Purchases and Sales Made in Q4 2023 in Ishares Tr (IEFA)

IEFA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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
Feb 08, 2024 Q4 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-38.9K
- 2.77%
$2.39M - $2.74M
1.37M $103M
Feb 14, 2024 Q4 2023
Rational Advisors LLC

Huntington, NY
SELL
 -
-41.2K
Closed
$2.53M - $2.9M
0 $0
Feb 13, 2024 Q4 2023
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-41.8K
- 5.8%
$2.56M - $2.94M
678K $51.2M
Feb 05, 2024 Q4 2023
Spc Financial, Inc.

SELL
 -
-41.9K
- 4.61%
$2.57M - $2.95M
868K $65.5M
Feb 12, 2024 Q4 2023
Partners Capital Investment Group, LLP

Boston, MA
SELL
 -
-42.9K
- 14.17%
$2.63M - $3.02M
260K $19.6M
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

SELL
 -
-43.4K
- 2.02%
$2.66M - $3.06M
2.1M $159M
Jan 09, 2024 Q4 2023
Cypress Financial Planning LLC

SELL
 -
-44.8K
- 92.39%
$2.74M - $3.16M
3.69K $279K
Jan 24, 2024 Q4 2023
Venture Visionary Partners LLC

SELL
 -
-44.8K
- 14.29%
$2.75M - $3.16M
269K $20.3M
Feb 05, 2024 Q4 2023
Victory Capital Management Inc

SELL
 -
-46.5K
- 12.35%
$2.85M - $3.28M
330K $24.9M
Jan 25, 2024 Q4 2023
Ma Private Wealth

SELL
 -
-47.8K
- 33.7%
$2.93M - $3.37M
94K $7.1M
Feb 09, 2024 Q4 2023
Crewe Advisors LLC

SELL
 -
-50.4K
- 21.29%
$3.09M - $3.55M
186K $14.1M
Aug 06, 2024 Q4 2023
Hantz Financial Services, Inc.

SELL
 -
-50.7K
- 4.09%
$3.11M - $3.57M
1.19M $89.8M
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-51.6K
- 7.51%
$3.16M - $3.63M
635K $48M
Feb 14, 2024 Q4 2023
New England Asset Management Inc

Farmington, CT
SELL
 -
-51.7K
- 13.11%
$3.17M - $3.64M
343K $25.9M
Oct 21, 2024 Q4 2023
Jump Financial, LLC

Chicago, IL
SELL
 -
-53K
- 81.12%
$3.25M - $3.74M
12.3K $932K
Jan 24, 2024 Q4 2023
Rkl Wealth Management LLC

SELL
 -
-54.7K
- 4.72%
$3.36M - $3.86M
1.1M $83.4M
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-55.4K
- 3.25%
$3.39M - $3.9M
1.65M $125M
Feb 09, 2024 Q4 2023
Valley Forge Investment Consultants Inc Adv

SELL
 -
-55.7K
- 14.87%
$3.41M - $3.92M
319K $24.1M
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-56.1K
- 75.0%
$3.44M - $3.95M
18.7K $1.41M
Feb 02, 2024 Q4 2023
Dohj, LLC

Seattle, WA
SELL
 -
-59.1K
- 22.73%
$3.62M - $4.16M
201K $15.2M
Feb 01, 2024 Q4 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-59.6K
- 48.93%
$3.65M - $4.2M
62.2K $4.7M
Feb 06, 2024 Q4 2023
Sym Financial Corp

SELL
 -
-59.7K
- 29.82%
$3.66M - $4.2M
140K $10.6M
Feb 07, 2024 Q4 2023
Gratus Capital LLC

SELL
 -
-59.7K
- 5.19%
$3.66M - $4.21M
1.09M $82.3M
Feb 13, 2024 Q4 2023
Lake Street Advisors Group, LLC

SELL
 -
-60.1K
- 10.1%
$3.68M - $4.24M
535K $40.4M
Feb 14, 2024 Q4 2023
Iconiq Capital, LLC

San Francisco, CA
SELL
 -
-60.5K
- 61.19%
$3.71M - $4.26M
38.3K $2.9M
Jan 22, 2024 Q4 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
SELL
 -
-62.1K
- 10.21%
$3.81M - $4.38M
546K $41.2M
Feb 07, 2024 Q4 2023
Janney Capital Management LLC

SELL
 -
-63.5K
- 5.79%
$3.89M - $4.48M
1.03M $78.1M
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

SELL
 -
-68.5K
- 9.13%
$4.2M - $4.83M
681K $51.5M
Jan 23, 2024 Q4 2023
Better Money Decisions, LLC

SELL
 -
-72.8K
- 22.39%
$4.46M - $5.13M
252K $19.1M
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-74.9K
- 12.15%
$4.59M - $5.28M
541K $40.9M
Jan 30, 2024 Q4 2023
True Private Wealth Advisors

SELL
 -
-75.8K
- 45.76%
$4.65M - $5.34M
89.8K $6.78M
Jan 22, 2024 Q4 2023
Miracle Mile Advisors, LLC

SELL
 -
-76.6K
- 12.14%
$4.69M - $5.4M
554K $41.9M
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

SELL
 -
-79.2K
- 5.66%
$4.85M - $5.58M
1.32M $99.7M
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

SELL
 -
-80.2K
- 52.83%
$4.92M - $5.65M
71.6K $5.41M
Feb 14, 2024 Q4 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
SELL
 -
-81.8K
- 20.86%
$5.01M - $5.76M
310K $23.4M
Jan 23, 2024 Q4 2023
Halbert Hargrove Global Advisors, LLC

SELL
 -
-83.1K
- 4.78%
$5.09M - $5.86M
1.65M $125M
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-84.5K
- 2.9%
$5.18M - $5.96M
2.83M $214M
Feb 14, 2024 Q4 2023
Nuveen Asset Management, LLC

Chicago, IL
SELL
 -
-85.5K
- 2.25%
$5.24M - $6.02M
3.71M $280M
Feb 07, 2024 Q4 2023
Facet Wealth, Inc.

SELL
 -
-87.7K
- 11.72%
$5.38M - $6.18M
661K $49.9M
Jan 19, 2024 Q4 2023
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-89.6K
- 35.82%
$5.49M - $6.31M
160K $12.1M
Nov 14, 2024 Q4 2023
Neuberger Berman Group LLC

New York, NY
SELL
 -
-91.7K
- 6.47%
$5.62M - $6.46M
1.32M $100M
Feb 02, 2024 Q4 2023
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-95.7K
- 64.33%
$5.86M - $6.74M
53K $4.01M
Jan 12, 2024 Q4 2023
Cx Institutional

SELL
 -
-97.6K
- 31.71%
$5.98M - $6.88M
210K $15.9M
Feb 09, 2024 Q4 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-101K
- 25.41%
$6.16M - $7.08M
295K $22.3M
Jan 23, 2024 Q4 2023
Coastline Trust CO

SELL
 -
-101K
- 39.79%
$6.18M - $7.11M
153K $11.5M
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-110K
- 13.23%
$6.75M - $7.76M
722K $54.5M
Feb 10, 2025 Q4 2023
Ramiah Investment Group

Brookfield, WI
SELL
 -
-110K
Closed
$6.76M - $7.77M
0 $0
Feb 05, 2024 Q4 2023
New York Life Investment Management LLC

New York, NY
SELL
 -
-110K
- 18.77%
$6.77M - $7.78M
478K $36.1M
Jan 16, 2024 Q4 2023
Kaydan Wealth Management, Inc.

Fenton, MI
SELL
 -
-114K
- 43.85%
$7M - $8.05M
146K $11M

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