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
|
True Private Wealth Advisors
|
BUY
|
- |
72K+ 76.87% |
$4.61M - $5.01M
|
166K
$12.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
71.3K+ 11.3% |
$4.56M - $4.96M
|
702K
$53M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
71.1K+ 23.83% |
$4.56M - $4.95M
|
370K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
67.6K+ 222.24% |
$4.33M - $4.7M
|
98K
$7.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.8K+ 4.99% |
$4.28M - $4.65M
|
1.41M
$106M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
66.7K+ 26.98% |
$4.27M - $4.64M
|
314K
$23.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
66.1K+ 21.43% |
$4.23M - $4.6M
|
374K
$28.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
65.9K+ 6.98% |
$4.22M - $4.58M
|
1.01M
$76.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65.3K+ 5.34% |
$4.18M - $4.54M
|
1.29M
$97.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.3K+ 71.67% |
$4.05M - $4.41M
|
152K
$11.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
62.2KNew |
$3.99M - $4.33M
|
62.2K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
62.1K+ 0.76% |
$3.98M - $4.32M
|
8.18M
$618M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
61.4KNew |
$3.93M - $4.27M
|
61.4K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60.3K+ 405.22% |
$3.86M - $4.19M
|
75.1K
$5.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59.4K+ 8.6% |
$3.8M - $4.13M
|
750K
$56.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59K+ 549.32% |
$3.78M - $4.1M
|
69.7K
$5.27M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
58.7KNew |
$3.76M - $4.08M
|
58.7K
$4.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
58K+ 44.24% |
$3.71M - $4.03M
|
189K
$14.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57.1K+ 6.25% |
$3.66M - $3.97M
|
970K
$73.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
57.1K+ 3.39% |
$3.65M - $3.97M
|
1.74M
$131M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
57K+ 1.38% |
$3.65M - $3.96M
|
4.17M
$315M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
56.3K+ 2.21% |
$3.6M - $3.91M
|
2.61M
$197M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55.8K+ 3.89% |
$3.57M - $3.88M
|
1.49M
$112M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
54.3K+ 193.87% |
$3.48M - $3.78M
|
82.3K
$6.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52.2K+ 18.1% |
$3.34M - $3.63M
|
340K
$25.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50K+ 4.6% |
$3.2M - $3.48M
|
1.14M
$85.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
48.8K+ 73.69% |
$3.13M - $3.4M
|
115K
$8.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.9K+ 0.67% |
$3.07M - $3.34M
|
7.15M
$540M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
47.9K+ 27.54% |
$3.07M - $3.33M
|
222K
$16.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
47.7K+ 9.75% |
$3.05M - $3.32M
|
536K
$40.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
46.9K+ 25.32% |
$3.01M - $3.27M
|
232K
$17.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
45.8K+ 22.07% |
$2.94M - $3.19M
|
254K
$19.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
44K+ 14.11% |
$2.82M - $3.06M
|
356K
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.2K+ 3.69% |
$2.64M - $2.87M
|
1.16M
$87.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
39.5K+ 16.75% |
$2.53M - $2.75M
|
276K
$20.8M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
37.9K+ 6.89% |
$2.43M - $2.64M
|
588K
$44.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
37.6K+ 48.01% |
$2.41M - $2.62M
|
116K
$8.76M
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
37.4K+ 14.4% |
$2.4M - $2.61M
|
297K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
37.3K+ 5.49% |
$2.39M - $2.6M
|
718K
$54.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
37K+ 2.01% |
$2.37M - $2.57M
|
1.88M
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
36.3K+ 13.64% |
$2.33M - $2.53M
|
303K
$22.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.5K+ 9.37% |
$2.27M - $2.47M
|
414K
$31.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
35.1K+ 12.6% |
$2.25M - $2.44M
|
314K
$23.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
35.1K+ 3.4% |
$2.25M - $2.44M
|
1.07M
$80.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
35.1K+ 7.87% |
$2.25M - $2.44M
|
481K
$36.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.9K+ 7.86% |
$2.24M - $2.43M
|
479K
$36.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
34.3K+ 26.93% |
$2.19M - $2.38M
|
162K
$12.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
34.3K+ 6.89% |
$2.19M - $2.38M
|
532K
$40.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
34.2K+ 5.75% |
$2.19M - $2.38M
|
630K
$47.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
33.6KNew |
$2.15M - $2.34M
|
33.6K
$2.54M
|