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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
110New |
$7.04K - $7.65K
|
110
$9.57K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
88New |
$5.64K - $6.12K
|
88
$7.65K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
53+ 0.77% |
$3.39K - $3.69K
|
6.89K
$599K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
22New |
$1.41K - $1.53K
|
22
$1.91K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8New |
$512 - $557
|
8
$696
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
8New |
$512 - $557
|
8
$696
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
400K+ 50.97% |
$26.4M - $27.7M
|
1.19M
$103M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
242K+ 11.45% |
$15.9M - $16.7M
|
2.35M
$204M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
242K+ 11.45% |
$15.9M - $16.7M
|
2.35M
$204M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
75.6KNew |
$4.99M - $5.23M
|
75.6K
$6.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
72.3K+ 266.15% |
$4.78M - $5M
|
99.5K
$8.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
40.7KNew |
$2.69M - $2.81M
|
40.7K
$3.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13.4K+ 72.0% |
$883K - $924K
|
31.9K
$2.78M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.72K+ 90.55% |
$642K - $672K
|
20.5K
$1.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
7.63K+ 2.54% |
$504K - $527K
|
308K
$26.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.43K+ 1.57% |
$490K - $513K
|
482K
$41.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.74KNew |
$445K - $466K
|
6.74K
$586K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
6.67KNew |
$440K - $461K
|
6.67K
$580K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6.21KNew |
$410K - $429K
|
6.21K
$540K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.41KNew |
$291K - $305K
|
4.41K
$384K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.01KNew |
$264K - $277K
|
4.01K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.76KNew |
$248K - $260K
|
3.76K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.66KNew |
$242K - $253K
|
3.66K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.04KNew |
$200K - $210K
|
3.04K
$264K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
434+ 17.96% |
$28.7K - $30K
|
2.85K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
356+ 0.42% |
$23.5K - $24.6K
|
84.6K
$7.36M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
321New |
$21.2K - $22.2K
|
321
$27.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
242+ 6.4% |
$16K - $16.7K
|
4.02K
$350K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
179+ 10.1% |
$11.8K - $12.4K
|
1.95K
$170K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
140New |
$9.24K - $9.67K
|
140
$12.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
96+ 1.74% |
$6.34K - $6.63K
|
5.61K
$488K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
43New |
$2.84K - $2.97K
|
43
$3.74K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 6.21% |
$2.64K - $2.76K
|
684
$59.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
34+ 0.43% |
$2.25K - $2.35K
|
7.89K
$686K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.04% |
$66 - $69.1
|
50
$4.35K
|
|
| 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
$1.47B
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
91.1KNew |
$5.66M - $6.17M
|
91.1K
$7.92M
|
|
|
May 10, 2023
Q1 2023
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
76.5K+ 27.03% |
$4.76M - $5.18M
|
360K
$31.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
68.7KNew |
$4.27M - $4.65M
|
68.7K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
32.3KNew |
$2.01M - $2.19M
|
32.3K
$2.81M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.2KNew |
$694K - $756K
|
11.2K
$971K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.88KNew |
$490K - $533K
|
7.88K
$685K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
7.04K+ 73.08% |
$438K - $477K
|
16.7K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.02KNew |
$436K - $475K
|
7.02K
$610K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.43K+ 2.92% |
$400K - $435K
|
227K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
6.05K+ 1.54% |
$376K - $410K
|
400K
$34.8M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.78K+ 127.38% |
$297K - $324K
|
8.54K
$742K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.92KNew |
$244K - $265K
|
3.92K
$341K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.8KNew |
$236K - $257K
|
3.8K
$330K
|
|