Purchases and Sales Made in Q3 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.23K+ 2.53% |
$79K - $85.9K
|
50K
$3.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$78.7K - $85.5K
|
1.23K
$92.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.21K+ 1.98% |
$77.6K - $84.3K
|
62.3K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.21K+ 0.54% |
$77.4K - $84.1K
|
225K
$17M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 13.37% |
$76.7K - $83.3K
|
10.1K
$766K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.19KNew |
$76K - $82.5K
|
1.19K
$89.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.18K+ 3.48% |
$75.7K - $82.2K
|
35.1K
$2.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
1.18K+ 27.57% |
$75.6K - $82.2K
|
5.47K
$413K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.18K+ 1.07% |
$75.5K - $82K
|
112K
$8.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 73.35% |
$74.2K - $80.6K
|
2.74K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.16KNew |
$74.1K - $80.5K
|
1.16K
$87.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.15K+ 1.68% |
$73.4K - $79.7K
|
69.3K
$5.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.13K+ 7.62% |
$72.6K - $78.8K
|
16K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.12K+ 5.12% |
$71.7K - $77.9K
|
23K
$1.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$71.4K - $77.6K
|
1.12K
$84.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.11K+ 29.48% |
$71K - $77.1K
|
4.87K
$368K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.1K+ 3.52% |
$70.4K - $76.5K
|
32.3K
$2.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.1K+ 23.86% |
$70.3K - $76.3K
|
5.7K
$430K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 1.54% |
$69.6K - $75.6K
|
71.9K
$5.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.06K+ 13.6% |
$67.6K - $73.5K
|
8.82K
$666K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.04K+ 0.67% |
$66.7K - $72.4K
|
155K
$11.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.04K+ 467.12% |
$66.4K - $72.2K
|
1.26K
$95.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.03K+ 10.29% |
$66K - $71.7K
|
11K
$834K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.02K+ 5.55% |
$65.3K - $71K
|
19.4K
$1.46M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.01K+ 27.68% |
$64.7K - $70.3K
|
4.66K
$352K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
996New |
$63.8K - $69.3K
|
996
$75.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
991+ 3.22% |
$63.5K - $69K
|
31.8K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
974+ 11.92% |
$62.4K - $67.8K
|
9.14K
$691K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
973+ 9.58% |
$62.3K - $67.7K
|
11.1K
$841K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
961+ 35.46% |
$61.5K - $66.9K
|
3.67K
$277K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
954+ 6.85% |
$61.1K - $66.4K
|
14.9K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
942+ 14.26% |
$60.3K - $65.5K
|
7.55K
$570K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
933+ 13.46% |
$59.7K - $64.9K
|
7.87K
$594K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
932+ 1.08% |
$59.7K - $64.8K
|
86.9K
$6.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
930New |
$59.6K - $64.7K
|
930
$70.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
899+ 0.63% |
$57.6K - $62.6K
|
143K
$10.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
884+ 5.17% |
$56.6K - $61.5K
|
18K
$1.36M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
883+ 3.03% |
$56.5K - $61.4K
|
30K
$2.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
880+ 1.59% |
$56.4K - $61.2K
|
56.2K
$4.25M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
874+ 1.4% |
$56K - $60.8K
|
63.4K
$4.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
867+ 1.48% |
$55.5K - $60.3K
|
59.5K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
864+ 26.52% |
$55.3K - $60.1K
|
4.12K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
842+ 0.13% |
$53.9K - $58.6K
|
633K
$47.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
841+ 7.94% |
$53.9K - $58.5K
|
11.4K
$864K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
835+ 10.18% |
$53.5K - $58.1K
|
9.04K
$683K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
835+ 1.38% |
$53.5K - $58.1K
|
61.6K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
831+ 0.89% |
$53.2K - $57.8K
|
94.3K
$7.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
804+ 2.49% |
$51.5K - $55.9K
|
33.1K
$2.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
802+ 2.58% |
$51.4K - $55.8K
|
31.9K
$2.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
800+ 40.04% |
$51.2K - $55.7K
|
2.8K
$211K
|