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 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.78KNew |
$93.1K - $113K
|
1.78K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.69K+ 27.52% |
$88.6K - $108K
|
7.84K
$593K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.6K+ 3.99% |
$83.7K - $102K
|
41.6K
$3.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1.16KNew |
$60.5K - $73.5K
|
1.16K
$87.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.13KNew |
$59.2K - $71.9K
|
1.13K
$85.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.12K+ 21.03% |
$58.5K - $71.2K
|
6.44K
$487K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.06KNew |
$55.4K - $67.4K
|
1.06K
$80.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.02K+ 0.25% |
$53.3K - $64.9K
|
404K
$30.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1KNew |
$52.4K - $63.7K
|
1K
$75.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
971New |
$50.8K - $61.8K
|
971
$73.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
937+ 16.11% |
$49.1K - $59.6K
|
6.75K
$511K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
730New |
$38.2K - $46.5K
|
730
$55.3K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
675New |
$35.3K - $43K
|
675
$51.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
671New |
$35.1K - $42.7K
|
671
$50.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
519New |
$27.2K - $33K
|
519
$39.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
431New |
$22.6K - $27.4K
|
431
$32.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
249New |
$13K - $15.8K
|
249
$18.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
228New |
$11.9K - $14.5K
|
228
$17.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
210New |
$11K - $13.4K
|
210
$15.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
176+ 1.59% |
$9.21K - $11.2K
|
11.3K
$853K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
175+ 3.67% |
$9.16K - $11.1K
|
4.95K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
174New |
$9.11K - $11.1K
|
174
$13.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
126New |
$6.6K - $8.02K
|
126
$9.54K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
101New |
$5.29K - $6.43K
|
101
$7.64K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
66New |
$3.46K - $4.2K
|
66
$5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
42New |
$2.2K - $2.67K
|
42
$3.18K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
27New |
$1.41K - $1.72K
|
27
$2.04K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$52.4 - $63.7
|
1
$75.7
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
484KNew |
$25.3M - $30.5M
|
484K
$36.6M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
356K+ 77.35% |
$18.6M - $22.4M
|
815K
$61.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
277KNew |
$14.5M - $17.5M
|
277K
$21M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
264K+ 3.88% |
$13.8M - $16.7M
|
7.07M
$535M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
109K+ 23.2% |
$5.72M - $6.89M
|
580K
$43.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
41.7K+ 2.95% |
$2.18M - $2.63M
|
1.46M
$110M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
28.1K+ 4.9% |
$1.47M - $1.78M
|
603K
$45.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
19.1K+ 31.55% |
$999K - $1.2M
|
79.6K
$6.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
12.9KNew |
$675K - $814K
|
12.9K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
9.8K+ 39.77% |
$513K - $618K
|
34.4K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.73KNew |
$509K - $614K
|
9.73K
$736K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9.09KNew |
$476K - $574K
|
9.09K
$688K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
7.71KNew |
$403K - $486K
|
7.71K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
5.89K+ 58.74% |
$308K - $371K
|
15.9K
$1.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.81KNew |
$304K - $366K
|
5.81K
$439K
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
5.49KNew |
$287K - $347K
|
5.49K
$416K
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$262K - $317K
|
5.02K
$380K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
4.5KNew |
$235K - $284K
|
4.5K
$341K
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.4KNew |
$230K - $278K
|
4.4K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.03KNew |
$211K - $254K
|
4.03K
$305K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
3.01K+ 9.78% |
$157K - $190K
|
33.8K
$2.56M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.26K+ 4.72% |
$66K - $79.6K
|
28K
$2.12M
|
|