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 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
870KNew |
$63.6M - $67.8M
|
870K
$63.1M
|
|
Aug 13, 2021
Q2 2021
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
32+ 3.19% |
$2.34K - $2.49K
|
1.04K
$75.2K
|
|
Aug 11, 2021
Q2 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-3.29KClosed |
$241K - $256K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-5.09KClosed |
$372K - $396K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-60Closed |
$4.39K - $4.67K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-20.9KClosed |
$1.53M - $1.63M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.07KClosed |
$78K - $83.1K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-412Closed |
$30.1K - $32.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
152KNew |
$11.1M - $11.8M
|
152K
$11M
|
|
Jul 21, 2021
Q2 2021
|
Welch Group, LLC
|
SELL
|
- |
-4.12KClosed |
$302K - $321K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
278New |
$20.3K - $21.7K
|
278
$20.2K
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
165New |
$12.1K - $12.9K
|
165
$12K
|
|
Jul 13, 2021
Q2 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-3.75KClosed |
$274K - $292K
|
0
$0
|
|
Q1 2021 | |||||||
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-9Closed |
$617 - $658
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-187Closed |
$12.8K - $13.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-110Closed |
$7.54K - $8.04K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-323Closed |
$22.2K - $23.6K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mackay Shields LLC
|
SELL
|
- |
-40.4KClosed |
$2.77M - $2.95M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-19.8KClosed |
$1.35M - $1.44M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.31KClosed |
$227K - $242K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-6Closed |
$411 - $439
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-20Closed |
$1.37K - $1.46K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.28KClosed |
$294K - $313K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$111K - $118K
|
1.62K
$117K
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-257Closed |
$17.6K - $18.8K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Rja Asset Management LLC
Stamford, CT |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-199Closed |
$13.6K - $14.6K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.18KClosed |
$218K - $233K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8.11KClosed |
$556K - $593K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-237KClosed |
$16.3M - $17.3M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-35Closed |
$2.4K - $2.56K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-47Closed |
$3.22K - $3.44K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-4.5KClosed |
$309K - $329K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3Closed |
$206 - $219
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.05KClosed |
$209K - $223K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.13KNew |
$77.6K - $82.8K
|
1.13K
$82.1K
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.07KClosed |
$73.4K - $78.3K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.06KClosed |
$210K - $224K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.11KClosed |
$625K - $666K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-72.7KClosed |
$4.98M - $5.31M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
West End Advisors, LLC
|
SELL
|
- |
-23Closed |
$1.58K - $1.68K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9.86KClosed |
$676K - $721K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.93KClosed |
$475K - $507K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-4.47KClosed |
$307K - $327K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-16.4KClosed |
$1.13M - $1.2M
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-208Closed |
$14.3K - $15.2K
|
0
$0
|
|
Apr 02, 2021
Q1 2021
|
Private Asset Management Inc
|
SELL
|
- |
-3KClosed |
$206K - $219K
|
0
$0
|
|
Q4 2020 | |||||||
Jun 17, 2024
Q4 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.84K- 39.8% |
$223K - $268K
|
5.81K
$422K
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-25.6K- 36.19% |
$1.49M - $1.78M
|
45.1K
$3.27M
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.12K+ 27.95% |
$65K - $77.9K
|
5.12K
$371K
|