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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
550New |
$39.8K - $42.8K
|
550
$40.5K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
146New |
$10.6K - $11.4K
|
146
$10.7K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
618KNew |
$45.1M - $48.3M
|
618K
$45.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.01K+ 801.87% |
$219K - $235K
|
3.38K
$249K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.75KNew |
$201K - $215K
|
2.75K
$202K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
626New |
$45.7K - $49K
|
626
$46.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2New |
$146 - $156
|
2
$147
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
870KNew |
$63.6M - $67.8M
|
870K
$64M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
152KNew |
$11.1M - $11.8M
|
152K
$11.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
3.6K+ 1.43% |
$263K - $280K
|
255K
$18.7M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
3.38KNew |
$247K - $263K
|
3.38K
$248K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
278New |
$20.3K - $21.7K
|
278
$20.5K
|
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
165New |
$12.1K - $12.9K
|
165
$12.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
32+ 3.19% |
$2.34K - $2.49K
|
1.04K
$76.2K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$111K - $118K
|
1.62K
$119K
|
|
|
Apr 30, 2021
Q1 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.13KNew |
$77.6K - $82.8K
|
1.13K
$83.3K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
208KNew |
$12.1M - $14.5M
|
208K
$15.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$787K - $944K
|
13.5K
$996K
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
BUY
|
- |
3.5K+ 3500.0% |
$203K - $244K
|
3.6K
$265K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$182K - $218K
|
3.13K
$230K
|
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.12K+ 27.95% |
$65K - $77.9K
|
5.12K
$377K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
452New |
$26.3K - $31.5K
|
452
$33.3K
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
194New |
$11.3K - $13.5K
|
194
$14.3K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
40.1KNew |
$2.3M - $2.5M
|
40.1K
$2.95M
|
|
|
Nov 12, 2020
Q3 2020
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3KNew |
$172K - $187K
|
3K
$221K
|
|
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$57.4K - $62.3K
|
1K
$73.6K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
115KNew |
$5.44M - $6.96M
|
115K
$8.43M
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.32KNew |
$157K - $202K
|
3.32K
$244K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117+ 1.05% |
$5.55K - $7.11K
|
11.3K
$832K
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.2KNew |
$1.38M - $1.52M
|
23.2K
$1.71M
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
2.9KNew |
$172K - $190K
|
2.9K
$213K
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
6.5KNew |
$373K - $406K
|
6.5K
$478K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
6+ 300.0% |
$356 - $376
|
8
$589
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
48.5KNew |
$2.58M - $3.12M
|
48.5K
$3.57M
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
355New |
$18.8K - $22.8K
|
355
$26.1K
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.03KNew |
$65.8K - $72.7K
|
1.03K
$75.5K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Ubs Group Ag
|
BUY
|
PUT |
300New |
$18.7K - $19.3K
|
300
$22.1K
|
|