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
|
Forte Asset Management LLC
|
BUY
|
- |
2.45K+ 37.93% |
$167K - $182K
|
8.91K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.45K+ 2.44% |
$167K - $182K
|
103K
$7.17M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.43K+ 67.4% |
$166K - $181K
|
6.03K
$421K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.41K+ 7.9% |
$164K - $180K
|
33K
$2.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.39K+ 11.36% |
$163K - $178K
|
23.4K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2.37K+ 16.22% |
$161K - $176K
|
17K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.35K+ 10.81% |
$160K - $175K
|
24.1K
$1.68M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.31K+ 2778.31% |
$157K - $172K
|
2.39K
$167K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.3K+ 13.99% |
$157K - $171K
|
18.7K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 6.03% |
$157K - $171K
|
40.4K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.3K+ 6.49% |
$156K - $171K
|
37.6K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.29K+ 2.9% |
$156K - $170K
|
81.1K
$5.66M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.26K+ 41.48% |
$154K - $168K
|
7.72K
$538K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.26K+ 72.07% |
$154K - $168K
|
5.38K
$376K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 14.02% |
$153K - $167K
|
18.3K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.24K+ 2.87% |
$152K - $166K
|
80.2K
$5.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.23K+ 14.34% |
$152K - $166K
|
17.8K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.22K+ 5.82% |
$151K - $165K
|
40.4K
$2.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.21K+ 65.54% |
$150K - $164K
|
5.58K
$389K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.16K+ 27.56% |
$147K - $161K
|
10K
$698K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.14K+ 8.18% |
$146K - $159K
|
28.3K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.1K+ 60.25% |
$143K - $156K
|
5.59K
$390K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 31.75% |
$142K - $156K
|
8.67K
$605K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.08K+ 0.48% |
$142K - $155K
|
436K
$30.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 11.57% |
$140K - $153K
|
19.8K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
2.04K+ 34.39% |
$139K - $152K
|
7.96K
$555K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.04K+ 9.27% |
$139K - $152K
|
24K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.98K+ 8.99% |
$135K - $147K
|
24K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.96K+ 37.63% |
$134K - $146K
|
7.17K
$500K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.96K+ 5.77% |
$133K - $146K
|
35.8K
$2.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.92K+ 3.81% |
$131K - $143K
|
52.3K
$3.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.92K+ 6.86% |
$131K - $143K
|
29.9K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.92K+ 11.04% |
$130K - $143K
|
19.3K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.92K+ 56.34% |
$130K - $143K
|
5.31K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.91K+ 16.03% |
$130K - $142K
|
13.8K
$963K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.9K+ 14.88% |
$129K - $141K
|
14.7K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.89K+ 34.81% |
$129K - $140K
|
7.3K
$509K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.88K+ 5.12% |
$128K - $140K
|
38.5K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.81K+ 8.59% |
$123K - $134K
|
22.8K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1.78K+ 14.4% |
$121K - $132K
|
14.1K
$984K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.77K+ 14.78% |
$121K - $132K
|
13.8K
$959K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.77K+ 4.02% |
$120K - $131K
|
45.6K
$3.18M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.77K+ 5.32% |
$120K - $131K
|
34.9K
$2.44M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.76K+ 2.56% |
$120K - $131K
|
70.6K
$4.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.75K+ 4.87% |
$119K - $130K
|
37.7K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.74K+ 13.34% |
$118K - $129K
|
14.7K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1.74K+ 22.02% |
$118K - $129K
|
9.62K
$671K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.73K+ 3.04% |
$118K - $128K
|
58.4K
$4.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.71K+ 44.0% |
$117K - $127K
|
5.61K
$391K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 63.8% |
$117K - $127K
|
4.39K
$306K
|