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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-24.5K- 64.13% |
$1.62M - $1.69M
|
13.7K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.01KNew |
$264K - $277K
|
4.01K
$302K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
242+ 6.4% |
$16K - $16.7K
|
4.02K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Wind River Trust CO
|
SELL
|
- |
-1.49K- 6.56% |
$98.3K - $103K
|
21.2K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-157- 4.62% |
$10.4K - $10.8K
|
3.24K
$245K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
96+ 1.74% |
$6.34K - $6.63K
|
5.61K
$424K
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-972- 10.41% |
$64.2K - $67.2K
|
8.37K
$632K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6.21KNew |
$410K - $429K
|
6.21K
$469K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
321New |
$21.2K - $22.2K
|
321
$24.2K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-267Closed |
$16.6K - $18.1K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
91.1KNew |
$5.66M - $6.17M
|
91.1K
$6.88M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-5.64K- 63.67% |
$351K - $382K
|
3.22K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.24KNew |
$202K - $219K
|
3.24K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
32.3KNew |
$2.01M - $2.19M
|
32.3K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18.8K+ 76.37% |
$1.17M - $1.27M
|
43.5K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-6.09K- 45.49% |
$379K - $413K
|
7.3K
$552K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
3.22K+ 43.03% |
$200K - $218K
|
10.7K
$808K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
6.05K+ 1.54% |
$376K - $410K
|
400K
$30.2M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.04K- 23.43% |
$64.5K - $70.2K
|
3.39K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-50- 3.7% |
$3.11K - $3.39K
|
1.3K
$98.3K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.02KNew |
$436K - $475K
|
7.02K
$530K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.59K- 0.78% |
$161K - $175K
|
331K
$25M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-169- 88.48% |
$10.5K - $11.4K
|
22
$1.66K
|
|
|
May 10, 2023
Q1 2023
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
76.5K+ 27.03% |
$4.76M - $5.18M
|
360K
$27.1M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.2KNew |
$694K - $756K
|
11.2K
$843K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37New |
$2.3K - $2.5K
|
37
$2.79K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.9MNew |
$1.05B - $1.15B
|
16.9M
$1.28B
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-39- 66.1% |
$2.42K - $2.64K
|
20
$1.51K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.8KNew |
$236K - $257K
|
3.8K
$287K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
160New |
$9.95K - $10.8K
|
160
$12.1K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
345New |
$21.4K - $23.4K
|
345
$26.1K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
43New |
$2.67K - $2.91K
|
43
$3.25K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.78K+ 127.38% |
$297K - $324K
|
8.54K
$645K
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.47K- 6.15% |
$154K - $167K
|
37.7K
$2.85M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
489+ 48900.0% |
$30.4K - $33.1K
|
490
$37K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.88KNew |
$490K - $533K
|
7.88K
$595K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
7.04K+ 73.08% |
$438K - $477K
|
16.7K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.21KNew |
$200K - $217K
|
3.21K
$243K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.79KNew |
$112K - $121K
|
1.79K
$135K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-336- 5.24% |
$20.9K - $22.7K
|
6.08K
$459K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.92KNew |
$244K - $265K
|
3.92K
$296K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-961- 89.73% |
$59.7K - $65.1K
|
110
$8.31K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
252New |
$15.7K - $17.1K
|
252
$19K
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3.49KNew |
$217K - $236K
|
3.49K
$264K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.34KNew |
$207K - $226K
|
3.34K
$252K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.6KNew |
$99.5K - $108K
|
1.6K
$121K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.01K- 22.89% |
$62.8K - $68.4K
|
3.4K
$257K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
650New |
$40.4K - $44K
|
650
$49.1K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-578- 1.67% |
$35.9K - $39.1K
|
34K
$2.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-666- 89.16% |
$41.4K - $45.1K
|
81
$6.12K
|
|