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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-5.36K- 2.5% |
$343K - $373K
|
209K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$64 - $69.6
|
18.8K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.34K+ 8.99% |
$150K - $162K
|
28.3K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$688K - $747K
|
10.7K
$777K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-9.54K- 3.85% |
$611K - $664K
|
238K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.1K- 14.44% |
$199K - $216K
|
18.4K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-57.8K- 7.07% |
$3.7M - $4.02M
|
760K
$55M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
705KNew |
$45.2M - $49.1M
|
705K
$51M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-263- 7.28% |
$16.8K - $18.3K
|
3.35K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.63K- 40.3% |
$169K - $183K
|
3.9K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
100KNew |
$6.4M - $6.96M
|
100K
$7.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-794- 63.52% |
$50.8K - $55.2K
|
456
$33K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-431- 9.68% |
$27.6K - $30K
|
4.02K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.43K- 3.04% |
$91.3K - $99.2K
|
45.5K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-20K- 1.94% |
$1.28M - $1.39M
|
1.01M
$73.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.53K- 15.01% |
$97.7K - $106K
|
8.63K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.64MClosed |
$233M - $253M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-34.8K- 45.5% |
$2.23M - $2.42M
|
41.6K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
316New |
$20.2K - $22K
|
316
$22.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
343KNew |
$22M - $23.9M
|
343K
$24.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-56- 20.36% |
$3.59K - $3.9K
|
219
$15.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
601New |
$38.5K - $41.8K
|
601
$43.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-20- 0.15% |
$1.28K - $1.39K
|
13.7K
$988K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-644- 5.73% |
$41.2K - $44.8K
|
10.6K
$767K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.53K- 0.17% |
$226K - $245K
|
2.09M
$151M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
110New |
$7.04K - $7.65K
|
110
$7.95K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
22New |
$1.41K - $1.53K
|
22
$1.59K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-379K- 89.41% |
$24.2M - $26.3M
|
44.8K
$3.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.3K- 15.3% |
$658K - $714K
|
56.9K
$4.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
53+ 0.77% |
$3.39K - $3.69K
|
6.89K
$498K
|
|
|
Nov 02, 2023
Q3 2023
|
Trustees Of The Smith College
|
SELL
|
- |
-81K- 41.88% |
$5.18M - $5.63M
|
112K
$8.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.65K- 34.52% |
$106K - $115K
|
3.13K
$226K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8New |
$512 - $557
|
8
$578
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
235KNew |
$15.1M - $16.4M
|
235K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-22.5K- 44.04% |
$1.44M - $1.57M
|
28.7K
$2.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.25KNew |
$208K - $226K
|
3.25K
$235K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
4.49KNew |
$288K - $313K
|
4.49K
$325K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
88New |
$5.64K - $6.12K
|
88
$6.36K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-590- 1.34% |
$37.8K - $41.1K
|
43.4K
$3.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
996New |
$63.8K - $69.3K
|
996
$72K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-27K- 21.02% |
$1.73M - $1.88M
|
102K
$7.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.5K- 15.98% |
$160K - $174K
|
13.1K
$950K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-18- 81.82% |
$1.15K - $1.25K
|
4
$289
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-36.2K- 23.36% |
$2.32M - $2.52M
|
119K
$8.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.37K+ 6.51% |
$344K - $374K
|
87.9K
$6.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
233+ 28.38% |
$14.9K - $16.2K
|
1.05K
$76.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$71.4K - $77.6K
|
1.12K
$80.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
17.5K+ 39.16% |
$1.12M - $1.22M
|
62.2K
$4.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-973- 23.45% |
$62.3K - $67.7K
|
3.18K
$230K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.5K+ 36.16% |
$95.7K - $104K
|
5.63K
$407K
|