Purchases and Sales Made in Q4 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-384- 0.19% |
$23.5K - $27.1K
|
197K
$14.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-385- 15.63% |
$23.6K - $27.1K
|
2.08K
$153K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-385- 3.67% |
$23.6K - $27.1K
|
10.1K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-388- 0.95% |
$23.8K - $27.3K
|
40.6K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-397- 5.25% |
$24.3K - $28K
|
7.17K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-403- 4.34% |
$24.7K - $28.4K
|
8.89K
$654K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-423- 1.89% |
$25.9K - $29.8K
|
22K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-423- 8.46% |
$25.9K - $29.8K
|
4.58K
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-433- 4.14% |
$26.5K - $30.5K
|
10K
$737K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-434- 0.59% |
$26.6K - $30.6K
|
73.3K
$5.39M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-436- 6.09% |
$26.7K - $30.7K
|
6.73K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-439- 4.01% |
$26.9K - $30.9K
|
10.5K
$774K
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-440- 3.34% |
$27K - $31K
|
12.8K
$938K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-442- 1.53% |
$27.1K - $31.1K
|
28.4K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-452- 0.65% |
$27.7K - $31.9K
|
69.1K
$5.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-457- 0.81% |
$28K - $32.2K
|
56K
$4.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-469- 4.86% |
$28.7K - $33.1K
|
9.18K
$675K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-475- 0.45% |
$29.1K - $33.5K
|
106K
$7.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Pembroke Management, LTD
|
SELL
|
- |
-480- 1.01% |
$29.4K - $33.8K
|
47.1K
$3.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-481- 0.61% |
$29.5K - $33.9K
|
78.8K
$5.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-481- 5.39% |
$29.5K - $33.9K
|
8.45K
$622K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-487- 7.35% |
$29.9K - $34.3K
|
6.14K
$452K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-489- 3.93% |
$30K - $34.5K
|
12K
$880K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-495- 38.52% |
$30.3K - $34.9K
|
790
$58.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-508- 2.16% |
$31.1K - $35.8K
|
23.1K
$1.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-518- 1.16% |
$31.8K - $36.5K
|
44K
$3.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-523- 0.34% |
$32.1K - $36.9K
|
155K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-525- 7.27% |
$32.2K - $37K
|
6.7K
$493K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-528- 1.54% |
$32.4K - $37.2K
|
33.8K
$2.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-528- 3.26% |
$32.4K - $37.2K
|
15.7K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-538- 2.04% |
$33K - $37.9K
|
25.9K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-542- 0.74% |
$33.2K - $38.2K
|
73.1K
$5.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-555- 2.73% |
$34K - $39.1K
|
19.7K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-564- 0.79% |
$34.6K - $39.7K
|
71.3K
$5.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-564- 5.31% |
$34.6K - $39.7K
|
10.1K
$740K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-575- 12.45% |
$35.2K - $40.5K
|
4.05K
$298K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-584- 14.83% |
$35.8K - $41.2K
|
3.35K
$247K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-588- 2.52% |
$36K - $41.4K
|
22.8K
$1.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-590- 5.43% |
$36.2K - $41.6K
|
10.3K
$756K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-603- 0.93% |
$37K - $42.5K
|
64.5K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-605- 16.15% |
$37.1K - $42.6K
|
3.14K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-608- 11.05% |
$37.3K - $42.8K
|
4.89K
$360K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-612- 11.92% |
$37.5K - $43.1K
|
4.52K
$333K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-617- 5.89% |
$37.8K - $43.5K
|
9.87K
$726K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-625- 10.71% |
$38.3K - $44K
|
5.21K
$383K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-638- 1.47% |
$39.1K - $45K
|
42.7K
$3.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-639- 1.44% |
$39.2K - $45K
|
43.9K
$3.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-642- 9.9% |
$39.4K - $45.2K
|
5.84K
$430K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-643- 8.06% |
$39.4K - $45.3K
|
7.34K
$540K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-651- 1.97% |
$39.9K - $45.9K
|
32.4K
$2.38M
|