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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
61.4KNew |
$3.93M - $4.27M
|
61.4K
$5.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-431- 6.18% |
$27.6K - $30K
|
6.55K
$545K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
8New |
$512 - $557
|
8
$666
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14.4K- 2.77% |
$950K - $994K
|
504K
$42M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-766Closed |
$50.6K - $52.9K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-241- 6.23% |
$15.9K - $16.7K
|
3.63K
$302K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
434+ 17.96% |
$28.7K - $30K
|
2.85K
$238K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
40.7KNew |
$2.69M - $2.81M
|
40.7K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-40.4K- 8.84% |
$2.67M - $2.79M
|
417K
$34.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-1.15K- 45.03% |
$75.7K - $79.3K
|
1.4K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
356+ 0.42% |
$23.5K - $24.6K
|
84.6K
$7.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-52- 0.43% |
$3.43K - $3.59K
|
12.1K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.04KNew |
$200K - $210K
|
3.04K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Geisinger Health
Danville, PA |
SELL
|
- |
-612K- 84.91% |
$40.4M - $42.3M
|
109K
$9.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-1- 0.03% |
$66 - $69.1
|
3.13K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
400K+ 50.97% |
$26.4M - $27.7M
|
1.19M
$98.8M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.66KNew |
$242K - $253K
|
3.66K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-75- 2.19% |
$4.95K - $5.18K
|
3.36K
$280K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13.4K+ 72.0% |
$883K - $924K
|
31.9K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-4- 0.14% |
$264 - $276
|
2.95K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-277- 6.04% |
$18.3K - $19.1K
|
4.31K
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
72.3K+ 266.15% |
$4.78M - $5M
|
99.5K
$8.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-711- 14.5% |
$46.9K - $49.1K
|
4.19K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.98K- 46.4% |
$197K - $206K
|
3.44K
$287K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.76KNew |
$248K - $260K
|
3.76K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.04% |
$66 - $69.1
|
50
$4.17K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.74KNew |
$445K - $466K
|
6.74K
$562K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.15K- 18.96% |
$76.1K - $79.7K
|
4.93K
$411K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-877- 3.23% |
$57.9K - $60.6K
|
26.2K
$2.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
75.6KNew |
$4.99M - $5.23M
|
75.6K
$6.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
140New |
$9.24K - $9.67K
|
140
$11.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.44K- 39.53% |
$161K - $169K
|
3.74K
$311K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
43New |
$2.84K - $2.97K
|
43
$3.58K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.72K+ 90.55% |
$642K - $672K
|
20.5K
$1.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.33K- 0.96% |
$550K - $575K
|
858K
$71.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 6.21% |
$2.64K - $2.76K
|
684
$57K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.93M- 3.17% |
$128M - $134M
|
59M
$4.91B
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
34+ 0.43% |
$2.25K - $2.35K
|
7.89K
$658K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.29K- 47.38% |
$85.4K - $89.4K
|
1.44K
$120K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-6.94K- 68.47% |
$458K - $479K
|
3.2K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-181- 1.08% |
$12K - $12.5K
|
16.6K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.41KNew |
$291K - $305K
|
4.41K
$368K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
6.67KNew |
$440K - $461K
|
6.67K
$556K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-755- 15.24% |
$49.9K - $52.2K
|
4.2K
$350K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-257- 7.49% |
$17K - $17.8K
|
3.18K
$265K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.24% |
$132 - $138
|
830
$69.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
179+ 10.1% |
$11.8K - $12.4K
|
1.95K
$163K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
7.63K+ 2.54% |
$504K - $527K
|
308K
$25.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-370- 6.36% |
$24.4K - $25.6K
|
5.45K
$454K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.43K+ 1.57% |
$490K - $513K
|
482K
$40.2M
|
|