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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-259- 0.63% |
$16.1K - $17.5K
|
40.7K
$3.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.41K+ 5.22% |
$212K - $231K
|
68.8K
$5.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-357- 88.15% |
$22.2K - $24.2K
|
48
$3.62K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
776+ 1464.15% |
$48.2K - $52.5K
|
829
$62.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-690- 52.67% |
$42.9K - $46.7K
|
620
$46.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
68.7KNew |
$4.27M - $4.65M
|
68.7K
$5.19M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-121- 0.44% |
$7.52K - $8.19K
|
27.4K
$2.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.43K+ 2.92% |
$400K - $435K
|
227K
$17.1M
|
|
| Q4 2022 | |||||||
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
675New |
$35.3K - $43K
|
675
$51K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
23.3KNew |
$1.22M - $1.48M
|
23.3K
$1.76M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
431New |
$22.6K - $27.4K
|
431
$32.5K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
427KNew |
$22.4M - $27.2M
|
427K
$32.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
27.8K+ 25.98% |
$1.46M - $1.77M
|
135K
$10.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
52.3KNew |
$2.74M - $3.33M
|
52.3K
$3.95M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
101New |
$5.29K - $6.43K
|
101
$7.63K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-105K- 19.7% |
$5.48M - $6.67M
|
427K
$32.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-232- 2.15% |
$12.1K - $14.8K
|
10.6K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.99KNew |
$157K - $190K
|
2.99K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.12K+ 21.03% |
$58.5K - $71.2K
|
6.44K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-96.8KClosed |
$5.07M - $6.16M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-248- 16.33% |
$13K - $15.8K
|
1.27K
$96K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
537KNew |
$28.1M - $34.2M
|
537K
$40.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
228New |
$11.9K - $14.5K
|
228
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
174New |
$9.11K - $11.1K
|
174
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.69K+ 27.52% |
$88.6K - $108K
|
7.84K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.75M+ 10834.29% |
$91.5M - $111M
|
1.76M
$133M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
176+ 1.59% |
$9.21K - $11.2K
|
11.3K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
181KNew |
$9.47M - $11.5M
|
181K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.13KNew |
$59.2K - $71.9K
|
1.13K
$85.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.78K- 15.61% |
$93.1K - $113K
|
9.62K
$726K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-1.18K- 4.15% |
$61.7K - $75K
|
27.3K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-900K- 26.67% |
$47.1M - $57.3M
|
2.47M
$187M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.1K- 31.14% |
$57.6K - $70K
|
2.43K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.98K- 35.36% |
$261K - $317K
|
9.1K
$687K
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
3.95KNew |
$207K - $251K
|
3.95K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
3.4KNew |
$178K - $216K
|
3.4K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
971New |
$50.8K - $61.8K
|
971
$73.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$654K - $795K
|
12.5K
$944K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
937+ 16.11% |
$49.1K - $59.6K
|
6.75K
$510K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.28KNew |
$172K - $209K
|
3.28K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.39KNew |
$177K - $216K
|
3.39K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.89K- 96.53% |
$98.9K - $120K
|
68
$5.14K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-250- 5.43% |
$13.1K - $15.9K
|
4.36K
$329K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-617- 12.42% |
$32.3K - $39.3K
|
4.35K
$328K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
126New |
$6.6K - $8.02K
|
126
$9.52K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-22- 0.42% |
$1.15K - $1.4K
|
5.18K
$391K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.43KNew |
$180K - $219K
|
3.43K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.54KNew |
$185K - $225K
|
3.54K
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-87- 1.92% |
$4.55K - $5.54K
|
4.45K
$336K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
210New |
$11K - $13.4K
|
210
$15.9K
|
|