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 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
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.52KClosed |
$349K - $417K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-853- 45.66% |
$54K - $64.4K
|
1.02K
$79.9K
|
|
|
May 16, 2022
Q1 2022
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
90KNew |
$5.69M - $6.79M
|
90K
$7.08M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-199- 13.8% |
$12.6K - $15K
|
1.24K
$97.8K
|
|
|
May 13, 2022
Q1 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-143KClosed |
$9.02M - $10.8M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-119- 0.86% |
$7.53K - $8.98K
|
13.8K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-11.4KClosed |
$719K - $857K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-25.2K- 17.6% |
$1.59M - $1.9M
|
118K
$9.27M
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-8.6KClosed |
$544K - $649K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-39Closed |
$2.47K - $2.94K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-10.6KClosed |
$671K - $800K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-178Closed |
$11.3K - $13.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-65.1KClosed |
$4.12M - $4.91M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
476KNew |
$30.1M - $35.9M
|
476K
$37.4M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-483Closed |
$30.6K - $36.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-590Closed |
$37.3K - $44.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.1KClosed |
$386K - $461K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.05KClosed |
$193K - $230K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-8.63KClosed |
$546K - $652K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.17KClosed |
$74.1K - $88.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
676New |
$42.8K - $51K
|
676
$53.2K
|
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.77KClosed |
$239K - $285K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-41Closed |
$2.59K - $3.09K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-491Closed |
$31.1K - $37.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-310Closed |
$19.6K - $23.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-500- 47.44% |
$31.6K - $37.7K
|
554
$43.6K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
11.8KNew |
$747K - $891K
|
11.8K
$929K
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.67KClosed |
$169K - $202K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
5.87KNew |
$372K - $443K
|
5.87K
$462K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-63Closed |
$3.99K - $4.76K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4.79KClosed |
$303K - $362K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
258New |
$16.3K - $19.5K
|
258
$20.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-251Closed |
$15.9K - $18.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-3.5KClosed |
$222K - $264K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.12KClosed |
$70.7K - $84.4K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-308Closed |
$19.5K - $23.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-2.75K- 28.62% |
$174K - $207K
|
6.85K
$539K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-208- 8.85% |
$13.2K - $15.7K
|
2.14K
$169K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.6KClosed |
$736K - $878K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.7KClosed |
$171K - $204K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-263- 67.96% |
$16.6K - $19.9K
|
124
$9.76K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-10.6KClosed |
$669K - $798K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
205KNew |
$13M - $15.5M
|
205K
$16.2M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.28K- 66.17% |
$80.7K - $96.2K
|
652
$51.3K
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-1.06KClosed |
$67.1K - $80.1K
|
0
$0
|