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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.83K+ 1.4% |
$117K - $127K
|
132K
$9.98M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1.82K+ 8.09% |
$117K - $127K
|
24.3K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.82K+ 9.84% |
$116K - $127K
|
20.3K
$1.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.79K+ 3.88% |
$115K - $125K
|
48K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79K+ 1.69% |
$115K - $125K
|
108K
$8.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.78K+ 1.61% |
$114K - $124K
|
112K
$8.49M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.78K+ 26.52% |
$114K - $124K
|
8.49K
$641K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.78K+ 1.83% |
$114K - $124K
|
98.6K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.78K+ 1.8% |
$114K - $124K
|
100K
$7.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.77K+ 82.32% |
$113K - $123K
|
3.91K
$295K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.75K+ 1.54% |
$112K - $122K
|
115K
$8.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.72K+ 4.79% |
$110K - $120K
|
37.7K
$2.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.7K+ 53.18% |
$109K - $119K
|
4.91K
$371K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.7K+ 3.52% |
$109K - $118K
|
49.8K
$3.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.69K+ 41.62% |
$108K - $118K
|
5.75K
$435K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.68K+ 21.4% |
$107K - $117K
|
9.5K
$718K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.67K+ 1.14% |
$107K - $116K
|
148K
$11.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.66K+ 1.59% |
$106K - $115K
|
106K
$8.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.6K+ 7.33% |
$102K - $111K
|
23.4K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.6K+ 4.19% |
$102K - $111K
|
39.8K
$3M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.6K+ 6.58% |
$102K - $111K
|
25.9K
$1.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.59K+ 13.51% |
$102K - $111K
|
13.4K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.55K+ 1.36% |
$99.1K - $108K
|
115K
$8.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.55K+ 11.25% |
$98.9K - $108K
|
15.3K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 4.9% |
$97.4K - $106K
|
32.6K
$2.46M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.52K+ 29.69% |
$97.1K - $106K
|
6.63K
$500K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.51K+ 14.25% |
$96.9K - $105K
|
12.1K
$916K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.5K+ 4.92% |
$96.2K - $105K
|
32K
$2.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.5K+ 36.16% |
$95.7K - $104K
|
5.63K
$425K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.49K+ 49.29% |
$95.2K - $103K
|
4.5K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.48K+ 2.18% |
$94.9K - $103K
|
69.4K
$5.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.47K+ 5.47% |
$94.2K - $102K
|
28.4K
$2.14M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.45K+ 7.02% |
$92.7K - $101K
|
22.1K
$1.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 6.34% |
$91.5K - $99.4K
|
24K
$1.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.41K+ 37.95% |
$90.4K - $98.2K
|
5.13K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.41K+ 0.4% |
$90.3K - $98.1K
|
350K
$26.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.41K+ 522.68% |
$90K - $97.8K
|
1.68K
$126K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 2.18% |
$88.8K - $96.5K
|
65.1K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 7.21% |
$88.3K - $96K
|
20.5K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.35K+ 1.12% |
$86.3K - $93.8K
|
122K
$9.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.35K+ 8.78% |
$86.1K - $93.6K
|
16.7K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.34K+ 6.71% |
$85.6K - $93K
|
21.3K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.31K+ 0.31% |
$84K - $91.2K
|
427K
$32.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.3K+ 26.26% |
$83.1K - $90.3K
|
6.24K
$471K
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.28K+ 4.42% |
$81.9K - $89K
|
30.2K
$2.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.27K+ 2.32% |
$81.6K - $88.6K
|
56.2K
$4.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.27K+ 13.78% |
$81.1K - $88.1K
|
10.5K
$790K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.26K+ 6.87% |
$80.4K - $87.4K
|
19.6K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.25K+ 16.46% |
$80K - $86.9K
|
8.84K
$667K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.25K+ 2.62% |
$79.8K - $86.7K
|
48.8K
$3.68M
|