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 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.9K+ 3.43% |
$484K - $543K
|
208K
$15.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.03KNew |
$213K - $239K
|
3.03K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5.99K- 51.12% |
$420K - $472K
|
5.73K
$432K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
40New |
$2.8K - $3.15K
|
40
$3.02K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-127- 2.95% |
$8.9K - $10K
|
4.17K
$315K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.82KNew |
$268K - $301K
|
3.82K
$288K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
418+ 6.92% |
$29.3K - $32.9K
|
6.46K
$488K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
130+ 26.42% |
$9.11K - $10.2K
|
622
$47K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-400- 10.35% |
$28K - $31.5K
|
3.47K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-735- 12.43% |
$51.5K - $57.9K
|
5.18K
$391K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
3.03KNew |
$212K - $238K
|
3.03K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-165- 73.33% |
$11.6K - $13K
|
60
$4.53K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-342- 11.04% |
$24K - $26.9K
|
2.76K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.21K- 63.75% |
$84.8K - $95.3K
|
688
$52K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
13.8K+ 111.3% |
$968K - $1.09M
|
26.2K
$1.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
409+ 11.37% |
$28.7K - $32.2K
|
4.01K
$303K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-174- 4.05% |
$12.2K - $13.7K
|
4.12K
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
752+ 2.14% |
$52.7K - $59.2K
|
35.8K
$2.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-996- 20.34% |
$69.8K - $78.4K
|
3.9K
$295K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-22- 0.72% |
$1.54K - $1.73K
|
3.02K
$228K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7- 0.09% |
$491 - $551
|
7.84K
$592K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4K- 99.6% |
$280K - $315K
|
16
$1.21K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.36K- 1.5% |
$165K - $186K
|
155K
$11.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
16.4KNew |
$1.15M - $1.29M
|
16.4K
$1.24M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-180- 1.38% |
$12.6K - $14.2K
|
12.9K
$973K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
422+ 13.21% |
$29.6K - $33.2K
|
3.62K
$273K
|
|
| Q2 2024 | |||||||
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
72+ 1.05% |
$5.1K - $5.49K
|
6.95K
$525K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.82KClosed |
$200K - $215K
|
0
$0
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-6.51KClosed |
$461K - $496K
|
0
$0
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-180- 1.51% |
$12.7K - $13.7K
|
11.8K
$888K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-556- 12.73% |
$39.3K - $42.4K
|
3.81K
$288K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
13.4KNew |
$947K - $1.02M
|
13.4K
$1.01M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.5KNew |
$106K - $114K
|
1.5K
$113K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.12K+ 17.5% |
$221K - $238K
|
21K
$1.58M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
542New |
$38.4K - $41.3K
|
542
$40.9K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.4K- 32.36% |
$382K - $411K
|
11.3K
$852K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-365- 1.34% |
$25.8K - $27.8K
|
26.8K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.8KNew |
$481K - $518K
|
6.8K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-187K- 96.34% |
$13.3M - $14.3M
|
7.12K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
151KNew |
$10.7M - $11.5M
|
151K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
158+ 2.67% |
$11.2K - $12K
|
6.09K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 12.5% |
$7.08K - $7.62K
|
700
$52.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
862KNew |
$61M - $65.7M
|
862K
$65.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.18% |
$566 - $610
|
4.38K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-210- 5.19% |
$14.9K - $16K
|
3.84K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
12K+ 1.82% |
$847K - $912K
|
671K
$50.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
83+ 2.49% |
$5.87K - $6.32K
|
3.41K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-13.4K- 2.34% |
$950K - $1.02M
|
561K
$42.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
591New |
$41.8K - $45K
|
591
$44.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
185+ 560.61% |
$13.1K - $14.1K
|
218
$16.5K
|
|