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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
194New |
$11.3K - $13.5K
|
194
$15.3K
|
|
|
Feb 09, 2021
Q4 2020
|
Cadence Bank Na
|
SELL
|
- |
-4.43KClosed |
$257K - $308K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.48KClosed |
$202K - $243K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-375Closed |
$21.8K - $26.1K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-47.5KClosed |
$2.76M - $3.31M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
208KNew |
$12.1M - $14.5M
|
208K
$16.4M
|
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-77.2KClosed |
$4.49M - $5.38M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-551Closed |
$32K - $38.4K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-4.54KClosed |
$264K - $316K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-16.1KClosed |
$938K - $1.13M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
BUY
|
- |
3.5K+ 3500.0% |
$203K - $244K
|
3.6K
$283K
|
|
| Q3 2020 | |||||||
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$57.4K - $62.3K
|
1K
$78.7K
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-259Closed |
$14.9K - $16.1K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.52KClosed |
$260K - $281K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-15KClosed |
$862K - $935K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.81KClosed |
$276K - $299K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-106KClosed |
$6.08M - $6.59M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3KNew |
$172K - $187K
|
3K
$236K
|
|
|
Nov 12, 2020
Q3 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.24KClosed |
$243K - $264K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
PUT |
-132- 12.12% |
$7.58K - $8.22K
|
957
$75.3K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.11KClosed |
$178K - $193K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-45.9KClosed |
$2.64M - $2.86M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
40.1KNew |
$2.3M - $2.5M
|
40.1K
$3.16M
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-35Closed |
$2.01K - $2.18K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.5KClosed |
$86.1K - $93.4K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-136Closed |
$7.81K - $8.47K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117+ 1.05% |
$5.55K - $7.11K
|
11.3K
$890K
|
|
|
Mar 08, 2022
Q2 2020
|
Jvl Associates LLC
|
SELL
|
- |
-18.2KClosed |
$862K - $1.1M
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.32KNew |
$157K - $202K
|
3.32K
$261K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-271Closed |
$12.9K - $16.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-192Closed |
$9.11K - $11.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Impax Asset Management Group PLC
|
SELL
|
- |
-110KClosed |
$5.21M - $6.68M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-4.7KClosed |
$223K - $285K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-71.1KClosed |
$3.37M - $4.32M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
115KNew |
$5.44M - $6.96M
|
115K
$9.02M
|
|
|
Aug 13, 2020
Q2 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.52KClosed |
$72K - $92.2K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-30.3KClosed |
$1.44M - $1.84M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.52K- 99.56% |
$214K - $274K
|
20
$1.57K
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-21.9KClosed |
$1.04M - $1.33M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$553K - $708K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-40Closed |
$1.9K - $2.43K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-170Closed |
$8.06K - $10.3K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.08KClosed |
$193K - $248K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-4.88KClosed |
$231K - $296K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.38KClosed |
$208K - $266K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-5.81KClosed |
$276K - $353K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.08KClosed |
$193K - $248K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 09, 2023
Q1 2020
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.43KClosed |
$149K - $227K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-6.55KClosed |
$284K - $433K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.8KClosed |
$251K - $383K
|
0
$0
|
|