Purchases and Sales Made in Q1 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.09K+ 45.94% |
$210K - $230K
|
9.8K
$684K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.08K+ 34.2% |
$210K - $229K
|
12.1K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.05KNew |
$208K - $227K
|
3.05K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.04K+ 8.12% |
$207K - $226K
|
40.5K
$2.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.04K+ 1.84% |
$207K - $226K
|
168K
$11.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.04KNew |
$207K - $226K
|
3.04K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.01K+ 26.51% |
$205K - $224K
|
14.4K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3KNew |
$204K - $223K
|
3K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3KNew |
$204K - $223K
|
3K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3K+ 30.02% |
$204K - $223K
|
13K
$905K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3K+ 13.61% |
$204K - $223K
|
25K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.98KNew |
$203K - $222K
|
2.98K
$208K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.98K+ 3.41% |
$203K - $222K
|
90.3K
$6.3M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.97K+ 2.2% |
$202K - $221K
|
138K
$9.64M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.96K+ 10.6% |
$202K - $220K
|
30.9K
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.94K+ 1.29% |
$200K - $219K
|
230K
$16.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.94K+ 6.59% |
$200K - $219K
|
47.5K
$3.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.94KNew |
$200K - $218K
|
2.94K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.93K+ 14.87% |
$200K - $218K
|
22.6K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.93K+ 2.37% |
$200K - $218K
|
126K
$8.81M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.91K+ 1.87% |
$198K - $217K
|
158K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.9KNew |
$198K - $216K
|
2.9K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.86KNew |
$195K - $213K
|
2.86K
$200K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.86KNew |
$195K - $213K
|
2.86K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 1.36% |
$194K - $212K
|
213K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.85KNew |
$194K - $212K
|
2.85K
$199K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.83KNew |
$193K - $210K
|
2.83K
$197K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.8K+ 1.9% |
$191K - $208K
|
150K
$10.5M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.79KNew |
$190K - $208K
|
2.79K
$195K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$190K - $208K
|
2.79K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.79KNew |
$190K - $207K
|
2.79K
$194K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.78KNew |
$189K - $207K
|
2.78K
$194K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.78K+ 3.94% |
$189K - $207K
|
73.2K
$5.11M
|
|
|
May 08, 2024
Q1 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2.77KNew |
$189K - $206K
|
2.77K
$193K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.76K+ 50.51% |
$188K - $205K
|
8.22K
$573K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.74K+ 18.84% |
$186K - $204K
|
17.3K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.74K+ 2.1% |
$186K - $204K
|
133K
$9.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.74K+ 7.73% |
$186K - $204K
|
38.1K
$2.66M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.74KNew |
$186K - $204K
|
2.74K
$191K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.73K+ 3.06% |
$186K - $203K
|
91.9K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.72KNew |
$186K - $203K
|
2.72K
$190K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.7KNew |
$184K - $201K
|
2.7K
$188K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
2.69KNew |
$183K - $200K
|
2.69K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.68K+ 3.3% |
$183K - $200K
|
84.1K
$5.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.68K+ 2.5% |
$182K - $199K
|
110K
$7.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.66K+ 39.76% |
$181K - $198K
|
9.36K
$653K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.59K+ 113.55% |
$176K - $193K
|
4.87K
$340K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.59K+ 58.49% |
$176K - $193K
|
7.01K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.55K+ 1.26% |
$174K - $190K
|
205K
$14.3M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.51K+ 0.74% |
$171K - $187K
|
341K
$23.8M
|