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 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.95K- 45.55% |
$120K - $137K
|
2.33K
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-122- 10.54% |
$7.48K - $8.6K
|
1.04K
$81.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-180- 0.87% |
$11K - $12.7K
|
20.5K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.54K+ 141.18% |
$462K - $531K
|
12.9K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.5KNew |
$214K - $246K
|
3.5K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.24KNew |
$75.7K - $87K
|
1.24K
$97.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-848- 73.87% |
$52K - $59.8K
|
300
$23.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 0.97% |
$3.07K - $3.52K
|
5.22K
$411K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-925- 11.08% |
$56.7K - $65.2K
|
7.42K
$584K
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5.88KNew |
$361K - $415K
|
5.88K
$463K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-75- 30.24% |
$4.6K - $5.29K
|
173
$13.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-8.4K- 4.97% |
$515K - $592K
|
161K
$12.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
83+ 1.38% |
$5.09K - $5.85K
|
6.08K
$479K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.94KNew |
$180K - $207K
|
2.94K
$232K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.69K- 15.48% |
$165K - $190K
|
14.7K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
531New |
$32.6K - $37.4K
|
531
$41.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.66KNew |
$224K - $258K
|
3.66K
$288K
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
878New |
$53.8K - $61.9K
|
878
$69.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.92KNew |
$424K - $488K
|
6.92K
$545K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.07K+ 2.45% |
$127K - $146K
|
86.6K
$6.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.5K- 1.64% |
$764K - $878K
|
748K
$58.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.75KNew |
$230K - $264K
|
3.75K
$295K
|
|
|
Jan 29, 2024
Q4 2023
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
884KNew |
$54.2M - $62.3M
|
884K
$69.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-60- 1.4% |
$3.68K - $4.23K
|
4.22K
$332K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
181+ 0.89% |
$11.1K - $12.8K
|
20.6K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-3.22K- 42.2% |
$197K - $227K
|
4.41K
$347K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
236KNew |
$14.5M - $16.6M
|
236K
$18.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 18.24% |
$67.7K - $77.8K
|
4.95K
$390K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.8KNew |
$417K - $479K
|
6.8K
$535K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.06KNew |
$249K - $286K
|
4.06K
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.59KClosed |
$220K - $253K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
62.1K+ 153.98% |
$3.81M - $4.38M
|
102K
$8.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-964- 81.28% |
$59.1K - $67.9K
|
222
$17.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.52KNew |
$216K - $248K
|
3.52K
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.62K- 7.07% |
$222K - $255K
|
47.5K
$3.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-48- 1.43% |
$2.94K - $3.38K
|
3.3K
$260K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-36- 5.02% |
$2.21K - $2.54K
|
681
$53.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-495- 38.52% |
$30.3K - $34.9K
|
790
$62.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.16K+ 21.86% |
$194K - $223K
|
17.6K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.13KNew |
$192K - $221K
|
3.13K
$247K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
31.1K+ 2.9% |
$1.91M - $2.19M
|
1.1M
$86.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.56KNew |
$218K - $251K
|
3.56K
$280K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
50+ 0.95% |
$3.07K - $3.52K
|
5.31K
$418K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
275+ 275.0% |
$16.9K - $19.4K
|
375
$29.5K
|
|
| Q3 2023 | |||||||
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-8.25KClosed |
$528K - $574K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-68.6K- 29.18% |
$4.39M - $4.77M
|
166K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-5.36K- 2.5% |
$343K - $373K
|
209K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$64 - $69.6
|
18.8K
$1.48M
|
|