Latest Institutional Sells of Ishares Tr (IEFA)
This list provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-141- 2.19% |
$9.98K - $10.7K
|
6.3K
$456K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-128- 5.23% |
$9.06K - $9.75K
|
2.32K
$168K
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-123- 1.87% |
$8.7K - $9.37K
|
6.46K
$467K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-114- 2.77% |
$8.07K - $8.69K
|
4K
$289K
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-114- 3.04% |
$8.07K - $8.69K
|
3.63K
$263K
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-102- 2.81% |
$7.22K - $7.77K
|
3.53K
$255K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 12.5% |
$7.08K - $7.62K
|
700
$50.6K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-92- 1.23% |
$6.51K - $7.01K
|
7.37K
$533K
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-91- 1.46% |
$6.44K - $6.93K
|
6.15K
$445K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-75- 0.37% |
$5.31K - $5.71K
|
20.3K
$1.47M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-73- 10.1% |
$5.17K - $5.56K
|
650
$47K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-72- 13.38% |
$5.1K - $5.49K
|
466
$33.7K
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-70- 0.91% |
$4.95K - $5.33K
|
7.6K
$550K
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-65- 2.2% |
$4.6K - $4.95K
|
2.89K
$209K
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-62- 0.52% |
$4.39K - $4.72K
|
11.8K
$856K
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-51- 0.48% |
$3.61K - $3.89K
|
10.7K
$771K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 14.29% |
$3.54K - $3.81K
|
300
$21.7K
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-49- 0.55% |
$3.47K - $3.73K
|
8.92K
$645K
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-32- 0.46% |
$2.26K - $2.44K
|
6.96K
$503K
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-32- 0.66% |
$2.26K - $2.44K
|
4.83K
$349K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-26- 6.19% |
$1.84K - $1.98K
|
394
$28.5K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-22- 0.06% |
$1.56K - $1.68K
|
34.4K
$2.49M
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.18% |
$566 - $610
|
4.38K
$317K
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.08% |
$425 - $457
|
7.07K
$511K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 0.15% |
$354 - $381
|
3.32K
$240K
|
|
Q1 2024 | |||||||
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-113K- 71.61% |
$7.73M - $8.45M
|
45K
$3.25M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-101K- 84.92% |
$6.88M - $7.52M
|
17.9K
$1.3M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-44.9K- 52.55% |
$3.06M - $3.34M
|
40.6K
$2.93M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.7K- 1.79% |
$730K - $797K
|
587K
$42.5M
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8.86K- 71.38% |
$604K - $659K
|
3.55K
$257K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-8K- 98.77% |
$545K - $595K
|
100
$7.23K
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.57K- 54.89% |
$380K - $415K
|
4.58K
$331K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.63K- 60.59% |
$316K - $345K
|
3.01K
$218K
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.94K- 59.37% |
$269K - $293K
|
2.7K
$195K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.88K- 16.88% |
$264K - $289K
|
19.1K
$1.38M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.51K- 72.55% |
$239K - $261K
|
1.33K
$96.1K
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.41K- 6.51% |
$232K - $254K
|
48.9K
$3.54M
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.01K- 27.52% |
$205K - $224K
|
7.91K
$572K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.03K- 27.52% |
$139K - $151K
|
5.36K
$387K
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.01K- 18.96% |
$137K - $150K
|
8.61K
$622K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.76K- 6.49% |
$120K - $131K
|
25.4K
$1.83M
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.58K- 74.17% |
$108K - $118K
|
550
$39.8K
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.5K- 23.74% |
$102K - $111K
|
4.81K
$348K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.27K- 14.6% |
$86.2K - $94.2K
|
7.4K
$535K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.1K- 9.3% |
$74.7K - $81.6K
|
10.7K
$773K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.07K- 3.85% |
$73.2K - $79.9K
|
26.8K
$1.94M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.04K- 60.0% |
$71.1K - $77.7K
|
696
$50.3K
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1K- 13.25% |
$68.1K - $74.4K
|
6.55K
$473K
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-912- 13.96% |
$62.1K - $67.9K
|
5.62K
$406K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-902- 3.48% |
$61.5K - $67.1K
|
25K
$1.81M
|