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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.16K+ 21.86% |
$194K - $223K
|
17.6K
$1.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.13KNew |
$192K - $221K
|
3.13K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
3.11KNew |
$191K - $219K
|
3.11K
$225K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.04KNew |
$186K - $214K
|
3.04K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
3.04KNew |
$186K - $214K
|
3.04K
$220K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.96KNew |
$181K - $208K
|
2.96K
$214K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.94KNew |
$180K - $207K
|
2.94K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.89KNew |
$177K - $204K
|
2.89K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$206K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$206K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$206K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.56KNew |
$157K - $180K
|
2.56K
$185K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
2.2KNew |
$135K - $155K
|
2.2K
$159K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.17K+ 65.79% |
$133K - $153K
|
5.47K
$396K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.07K+ 2.45% |
$127K - $146K
|
86.6K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 36.04% |
$108K - $124K
|
6.67K
$482K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.24KNew |
$75.7K - $87K
|
1.24K
$89.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.13K+ 2.38% |
$69.1K - $79.4K
|
48.5K
$3.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
878New |
$53.8K - $61.9K
|
878
$63.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
654New |
$40.1K - $46.1K
|
654
$47.3K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
543New |
$33.3K - $38.3K
|
543
$39.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
531New |
$32.6K - $37.4K
|
531
$38.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
485New |
$29.7K - $34.2K
|
485
$35.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
411+ 6850.0% |
$25.2K - $29K
|
417
$30.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
293+ 32.77% |
$18K - $20.6K
|
1.19K
$85.8K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
275+ 275.0% |
$16.9K - $19.4K
|
375
$27.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
261New |
$16K - $18.4K
|
261
$18.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
224New |
$13.7K - $15.8K
|
224
$16.2K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
183New |
$11.2K - $12.9K
|
183
$13.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
181+ 0.89% |
$11.1K - $12.8K
|
20.6K
$1.49M
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
170+ 0.09% |
$10.4K - $12K
|
192K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
169+ 3.16% |
$10.4K - $11.9K
|
5.52K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
132New |
$8.09K - $9.3K
|
132
$9.54K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
103+ 0.31% |
$6.31K - $7.26K
|
32.8K
$2.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
83+ 1.38% |
$5.09K - $5.85K
|
6.08K
$440K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 0.97% |
$3.07K - $3.52K
|
5.22K
$378K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
50+ 0.95% |
$3.07K - $3.52K
|
5.31K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13+ 22.03% |
$797 - $916
|
72
$5.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$245 - $282
|
4
$289
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4+ 0.1% |
$245 - $282
|
4.03K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$123 - $141
|
2
$145
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
705KNew |
$45.2M - $49.1M
|
705K
$51M
|
|
|
Nov 09, 2023
Q3 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
343KNew |
$22M - $23.9M
|
343K
$24.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
235KNew |
$15.1M - $16.4M
|
235K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
100KNew |
$6.4M - $6.96M
|
100K
$7.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
61.4KNew |
$3.93M - $4.27M
|
61.4K
$4.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
17.5K+ 39.16% |
$1.12M - $1.22M
|
62.2K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$688K - $747K
|
10.7K
$777K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9.51KNew |
$609K - $662K
|
9.51K
$688K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.47KNew |
$478K - $520K
|
7.47K
$540K
|
|