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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.14K+ 7.7% |
$282K - $308K
|
57.9K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.1KNew |
$279K - $305K
|
4.1K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4.1K+ 63.03% |
$279K - $305K
|
10.6K
$756K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
4.05KNew |
$276K - $301K
|
4.05K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4K+ 3.16% |
$272K - $298K
|
131K
$9.33M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.97K+ 5.21% |
$270K - $295K
|
80.2K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.97K+ 7.85% |
$270K - $295K
|
54.5K
$3.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.94K+ 3.19% |
$269K - $293K
|
127K
$9.09M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.93K+ 172.09% |
$268K - $293K
|
6.22K
$444K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.93KNew |
$268K - $292K
|
3.93K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
3.85KNew |
$262K - $286K
|
3.85K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.79K+ 7.06% |
$258K - $282K
|
57.5K
$4.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.74KNew |
$255K - $278K
|
3.74K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.74K+ 107.85% |
$255K - $278K
|
7.2K
$514K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.69K+ 1.52% |
$252K - $275K
|
247K
$17.6M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
3.65K+ 14.22% |
$249K - $272K
|
29.3K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.65K+ 7.54% |
$249K - $272K
|
52K
$3.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.62KNew |
$246K - $269K
|
3.62K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.62KNew |
$246K - $269K
|
3.62K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.58K+ 4.15% |
$244K - $266K
|
89.7K
$6.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.56K+ 0.68% |
$243K - $265K
|
529K
$37.7M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.51K+ 6.63% |
$239K - $262K
|
56.5K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.46K+ 4.18% |
$236K - $258K
|
86.4K
$6.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.42KNew |
$233K - $254K
|
3.42K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.37KNew |
$230K - $251K
|
3.37K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
3.37K+ 1.11% |
$230K - $251K
|
308K
$22M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.36K+ 2.5% |
$229K - $250K
|
138K
$9.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
3.36K+ 0.57% |
$229K - $250K
|
594K
$42.4M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.34K+ 80.02% |
$228K - $249K
|
7.51K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.33K+ 2.9% |
$227K - $248K
|
118K
$8.45M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.33KNew |
$227K - $248K
|
3.33K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.29K+ 64.17% |
$224K - $245K
|
8.43K
$601K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.28KNew |
$224K - $244K
|
3.28K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.27KNew |
$223K - $244K
|
3.27K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.27K+ 22.42% |
$223K - $243K
|
17.9K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.26KNew |
$222K - $243K
|
3.26K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.23K+ 2.94% |
$220K - $240K
|
113K
$8.08M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
3.22K+ 2.15% |
$219K - $240K
|
153K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
3.21KNew |
$219K - $239K
|
3.21K
$229K
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.18KNew |
$217K - $237K
|
3.18K
$227K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.16K+ 11.14% |
$215K - $235K
|
31.5K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.15K+ 21.06% |
$215K - $235K
|
18.1K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.15K+ 2.25% |
$215K - $235K
|
143K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.15KNew |
$215K - $235K
|
3.15K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.15K+ 3.62% |
$215K - $234K
|
90.1K
$6.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.14K+ 4.55% |
$214K - $234K
|
72.2K
$5.15M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.13KNew |
$213K - $233K
|
3.13K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.1K+ 18.24% |
$211K - $231K
|
20.1K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.09KNew |
$211K - $230K
|
3.09K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.09KNew |
$210K - $230K
|
3.09K
$220K
|