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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.44K+ 40.09% |
$97.8K - $107K
|
5.02K
$361K
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
1.4KNew |
$95.4K - $104K
|
1.4K
$101K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34KNew |
$91.4K - $99.8K
|
1.34K
$96.5K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.05K+ 115.33% |
$71.8K - $78.4K
|
1.97K
$141K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
792+ 34.77% |
$54K - $58.9K
|
3.07K
$221K
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
443New |
$30.2K - $33K
|
443
$31.9K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
351+ 5.91% |
$23.9K - $26.1K
|
6.29K
$453K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
317+ 56.41% |
$21.6K - $23.6K
|
879
$63.2K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
314New |
$21.4K - $23.4K
|
314
$22.6K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
298New |
$20.3K - $22.2K
|
298
$21.4K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
174New |
$11.9K - $13K
|
174
$12.5K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
161+ 6.32% |
$11K - $12K
|
2.71K
$195K
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
145+ 4.18% |
$9.88K - $10.8K
|
3.61K
$260K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
108New |
$7.36K - $8.04K
|
108
$7.77K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$4.7K - $5.14K
|
69
$4.96K
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
57+ 1.28% |
$3.88K - $4.24K
|
4.52K
$325K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
52+ 68.42% |
$3.54K - $3.87K
|
128
$9.21K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$2.38K - $2.61K
|
35
$2.52K
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.07% |
$341 - $372
|
7.47K
$537K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3+ 0.05% |
$204 - $223
|
5.58K
$402K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
884KNew |
$54.2M - $62.3M
|
884K
$63.6M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
338KNew |
$20.7M - $23.8M
|
338K
$24.3M
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
236KNew |
$14.5M - $16.6M
|
236K
$17M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
232KNew |
$14.2M - $16.3M
|
232K
$16.7M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
62.1K+ 153.98% |
$3.81M - $4.38M
|
102K
$7.37M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
31.1K+ 2.9% |
$1.91M - $2.19M
|
1.1M
$79.5M
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
27.5K+ 162.39% |
$1.69M - $1.94M
|
44.4K
$3.2M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
20.3K+ 7.08% |
$1.24M - $1.43M
|
307K
$22.1M
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.5K+ 44.11% |
$1.14M - $1.31M
|
60.6K
$4.36M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$832K - $956K
|
13.6K
$976K
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$654K - $751K
|
10.7K
$767K
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.3KNew |
$632K - $726K
|
10.3K
$741K
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
8.84K+ 229.79% |
$542K - $623K
|
12.7K
$913K
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.87KNew |
$482K - $554K
|
7.87K
$566K
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.54K+ 141.18% |
$462K - $531K
|
12.9K
$927K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.92KNew |
$424K - $488K
|
6.92K
$498K
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.8KNew |
$417K - $479K
|
6.8K
$489K
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5.88KNew |
$361K - $415K
|
5.88K
$423K
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
5.39KNew |
$330K - $380K
|
5.39K
$387K
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.19KNew |
$318K - $365K
|
5.19K
$373K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.87K+ 6.49% |
$298K - $343K
|
79.9K
$5.75M
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.29K+ 2.31% |
$263K - $302K
|
190K
$13.7M
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.06KNew |
$249K - $286K
|
4.06K
$292K
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.75KNew |
$230K - $264K
|
3.75K
$270K
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.75KNew |
$230K - $264K
|
3.75K
$270K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.66KNew |
$224K - $258K
|
3.66K
$263K
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.56KNew |
$218K - $251K
|
3.56K
$256K
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.52KNew |
$216K - $248K
|
3.52K
$253K
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.5KNew |
$214K - $246K
|
3.5K
$252K
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.36KNew |
$206K - $237K
|
3.36K
$242K
|