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 28, 2021
Q1 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.06KClosed |
$210K - $224K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.11KClosed |
$625K - $666K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-72.7KClosed |
$4.98M - $5.31M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
West End Advisors, LLC
|
SELL
|
- |
-23Closed |
$1.58K - $1.68K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9.86KClosed |
$676K - $721K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.93KClosed |
$475K - $507K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-4.47KClosed |
$307K - $327K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-16.4KClosed |
$1.13M - $1.2M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-208Closed |
$14.3K - $15.2K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-3.14KClosed |
$215K - $230K
|
0
$0
|
|
|
Apr 02, 2021
Q1 2021
|
Private Asset Management Inc
|
SELL
|
- |
-3KClosed |
$206K - $219K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2025
Q4 2020
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
7.36KNew |
$428K - $513K
|
7.36K
$556K
|
|
|
Dec 19, 2024
Q4 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-49- 10.99% |
$2.85K - $3.42K
|
397
$30K
|
|
|
Jun 17, 2024
Q4 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.84K- 39.8% |
$223K - $268K
|
5.81K
$439K
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-25.6K- 36.19% |
$1.49M - $1.78M
|
45.1K
$3.41M
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$60.5K - $72.5K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
452New |
$26.3K - $31.5K
|
452
$34.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$182K - $218K
|
3.13K
$236K
|
|
|
Feb 16, 2021
Q4 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.12KClosed |
$356K - $426K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$787K - $944K
|
13.5K
$1.02M
|
|
|
Feb 12, 2021
Q4 2020
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-8KClosed |
$465K - $558K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
194New |
$11.3K - $13.5K
|
194
$14.7K
|
|
|
Feb 09, 2021
Q4 2020
|
Cadence Bank Na
|
SELL
|
- |
-4.43KClosed |
$257K - $308K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.48KClosed |
$202K - $243K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-375Closed |
$21.8K - $26.1K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-47.5KClosed |
$2.76M - $3.31M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
208KNew |
$12.1M - $14.5M
|
208K
$15.7M
|
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-77.2KClosed |
$4.49M - $5.38M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-551Closed |
$32K - $38.4K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-4.54KClosed |
$264K - $316K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-16.1KClosed |
$938K - $1.13M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
BUY
|
- |
3.5K+ 3500.0% |
$203K - $244K
|
3.6K
$272K
|
|
| Q3 2020 | |||||||
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$57.4K - $62.3K
|
1K
$75.5K
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-259Closed |
$14.9K - $16.1K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.52KClosed |
$260K - $281K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-15KClosed |
$862K - $935K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.81KClosed |
$276K - $299K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-106KClosed |
$6.08M - $6.59M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3KNew |
$172K - $187K
|
3K
$227K
|
|
|
Nov 12, 2020
Q3 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.24KClosed |
$243K - $264K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
PUT |
-132- 12.12% |
$7.58K - $8.22K
|
957
$72.3K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.11KClosed |
$178K - $193K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-45.9KClosed |
$2.64M - $2.86M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
40.1KNew |
$2.3M - $2.5M
|
40.1K
$3.03M
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-35Closed |
$2.01K - $2.18K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.5KClosed |
$86.1K - $93.4K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-136Closed |
$7.81K - $8.47K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117+ 1.05% |
$5.55K - $7.11K
|
11.3K
$854K
|
|
|
Mar 08, 2022
Q2 2020
|
Jvl Associates LLC
|
SELL
|
- |
-18.2KClosed |
$862K - $1.1M
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.32KNew |
$157K - $202K
|
3.32K
$250K
|
|