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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1KNew |
$52.4K - $63.7K
|
1K
$72.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-550- 73.33% |
$28.8K - $35K
|
200
$14.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.32K- 2.19% |
$174K - $211K
|
148K
$10.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
3.21K+ 3.5% |
$168K - $205K
|
95.1K
$6.9M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-542- 0.45% |
$28.4K - $34.5K
|
119K
$8.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
249New |
$13K - $15.8K
|
249
$18.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$52.4 - $63.7
|
1
$72.5
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-4.72K- 6.14% |
$247K - $301K
|
72.3K
$5.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.78KNew |
$93.1K - $113K
|
1.78K
$129K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
42New |
$2.2K - $2.67K
|
42
$3.05K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$123K - $149K
|
2.34K
$170K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.06KNew |
$55.4K - $67.4K
|
1.06K
$76.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2023
Q3 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-6.46MClosed |
$338M - $408M
|
0
$0
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.6KClosed |
$240K - $290K
|
0
$0
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.47KClosed |
$286K - $345K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
109K+ 23.2% |
$5.72M - $6.89M
|
580K
$42.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
146New |
$7.64K - $9.21K
|
146
$10.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
77+ 41.4% |
$4.03K - $4.86K
|
263
$19.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
9.8K+ 39.77% |
$513K - $618K
|
34.4K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.03KNew |
$211K - $254K
|
4.03K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
19.1K+ 31.55% |
$999K - $1.2M
|
79.6K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.9K+ 8.55% |
$886K - $1.07M
|
215K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.33K- 65.2% |
$488K - $589K
|
4.98K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
356K+ 77.35% |
$18.6M - $22.4M
|
815K
$59.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
484KNew |
$25.3M - $30.5M
|
484K
$35.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
77New |
$4.03K - $4.86K
|
77
$5.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
74New |
$3.87K - $4.67K
|
74
$5.37K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.22K- 0.51% |
$221K - $266K
|
820K
$59.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
505+ 16.96% |
$26.4K - $31.9K
|
3.48K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-401- 9.22% |
$21K - $25.3K
|
3.95K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.73KNew |
$509K - $614K
|
9.73K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-16.7K- 3.02% |
$874K - $1.05M
|
537K
$38.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
12.9KNew |
$675K - $814K
|
12.9K
$936K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
5.89K+ 58.74% |
$308K - $371K
|
15.9K
$1.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-22.4K- 35.86% |
$1.17M - $1.41M
|
40K
$2.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-55- 0.8% |
$2.88K - $3.47K
|
6.86K
$498K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
147New |
$7.69K - $9.28K
|
147
$10.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
735New |
$38.5K - $46.4K
|
735
$53.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
264K+ 3.88% |
$13.8M - $16.7M
|
7.07M
$513M
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-502- 57.44% |
$26.3K - $31.7K
|
372
$27K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.16K- 15.77% |
$60.6K - $73.1K
|
6.19K
$449K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-14.3K- 75.95% |
$750K - $904K
|
4.54K
$329K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
7.71KNew |
$403K - $486K
|
7.71K
$559K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
277KNew |
$14.5M - $17.5M
|
277K
$20.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-25.2K- 65.31% |
$1.32M - $1.59M
|
13.4K
$971K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-59- 29.8% |
$3.09K - $3.72K
|
139
$10.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-4.73K- 1.75% |
$247K - $298K
|
266K
$19.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
176+ 1.86% |
$9.21K - $11.1K
|
9.66K
$701K
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-3.16K- 44.09% |
$165K - $200K
|
4.01K
$291K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1- 0.02% |
$52.3 - $63.1
|
4.13K
$299K
|
|