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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
20.5KNew |
$1.39M - $1.52M
|
20.5K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-337- 91.83% |
$23K - $25.1K
|
30
$2.28K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.54KNew |
$105K - $115K
|
1.54K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.41K- 6.51% |
$232K - $254K
|
48.9K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.09KNew |
$210K - $230K
|
3.09K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.94K- 59.37% |
$269K - $293K
|
2.7K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.1KNew |
$279K - $305K
|
4.1K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42.3KNew |
$2.88M - $3.15M
|
42.3K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
3.21KNew |
$219K - $239K
|
3.21K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.07K- 3.85% |
$73.2K - $79.9K
|
26.8K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.5K+ 4.09% |
$4.6M - $5.02M
|
1.72M
$131M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
222K+ 63.95% |
$15.1M - $16.5M
|
569K
$43.3M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1K- 13.25% |
$68.1K - $74.4K
|
6.55K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-404- 11.64% |
$27.5K - $30.1K
|
3.07K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
3.37K+ 1.11% |
$230K - $251K
|
308K
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
298New |
$20.3K - $22.2K
|
298
$22.6K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-36- 0.99% |
$2.45K - $2.68K
|
3.61K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
3.22K+ 2.15% |
$219K - $240K
|
153K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.04K- 60.0% |
$71.1K - $77.7K
|
696
$52.9K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
164K+ 38.81% |
$11.2M - $12.2M
|
586K
$44.6M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.45K+ 24.41% |
$98.5K - $108K
|
7.36K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.57K- 54.89% |
$380K - $415K
|
4.58K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-70- 0.63% |
$4.77K - $5.21K
|
11K
$840K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.47K+ 114.38% |
$305K - $333K
|
8.38K
$637K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.03K- 27.52% |
$139K - $151K
|
5.36K
$407K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
55.7K+ 19.54% |
$3.8M - $4.15M
|
341K
$25.9M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.7K- 1.79% |
$730K - $797K
|
587K
$44.6M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.01K- 27.52% |
$205K - $224K
|
7.91K
$601K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.62KNew |
$246K - $269K
|
3.62K
$275K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.83KNew |
$193K - $210K
|
2.83K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-281- 95.58% |
$19.1K - $20.9K
|
13
$988
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
126KNew |
$8.6M - $9.39M
|
126K
$9.59M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
108New |
$7.36K - $8.04K
|
108
$8.21K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
10.4KNew |
$707K - $772K
|
10.4K
$788K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.77K+ 5.32% |
$120K - $131K
|
34.9K
$2.65M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$688K - $752K
|
10.1K
$767K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.45K+ 37.93% |
$167K - $182K
|
8.91K
$677K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$2.38K - $2.61K
|
35
$2.66K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.26KNew |
$222K - $243K
|
3.26K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
72.8K+ 102.41% |
$4.96M - $5.42M
|
144K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.76K- 6.49% |
$120K - $131K
|
25.4K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.98KNew |
$203K - $222K
|
2.98K
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
52+ 68.42% |
$3.54K - $3.87K
|
128
$9.73K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24KNew |
$1.64M - $1.79M
|
24K
$1.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.1K- 9.3% |
$74.7K - $81.6K
|
10.7K
$812K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.44K+ 40.09% |
$97.8K - $107K
|
5.02K
$381K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$4.7K - $5.14K
|
69
$5.24K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-421- 12.93% |
$28.7K - $31.3K
|
2.84K
$216K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
19.3KNew |
$1.31M - $1.43M
|
19.3K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.51K- 72.55% |
$239K - $261K
|
1.33K
$101K
|