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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.43K+ 82.12% |
$240K - $270K
|
7.6K
$574K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
600+ 12.24% |
$42.1K - $47.2K
|
5.5K
$416K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
470New |
$32.9K - $37K
|
470
$35.5K
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.08K- 11.19% |
$75.3K - $84.6K
|
8.54K
$645K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-51- 0.92% |
$3.57K - $4.02K
|
5.5K
$415K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-24.4K- 85.72% |
$1.71M - $1.92M
|
4.07K
$307K
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.87K- 3.37% |
$412K - $463K
|
169K
$12.7M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.88KNew |
$202K - $227K
|
2.88K
$218K
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.14K+ 6.2% |
$79.6K - $89.4K
|
19.4K
$1.47M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
292New |
$20.5K - $23K
|
292
$22.1K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.7KNew |
$189K - $213K
|
2.7K
$204K
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.92KNew |
$205K - $230K
|
2.92K
$221K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8- 0.21% |
$561 - $630
|
3.75K
$284K
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
40.9KNew |
$2.87M - $3.22M
|
40.9K
$3.09M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-300- 4.04% |
$21K - $23.6K
|
7.12K
$537K
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
54+ 0.42% |
$3.78K - $4.25K
|
13K
$979K
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.74K+ 132.47% |
$122K - $137K
|
3.06K
$231K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-54- 4.95% |
$3.78K - $4.25K
|
1.04K
$78.4K
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.88K- 63.32% |
$342K - $384K
|
2.83K
$213K
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
178+ 2.97% |
$12.5K - $14K
|
6.17K
$466K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18New |
$1.26K - $1.42K
|
18
$1.36K
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-143- 2.14% |
$10K - $11.3K
|
6.54K
$494K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
282K+ 0.95% |
$19.8M - $22.2M
|
30M
$2.27B
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-35- 1.23% |
$2.45K - $2.76K
|
2.82K
$213K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.9K+ 1.21% |
$5.95M - $6.69M
|
7.11M
$537M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 0.33% |
$491 - $551
|
2.12K
$160K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
92New |
$6.45K - $7.24K
|
92
$6.95K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
302New |
$21.2K - $23.8K
|
302
$22.8K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.4K+ 27.15% |
$168K - $189K
|
11.2K
$847K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-82- 91.11% |
$5.75K - $6.46K
|
8
$604
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
89New |
$6.24K - $7.01K
|
89
$6.72K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
1.85K+ 25.11% |
$129K - $145K
|
9.2K
$695K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-54- 0.03% |
$3.78K - $4.25K
|
156K
$11.8M
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
755New |
$52.9K - $59.4K
|
755
$57K
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-115- 2.14% |
$8.06K - $9.06K
|
5.25K
$397K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-354- 2.0% |
$24.8K - $27.9K
|
17.4K
$1.31M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
400+ 3.0% |
$28K - $31.5K
|
13.8K
$1.04M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18.4KNew |
$1.29M - $1.45M
|
18.4K
$1.39M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18.1K+ 4.99% |
$1.27M - $1.43M
|
381K
$28.8M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16K+ 23.69% |
$1.12M - $1.26M
|
83.7K
$6.32M
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-523- 6.6% |
$36.7K - $41.2K
|
7.4K
$559K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-897- 25.61% |
$62.9K - $70.6K
|
2.61K
$197K
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-660- 12.22% |
$46.3K - $52K
|
4.74K
$358K
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
6.69KNew |
$469K - $527K
|
6.69K
$505K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.9KNew |
$203K - $228K
|
2.9K
$219K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.62KNew |
$254K - $285K
|
3.62K
$273K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
467+ 80.1% |
$32.7K - $36.8K
|
1.05K
$79.3K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-250- 31.06% |
$17.5K - $19.7K
|
555
$41.9K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.4% |
$1.26K - $1.42K
|
4.57K
$345K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.66KNew |
$187K - $210K
|
2.66K
$201K
|