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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.43K+ 1.57% |
$490K - $513K
|
482K
$40.2M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.74KNew |
$445K - $466K
|
6.74K
$562K
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
6.67KNew |
$440K - $461K
|
6.67K
$556K
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6.21KNew |
$410K - $429K
|
6.21K
$518K
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.41KNew |
$291K - $305K
|
4.41K
$368K
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.01KNew |
$264K - $277K
|
4.01K
$334K
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.76KNew |
$248K - $260K
|
3.76K
$313K
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.66KNew |
$242K - $253K
|
3.66K
$305K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.04KNew |
$200K - $210K
|
3.04K
$253K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
434+ 17.96% |
$28.7K - $30K
|
2.85K
$238K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
356+ 0.42% |
$23.5K - $24.6K
|
84.6K
$7.05M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
321New |
$21.2K - $22.2K
|
321
$26.7K
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
242+ 6.4% |
$16K - $16.7K
|
4.02K
$335K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
179+ 10.1% |
$11.8K - $12.4K
|
1.95K
$163K
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
140New |
$9.24K - $9.67K
|
140
$11.7K
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
96+ 1.74% |
$6.34K - $6.63K
|
5.61K
$468K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
43New |
$2.84K - $2.97K
|
43
$3.58K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 6.21% |
$2.64K - $2.76K
|
684
$57K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
34+ 0.43% |
$2.25K - $2.35K
|
7.89K
$658K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.24% |
$132 - $138
|
830
$69.1K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.04% |
$66 - $69.1
|
50
$4.17K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.9MNew |
$1.05B - $1.15B
|
16.9M
$1.41B
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
91.1KNew |
$5.66M - $6.17M
|
91.1K
$7.59M
|
|
May 10, 2023
Q1 2023
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
76.5K+ 27.03% |
$4.76M - $5.18M
|
360K
$30M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
68.7KNew |
$4.27M - $4.65M
|
68.7K
$5.72M
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
32.3KNew |
$2.01M - $2.19M
|
32.3K
$2.69M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.2KNew |
$694K - $756K
|
11.2K
$930K
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.88KNew |
$490K - $533K
|
7.88K
$656K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
7.04K+ 73.08% |
$438K - $477K
|
16.7K
$1.39M
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.02KNew |
$436K - $475K
|
7.02K
$585K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.43K+ 2.92% |
$400K - $435K
|
227K
$18.9M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
6.05K+ 1.54% |
$376K - $410K
|
400K
$33.4M
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.78K+ 127.38% |
$297K - $324K
|
8.54K
$711K
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.92KNew |
$244K - $265K
|
3.92K
$326K
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.8KNew |
$236K - $257K
|
3.8K
$317K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.41K+ 5.22% |
$212K - $231K
|
68.8K
$5.73M
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.34KNew |
$207K - $226K
|
3.34K
$278K
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.24KNew |
$202K - $219K
|
3.24K
$270K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.21KNew |
$200K - $217K
|
3.21K
$268K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.79KNew |
$112K - $121K
|
1.79K
$149K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.6KNew |
$99.5K - $108K
|
1.6K
$133K
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
776+ 1464.15% |
$48.2K - $52.5K
|
829
$69.1K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
650New |
$40.4K - $44K
|
650
$54.2K
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
489+ 48900.0% |
$30.4K - $33.1K
|
490
$40.8K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
345New |
$21.4K - $23.4K
|
345
$28.7K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
252New |
$15.7K - $17.1K
|
252
$21K
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
160New |
$9.95K - $10.8K
|
160
$13.3K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
43New |
$2.67K - $2.91K
|
43
$3.58K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37New |
$2.3K - $2.5K
|
37
$3.08K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.75M+ 10834.29% |
$91.5M - $111M
|
1.76M
$147M
|