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 |
|---|---|---|---|---|---|---|---|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
23.3KNew |
$1.22M - $1.48M
|
23.3K
$1.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.22M - $1.48M
|
23.3K
$1.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14.4K+ 48.33% |
$752K - $915K
|
44.1K
$3.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$654K - $795K
|
12.5K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.89KNew |
$413K - $502K
|
7.89K
$674K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.98KNew |
$313K - $380K
|
5.98K
$511K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.79KNew |
$303K - $369K
|
5.79K
$495K
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.47KNew |
$286K - $348K
|
5.47K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
3.95KNew |
$207K - $251K
|
3.95K
$337K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.83K+ 815.74% |
$201K - $244K
|
4.3K
$368K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.54KNew |
$185K - $225K
|
3.54K
$302K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.43KNew |
$180K - $219K
|
3.43K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
3.4KNew |
$178K - $216K
|
3.4K
$290K
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.39KNew |
$177K - $216K
|
3.39K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.28KNew |
$172K - $209K
|
3.28K
$280K
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
3.21K+ 3.5% |
$168K - $205K
|
95.1K
$8.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.99KNew |
$157K - $190K
|
2.99K
$255K
|
|
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.41K+ 49.9% |
$126K - $153K
|
7.23K
$618K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$123K - $149K
|
2.34K
$200K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.78KNew |
$93.1K - $113K
|
1.78K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.69K+ 27.52% |
$88.6K - $108K
|
7.84K
$670K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.6K+ 3.99% |
$83.7K - $102K
|
41.6K
$3.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1.16KNew |
$60.5K - $73.5K
|
1.16K
$98.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.13KNew |
$59.2K - $71.9K
|
1.13K
$96.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.12K+ 21.03% |
$58.5K - $71.2K
|
6.44K
$550K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.06KNew |
$55.4K - $67.4K
|
1.06K
$90.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.02K+ 0.25% |
$53.3K - $64.9K
|
404K
$34.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1KNew |
$52.4K - $63.7K
|
1K
$85.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
971New |
$50.8K - $61.8K
|
971
$82.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
730New |
$38.2K - $46.5K
|
730
$62.4K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
675New |
$35.3K - $43K
|
675
$57.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
671New |
$35.1K - $42.7K
|
671
$57.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
519New |
$27.2K - $33K
|
519
$44.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
431New |
$22.6K - $27.4K
|
431
$36.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
228New |
$11.9K - $14.5K
|
228
$19.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
210New |
$11K - $13.4K
|
210
$17.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
176+ 1.59% |
$9.21K - $11.2K
|
11.3K
$963K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
175+ 3.67% |
$9.16K - $11.1K
|
4.95K
$423K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
126New |
$6.6K - $8.02K
|
126
$10.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
101New |
$5.29K - $6.43K
|
101
$8.63K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
66New |
$3.46K - $4.2K
|
66
$5.64K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
42New |
$2.2K - $2.67K
|
42
$3.59K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
27New |
$1.41K - $1.72K
|
27
$2.31K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$52.4 - $63.7
|
1
$85.4
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
484KNew |
$25.3M - $30.5M
|
484K
$41.3M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
356K+ 77.35% |
$18.6M - $22.4M
|
815K
$69.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
277KNew |
$14.5M - $17.5M
|
277K
$23.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
264K+ 3.88% |
$13.8M - $16.7M
|
7.07M
$604M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
109K+ 23.2% |
$5.72M - $6.89M
|
580K
$49.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
41.7K+ 2.95% |
$2.18M - $2.63M
|
1.46M
$124M
|
|