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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-56.4K- 2.53% |
$3.26M - $3.97M
|
2.17M
$157M
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.03KClosed |
$175K - $213K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 21.04% |
$67.5K - $82.1K
|
4.37K
$316K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1K- 22.22% |
$57.9K - $70.5K
|
3.5K
$253K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.38K+ 15.13% |
$138K - $168K
|
18.1K
$1.31M
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.06KClosed |
$177K - $216K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-181KClosed |
$10.5M - $12.8M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
4New |
$232 - $282
|
4
$289
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-4.54KClosed |
$263K - $320K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-9.29KClosed |
$538K - $655K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-139Closed |
$8.05K - $9.79K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
424New |
$24.6K - $29.9K
|
424
$30.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
14KNew |
$811K - $986K
|
14K
$1.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-26.6KClosed |
$1.54M - $1.88M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-4.98KClosed |
$288K - $351K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
569New |
$33K - $40.1K
|
569
$41.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
133+ 46.5% |
$7.7K - $9.37K
|
419
$30.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
409New |
$23.7K - $28.8K
|
409
$29.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.17KNew |
$299K - $364K
|
5.17K
$374K
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-5.83KClosed |
$338K - $411K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-796- 58.92% |
$46.1K - $56.1K
|
555
$40.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.94KNew |
$170K - $207K
|
2.94K
$212K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-3.94K- 20.86% |
$228K - $277K
|
14.9K
$1.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
32.3K+ 17.5% |
$1.87M - $2.28M
|
217K
$15.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-460- 3.89% |
$26.6K - $32.4K
|
11.4K
$821K
|
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
95+ 2.28% |
$5.5K - $6.69K
|
4.25K
$308K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
21.8KNew |
$1.27M - $1.54M
|
21.8K
$1.58M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.72K+ 68.49% |
$158K - $192K
|
6.7K
$484K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-270Closed |
$15.6K - $19K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-558- 15.86% |
$32.3K - $39.3K
|
2.96K
$214K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
482+ 14.81% |
$27.9K - $34K
|
3.74K
$270K
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
15.7K+ 22.97% |
$912K - $1.11M
|
84.3K
$6.09M
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.96KClosed |
$171K - $208K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
103New |
$5.96K - $7.26K
|
103
$7.45K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
5.35K+ 6.47% |
$310K - $377K
|
87.9K
$6.36M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.16KClosed |
$183K - $223K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.96K- 17.24% |
$113K - $138K
|
9.39K
$679K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
490+ 16.74% |
$28.4K - $34.5K
|
3.42K
$247K
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.66KClosed |
$270K - $328K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-31.4KClosed |
$1.82M - $2.21M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-3.18KClosed |
$184K - $224K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-3.18KClosed |
$184K - $224K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
1.01M+ 7.87% |
$58.7M - $71.4M
|
13.9M
$1B
|
|
| Q1 2022 | |||||||
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.72KClosed |
$298K - $356K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.72KClosed |
$172K - $205K
|
0
$0
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-3.36KClosed |
$212K - $253K
|
0
$0
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-605Closed |
$38.3K - $45.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-38.6KClosed |
$2.44M - $2.91M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-3.77MClosed |
$238M - $284M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-4.04KClosed |
$256K - $305K
|
0
$0
|
|