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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.83KNew |
$193K - $210K
|
2.83K
$213K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-281- 95.58% |
$19.1K - $20.9K
|
13
$982
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
126KNew |
$8.6M - $9.39M
|
126K
$9.53M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
108New |
$7.36K - $8.04K
|
108
$8.16K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
10.4KNew |
$707K - $772K
|
10.4K
$783K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.77K+ 5.32% |
$120K - $131K
|
34.9K
$2.64M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$688K - $752K
|
10.1K
$763K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.45K+ 37.93% |
$167K - $182K
|
8.91K
$673K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$2.38K - $2.61K
|
35
$2.64K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.26KNew |
$222K - $243K
|
3.26K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
72.8K+ 102.41% |
$4.96M - $5.42M
|
144K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.76K- 6.49% |
$120K - $131K
|
25.4K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.98KNew |
$203K - $222K
|
2.98K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
52+ 68.42% |
$3.54K - $3.87K
|
128
$9.67K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24KNew |
$1.64M - $1.79M
|
24K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.1K- 9.3% |
$74.7K - $81.6K
|
10.7K
$807K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.44K+ 40.09% |
$97.8K - $107K
|
5.02K
$379K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$4.7K - $5.14K
|
69
$5.21K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-421- 12.93% |
$28.7K - $31.3K
|
2.84K
$214K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
19.3KNew |
$1.31M - $1.43M
|
19.3K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.51K- 72.55% |
$239K - $261K
|
1.33K
$100K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.28KNew |
$224K - $244K
|
3.28K
$248K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.63K- 60.59% |
$316K - $345K
|
3.01K
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-8K- 98.77% |
$545K - $595K
|
100
$7.55K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6.29KNew |
$429K - $468K
|
6.29K
$475K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 97.09% |
$20.4K - $22.3K
|
9
$680
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34KNew |
$91.4K - $99.8K
|
1.34K
$101K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-113K- 71.61% |
$7.73M - $8.45M
|
45K
$3.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.88K- 16.88% |
$264K - $289K
|
19.1K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-685- 18.56% |
$46.7K - $51K
|
3.01K
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-44.9K- 52.55% |
$3.06M - $3.34M
|
40.6K
$3.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.75K+ 4.87% |
$119K - $130K
|
37.7K
$2.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.21K+ 65.54% |
$150K - $164K
|
5.58K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.94KNew |
$200K - $218K
|
2.94K
$222K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-280- 5.68% |
$19.1K - $20.8K
|
4.65K
$351K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.38KNew |
$298K - $326K
|
4.38K
$331K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
16.4K+ 31.96% |
$1.12M - $1.22M
|
67.7K
$5.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.05K+ 115.33% |
$71.8K - $78.4K
|
1.97K
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-881- 16.58% |
$60K - $65.6K
|
4.43K
$335K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
317+ 56.41% |
$21.6K - $23.6K
|
879
$66.4K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-523- 6.13% |
$35.6K - $38.9K
|
8K
$604K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.07% |
$341 - $372
|
7.47K
$564K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
443New |
$30.2K - $33K
|
443
$33.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.13KNew |
$213K - $233K
|
3.13K
$237K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
4.05KNew |
$276K - $301K
|
4.05K
$306K
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.18KNew |
$217K - $237K
|
3.18K
$240K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.58K- 74.17% |
$108K - $118K
|
550
$41.5K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
14New |
$858 - $987
|
14
$1.06K
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-110KClosed |
$6.76M - $7.77M
|
0
$0
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.18KNew |
$195K - $224K
|
3.18K
$240K
|
|