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 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
350+ 43.75% |
$24.8K - $26.7K
|
1.15K
$90.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-26- 6.19% |
$1.84K - $1.98K
|
394
$31K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
266New |
$18.8K - $20.3K
|
266
$20.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
54New |
$3.82K - $4.11K
|
54
$4.25K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
27+ 0.65% |
$1.91K - $2.06K
|
4.19K
$330K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
47.4K+ 4.18% |
$3.36M - $3.61M
|
1.18M
$92.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.98KNew |
$282K - $303K
|
3.98K
$313K
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
4.34KNew |
$307K - $331K
|
4.34K
$342K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
149New |
$10.5K - $11.4K
|
149
$11.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-200- 13.51% |
$14.2K - $15.2K
|
1.28K
$101K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-2.03K- 9.48% |
$143K - $154K
|
19.3K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-208K- 27.21% |
$14.7M - $15.9M
|
557K
$43.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
185New |
$13.1K - $14.1K
|
185
$14.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
146KNew |
$10.3M - $11.1M
|
146K
$11.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
1.67K+ 4.38% |
$118K - $127K
|
39.8K
$3.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.17K+ 242.52% |
$154K - $166K
|
3.07K
$242K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 14.29% |
$3.54K - $3.81K
|
300
$23.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$70.8 - $76.2
|
3.38K
$266K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.13K- 15.78% |
$151K - $162K
|
11.4K
$895K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-199- 11.02% |
$14.1K - $15.2K
|
1.61K
$126K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
235+ 4.84% |
$16.6K - $17.9K
|
5.09K
$400K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-51- 0.48% |
$3.61K - $3.89K
|
10.7K
$839K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$753K - $810K
|
10.6K
$837K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
250+ 8.99% |
$17.7K - $19K
|
3.03K
$239K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-73- 10.1% |
$5.17K - $5.56K
|
650
$51.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3K- 60.0% |
$212K - $229K
|
2K
$157K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-148K- 92.45% |
$10.4M - $11.2M
|
12K
$948K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-6.75K- 40.47% |
$478K - $514K
|
9.93K
$781K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-123- 1.87% |
$8.7K - $9.37K
|
6.46K
$508K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 0.15% |
$354 - $381
|
3.32K
$261K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
188New |
$13.3K - $14.3K
|
188
$14.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-471- 0.08% |
$33.3K - $35.9K
|
624K
$49.1M
|
|
| Q1 2024 | |||||||
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-3.23KClosed |
$220K - $240K
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
161+ 6.32% |
$11K - $12K
|
2.71K
$213K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
1.4KNew |
$95.4K - $104K
|
1.4K
$110K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.27K- 14.6% |
$86.2K - $94.2K
|
7.4K
$582K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-136- 22.93% |
$9.27K - $10.1K
|
457
$36K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
314New |
$21.4K - $23.4K
|
314
$24.7K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-348- 68.5% |
$23.7K - $25.9K
|
160
$12.6K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.5KNew |
$1.06M - $1.16M
|
15.5K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.26KNew |
$290K - $317K
|
4.26K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 42.86% |
$10.2K - $11.2K
|
200
$15.7K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.9KNew |
$198K - $216K
|
2.9K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 32.73% |
$1.23K - $1.34K
|
37
$2.91K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
20.5KNew |
$1.39M - $1.52M
|
20.5K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-337- 91.83% |
$23K - $25.1K
|
30
$2.36K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.54KNew |
$105K - $115K
|
1.54K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.41K- 6.51% |
$232K - $254K
|
48.9K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.09KNew |
$210K - $230K
|
3.09K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.94K- 59.37% |
$269K - $293K
|
2.7K
$212K
|
|