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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
12.6K+ 4.74% |
$809K - $879K
|
279K
$21.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12K+ 5.89% |
$770K - $837K
|
216K
$16.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.8K+ 5.09% |
$758K - $824K
|
244K
$18.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
11.7K+ 71.06% |
$751K - $816K
|
28.2K
$2.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
11.7K+ 6.32% |
$750K - $815K
|
197K
$14.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
11.5KNew |
$738K - $801K
|
11.5K
$870K
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
11.5K+ 3.67% |
$738K - $801K
|
325K
$24.6M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 5.4% |
$728K - $791K
|
222K
$16.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
11KNew |
$708K - $769K
|
11K
$834K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
11KNew |
$707K - $768K
|
11K
$834K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10.9K+ 5.28% |
$700K - $761K
|
218K
$16.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 4.09% |
$693K - $753K
|
275K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
10.8K+ 0.86% |
$692K - $752K
|
1.27M
$96.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
10.8K+ 5.21% |
$689K - $749K
|
217K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$688K - $747K
|
10.7K
$811K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 4.55% |
$677K - $735K
|
243K
$18.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.4K+ 217.0% |
$667K - $725K
|
15.2K
$1.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
10.2K+ 4.08% |
$655K - $712K
|
261K
$19.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
10.2K+ 1.7% |
$651K - $707K
|
609K
$46M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
10.1K+ 13.93% |
$646K - $702K
|
82.5K
$6.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
10K+ 71.11% |
$642K - $697K
|
24.1K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
9.99K+ 8.55% |
$640K - $695K
|
127K
$9.58M
|
|
|
Oct 03, 2023
Q3 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
9.94K+ 3.79% |
$637K - $692K
|
272K
$20.5M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9.88K+ 2.34% |
$633K - $688K
|
432K
$32.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.88K+ 8.42% |
$633K - $687K
|
127K
$9.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9.85K+ 5.2% |
$631K - $686K
|
200K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.84K+ 19.08% |
$630K - $685K
|
61.4K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.65K+ 6.77% |
$618K - $671K
|
152K
$11.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.57K+ 29.99% |
$613K - $666K
|
41.5K
$3.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9.51KNew |
$609K - $662K
|
9.51K
$718K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
9.47KNew |
$607K - $659K
|
9.47K
$715K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
9.44K+ 64.45% |
$604K - $657K
|
24.1K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
9.18KNew |
$588K - $639K
|
9.18K
$694K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.98K+ 0.61% |
$575K - $625K
|
1.48M
$112M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
8.95K+ 1.72% |
$573K - $623K
|
528K
$39.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.91K+ 4.03% |
$571K - $620K
|
230K
$17.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8.79K+ 0.54% |
$563K - $612K
|
1.65M
$125M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8.79K+ 0.54% |
$563K - $612K
|
1.65M
$125M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.62K+ 7.15% |
$552K - $600K
|
129K
$9.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.47K+ 2.48% |
$542K - $589K
|
349K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.4K+ 6.59% |
$538K - $584K
|
136K
$10.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.39K+ 3.58% |
$537K - $584K
|
243K
$18.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.31K+ 42.67% |
$532K - $578K
|
27.8K
$2.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.16K+ 27.37% |
$523K - $568K
|
38K
$2.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8.16K+ 2.54% |
$522K - $568K
|
330K
$24.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8.12K+ 6.42% |
$520K - $565K
|
135K
$10.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.96K+ 39.88% |
$510K - $554K
|
27.9K
$2.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.92K+ 7.0% |
$507K - $551K
|
121K
$9.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
7.88K+ 20.8% |
$504K - $548K
|
45.7K
$3.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.87K+ 10.7% |
$504K - $547K
|
81.4K
$6.14M
|