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 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.46K+ 2.71% |
$313K - $351K
|
169K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
10.4KNew |
$731K - $821K
|
10.4K
$925K
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
22.2K+ 801.01% |
$1.56M - $1.75M
|
25K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
551+ 1.93% |
$38.6K - $43.4K
|
29.2K
$2.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
282+ 1.13% |
$19.8K - $22.2K
|
25.3K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
67+ 1.46% |
$4.7K - $5.28K
|
4.65K
$413K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
491+ 4.57% |
$34.4K - $38.7K
|
11.2K
$997K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6.6K+ 33.58% |
$463K - $520K
|
26.3K
$2.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
21New |
$1.47K - $1.65K
|
21
$1.86K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
29New |
$2.03K - $2.28K
|
29
$2.57K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
343New |
$24K - $27K
|
343
$30.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.23KNew |
$296K - $333K
|
4.23K
$375K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
19.8K+ 429.16% |
$1.39M - $1.56M
|
24.4K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.55K- 21.27% |
$389K - $437K
|
20.5K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
534+ 0.57% |
$37.4K - $42K
|
95K
$8.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
175New |
$12.3K - $13.8K
|
175
$15.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-641- 11.71% |
$44.9K - $50.5K
|
4.83K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-38- 5.46% |
$2.66K - $2.99K
|
658
$58.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.34KNew |
$234K - $263K
|
3.34K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
5.89KNew |
$412K - $463K
|
5.89K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-7- 0.21% |
$491 - $551
|
3.32K
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-11K- 8.26% |
$769K - $863K
|
122K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-25- 0.79% |
$1.75K - $1.97K
|
3.16K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-22- 0.1% |
$1.54K - $1.73K
|
21.5K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.17K- 14.34% |
$81.9K - $92K
|
6.98K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.69KNew |
$329K - $369K
|
4.69K
$416K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
990New |
$69.4K - $78K
|
990
$87.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-225- 18.32% |
$15.8K - $17.7K
|
1K
$89K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
312New |
$21.9K - $24.6K
|
312
$27.7K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
470New |
$32.9K - $37K
|
470
$41.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-24.4K- 85.72% |
$1.71M - $1.92M
|
4.07K
$361K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
40.9KNew |
$2.87M - $3.22M
|
40.9K
$3.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-300- 4.04% |
$21K - $23.6K
|
7.12K
$632K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18New |
$1.26K - $1.42K
|
18
$1.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
282K+ 0.95% |
$19.8M - $22.2M
|
30M
$2.67B
|
|
|
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
$631M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 0.33% |
$491 - $551
|
2.12K
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.4K+ 27.15% |
$168K - $189K
|
11.2K
$996K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
89New |
$6.24K - $7.01K
|
89
$7.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
755New |
$52.9K - $59.4K
|
755
$67K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-115- 2.14% |
$8.06K - $9.06K
|
5.25K
$466K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
400+ 3.0% |
$28K - $31.5K
|
13.8K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16K+ 23.69% |
$1.12M - $1.26M
|
83.7K
$7.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-897- 25.61% |
$62.9K - $70.6K
|
2.61K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
6.69KNew |
$469K - $527K
|
6.69K
$594K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.62KNew |
$254K - $285K
|
3.62K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-250- 31.06% |
$17.5K - $19.7K
|
555
$49.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.66KNew |
$187K - $210K
|
2.66K
$236K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.9K+ 3.43% |
$484K - $543K
|
208K
$18.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5.99K- 51.12% |
$420K - $472K
|
5.73K
$508K
|
|