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
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.1K+ 236.05% |
$1.22M - $1.33M
|
27.2K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
18.9K+ 13.1% |
$1.21M - $1.32M
|
163K
$12.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
18.9K+ 2.67% |
$1.21M - $1.31M
|
725K
$54.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18.8K+ 33.59% |
$1.2M - $1.31M
|
74.8K
$5.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 0.84% |
$1.2M - $1.3M
|
2.26M
$170M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
18.7K+ 7.87% |
$1.2M - $1.3M
|
256K
$19.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
18.7K+ 4.13% |
$1.2M - $1.3M
|
472K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.5K+ 7.16% |
$1.19M - $1.29M
|
277K
$20.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
18.3K+ 2.43% |
$1.17M - $1.27M
|
770K
$58.2M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
17.8K+ 3.56% |
$1.14M - $1.24M
|
518K
$39.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
17.5K+ 39.16% |
$1.12M - $1.22M
|
62.2K
$4.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17.4KNew |
$1.11M - $1.21M
|
17.4K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Matson Money. Inc.
|
BUY
|
- |
17.3K+ 0.83% |
$1.11M - $1.21M
|
2.1M
$158M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.2K+ 15.85% |
$1.1M - $1.2M
|
126K
$9.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
17.1K+ 4.99% |
$1.09M - $1.19M
|
359K
$27.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17K+ 11.19% |
$1.09M - $1.18M
|
169K
$12.8M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17K+ 26.43% |
$1.09M - $1.18M
|
81.3K
$6.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
16.9K+ 1.5% |
$1.09M - $1.18M
|
1.15M
$86.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
16.7K+ 162.83% |
$1.07M - $1.16M
|
26.9K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.6K+ 5.05% |
$1.06M - $1.15M
|
345K
$26M
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
16.3K+ 7.76% |
$1.04M - $1.13M
|
226K
$17.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
16.1K+ 2.89% |
$1.03M - $1.12M
|
573K
$43.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
16K+ 4.33% |
$1.02M - $1.11M
|
384K
$29M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
15.4K+ 1.9% |
$985K - $1.07M
|
825K
$62.3M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15.2K+ 18.07% |
$976K - $1.06M
|
99.5K
$7.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
15.2K+ 0.51% |
$975K - $1.06M
|
3.02M
$228M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
15.1KNew |
$967K - $1.05M
|
15.1K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
15.1KNew |
$964K - $1.05M
|
15.1K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 0.56% |
$964K - $1.05M
|
2.72M
$205M
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
14.9K+ 3.35% |
$955K - $1.04M
|
460K
$34.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
14.9K+ 900.18% |
$954K - $1.04M
|
16.6K
$1.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
14.7KNew |
$938K - $1.02M
|
14.7K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
14.5KNew |
$931K - $1.01M
|
14.5K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.4K+ 2.85% |
$921K - $1M
|
519K
$39.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
14.2K+ 2.76% |
$908K - $986K
|
527K
$39.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13.9K+ 10.72% |
$892K - $969K
|
144K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
13.9KNew |
$890K - $967K
|
13.9K
$1.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
13.9K+ 66.0% |
$888K - $965K
|
34.9K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
13.8K+ 6.83% |
$881K - $957K
|
215K
$16.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
13.7K+ 4.0% |
$880K - $956K
|
358K
$27M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
13.6K+ 13.9% |
$872K - $947K
|
112K
$8.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
13.6K+ 6.62% |
$870K - $945K
|
219K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13.4K+ 6318.87% |
$858K - $932K
|
13.6K
$1.03M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$845K - $918K
|
13.2K
$996K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13.1K+ 8.72% |
$837K - $909K
|
163K
$12.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
13.1K+ 7.69% |
$836K - $908K
|
183K
$13.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13K+ 13.57% |
$835K - $907K
|
109K
$8.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.8K+ 10.79% |
$818K - $889K
|
131K
$9.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.7K+ 4.61% |
$813K - $883K
|
288K
$21.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12.6K+ 5.0% |
$809K - $879K
|
266K
$20.1M
|