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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.86K+ 58.38% |
$411K - $461K
|
15.9K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
5.75K+ 142.84% |
$403K - $453K
|
9.78K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
5.71K+ 4.89% |
$400K - $449K
|
122K
$8.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.7K+ 2.66% |
$400K - $449K
|
220K
$15.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.7K+ 26.04% |
$399K - $449K
|
27.6K
$1.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.69KNew |
$399K - $448K
|
5.69K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.68K+ 0.33% |
$398K - $447K
|
1.74M
$125M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.64K+ 14.31% |
$395K - $444K
|
45K
$3.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.61K+ 21.98% |
$393K - $442K
|
31.1K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.6K+ 71.27% |
$393K - $441K
|
13.5K
$969K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.59K+ 14.5% |
$392K - $440K
|
44.2K
$3.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.57K+ 3.02% |
$391K - $439K
|
190K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.57K+ 4.23% |
$390K - $438K
|
137K
$9.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.46K+ 85.77% |
$383K - $430K
|
11.8K
$851K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
5.43K+ 1.89% |
$381K - $427K
|
292K
$21M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.41K+ 4.74% |
$379K - $426K
|
119K
$8.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.4K+ 4.37% |
$378K - $425K
|
129K
$9.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
5.39K+ 2.1% |
$378K - $424K
|
262K
$18.9M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
5.39K+ 41.66% |
$378K - $424K
|
18.3K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.35K+ 79.1% |
$375K - $422K
|
12.1K
$872K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.29K+ 11.03% |
$371K - $417K
|
53.2K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
5.29K+ 2.73% |
$371K - $416K
|
199K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.24K+ 8.26% |
$367K - $412K
|
68.7K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 19.44% |
$367K - $412K
|
32.1K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.23K+ 4.26% |
$366K - $412K
|
128K
$9.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
5.22K+ 1.5% |
$366K - $411K
|
353K
$25.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
5.18K+ 1.07% |
$363K - $408K
|
489K
$35.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.17K+ 13.31% |
$363K - $407K
|
44K
$3.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.13K+ 3.07% |
$359K - $404K
|
172K
$12.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.09K+ 0.47% |
$357K - $401K
|
1.08M
$77.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.09K+ 30.61% |
$356K - $400K
|
21.7K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.08KNew |
$356K - $400K
|
5.08K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.01K+ 12.56% |
$351K - $395K
|
44.9K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
4.96K+ 0.84% |
$347K - $390K
|
592K
$42.6M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.95K+ 1.77% |
$347K - $390K
|
285K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
4.89K+ 7.55% |
$343K - $385K
|
69.6K
$5.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.87K+ 11.18% |
$341K - $383K
|
48.4K
$3.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.85K+ 21.32% |
$340K - $382K
|
27.6K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.84K+ 7.24% |
$339K - $381K
|
71.7K
$5.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
4.81K+ 5.08% |
$337K - $379K
|
99.5K
$7.16M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.79K+ 2.24% |
$336K - $377K
|
219K
$15.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.74K+ 27.18% |
$333K - $374K
|
22.2K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.74KNew |
$332K - $373K
|
4.74K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.72K+ 6.82% |
$331K - $372K
|
74K
$5.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.71K+ 3.66% |
$330K - $371K
|
133K
$9.6M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.69KNew |
$329K - $369K
|
4.69K
$337K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.67K+ 0.66% |
$327K - $368K
|
712K
$51.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.67K+ 5.48% |
$327K - $367K
|
89.8K
$6.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.67K+ 3.39% |
$327K - $367K
|
142K
$10.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.66K+ 15.81% |
$326K - $367K
|
34.1K
$2.45M
|