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 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.29K+ 1.74% |
$303K - $327K
|
250K
$21.7M
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.01KNew |
$284K - $306K
|
4.01K
$349K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.98KNew |
$282K - $303K
|
3.98K
$346K
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
3.34KNew |
$236K - $254K
|
3.34K
$290K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.12K+ 17.5% |
$221K - $238K
|
21K
$1.82M
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.82KNew |
$199K - $215K
|
2.82K
$245K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.71KNew |
$192K - $207K
|
2.71K
$236K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.59K+ 26.72% |
$183K - $197K
|
12.3K
$1.07M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.17K+ 242.52% |
$154K - $166K
|
3.07K
$267K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.09K+ 31.0% |
$148K - $159K
|
8.83K
$768K
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
1.67K+ 4.38% |
$118K - $127K
|
39.8K
$3.46M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.5KNew |
$106K - $114K
|
1.5K
$130K
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
930+ 0.2% |
$65.8K - $70.9K
|
473K
$41.1M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
809New |
$57.3K - $61.6K
|
809
$70.4K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
781New |
$55.3K - $59.5K
|
781
$67.9K
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
695New |
$49.2K - $53K
|
695
$60.4K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
591New |
$41.8K - $45K
|
591
$51.4K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
542New |
$38.4K - $41.3K
|
542
$47.1K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
410New |
$29K - $31.2K
|
410
$35.7K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
350+ 43.75% |
$24.8K - $26.7K
|
1.15K
$100K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
312+ 142.47% |
$22.1K - $23.8K
|
531
$46.2K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
277New |
$19.6K - $21.1K
|
277
$24.1K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
266New |
$18.8K - $20.3K
|
266
$23.1K
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
250+ 8.99% |
$17.7K - $19K
|
3.03K
$264K
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
194New |
$13.7K - $14.8K
|
194
$16.9K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
188New |
$13.3K - $14.3K
|
188
$16.3K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
185+ 560.61% |
$13.1K - $14.1K
|
218
$19K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
149New |
$10.5K - $11.4K
|
149
$13K
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
139New |
$9.84K - $10.6K
|
139
$12.1K
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
128New |
$9.06K - $9.75K
|
128
$11.1K
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
108+ 2.22% |
$7.64K - $8.23K
|
4.98K
$433K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
104New |
$7.36K - $7.92K
|
104
$9.04K
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
79+ 2.51% |
$5.59K - $6.02K
|
3.23K
$281K
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
63+ 1.81% |
$4.46K - $4.8K
|
3.54K
$308K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
54New |
$3.82K - $4.11K
|
54
$4.7K
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
46+ 2.91% |
$3.26K - $3.5K
|
1.63K
$142K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
33+ 0.23% |
$2.34K - $2.51K
|
14.3K
$1.24M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
27+ 0.65% |
$1.91K - $2.06K
|
4.19K
$365K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
21+ 1.3% |
$1.49K - $1.6K
|
1.63K
$142K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$70.8 - $76.2
|
3.38K
$294K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
222K+ 63.95% |
$15.1M - $16.5M
|
569K
$49.5M
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
179K+ 308.7% |
$12.2M - $13.4M
|
238K
$20.7M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
164K+ 38.81% |
$11.2M - $12.2M
|
586K
$51M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
126KNew |
$8.6M - $9.39M
|
126K
$11M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
72.8K+ 102.41% |
$4.96M - $5.42M
|
144K
$12.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.5K+ 4.09% |
$4.6M - $5.02M
|
1.72M
$149M
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
55.7K+ 19.54% |
$3.8M - $4.15M
|
341K
$29.6M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24KNew |
$1.64M - $1.79M
|
24K
$2.09M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
20.5KNew |
$1.39M - $1.52M
|
20.5K
$1.78M
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
19.3KNew |
$1.31M - $1.43M
|
19.3K
$1.68M
|