Purchases and Sales Made in Q1 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
57.2MNew |
$3.9B - $4.26B
|
57.2M
$4.03B
|
|
|
May 15, 2024
Q1 2024
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
BUY
|
- |
41.1MNew |
$2.8B - $3.06B
|
41.1M
$2.9B
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
4.91M+ 220.05% |
$334M - $365M
|
7.14M
$503M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.96M+ 2.34% |
$270M - $294M
|
173M
$12.2B
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.02M+ 52.99% |
$206M - $225M
|
8.73M
$615M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.94M+ 8.41% |
$200M - $219M
|
37.9M
$2.67B
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.87MNew |
$196M - $214M
|
2.87M
$202M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.29M+ 4864.86% |
$156M - $170M
|
2.34M
$165M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.29M+ 217.23% |
$156M - $170M
|
3.34M
$235M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.1M+ 2.73% |
$143M - $156M
|
79M
$5.57B
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.75M+ 46.7% |
$120M - $131M
|
5.51M
$388M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.47MNew |
$100M - $109M
|
1.47M
$103M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36M+ 1.55% |
$92.4M - $101M
|
89.1M
$6.28B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36M+ 1.55% |
$92.4M - $101M
|
89.1M
$6.28B
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.35MNew |
$92M - $100M
|
1.35M
$95.1M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1M+ 623.83% |
$68.1M - $74.4M
|
1.16M
$81.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
936K+ 3.07% |
$63.8M - $69.7M
|
31.4M
$2.22B
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
921K+ 12.52% |
$62.7M - $68.5M
|
8.27M
$583M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
815K+ 3.01% |
$55.5M - $60.6M
|
27.9M
$1.97B
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
611KNew |
$41.6M - $45.4M
|
611K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
579K+ 6.44% |
$39.4M - $43.1M
|
9.57M
$674M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
573K+ 1.02% |
$39.1M - $42.7M
|
57M
$4.02B
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
511K+ 6.81% |
$34.8M - $38.1M
|
8.02M
$565M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
505K+ 25.03% |
$34.4M - $37.6M
|
2.52M
$178M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
456K+ 32.05% |
$31.1M - $33.9M
|
1.88M
$132M
|
|
|
May 15, 2024
Q1 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
455K+ 10.76% |
$31M - $33.9M
|
4.68M
$330M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
427K+ 14.61% |
$29.1M - $31.7M
|
3.35M
$236M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
403K+ 3.26% |
$27.4M - $30M
|
12.8M
$900M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
398K+ 2.29% |
$27.1M - $29.6M
|
17.8M
$1.25B
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
382K+ 6.43% |
$26M - $28.4M
|
6.32M
$446M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
376K+ 24.27% |
$25.6M - $28M
|
1.93M
$136M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
374K+ 10.76% |
$25.5M - $27.8M
|
3.84M
$271M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
363K+ 4.92% |
$24.7M - $27M
|
7.74M
$545M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
346K+ 27.27% |
$23.6M - $25.7M
|
1.61M
$114M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
333K+ 13.56% |
$22.7M - $24.8M
|
2.79M
$196M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
311K+ 17.8% |
$21.2M - $23.1M
|
2.06M
$145M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
310KNew |
$21.1M - $23.1M
|
310K
$21.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
307KNew |
$20.9M - $22.8M
|
307K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
279K+ 5.36% |
$19M - $20.7M
|
5.47M
$386M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
271K+ 0.46% |
$18.4M - $20.1M
|
58.6M
$4.13B
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
261K+ 17.04% |
$17.8M - $19.4M
|
1.79M
$126M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
260K+ 10.19% |
$17.7M - $19.4M
|
2.81M
$198M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
257K+ 152.83% |
$17.5M - $19.1M
|
425K
$30M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
256K+ 7.38% |
$17.5M - $19.1M
|
3.73M
$263M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
222K+ 63.95% |
$15.1M - $16.5M
|
569K
$40.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
219KNew |
$14.9M - $16.3M
|
219K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
215K+ 2006.93% |
$14.7M - $16M
|
226K
$15.9M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
213K+ 1.21% |
$14.5M - $15.8M
|
17.8M
$1.25B
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
210KNew |
$14.3M - $15.6M
|
210K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
205K+ 8.34% |
$14M - $15.2M
|
2.66M
$187M
|