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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-16.8K- 45.58% |
$1.03M - $1.19M
|
20.1K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-17K- 4.55% |
$1.04M - $1.2M
|
356K
$26.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-18K- 6.66% |
$1.1M - $1.27M
|
252K
$18.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-18.3K- 49.08% |
$1.12M - $1.29M
|
19K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-18.5K- 49.8% |
$1.14M - $1.31M
|
18.7K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-18.7K- 2.75% |
$1.14M - $1.32M
|
659K
$48.5M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-19.2K- 14.78% |
$1.18M - $1.36M
|
111K
$8.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-19.4K- 11.95% |
$1.19M - $1.36M
|
143K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-19.6K- 13.42% |
$1.2M - $1.38M
|
126K
$9.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-19.8K- 22.49% |
$1.21M - $1.4M
|
68.2K
$5.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-20K- 8.72% |
$1.22M - $1.41M
|
209K
$15.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.1K- 5.6% |
$1.23M - $1.42M
|
338K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-20.5K- 72.58% |
$1.26M - $1.45M
|
7.75K
$570K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 3.7% |
$1.27M - $1.46M
|
538K
$39.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-20.9K- 4.54% |
$1.28M - $1.47M
|
439K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-21.2K- 14.78% |
$1.3M - $1.5M
|
123K
$9.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-21.6K- 62.17% |
$1.32M - $1.52M
|
13.1K
$967K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-22.2K- 34.18% |
$1.36M - $1.57M
|
42.8K
$3.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-24.2K- 3.34% |
$1.48M - $1.71M
|
701K
$51.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-25.3K- 4.21% |
$1.55M - $1.79M
|
576K
$42.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25.7K- 33.85% |
$1.58M - $1.81M
|
50.3K
$3.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-26.1K- 6.19% |
$1.6M - $1.84M
|
395K
$29.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-26.5K- 3.32% |
$1.63M - $1.87M
|
772K
$56.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-27.1K- 38.33% |
$1.66M - $1.91M
|
43.5K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-27.5K- 7.07% |
$1.69M - $1.94M
|
362K
$26.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-28.4K- 22.9% |
$1.74M - $2M
|
95.5K
$7.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.4K- 10.02% |
$1.74M - $2M
|
255K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-28.8K- 78.82% |
$1.76M - $2.03M
|
7.73K
$569K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-30.4K- 36.46% |
$1.86M - $2.14M
|
52.9K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-30.7K- 3.25% |
$1.88M - $2.16M
|
914K
$67.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30.7K- 61.97% |
$1.88M - $2.16M
|
18.8K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30.9K- 6.33% |
$1.89M - $2.18M
|
457K
$33.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-31.8K- 3.76% |
$1.95M - $2.24M
|
815K
$60M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-31.9K- 20.22% |
$1.95M - $2.25M
|
126K
$9.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-32.2K- 17.45% |
$1.97M - $2.27M
|
152K
$11.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-33.5K- 52.09% |
$2.05M - $2.36M
|
30.8K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-35.1K- 4.9% |
$2.15M - $2.48M
|
682K
$50.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-36.4K- 70.79% |
$2.23M - $2.56M
|
15K
$1.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-37K- 91.77% |
$2.27M - $2.61M
|
3.32K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-37.1K- 9.62% |
$2.28M - $2.62M
|
349K
$25.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.3K- 0.55% |
$2.28M - $2.63M
|
6.79M
$499M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-37.6K- 55.67% |
$2.3M - $2.65M
|
29.9K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-38.8K- 33.74% |
$2.38M - $2.74M
|
76.2K
$5.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-38.9K- 2.77% |
$2.39M - $2.74M
|
1.37M
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-41.2KClosed |
$2.53M - $2.9M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-41.8K- 5.8% |
$2.56M - $2.94M
|
678K
$49.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-41.9K- 4.61% |
$2.57M - $2.95M
|
868K
$63.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-42.9K- 14.17% |
$2.63M - $3.02M
|
260K
$19.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-43.4K- 2.02% |
$2.66M - $3.06M
|
2.1M
$155M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-44.8K- 92.39% |
$2.74M - $3.16M
|
3.69K
$272K
|