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 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
4.89K+ 7.55% |
$343K - $385K
|
69.6K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
625K+ 22426.87% |
$43.8M - $49.2M
|
628K
$45.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-31.4K- 0.58% |
$2.2M - $2.47M
|
5.35M
$385M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-3.1K- 18.7% |
$217K - $244K
|
13.5K
$968K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
117+ 3.99% |
$8.2K - $9.21K
|
3.05K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-38.6K- 21.18% |
$2.7M - $3.04M
|
144K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.36M- 22.04% |
$95.1M - $107M
|
4.8M
$345M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.85K+ 18.16% |
$130K - $146K
|
12K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 20.9% |
$87.5K - $98.3K
|
7.22K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.22% |
$7.01K - $7.87K
|
4.41K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.9M+ 6.66% |
$133M - $149M
|
30.4M
$2.18B
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-58- 1.08% |
$4.07K - $4.57K
|
5.31K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.65K+ 12.22% |
$185K - $208K
|
24.3K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.3K+ 0.93% |
$161K - $181K
|
249K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-292- 9.79% |
$20.5K - $23K
|
2.69K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.75K+ 86.74% |
$193K - $217K
|
5.93K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.8K+ 43.21% |
$1.6M - $1.79M
|
75.5K
$5.43M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.58K- 0.22% |
$672K - $755K
|
4.32M
$311M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.56K- 1.32% |
$110K - $123K
|
117K
$8.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.16K- 7.06% |
$362K - $406K
|
68K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
87.4K+ 10.49% |
$6.13M - $6.88M
|
920K
$66.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-201- 1.69% |
$14.1K - $15.8K
|
11.7K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.57M+ 73.88% |
$110M - $124M
|
3.7M
$266M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.59K+ 22.04% |
$111K - $125K
|
8.8K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
15.8K+ 3.01% |
$1.11M - $1.25M
|
542K
$39M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.16K+ 21.17% |
$81.3K - $91.3K
|
6.64K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.54K- 5.16% |
$108K - $121K
|
28.2K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.09K- 10.4% |
$76K - $85.4K
|
9.35K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.9K+ 1.9% |
$273K - $307K
|
209K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-665- 2.16% |
$46.6K - $52.4K
|
30.1K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
80K+ 25.69% |
$5.61M - $6.3M
|
391K
$28.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.7K+ 3.84% |
$892K - $1M
|
344K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-11.5K- 55.91% |
$807K - $906K
|
9.08K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.83K+ 13.7% |
$198K - $223K
|
23.5K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16+ 0.08% |
$1.12K - $1.26K
|
20.5K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.56K- 41.88% |
$180K - $202K
|
3.56K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.41K- 3.13% |
$99K - $111K
|
43.7K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-564- 4.74% |
$39.5K - $44.4K
|
11.3K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-734- 1.47% |
$51.4K - $57.8K
|
49.3K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.86K+ 20.89% |
$200K - $225K
|
16.5K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
46.4KNew |
$3.25M - $3.65M
|
46.4K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.02KNew |
$212K - $238K
|
3.02K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.95KNew |
$277K - $311K
|
3.95K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-474- 0.39% |
$33.2K - $37.3K
|
120K
$8.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-3.38K- 2.4% |
$237K - $266K
|
138K
$9.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-39.4K- 5.97% |
$2.76M - $3.1M
|
620K
$44.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.8K- 4.95% |
$1.04M - $1.16M
|
284K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.8KNew |
$1.52M - $1.71M
|
21.8K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.5K- 9.96% |
$315K - $354K
|
40.7K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
41+ 0.55% |
$2.87K - $3.23K
|
7.52K
$541K
|