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 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
235K+ 1.55% |
$15M - $16.3M
|
15.4M
$1.16B
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
233K+ 13.84% |
$14.9M - $16.2M
|
1.92M
$145M
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
218K+ 18.32% |
$14M - $15.2M
|
1.41M
$106M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
205K+ 26.03% |
$13.1M - $14.3M
|
993K
$75M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
198K+ 7.41% |
$12.7M - $13.8M
|
2.88M
$217M
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
195K+ 35.32% |
$12.5M - $13.6M
|
749K
$56.5M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
189K+ 158.36% |
$12.1M - $13.1M
|
308K
$23.2M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
185K+ 17.59% |
$11.9M - $12.9M
|
1.24M
$93.6M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
185K+ 28.5% |
$11.8M - $12.8M
|
832K
$62.8M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
185K+ 28.5% |
$11.8M - $12.8M
|
832K
$62.8M
|
|
Nov 14, 2023
Q3 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
184KNew |
$11.8M - $12.8M
|
184K
$13.9M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
181K+ 1.19% |
$11.6M - $12.6M
|
15.4M
$1.16B
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
165K+ 0.42% |
$10.6M - $11.5M
|
39.8M
$3B
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
158K+ 16.01% |
$10.1M - $11M
|
1.15M
$86.6M
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
149K+ 1862.79% |
$9.52M - $10.3M
|
157K
$11.8M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
148K+ 1.22% |
$9.5M - $10.3M
|
12.3M
$929M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148K+ 2.35% |
$9.45M - $10.3M
|
6.43M
$486M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
141K+ 13.78% |
$9.06M - $9.84M
|
1.17M
$88.2M
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
132K+ 40.38% |
$8.47M - $9.2M
|
460K
$34.7M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
131K+ 57.36% |
$8.36M - $9.09M
|
358K
$27.1M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
125K+ 526.51% |
$8M - $8.69M
|
149K
$11.2M
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
120K+ 290.26% |
$7.71M - $8.38M
|
162K
$12.2M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
118K+ 25.29% |
$7.57M - $8.23M
|
586K
$44.2M
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
116K+ 50.75% |
$7.44M - $8.08M
|
345K
$26.1M
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
115K+ 12.21% |
$7.37M - $8.01M
|
1.06M
$79.9M
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
114KNew |
$7.29M - $7.92M
|
114K
$8.6M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
110K+ 2.37% |
$7.04M - $7.65M
|
4.74M
$358M
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
110K+ 5.9% |
$7.03M - $7.63M
|
1.97M
$149M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
109K+ 15.45% |
$6.95M - $7.55M
|
811K
$61.2M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
105K+ 12.45% |
$6.7M - $7.28M
|
944K
$71.3M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
103K+ 12.0% |
$6.6M - $7.17M
|
962K
$72.7M
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
101K+ 11.98% |
$6.44M - $7M
|
940K
$71M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
100K+ 2.42% |
$6.42M - $6.98M
|
4.24M
$320M
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
100KNew |
$6.4M - $6.96M
|
100K
$7.55M
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
98.2KNew |
$6.29M - $6.83M
|
98.2K
$7.41M
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
98.2KNew |
$6.29M - $6.83M
|
98.2K
$7.41M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
97.3K+ 6.1% |
$6.23M - $6.77M
|
1.69M
$128M
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
96.6K+ 2.72% |
$6.19M - $6.72M
|
3.64M
$275M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
95.7KNew |
$6.13M - $6.66M
|
95.7K
$7.23M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
92.3K+ 4.49% |
$5.91M - $6.43M
|
2.15M
$162M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
87.7K+ 15.89% |
$5.62M - $6.1M
|
639K
$48.3M
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
86.4K+ 3.67% |
$5.53M - $6.01M
|
2.44M
$184M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
85.2K+ 6.26% |
$5.45M - $5.93M
|
1.45M
$109M
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
82.3K+ 53.19% |
$5.27M - $5.73M
|
237K
$17.9M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
77.6K+ 6.06% |
$4.97M - $5.4M
|
1.36M
$103M
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
76.8K+ 151.71% |
$4.92M - $5.34M
|
127K
$9.62M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
76.1K+ 25.34% |
$4.88M - $5.3M
|
377K
$28.4M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.2K+ 2.15% |
$4.82M - $5.23M
|
3.57M
$269M
|
|
Nov 13, 2023
Q3 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
73.1K+ 44.46% |
$4.68M - $5.09M
|
238K
$17.9M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
72.4K+ 5.83% |
$4.63M - $5.03M
|
1.31M
$99.1M
|