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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.98K- 35.36% |
$261K - $317K
|
9.1K
$716K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-4.72K- 6.14% |
$247K - $301K
|
72.3K
$5.69M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.32K- 2.19% |
$174K - $211K
|
148K
$11.7M
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.13K- 13.04% |
$112K - $136K
|
14.2K
$1.12M
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.92K- 13.47% |
$101K - $122K
|
12.3K
$970K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.89K- 96.53% |
$98.9K - $120K
|
68
$5.35K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.78K- 15.61% |
$93.1K - $113K
|
9.62K
$757K
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-1.18K- 4.15% |
$61.7K - $75K
|
27.3K
$2.15M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.1K- 31.14% |
$57.6K - $70K
|
2.43K
$192K
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-617- 12.42% |
$32.3K - $39.3K
|
4.35K
$342K
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-550- 73.33% |
$28.8K - $35K
|
200
$15.7K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-542- 0.45% |
$28.4K - $34.5K
|
119K
$9.33M
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-507- 43.26% |
$26.5K - $32.3K
|
665
$52.3K
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-250- 5.43% |
$13.1K - $15.9K
|
4.36K
$343K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-248- 16.33% |
$13K - $15.8K
|
1.27K
$100K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-232- 2.15% |
$12.1K - $14.8K
|
10.6K
$831K
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-87- 1.92% |
$4.55K - $5.54K
|
4.45K
$350K
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-22- 0.42% |
$1.15K - $1.4K
|
5.18K
$407K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-13- 0.89% |
$681 - $827
|
1.45K
$114K
|
|
Q3 2022 | |||||||
Nov 14, 2023
Q3 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-6.46MClosed |
$338M - $408M
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-131KClosed |
$6.83M - $8.24M
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Rainwater Charitable Foundation
|
SELL
|
- |
-119K- 72.46% |
$6.21M - $7.49M
|
45.1K
$3.55M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-25.2K- 65.31% |
$1.32M - $1.59M
|
13.4K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-22.4K- 35.86% |
$1.17M - $1.41M
|
40K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-16.7K- 3.02% |
$874K - $1.05M
|
537K
$42.3M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-14.3K- 75.95% |
$750K - $904K
|
4.54K
$357K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.33K- 65.2% |
$488K - $589K
|
4.98K
$392K
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-5.69KClosed |
$297K - $359K
|
0
$0
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.47KClosed |
$286K - $345K
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.25K- 31.88% |
$275K - $331K
|
11.2K
$883K
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-4.73K- 1.75% |
$247K - $298K
|
266K
$20.9M
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.6KClosed |
$240K - $290K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.22K- 0.51% |
$221K - $266K
|
820K
$64.5M
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-3.16K- 44.09% |
$165K - $200K
|
4.01K
$316K
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.16K- 15.77% |
$60.6K - $73.1K
|
6.19K
$487K
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-661- 61.15% |
$34.6K - $41.7K
|
420
$33.1K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-558- 12.24% |
$29.2K - $35.2K
|
4K
$315K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-502- 57.44% |
$26.3K - $31.7K
|
372
$29.3K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-401- 9.22% |
$21K - $25.3K
|
3.95K
$311K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-177- 0.57% |
$9.26K - $11.2K
|
31K
$2.44M
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-152- 3.07% |
$7.95K - $9.59K
|
4.79K
$377K
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-133- 34.28% |
$6.96K - $8.39K
|
255
$20.1K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-59- 29.8% |
$3.09K - $3.72K
|
139
$10.9K
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-55- 0.8% |
$2.88K - $3.47K
|
6.86K
$540K
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1- 0.02% |
$52.3 - $63.1
|
4.13K
$325K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-475K- 82.6% |
$27.5M - $33.5M
|
100K
$7.88M
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-198KClosed |
$11.5M - $13.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-140KClosed |
$8.1M - $9.86M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-77.6KClosed |
$4.49M - $5.47M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-56.4K- 2.53% |
$3.26M - $3.97M
|
2.17M
$171M
|