Latest Institutional Purchases of Ishares Tr (IEFA)
This list provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.72K+ 68.49% |
$158K - $192K
|
6.7K
$473K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.38K+ 15.13% |
$138K - $168K
|
18.1K
$1.28M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.08K+ 0.97% |
$62.3K - $75.8K
|
112K
$7.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
849New |
$49.2K - $59.8K
|
849
$59.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
633New |
$36.7K - $44.6K
|
633
$44.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
581+ 18.03% |
$33.6K - $40.9K
|
3.8K
$268K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
569New |
$33K - $40.1K
|
569
$40.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
490+ 16.74% |
$28.4K - $34.5K
|
3.42K
$241K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
482+ 14.81% |
$27.9K - $34K
|
3.74K
$264K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
424New |
$24.6K - $29.9K
|
424
$29.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
409New |
$23.7K - $28.8K
|
409
$28.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
390+ 1.69% |
$22.6K - $27.5K
|
23.5K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
292+ 19.61% |
$16.9K - $20.6K
|
1.78K
$126K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
253+ 0.31% |
$14.7K - $17.8K
|
81K
$5.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
234+ 2.31% |
$13.6K - $16.5K
|
10.4K
$732K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
184+ 1.96% |
$10.7K - $13K
|
9.57K
$675K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
133+ 46.5% |
$7.7K - $9.37K
|
419
$29.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
103New |
$5.96K - $7.26K
|
103
$7.27K
|
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
95+ 2.28% |
$5.5K - $6.69K
|
4.25K
$300K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9+ 10.59% |
$521 - $634
|
94
$6.63K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
4New |
$232 - $282
|
4
$282
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
476KNew |
$30.1M - $35.9M
|
476K
$33.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
205KNew |
$13M - $15.5M
|
205K
$14.5M
|
|
|
May 16, 2022
Q1 2022
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
90KNew |
$5.69M - $6.79M
|
90K
$6.35M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
11.8KNew |
$747K - $891K
|
11.8K
$833K
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
5.87KNew |
$372K - $443K
|
5.87K
$415K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
676New |
$42.8K - $51K
|
676
$47.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
258New |
$16.3K - $19.5K
|
258
$18.2K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
62.4KNew |
$4.52M - $4.85M
|
62.4K
$4.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.57KNew |
$114K - $122K
|
1.57K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
550New |
$39.8K - $42.8K
|
550
$38.8K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
146New |
$10.6K - $11.4K
|
146
$10.3K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
618KNew |
$45.1M - $48.3M
|
618K
$43.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.01K+ 801.87% |
$219K - $235K
|
3.38K
$239K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.75KNew |
$201K - $215K
|
2.75K
$194K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
626New |
$45.7K - $49K
|
626
$44.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2New |
$146 - $156
|
2
$141
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
870KNew |
$63.6M - $67.8M
|
870K
$61.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
152KNew |
$11.1M - $11.8M
|
152K
$10.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
3.6K+ 1.43% |
$263K - $280K
|
255K
$18M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
3.38KNew |
$247K - $263K
|
3.38K
$238K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
278New |
$20.3K - $21.7K
|
278
$19.6K
|
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
165New |
$12.1K - $12.9K
|
165
$11.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
32+ 3.19% |
$2.34K - $2.49K
|
1.04K
$73.1K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$111K - $118K
|
1.62K
$114K
|
|
|
Apr 30, 2021
Q1 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.13KNew |
$77.6K - $82.8K
|
1.13K
$79.9K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
208KNew |
$12.1M - $14.5M
|
208K
$14.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$787K - $944K
|
13.5K
$955K
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
BUY
|
- |
3.5K+ 3500.0% |
$203K - $244K
|
3.6K
$254K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$182K - $218K
|
3.13K
$221K
|
|