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
|
Coho Partners, Ltd.
|
BUY
|
- |
3.92KNew |
$251K - $273K
|
3.92K
$296K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.92KNew |
$251K - $273K
|
3.92K
$296K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.92KNew |
$251K - $273K
|
3.92K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.83K+ 55.91% |
$245K - $266K
|
10.7K
$806K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.79K+ 13.14% |
$243K - $264K
|
32.7K
$2.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.78K+ 21.68% |
$242K - $263K
|
21.2K
$1.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
3.77KNew |
$241K - $262K
|
3.77K
$285K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.74K+ 7.48% |
$239K - $260K
|
53.7K
$4.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.74K+ 28.83% |
$239K - $260K
|
16.7K
$1.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.73KNew |
$239K - $259K
|
3.73K
$281K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.73K+ 1.33% |
$239K - $259K
|
284K
$21.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.71KNew |
$238K - $258K
|
3.71K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.7K+ 7.29% |
$237K - $257K
|
54.5K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.69K+ 4.44% |
$236K - $256K
|
86.7K
$6.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$235K - $255K
|
3.67K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.67K+ 3.79% |
$235K - $255K
|
100K
$7.59M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
3.66KNew |
$234K - $255K
|
3.66K
$276K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.63K+ 45.9% |
$232K - $252K
|
11.5K
$870K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.6KNew |
$231K - $251K
|
3.6K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
BUY
|
- |
3.53KNew |
$226K - $245K
|
3.53K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
3.52K+ 1.67% |
$226K - $245K
|
215K
$16.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.46KNew |
$221K - $241K
|
3.46K
$261K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3.44K+ 1.02% |
$220K - $239K
|
339K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.44K+ 2.89% |
$220K - $239K
|
122K
$9.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.42KNew |
$219K - $238K
|
3.42K
$259K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
3.4K+ 4.77% |
$218K - $237K
|
74.7K
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.38K+ 729.59% |
$216K - $235K
|
3.84K
$290K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.35KNew |
$214K - $233K
|
3.35K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.33K+ 26.2% |
$214K - $232K
|
16.1K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.31KNew |
$212K - $230K
|
3.31K
$250K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.3K+ 2.31% |
$211K - $229K
|
146K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.28K+ 13.47% |
$210K - $228K
|
27.6K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.28KNew |
$210K - $228K
|
3.28K
$248K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.27K+ 5.07% |
$209K - $228K
|
67.7K
$5.12M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
3.27KNew |
$209K - $227K
|
3.27K
$247K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.27KNew |
$209K - $227K
|
3.27K
$247K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3.26K+ 4183.33% |
$209K - $227K
|
3.34K
$252K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.25KNew |
$208K - $226K
|
3.25K
$245K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.24K+ 3.82% |
$207K - $225K
|
87.9K
$6.64M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.18K+ 104.81% |
$204K - $221K
|
6.22K
$470K
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
3.16K+ 1.15% |
$203K - $220K
|
278K
$21M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.14K+ 49.43% |
$201K - $218K
|
9.49K
$716K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.13K+ 7.97% |
$200K - $218K
|
42.4K
$3.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.09K+ 5.27% |
$198K - $215K
|
61.6K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.07K+ 2.01% |
$197K - $214K
|
156K
$11.8M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.05K+ 1.87% |
$195K - $212K
|
166K
$12.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
2.91K+ 1.76% |
$186K - $203K
|
169K
$12.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
2.91K+ 49.36% |
$186K - $202K
|
8.8K
$665K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.89K+ 3.6% |
$185K - $201K
|
83.2K
$6.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.86K+ 1.19% |
$183K - $199K
|
244K
$18.4M
|