
|
3.62K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
4.35KNew |
$296K - $323K
|
4.35K
$314K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.05K+ 115.33% |
$71.8K - $78.4K
|
1.97K
$142K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-881- 16.58% |
$60K - $65.6K
|
4.43K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
317+ 56.41% |
$21.6K - $23.6K
|
879
$63.6K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-523- 6.13% |
$35.6K - $38.9K
|
8K
$579K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.07% |
$341 - $372
|
7.47K
$540K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
443New |
$30.2K - $33K
|
443
$32K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.13KNew |
$213K - $233K
|
3.13K
$226K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4.28K+ 6.08% |
$292K - $319K
|
74.7K
$5.4M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
4.05KNew |
$276K - $301K
|
4.05K
$293K
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.18KNew |
$217K - $237K
|
3.18K
$230K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.58K- 74.17% |
$108K - $118K
|
550
$39.8K
|
|
| Q4 2023 | |||||||
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
103+ 0.31% |
$6.31K - $7.26K
|
32.8K
$2.37M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
5.39KNew |
$330K - $380K
|
5.39K
$389K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.18KNew |
$195K - $224K
|
3.18K
$230K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.59KClosed |
$343K - $394K
|
0
$0
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
170+ 0.09% |
$10.4K - $12K
|
192K
$13.9M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
183New |
$11.2K - $12.9K
|
183
$13.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
543New |
$33.3K - $38.3K
|
543
$39.3K
|
|
|
Mar 14, 2024
Q4 2023
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-1.13MClosed |
$69.2M - $79.5M
|
0
$0
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.36KNew |
$206K - $237K
|
3.36K
$243K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.5K+ 44.11% |
$1.14M - $1.31M
|
60.6K
$4.38M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.04KNew |
$186K - $214K
|
3.04K
$220K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.96KNew |
$181K - $208K
|
2.96K
$214K
|
|