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, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.04% |
$66 - $69.1
|
50
$3.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.74KNew |
$445K - $466K
|
6.74K
$512K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.15K- 18.96% |
$76.1K - $79.7K
|
4.93K
$375K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-877- 3.23% |
$57.9K - $60.6K
|
26.2K
$1.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
75.6KNew |
$4.99M - $5.23M
|
75.6K
$5.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
140New |
$9.24K - $9.67K
|
140
$10.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.44K- 39.53% |
$161K - $169K
|
3.74K
$284K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
43New |
$2.84K - $2.97K
|
43
$3.27K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.72K+ 90.55% |
$642K - $672K
|
20.5K
$1.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.33K- 0.96% |
$550K - $575K
|
858K
$65.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 6.21% |
$2.64K - $2.76K
|
684
$52K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.93M- 3.17% |
$128M - $134M
|
59M
$4.48B
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
34+ 0.43% |
$2.25K - $2.35K
|
7.89K
$600K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.29K- 47.38% |
$85.4K - $89.4K
|
1.44K
$109K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-6.94K- 68.47% |
$458K - $479K
|
3.2K
$243K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-181- 1.08% |
$12K - $12.5K
|
16.6K
$1.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.41KNew |
$291K - $305K
|
4.41K
$335K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
6.67KNew |
$440K - $461K
|
6.67K
$507K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-755- 15.24% |
$49.9K - $52.2K
|
4.2K
$319K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-257- 7.49% |
$17K - $17.8K
|
3.18K
$241K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.24% |
$132 - $138
|
830
$63.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
179+ 10.1% |
$11.8K - $12.4K
|
1.95K
$148K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
7.63K+ 2.54% |
$504K - $527K
|
308K
$23.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-370- 6.36% |
$24.4K - $25.6K
|
5.45K
$414K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.25KNew |
$215K - $225K
|
3.25K
$247K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.43K+ 1.57% |
$490K - $513K
|
482K
$36.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
242K+ 11.45% |
$15.9M - $16.7M
|
2.35M
$179M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
242K+ 11.45% |
$15.9M - $16.7M
|
2.35M
$179M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-24.5K- 64.13% |
$1.62M - $1.69M
|
13.7K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.01KNew |
$264K - $277K
|
4.01K
$304K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
242+ 6.4% |
$16K - $16.7K
|
4.02K
$306K
|
|
|
Jul 13, 2023
Q2 2023
|
Wind River Trust CO
|
SELL
|
- |
-1.49K- 6.56% |
$98.3K - $103K
|
21.2K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-157- 4.62% |
$10.4K - $10.8K
|
3.24K
$247K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
96+ 1.74% |
$6.34K - $6.63K
|
5.61K
$427K
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-972- 10.41% |
$64.2K - $67.2K
|
8.37K
$636K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6.21KNew |
$410K - $429K
|
6.21K
$472K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
321New |
$21.2K - $22.2K
|
321
$24.4K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-267Closed |
$16.6K - $18.1K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
91.1KNew |
$5.66M - $6.17M
|
91.1K
$6.92M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-5.64K- 63.67% |
$351K - $382K
|
3.22K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.24KNew |
$202K - $219K
|
3.24K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
32.3KNew |
$2.01M - $2.19M
|
32.3K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18.8K+ 76.37% |
$1.17M - $1.27M
|
43.5K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-6.09K- 45.49% |
$379K - $413K
|
7.3K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
3.22K+ 43.03% |
$200K - $218K
|
10.7K
$813K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
6.05K+ 1.54% |
$376K - $410K
|
400K
$30.4M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.04K- 23.43% |
$64.5K - $70.2K
|
3.39K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-50- 3.7% |
$3.11K - $3.39K
|
1.3K
$98.9K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.02KNew |
$436K - $475K
|
7.02K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.59K- 0.78% |
$161K - $175K
|
331K
$25.1M
|
|