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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.16K- 15.77% |
$60.6K - $73.1K
|
6.19K
$487K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-14.3K- 75.95% |
$750K - $904K
|
4.54K
$357K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
7.71KNew |
$403K - $486K
|
7.71K
$607K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
277KNew |
$14.5M - $17.5M
|
277K
$21.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-25.2K- 65.31% |
$1.32M - $1.59M
|
13.4K
$1.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-59- 29.8% |
$3.09K - $3.72K
|
139
$10.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-4.73K- 1.75% |
$247K - $298K
|
266K
$20.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
176+ 1.86% |
$9.21K - $11.1K
|
9.66K
$761K
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-3.16K- 44.09% |
$165K - $200K
|
4.01K
$316K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1- 0.02% |
$52.3 - $63.1
|
4.13K
$325K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-558- 12.24% |
$29.2K - $35.2K
|
4K
$315K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.26K+ 4.72% |
$66K - $79.6K
|
28K
$2.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.25K- 31.88% |
$275K - $331K
|
11.2K
$883K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9.09KNew |
$476K - $574K
|
9.09K
$716K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-177- 0.57% |
$9.26K - $11.2K
|
31K
$2.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Rainwater Charitable Foundation
|
SELL
|
- |
-119K- 72.46% |
$6.21M - $7.49M
|
45.1K
$3.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.81KNew |
$304K - $366K
|
5.81K
$457K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-661- 61.15% |
$34.6K - $41.7K
|
420
$33.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-152- 3.07% |
$7.95K - $9.59K
|
4.79K
$377K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
41.7K+ 2.95% |
$2.18M - $2.63M
|
1.46M
$115M
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$262K - $317K
|
5.02K
$395K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-133- 34.28% |
$6.96K - $8.39K
|
255
$20.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-131KClosed |
$6.83M - $8.24M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
5.49KNew |
$287K - $347K
|
5.49K
$432K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
349+ 5.5% |
$18.3K - $22K
|
6.7K
$527K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
28.1K+ 4.9% |
$1.47M - $1.78M
|
603K
$47.5M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-5.69KClosed |
$297K - $359K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
170New |
$8.89K - $10.7K
|
170
$13.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
3.01K+ 9.78% |
$157K - $190K
|
33.8K
$2.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.4KNew |
$230K - $278K
|
4.4K
$347K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
4.5KNew |
$235K - $284K
|
4.5K
$354K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
83+ 0.1% |
$4.34K - $5.24K
|
83.8K
$6.59M
|
|
| Q2 2022 | |||||||
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-600Closed |
$34.7K - $42.3K
|
0
$0
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.86KClosed |
$223K - $272K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.08K+ 0.97% |
$62.3K - $75.8K
|
112K
$8.81M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
849New |
$49.2K - $59.8K
|
849
$66.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-22.5K- 85.01% |
$1.3M - $1.59M
|
3.97K
$313K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-528- 1.0% |
$30.6K - $37.2K
|
52.2K
$4.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.32K+ 77.08% |
$192K - $234K
|
7.63K
$600K
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-148Closed |
$8.57K - $10.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.09K- 21.6% |
$62.8K - $76.4K
|
3.94K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-22.6K- 8.99% |
$1.31M - $1.59M
|
229K
$18M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-196- 16.82% |
$11.4K - $13.8K
|
969
$76.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-140KClosed |
$8.1M - $9.86M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-19Closed |
$1.1K - $1.34K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-198KClosed |
$11.5M - $13.9M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
91.5K+ 70.17% |
$5.3M - $6.45M
|
222K
$17.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
292+ 19.61% |
$16.9K - $20.6K
|
1.78K
$140K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.2KClosed |
$301K - $366K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
20KNew |
$1.16M - $1.41M
|
20K
$1.58M
|
|