Latest Institutional Purchases of Ishares Tr (IEFA)
This list provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
45+ 0.34% |
$3.15K - $3.54K
|
13.2K
$950K
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
44+ 8.18% |
$3.08K - $3.46K
|
582
$41.9K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
43+ 8.63% |
$3.01K - $3.39K
|
541
$38.9K
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
41+ 0.55% |
$2.87K - $3.23K
|
7.52K
$541K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
40New |
$2.8K - $3.15K
|
40
$2.88K
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
39+ 0.11% |
$2.73K - $3.07K
|
35.1K
$2.53M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
39+ 0.21% |
$2.73K - $3.07K
|
19K
$1.37M
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
36+ 0.69% |
$2.52K - $2.83K
|
5.27K
$379K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
34+ 0.18% |
$2.38K - $2.68K
|
19.2K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
32+ 0.06% |
$2.24K - $2.52K
|
57.7K
$4.15M
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
31+ 0.58% |
$2.17K - $2.44K
|
5.4K
$388K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
29New |
$2.03K - $2.28K
|
29
$2.09K
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
29+ 0.16% |
$2.03K - $2.28K
|
18.5K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 0.04% |
$1.75K - $1.97K
|
63.9K
$4.6M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
23+ 0.14% |
$1.61K - $1.81K
|
16.3K
$1.17M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 15.17% |
$1.54K - $1.73K
|
167
$12K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
21New |
$1.47K - $1.65K
|
21
$1.51K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20+ 0.09% |
$1.4K - $1.57K
|
22.2K
$1.6M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18New |
$1.26K - $1.42K
|
18
$1.29K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.4% |
$1.26K - $1.42K
|
4.57K
$328K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17+ 0.37% |
$1.19K - $1.34K
|
4.55K
$328K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16+ 0.08% |
$1.12K - $1.26K
|
20.5K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12+ 0.06% |
$841 - $945
|
19.4K
$1.4M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
11+ 0.33% |
$771 - $866
|
3.34K
$240K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10+ 0.29% |
$701 - $787
|
3.42K
$246K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.37% |
$631 - $709
|
2.41K
$173K
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
9+ 0.8% |
$631 - $709
|
1.14K
$81.9K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.76% |
$491 - $551
|
929
$66.8K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5+ 0.11% |
$350 - $394
|
4.39K
$316K
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5+ 0.16% |
$350 - $394
|
3.14K
$226K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4New |
$280 - $315
|
4
$288
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.03% |
$140 - $157
|
6.86K
$494K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.0% |
$70.1 - $78.7
|
22.9K
$1.65M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.01% |
$70.1 - $78.7
|
9.42K
$678K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.7MNew |
$191M - $206M
|
2.7M
$194M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
862KNew |
$61M - $65.7M
|
862K
$62M
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
230KNew |
$16.3M - $17.5M
|
230K
$16.5M
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
151KNew |
$10.7M - $11.5M
|
151K
$10.9M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
146KNew |
$10.3M - $11.1M
|
146K
$10.5M
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
134KNew |
$9.47M - $10.2M
|
134K
$9.62M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125K+ 7.87% |
$8.86M - $9.53M
|
1.72M
$123M
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
117KNew |
$8.29M - $8.93M
|
117K
$8.43M
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
81.4KNew |
$5.76M - $6.2M
|
81.4K
$5.86M
|
|
Aug 13, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
63.7K+ 39.66% |
$4.51M - $4.85M
|
224K
$16.1M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
47.4K+ 4.18% |
$3.36M - $3.61M
|
1.18M
$84.9M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
42.5K+ 1457.17% |
$3.01M - $3.24M
|
45.4K
$3.27M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
21.3K+ 15.62% |
$1.51M - $1.63M
|
158K
$11.4M
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
20.2K+ 3.16% |
$1.43M - $1.54M
|
659K
$47.4M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16.1K+ 45.36% |
$1.14M - $1.22M
|
51.5K
$3.7M
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
15.5KNew |
$1.1M - $1.18M
|
15.5K
$1.12M
|