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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-169- 88.48% |
$10.5K - $11.4K
|
22
$1.67K
|
|
|
May 10, 2023
Q1 2023
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
76.5K+ 27.03% |
$4.76M - $5.18M
|
360K
$27.3M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.2KNew |
$694K - $756K
|
11.2K
$848K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37New |
$2.3K - $2.5K
|
37
$2.81K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.9MNew |
$1.05B - $1.15B
|
16.9M
$1.29B
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-39- 66.1% |
$2.42K - $2.64K
|
20
$1.52K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.8KNew |
$236K - $257K
|
3.8K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
160New |
$9.95K - $10.8K
|
160
$12.2K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
345New |
$21.4K - $23.4K
|
345
$26.2K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
43New |
$2.67K - $2.91K
|
43
$3.27K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.78K+ 127.38% |
$297K - $324K
|
8.54K
$649K
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.47K- 6.15% |
$154K - $167K
|
37.7K
$2.86M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
489+ 48900.0% |
$30.4K - $33.1K
|
490
$37.2K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.88KNew |
$490K - $533K
|
7.88K
$599K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
7.04K+ 73.08% |
$438K - $477K
|
16.7K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.21KNew |
$200K - $217K
|
3.21K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.79KNew |
$112K - $121K
|
1.79K
$136K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-336- 5.24% |
$20.9K - $22.7K
|
6.08K
$462K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.92KNew |
$244K - $265K
|
3.92K
$298K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-961- 89.73% |
$59.7K - $65.1K
|
110
$8.36K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
252New |
$15.7K - $17.1K
|
252
$19.2K
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3.49KNew |
$217K - $236K
|
3.49K
$265K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.34KNew |
$207K - $226K
|
3.34K
$254K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.6KNew |
$99.5K - $108K
|
1.6K
$122K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.01K- 22.89% |
$62.8K - $68.4K
|
3.4K
$259K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
650New |
$40.4K - $44K
|
650
$49.4K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-578- 1.67% |
$35.9K - $39.1K
|
34K
$2.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-666- 89.16% |
$41.4K - $45.1K
|
81
$6.16K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-259- 0.63% |
$16.1K - $17.5K
|
40.7K
$3.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.41K+ 5.22% |
$212K - $231K
|
68.8K
$5.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-357- 88.15% |
$22.2K - $24.2K
|
48
$3.65K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
776+ 1464.15% |
$48.2K - $52.5K
|
829
$63K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-690- 52.67% |
$42.9K - $46.7K
|
620
$47.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
68.7KNew |
$4.27M - $4.65M
|
68.7K
$5.22M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-121- 0.44% |
$7.52K - $8.19K
|
27.4K
$2.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.43K+ 2.92% |
$400K - $435K
|
227K
$17.2M
|
|
| Q4 2022 | |||||||
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
675New |
$35.3K - $43K
|
675
$51.3K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
23.3KNew |
$1.22M - $1.48M
|
23.3K
$1.77M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
431New |
$22.6K - $27.4K
|
431
$32.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
427KNew |
$22.4M - $27.2M
|
427K
$32.5M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
27.8K+ 25.98% |
$1.46M - $1.77M
|
135K
$10.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
52.3KNew |
$2.74M - $3.33M
|
52.3K
$3.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
101New |
$5.29K - $6.43K
|
101
$7.68K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-105K- 19.7% |
$5.48M - $6.67M
|
427K
$32.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-232- 2.15% |
$12.1K - $14.8K
|
10.6K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.99KNew |
$157K - $190K
|
2.99K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.12K+ 21.03% |
$58.5K - $71.2K
|
6.44K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-96.8KClosed |
$5.07M - $6.16M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-248- 16.33% |
$13K - $15.8K
|
1.27K
$96.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
537KNew |
$28.1M - $34.2M
|
537K
$40.8M
|
|