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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-201- 4.72% |
$14.2K - $15.3K
|
4.06K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-206- 1.29% |
$14.6K - $15.7K
|
15.8K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-210- 5.19% |
$14.9K - $16K
|
3.84K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-213- 2.23% |
$15.1K - $16.2K
|
9.33K
$705K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-214- 0.79% |
$15.1K - $16.3K
|
26.9K
$2.03M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-214- 0.64% |
$15.1K - $16.3K
|
33.1K
$2.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-214- 3.25% |
$15.1K - $16.3K
|
6.37K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-216- 1.08% |
$15.3K - $16.5K
|
19.8K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-216- 5.03% |
$15.3K - $16.5K
|
4.08K
$308K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-217- 0.9% |
$15.4K - $16.5K
|
23.8K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-224- 1.4% |
$15.9K - $17.1K
|
15.8K
$1.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-230- 1.21% |
$16.3K - $17.5K
|
18.8K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-232- 4.03% |
$16.4K - $17.7K
|
5.52K
$417K
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-241- 4.77% |
$17.1K - $18.4K
|
4.81K
$363K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-242- 3.77% |
$17.1K - $18.4K
|
6.18K
$467K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-243- 2.55% |
$17.2K - $18.5K
|
9.3K
$703K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-245- 1.95% |
$17.3K - $18.7K
|
12.3K
$930K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-246- 5.57% |
$17.4K - $18.7K
|
4.17K
$315K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-250- 97.66% |
$17.7K - $19K
|
6
$453
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-256- 55.77% |
$18.1K - $19.5K
|
203
$15.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-270- 1.22% |
$19.1K - $20.6K
|
21.8K
$1.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-273- 1.34% |
$19.3K - $20.8K
|
20.1K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-280- 1.07% |
$19.8K - $21.3K
|
25.8K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-286- 0.44% |
$20.2K - $21.8K
|
64.8K
$4.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-291- 4.12% |
$20.6K - $22.2K
|
6.77K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-302- 31.59% |
$21.4K - $23K
|
654
$49.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-303- 62.99% |
$21.4K - $23.1K
|
178
$13.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-303- 0.27% |
$21.4K - $23.1K
|
111K
$8.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-304- 5.6% |
$21.5K - $23.2K
|
5.12K
$387K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-306- 3.56% |
$21.7K - $23.3K
|
8.29K
$626K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-308- 2.77% |
$21.8K - $23.5K
|
10.8K
$815K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-313- 0.28% |
$22.2K - $23.8K
|
111K
$8.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-316- 0.89% |
$22.4K - $24.1K
|
35.3K
$2.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-324- 8.16% |
$22.9K - $24.7K
|
3.65K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-325- 4.93% |
$23K - $24.8K
|
6.26K
$473K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-327- 0.45% |
$23.1K - $24.9K
|
71.9K
$5.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-335- 96.26% |
$23.7K - $25.5K
|
13
$982
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-337- 33.14% |
$23.8K - $25.7K
|
680
$51.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-352- 4.08% |
$24.9K - $26.8K
|
8.27K
$624K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-352- 0.89% |
$24.9K - $26.8K
|
39K
$2.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-355- 1.34% |
$25.1K - $27K
|
26.1K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-358- 0.56% |
$25.3K - $27.3K
|
63.8K
$4.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-359- 1.29% |
$25.4K - $27.4K
|
27.4K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-360- 7.23% |
$25.5K - $27.4K
|
4.62K
$349K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-361- 1.48% |
$25.5K - $27.5K
|
24K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-365- 1.34% |
$25.8K - $27.8K
|
26.8K
$2.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-367- 0.23% |
$26K - $28K
|
160K
$12.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-378- 10.27% |
$26.8K - $28.8K
|
3.3K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-387- 10.53% |
$27.4K - $29.5K
|
3.29K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-390- 8.17% |
$27.6K - $29.7K
|
4.39K
$331K
|