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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.56K+ 16.89% |
$460K - $517K
|
45.4K
$3.17M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.55K+ 16.25% |
$459K - $515K
|
46.8K
$3.27M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
6.47K+ 1.02% |
$453K - $509K
|
640K
$44.6M
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6.43K+ 232.61% |
$451K - $507K
|
9.2K
$642K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.41K+ 3.15% |
$449K - $505K
|
210K
$14.6M
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.38K+ 2.34% |
$447K - $503K
|
279K
$19.4M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
6.38KNew |
$447K - $502K
|
6.38K
$445K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.35K+ 28.24% |
$445K - $500K
|
28.9K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.3K+ 0.81% |
$442K - $496K
|
781K
$54.4M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.28K+ 78.6% |
$440K - $494K
|
14.3K
$995K
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.16K+ 4.29% |
$432K - $485K
|
150K
$10.4M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.15K+ 39.03% |
$431K - $484K
|
21.9K
$1.53M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.12K+ 10.61% |
$429K - $482K
|
63.8K
$4.45M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.02K+ 0.89% |
$422K - $474K
|
685K
$47.8M
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.01K+ 3.46% |
$421K - $473K
|
180K
$12.5M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6K+ 1.48% |
$420K - $472K
|
410K
$28.6M
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.93K+ 16.95% |
$416K - $467K
|
41K
$2.86M
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
5.89KNew |
$412K - $463K
|
5.89K
$410K
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.86K+ 58.38% |
$411K - $461K
|
15.9K
$1.11M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
5.75K+ 142.84% |
$403K - $453K
|
9.78K
$682K
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
5.71K+ 4.89% |
$400K - $449K
|
122K
$8.54M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.7K+ 2.66% |
$400K - $449K
|
220K
$15.3M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.7K+ 26.04% |
$399K - $449K
|
27.6K
$1.92M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.69KNew |
$399K - $448K
|
5.69K
$397K
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.68K+ 0.33% |
$398K - $447K
|
1.74M
$121M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.64K+ 14.31% |
$395K - $444K
|
45K
$3.14M
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.61K+ 21.98% |
$393K - $442K
|
31.1K
$2.17M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.6K+ 71.27% |
$393K - $441K
|
13.5K
$939K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.59K+ 14.5% |
$392K - $440K
|
44.2K
$3.08M
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.57K+ 3.02% |
$391K - $439K
|
190K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.57K+ 4.23% |
$390K - $438K
|
137K
$9.56M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.46K+ 85.77% |
$383K - $430K
|
11.8K
$825K
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
5.43K+ 1.89% |
$381K - $427K
|
292K
$20.4M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.41K+ 4.74% |
$379K - $426K
|
119K
$8.33M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.4K+ 4.37% |
$378K - $425K
|
129K
$8.99M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
5.39K+ 2.1% |
$378K - $424K
|
262K
$18.3M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.35K+ 79.1% |
$375K - $422K
|
12.1K
$846K
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.32K+ 3.71% |
$373K - $419K
|
148K
$10.4M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.29K+ 11.03% |
$371K - $417K
|
53.2K
$3.71M
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
5.29K+ 2.73% |
$371K - $416K
|
199K
$13.9M
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.24K+ 8.26% |
$367K - $412K
|
68.7K
$4.79M
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 19.44% |
$367K - $412K
|
32.1K
$2.24M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.23K+ 4.26% |
$366K - $412K
|
128K
$8.91M
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
5.22K+ 1.5% |
$366K - $411K
|
353K
$24.7M
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
5.18K+ 1.07% |
$363K - $408K
|
489K
$34.1M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.17K+ 13.31% |
$363K - $407K
|
44K
$3.07M
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.13K+ 3.07% |
$359K - $404K
|
172K
$12M
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
5.1K+ 6.1% |
$357K - $401K
|
88.6K
$6.18M
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.09K+ 0.47% |
$357K - $401K
|
1.08M
$75.2M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.09K+ 30.61% |
$356K - $400K
|
21.7K
$1.51M
|