Latest Institutional Transactions on Ishares Tr (IEFA)
This table provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
491+ 4.57% |
$34.4K - $38.7K
|
11.2K
$848K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.59KNew |
$181K - $204K
|
2.59K
$196K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6.6K+ 33.58% |
$463K - $520K
|
26.3K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
21New |
$1.47K - $1.65K
|
21
$1.59K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.61KNew |
$183K - $206K
|
2.61K
$197K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-64K- 91.08% |
$4.48M - $5.04M
|
6.26K
$473K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
29New |
$2.03K - $2.28K
|
29
$2.19K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
102+ 4.14% |
$7.15K - $8.03K
|
2.57K
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
343New |
$24K - $27K
|
343
$25.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.23KNew |
$296K - $333K
|
4.23K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.7KNew |
$189K - $213K
|
2.7K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.66K- 17.82% |
$116K - $130K
|
7.63K
$576K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.43K+ 10.83% |
$100K - $113K
|
14.7K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.46K+ 203.98% |
$312K - $351K
|
6.64K
$502K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
60New |
$4.21K - $4.72K
|
60
$4.53K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
19.8K+ 429.16% |
$1.39M - $1.56M
|
24.4K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.55K- 21.27% |
$389K - $437K
|
20.5K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
534+ 0.57% |
$37.4K - $42K
|
95K
$7.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-444- 2.29% |
$31.1K - $35K
|
18.9K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
175New |
$12.3K - $13.8K
|
175
$13.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
15KNew |
$1.05M - $1.18M
|
15K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-26- 0.24% |
$1.82K - $2.05K
|
10.7K
$808K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-641- 11.71% |
$44.9K - $50.5K
|
4.83K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-221- 0.39% |
$15.5K - $17.4K
|
55.9K
$4.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-38- 5.46% |
$2.66K - $2.99K
|
658
$49.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.34KNew |
$234K - $263K
|
3.34K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-285- 0.62% |
$20K - $22.4K
|
45.4K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
5.89KNew |
$412K - $463K
|
5.89K
$444K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.26K+ 3.23% |
$88K - $98.9K
|
40.2K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-7- 0.21% |
$491 - $551
|
3.32K
$251K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-11K- 8.26% |
$769K - $863K
|
122K
$9.2M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.63KNew |
$184K - $207K
|
2.63K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
34+ 0.18% |
$2.38K - $2.68K
|
19.2K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-25- 0.79% |
$1.75K - $1.97K
|
3.16K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-22- 0.1% |
$1.54K - $1.73K
|
21.5K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.17K- 14.34% |
$81.9K - $92K
|
6.98K
$527K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.69KNew |
$329K - $369K
|
4.69K
$354K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
990New |
$69.4K - $78K
|
990
$74.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-150- 11.11% |
$10.5K - $11.8K
|
1.2K
$90.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 2.4% |
$1.26K - $1.42K
|
731
$55.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-225- 18.32% |
$15.8K - $17.7K
|
1K
$75.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.63KNew |
$184K - $207K
|
2.63K
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
312New |
$21.9K - $24.6K
|
312
$23.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
113+ 0.21% |
$7.92K - $8.9K
|
53.7K
$4.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.01K+ 110.77% |
$141K - $158K
|
3.82K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.67KNew |
$187K - $210K
|
2.67K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.86KNew |
$201K - $225K
|
2.86K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-107- 47.77% |
$7.5K - $8.43K
|
117
$8.84K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-353- 6.85% |
$24.7K - $27.8K
|
4.8K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11.2K+ 91.33% |
$783K - $880K
|
23.4K
$1.77M
|