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 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.7K+ 5.47% |
$116K - $126K
|
32.7K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.69K+ 0.78% |
$115K - $126K
|
219K
$15.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
1.68K+ 0.6% |
$114K - $125K
|
282K
$19.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
1.67K+ 1.63% |
$114K - $125K
|
104K
$7.34M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
1.65K+ 2.81% |
$112K - $123K
|
60.5K
$4.26M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.65K+ 4.43% |
$112K - $123K
|
39K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.62K+ 13.84% |
$110K - $120K
|
13.3K
$936K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.6K+ 1.1% |
$109K - $119K
|
147K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.6K+ 0.28% |
$109K - $119K
|
565K
$39.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.59K+ 0.94% |
$108K - $118K
|
171K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.56K+ 44.32% |
$106K - $116K
|
5.08K
$358K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.56K+ 38.79% |
$106K - $116K
|
5.57K
$393K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.56K+ 4.87% |
$106K - $116K
|
33.5K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.54K+ 2.48% |
$105K - $115K
|
63.7K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.54KNew |
$105K - $115K
|
1.54K
$109K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.53K+ 0.2% |
$104K - $114K
|
773K
$54.5M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.53K+ 53.2% |
$104K - $114K
|
4.4K
$310K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.51K+ 0.16% |
$103K - $112K
|
961K
$67.7M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.5K+ 2.44% |
$102K - $112K
|
63.1K
$4.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.5K+ 1.03% |
$102K - $112K
|
148K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
1.49K+ 0.47% |
$101K - $111K
|
319K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49K+ 3.4% |
$101K - $111K
|
45.2K
$3.19M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.48K+ 1.05% |
$101K - $110K
|
142K
$10M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.45K+ 24.41% |
$98.5K - $108K
|
7.36K
$519K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.44K+ 14.3% |
$98.3K - $107K
|
11.5K
$812K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.44K+ 40.09% |
$97.8K - $107K
|
5.02K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.42K+ 11.3% |
$96.4K - $105K
|
13.9K
$982K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.41K+ 2.23% |
$95.7K - $105K
|
64.5K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.4K+ 5.66% |
$95.4K - $104K
|
26.1K
$1.84M
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
1.4KNew |
$95.4K - $104K
|
1.4K
$98.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.4K+ 7.01% |
$95.3K - $104K
|
21.3K
$1.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.39K+ 0.71% |
$94.8K - $104K
|
196K
$13.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
1.39K+ 2.12% |
$94.5K - $103K
|
66.9K
$4.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.35K+ 1.75% |
$91.9K - $100K
|
78.3K
$5.52M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.35K+ 15.56% |
$91.9K - $100K
|
10K
$706K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34KNew |
$91.4K - $99.8K
|
1.34K
$94.5K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.34K+ 31.83% |
$91.4K - $99.8K
|
5.55K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.34K+ 12.54% |
$91.1K - $99.5K
|
12K
$845K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.31K+ 16.1% |
$89.3K - $97.5K
|
9.45K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.31K+ 7.67% |
$89.1K - $97.3K
|
18.3K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.3K+ 4.62% |
$88.2K - $96.4K
|
29.3K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.29K+ 8.71% |
$88K - $96.2K
|
16.1K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.29K+ 11.3% |
$87.9K - $96K
|
12.7K
$896K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.29K+ 0.91% |
$87.6K - $95.7K
|
143K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 6.77% |
$87.1K - $95.1K
|
20.1K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.28K+ 4.7% |
$87K - $95K
|
28.5K
$2.01M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
1.28K+ 1.92% |
$87K - $95K
|
67.8K
$4.78M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.28K+ 6.13% |
$86.9K - $94.9K
|
22.1K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.27K+ 28.77% |
$86.7K - $94.7K
|
5.69K
$401K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.27K+ 35.42% |
$86.5K - $94.5K
|
4.85K
$342K
|