Purchases and Sales Made in Q2 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-639- 10.97% |
$45.2K - $48.7K
|
5.19K
$392K
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-669- 0.37% |
$47.3K - $51K
|
183K
$13.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-674- 0.64% |
$47.7K - $51.4K
|
105K
$7.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-677- 0.79% |
$47.9K - $51.6K
|
85.1K
$6.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-684- 0.95% |
$48.4K - $52.1K
|
71K
$5.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-687- 0.74% |
$48.6K - $52.3K
|
92.1K
$6.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-696- 1.23% |
$49.3K - $53K
|
55.9K
$4.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-696- 30.33% |
$49.3K - $53K
|
1.6K
$121K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-702- 4.91% |
$49.7K - $53.5K
|
13.6K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-711- 1.23% |
$50.3K - $54.2K
|
57.2K
$4.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-712- 1.76% |
$50.4K - $54.2K
|
39.7K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-718- 15.7% |
$50.8K - $54.7K
|
3.86K
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-723- 17.23% |
$51.2K - $55.1K
|
3.47K
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-734- 5.06% |
$51.9K - $55.9K
|
13.8K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-748- 1.08% |
$52.9K - $57K
|
68.2K
$5.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-750- 13.74% |
$53.1K - $57.1K
|
4.71K
$355K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-757- 0.85% |
$53.6K - $57.7K
|
88K
$6.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-761- 4.87% |
$53.9K - $58K
|
14.9K
$1.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-762- 9.87% |
$53.9K - $58.1K
|
6.96K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-762- 3.81% |
$53.9K - $58.1K
|
19.2K
$1.45M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-772- 11.9% |
$54.6K - $58.8K
|
5.72K
$432K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-774- 5.96% |
$54.8K - $59K
|
12.2K
$922K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-786- 11.68% |
$55.6K - $59.9K
|
5.94K
$449K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-811- 0.86% |
$57.4K - $61.8K
|
93.1K
$7.03M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-825- 0.11% |
$58.4K - $62.9K
|
766K
$57.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-829- 10.47% |
$58.7K - $63.2K
|
7.09K
$536K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-833- 5.87% |
$59K - $63.5K
|
13.3K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-837- 6.59% |
$59.2K - $63.8K
|
11.9K
$896K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-838- 14.41% |
$59.3K - $63.8K
|
4.98K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-851- 4.09% |
$60.2K - $64.8K
|
19.9K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-887- 95.38% |
$62.8K - $67.6K
|
43
$3.25K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-900- 0.39% |
$63.7K - $68.6K
|
230K
$17.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-903- 15.19% |
$63.9K - $68.8K
|
5.04K
$381K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-910- 2.36% |
$64.4K - $69.3K
|
37.7K
$2.85M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-912- 13.96% |
$64.5K - $69.5K
|
5.62K
$424K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-914- 1.31% |
$64.7K - $69.6K
|
68.6K
$5.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-928- 6.92% |
$65.7K - $70.7K
|
12.5K
$943K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-929- 4.98% |
$65.7K - $70.8K
|
17.7K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-941- 13.13% |
$66.6K - $71.7K
|
6.23K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-944- 14.45% |
$66.8K - $71.9K
|
5.59K
$422K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-947- 7.46% |
$67K - $72.2K
|
11.7K
$887K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-949- 29.71% |
$67.2K - $72.3K
|
2.25K
$170K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-954- 13.9% |
$67.5K - $72.7K
|
5.91K
$446K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-967- 1.87% |
$68.4K - $73.7K
|
50.6K
$3.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-984- 1.76% |
$69.6K - $75K
|
54.9K
$4.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-987- 18.91% |
$69.8K - $75.2K
|
4.23K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-995- 6.92% |
$70.4K - $75.8K
|
13.4K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.01K- 20.68% |
$71.2K - $76.6K
|
3.86K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.01K- 2.14% |
$71.3K - $76.7K
|
46.1K
$3.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.01K- 0.56% |
$71.3K - $76.8K
|
180K
$13.6M
|