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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
181KNew |
$9.47M - $11.5M
|
181K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.13KNew |
$59.2K - $71.9K
|
1.13K
$81.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.78K- 15.61% |
$93.1K - $113K
|
9.62K
$695K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-1.18K- 4.15% |
$61.7K - $75K
|
27.3K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-900K- 26.67% |
$47.1M - $57.3M
|
2.47M
$179M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.1K- 31.14% |
$57.6K - $70K
|
2.43K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.98K- 35.36% |
$261K - $317K
|
9.1K
$658K
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
3.95KNew |
$207K - $251K
|
3.95K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
3.4KNew |
$178K - $216K
|
3.4K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
971New |
$50.8K - $61.8K
|
971
$70.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$654K - $795K
|
12.5K
$904K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
937+ 16.11% |
$49.1K - $59.6K
|
6.75K
$488K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.28KNew |
$172K - $209K
|
3.28K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.39KNew |
$177K - $216K
|
3.39K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.89K- 96.53% |
$98.9K - $120K
|
68
$4.92K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-250- 5.43% |
$13.1K - $15.9K
|
4.36K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
11K+ 3.74% |
$577K - $701K
|
305K
$22.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-617- 12.42% |
$32.3K - $39.3K
|
4.35K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
126New |
$6.6K - $8.02K
|
126
$9.11K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-22- 0.42% |
$1.15K - $1.4K
|
5.18K
$374K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.43KNew |
$180K - $219K
|
3.43K
$248K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.54KNew |
$185K - $225K
|
3.54K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-87- 1.92% |
$4.55K - $5.54K
|
4.45K
$322K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
210New |
$11K - $13.4K
|
210
$15.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.98KNew |
$313K - $380K
|
5.98K
$432K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
671New |
$35.1K - $42.7K
|
671
$48.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.02K+ 0.25% |
$53.3K - $64.9K
|
404K
$29.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
730New |
$38.2K - $46.5K
|
730
$52.8K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
17.6K+ 184.35% |
$919K - $1.12M
|
27.1K
$1.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.6K+ 3.99% |
$83.7K - $102K
|
41.6K
$3.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.22M - $1.48M
|
23.3K
$1.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.83K+ 815.74% |
$201K - $244K
|
4.3K
$311K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
27New |
$1.41K - $1.72K
|
27
$1.95K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
199KNew |
$10.4M - $12.7M
|
199K
$14.4M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-507- 43.26% |
$26.5K - $32.3K
|
665
$48.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-13- 0.89% |
$681 - $827
|
1.45K
$105K
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-5.43K- 7.34% |
$284K - $346K
|
68.5K
$4.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
66New |
$3.46K - $4.2K
|
66
$4.77K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1.16KNew |
$60.5K - $73.5K
|
1.16K
$83.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.47KNew |
$286K - $348K
|
5.47K
$395K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
175+ 3.67% |
$9.16K - $11.1K
|
4.95K
$358K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.79KNew |
$303K - $369K
|
5.79K
$419K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14.4K+ 48.33% |
$752K - $915K
|
44.1K
$3.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.89KNew |
$413K - $502K
|
7.89K
$570K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
519New |
$27.2K - $33K
|
519
$37.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.3KNew |
$172K - $210K
|
3.3K
$238K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.92K- 13.47% |
$101K - $122K
|
12.3K
$892K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.13K- 13.04% |
$112K - $136K
|
14.2K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1KNew |
$52.4K - $63.7K
|
1K
$72.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-550- 73.33% |
$28.8K - $35K
|
200
$14.5K
|