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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
277New |
$19.6K - $21.1K
|
277
$23.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
930+ 0.2% |
$65.8K - $70.9K
|
473K
$39.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-241- 4.77% |
$17.1K - $18.4K
|
4.81K
$401K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
4.95KNew |
$350K - $377K
|
4.95K
$412K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
108+ 2.22% |
$7.64K - $8.23K
|
4.98K
$414K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-65- 2.2% |
$4.6K - $4.95K
|
2.89K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
134KNew |
$9.47M - $10.2M
|
134K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
230KNew |
$16.3M - $17.5M
|
230K
$19.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
139New |
$9.84K - $10.6K
|
139
$11.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-3.81K- 2.03% |
$270K - $291K
|
184K
$15.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2K- 18.11% |
$141K - $152K
|
9.03K
$753K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
3.34KNew |
$236K - $254K
|
3.34K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.54KNew |
$321K - $346K
|
4.54K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-302- 31.59% |
$21.4K - $23K
|
654
$54.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-7.74K- 13.31% |
$547K - $589K
|
50.4K
$4.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.71KNew |
$192K - $207K
|
2.71K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
46+ 2.91% |
$3.26K - $3.5K
|
1.63K
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.79K- 9.93% |
$410K - $441K
|
52.5K
$4.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
4.61KNew |
$326K - $351K
|
4.61K
$384K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.3KNew |
$943K - $1.02M
|
13.3K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
350+ 43.75% |
$24.8K - $26.7K
|
1.15K
$95.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-26- 6.19% |
$1.84K - $1.98K
|
394
$32.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
266New |
$18.8K - $20.3K
|
266
$22.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
54New |
$3.82K - $4.11K
|
54
$4.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
27+ 0.65% |
$1.91K - $2.06K
|
4.19K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
47.4K+ 4.18% |
$3.36M - $3.61M
|
1.18M
$98.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.98KNew |
$282K - $303K
|
3.98K
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
149New |
$10.5K - $11.4K
|
149
$12.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-200- 13.51% |
$14.2K - $15.2K
|
1.28K
$107K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
146KNew |
$10.3M - $11.1M
|
146K
$12.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
1.67K+ 4.38% |
$118K - $127K
|
39.8K
$3.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.17K+ 242.52% |
$154K - $166K
|
3.07K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 14.29% |
$3.54K - $3.81K
|
300
$25K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$70.8 - $76.2
|
3.38K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.13K- 15.78% |
$151K - $162K
|
11.4K
$947K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-199- 11.02% |
$14.1K - $15.2K
|
1.61K
$134K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
235+ 4.84% |
$16.6K - $17.9K
|
5.09K
$424K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-51- 0.48% |
$3.61K - $3.89K
|
10.7K
$888K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$753K - $810K
|
10.6K
$886K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
250+ 8.99% |
$17.7K - $19K
|
3.03K
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-73- 10.1% |
$5.17K - $5.56K
|
650
$54.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3K- 60.0% |
$212K - $229K
|
2K
$167K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-148K- 92.45% |
$10.4M - $11.2M
|
12K
$1M
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-6.75K- 40.47% |
$478K - $514K
|
9.93K
$827K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-123- 1.87% |
$8.7K - $9.37K
|
6.46K
$538K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 0.15% |
$354 - $381
|
3.32K
$277K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
188New |
$13.3K - $14.3K
|
188
$15.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-471- 0.08% |
$33.3K - $35.9K
|
624K
$52M
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
179K+ 308.7% |
$12.2M - $13.4M
|
238K
$19.8M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-3.23KClosed |
$220K - $240K
|
0
$0
|
|