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 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.52KNew |
$216K - $248K
|
3.52K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.5KNew |
$214K - $246K
|
3.5K
$304K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.36KNew |
$206K - $237K
|
3.36K
$292K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.18KNew |
$195K - $224K
|
3.18K
$277K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.16K+ 21.86% |
$194K - $223K
|
17.6K
$1.53M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.13KNew |
$192K - $221K
|
3.13K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
3.11KNew |
$191K - $219K
|
3.11K
$270K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.04KNew |
$186K - $214K
|
3.04K
$264K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.96KNew |
$181K - $208K
|
2.96K
$257K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.94KNew |
$180K - $207K
|
2.94K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
2.2KNew |
$135K - $155K
|
2.2K
$191K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.07K+ 2.45% |
$127K - $146K
|
86.6K
$7.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 36.04% |
$108K - $124K
|
6.67K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.24KNew |
$75.7K - $87K
|
1.24K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
654New |
$40.1K - $46.1K
|
654
$56.9K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
543New |
$33.3K - $38.3K
|
543
$47.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
531New |
$32.6K - $37.4K
|
531
$46.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
485New |
$29.7K - $34.2K
|
485
$42.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
411+ 6850.0% |
$25.2K - $29K
|
417
$36.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
275+ 275.0% |
$16.9K - $19.4K
|
375
$32.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
181+ 0.89% |
$11.1K - $12.8K
|
20.6K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
169+ 3.16% |
$10.4K - $11.9K
|
5.52K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
132New |
$8.09K - $9.3K
|
132
$11.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
83+ 1.38% |
$5.09K - $5.85K
|
6.08K
$529K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
50+ 0.95% |
$3.07K - $3.52K
|
5.31K
$462K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
14New |
$858 - $987
|
14
$1.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13+ 22.03% |
$797 - $916
|
72
$6.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$245 - $282
|
4
$348
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4+ 0.1% |
$245 - $282
|
4.03K
$350K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
705KNew |
$45.2M - $49.1M
|
705K
$61.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
343KNew |
$22M - $23.9M
|
343K
$29.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
235KNew |
$15.1M - $16.4M
|
235K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
100KNew |
$6.4M - $6.96M
|
100K
$8.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
61.4KNew |
$3.93M - $4.27M
|
61.4K
$5.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
17.5K+ 39.16% |
$1.12M - $1.22M
|
62.2K
$5.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9.51KNew |
$609K - $662K
|
9.51K
$827K
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.37K+ 6.51% |
$344K - $374K
|
87.9K
$7.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
4.49KNew |
$288K - $313K
|
4.49K
$391K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.28K+ 139.95% |
$274K - $298K
|
7.33K
$638K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.73KNew |
$239K - $259K
|
3.73K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.34K+ 8.99% |
$150K - $162K
|
28.3K
$2.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.5K+ 36.16% |
$95.7K - $104K
|
5.63K
$489K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$71.4K - $77.6K
|
1.12K
$97K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
996New |
$63.8K - $69.3K
|
996
$86.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
601New |
$38.5K - $41.8K
|
601
$52.3K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
316New |
$20.2K - $22K
|
316
$27.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
233+ 28.38% |
$14.9K - $16.2K
|
1.05K
$91.7K
|
|