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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
166+ 1.66% |
$11.7K - $12.6K
|
10.2K
$736K
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
165+ 0.78% |
$11.7K - $12.6K
|
21.3K
$1.54M
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
158+ 2.67% |
$11.2K - $12K
|
6.09K
$440K
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
156+ 0.47% |
$11K - $11.9K
|
33.7K
$2.44M
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
152+ 0.11% |
$10.8K - $11.6K
|
136K
$9.83M
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
152+ 4.94% |
$10.8K - $11.6K
|
3.23K
$234K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
149New |
$10.5K - $11.4K
|
149
$10.8K
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
139New |
$9.84K - $10.6K
|
139
$10.1K
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
128New |
$9.06K - $9.75K
|
128
$9.26K
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
120+ 0.3% |
$8.49K - $9.14K
|
39.6K
$2.86M
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
108+ 2.22% |
$7.64K - $8.23K
|
4.98K
$360K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
104+ 0.45% |
$7.36K - $7.92K
|
23.3K
$1.69M
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
104New |
$7.36K - $7.92K
|
104
$7.52K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
98+ 1.61% |
$6.94K - $7.47K
|
6.2K
$448K
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
96+ 2.31% |
$6.79K - $7.31K
|
4.25K
$307K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
94+ 3.14% |
$6.65K - $7.16K
|
3.09K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
83+ 2.49% |
$5.87K - $6.32K
|
3.41K
$247K
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
79+ 2.51% |
$5.59K - $6.02K
|
3.23K
$234K
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
72+ 0.49% |
$5.1K - $5.49K
|
14.8K
$1.07M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
70New |
$4.95K - $5.33K
|
70
$5.06K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
65+ 0.91% |
$4.6K - $4.95K
|
7.22K
$522K
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
63+ 1.81% |
$4.46K - $4.8K
|
3.54K
$256K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
57+ 0.6% |
$4.03K - $4.34K
|
9.62K
$696K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
57+ 1.06% |
$4.03K - $4.34K
|
5.44K
$393K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
57+ 1.83% |
$4.03K - $4.34K
|
3.18K
$230K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
54New |
$3.82K - $4.11K
|
54
$3.9K
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
46+ 2.91% |
$3.26K - $3.5K
|
1.63K
$118K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
37+ 24.5% |
$2.62K - $2.82K
|
188
$13.6K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
33+ 0.23% |
$2.34K - $2.51K
|
14.3K
$1.03M
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
33+ 0.57% |
$2.34K - $2.51K
|
5.81K
$420K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
27+ 0.65% |
$1.91K - $2.06K
|
4.19K
$303K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
26+ 0.82% |
$1.84K - $1.98K
|
3.21K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
22+ 0.42% |
$1.56K - $1.68K
|
5.24K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
21+ 1.3% |
$1.49K - $1.6K
|
1.63K
$118K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.18% |
$778 - $838
|
6.17K
$446K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10+ 0.21% |
$708 - $762
|
4.79K
$346K
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7+ 0.06% |
$495 - $533
|
11.8K
$851K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6+ 0.15% |
$425 - $457
|
3.99K
$289K
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
5+ 0.14% |
$354 - $381
|
3.7K
$267K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 1.83% |
$283 - $305
|
223
$16.1K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.02% |
$212 - $229
|
14.7K
$1.07M
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3+ 0.07% |
$212 - $229
|
4.59K
$332K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.12% |
$70.8 - $76.2
|
838
$60.6K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$70.8 - $76.2
|
3.38K
$244K
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.03% |
$70.8 - $76.2
|
3.13K
$226K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.04% |
$70.8 - $76.2
|
2.46K
$178K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
222K+ 63.95% |
$15.1M - $16.5M
|
569K
$41.2M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
164K+ 38.81% |
$11.2M - $12.2M
|
586K
$42.4M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
126KNew |
$8.6M - $9.39M
|
126K
$9.12M
|