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 |
---|---|---|---|---|---|---|---|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 18.24% |
$67.7K - $77.8K
|
4.95K
$390K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-964- 81.28% |
$59.1K - $67.9K
|
222
$17.5K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-925- 11.08% |
$56.7K - $65.2K
|
7.42K
$584K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-848- 73.87% |
$52K - $59.8K
|
300
$23.6K
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-741- 11.08% |
$45.4K - $52.2K
|
5.95K
$468K
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-495- 38.52% |
$30.3K - $34.9K
|
790
$62.2K
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-403- 4.34% |
$24.7K - $28.4K
|
8.89K
$700K
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-296- 6.32% |
$18.1K - $20.9K
|
4.39K
$345K
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-180- 0.87% |
$11K - $12.7K
|
20.5K
$1.61M
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-170- 4.81% |
$10.4K - $12K
|
3.36K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-165- 4.59% |
$10.1K - $11.6K
|
3.43K
$270K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-122- 10.54% |
$7.48K - $8.6K
|
1.04K
$81.5K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-99- 8.86% |
$6.07K - $6.98K
|
1.02K
$80.1K
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-75- 30.24% |
$4.6K - $5.29K
|
173
$13.6K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-60- 1.4% |
$3.68K - $4.23K
|
4.22K
$332K
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-48- 1.43% |
$2.94K - $3.38K
|
3.3K
$260K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-47- 67.14% |
$2.88K - $3.31K
|
23
$1.81K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-36- 5.02% |
$2.21K - $2.54K
|
681
$53.6K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.64MClosed |
$233M - $253M
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-379K- 89.41% |
$24.2M - $26.3M
|
44.8K
$3.53M
|
|
Nov 02, 2023
Q3 2023
|
Trustees Of The Smith College
|
SELL
|
- |
-81K- 41.88% |
$5.18M - $5.63M
|
112K
$8.84M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-68.6K- 29.18% |
$4.39M - $4.77M
|
166K
$13.1M
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-57.8K- 7.07% |
$3.7M - $4.02M
|
760K
$59.8M
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-36.2K- 23.36% |
$2.32M - $2.52M
|
119K
$9.35M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-34.8K- 45.5% |
$2.23M - $2.42M
|
41.6K
$3.28M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-28.4K- 82.14% |
$1.82M - $1.98M
|
6.17K
$486K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-27K- 21.02% |
$1.73M - $1.88M
|
102K
$8M
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-22.5K- 44.04% |
$1.44M - $1.57M
|
28.7K
$2.26M
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.3K- 15.3% |
$658K - $714K
|
56.9K
$4.48M
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-9.54K- 3.85% |
$611K - $664K
|
238K
$18.8M
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-8.25KClosed |
$528K - $574K
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.43K- 25.12% |
$412K - $447K
|
19.2K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-5.36K- 2.5% |
$343K - $373K
|
209K
$16.5M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.53K- 0.17% |
$226K - $245K
|
2.09M
$165M
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.1K- 14.44% |
$199K - $216K
|
18.4K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.63K- 40.3% |
$169K - $183K
|
3.9K
$307K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.5K- 15.98% |
$160K - $174K
|
13.1K
$1.03M
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.65K- 34.52% |
$106K - $115K
|
3.13K
$247K
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.53K- 15.01% |
$97.7K - $106K
|
8.63K
$680K
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.43K- 3.04% |
$91.3K - $99.2K
|
45.5K
$3.58M
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-973- 23.45% |
$62.3K - $67.7K
|
3.18K
$250K
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-794- 63.52% |
$50.8K - $55.2K
|
456
$35.9K
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-590- 1.34% |
$37.8K - $41.1K
|
43.4K
$3.42M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-431- 9.68% |
$27.6K - $30K
|
4.02K
$316K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-431- 6.18% |
$27.6K - $30K
|
6.55K
$515K
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-263- 7.28% |
$16.8K - $18.3K
|
3.35K
$264K
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-56- 20.36% |
$3.59K - $3.9K
|
219
$17.2K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-20- 0.15% |
$1.28K - $1.39K
|
13.7K
$1.08M
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-18- 81.82% |
$1.15K - $1.25K
|
4
$315
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$64 - $69.6
|
18.8K
$1.48M
|