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 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.27K+ 0.26% |
$86.3K - $94.2K
|
482K
$34M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.26K+ 2.3% |
$85.5K - $93.4K
|
55.9K
$3.94M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.24K+ 2.55% |
$84.2K - $91.9K
|
49.8K
$3.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.23K+ 4.34% |
$83.8K - $91.5K
|
29.6K
$2.09M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.22K+ 41.43% |
$83.2K - $90.9K
|
4.17K
$294K
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.2K+ 38.22% |
$81.8K - $89.3K
|
4.34K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.19K+ 4.77% |
$81K - $88.4K
|
26.1K
$1.84M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.18KNew |
$80.2K - $87.6K
|
1.18K
$83K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.18K+ 19.92% |
$80.1K - $87.5K
|
7.07K
$499K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
1.17K+ 10.7% |
$79.4K - $86.7K
|
12.1K
$849K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.15K+ 22.84% |
$78.6K - $85.9K
|
6.21K
$437K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.14K+ 0.52% |
$77.7K - $84.9K
|
221K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.13K+ 0.53% |
$77.2K - $84.3K
|
215K
$15.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.13K+ 1.21% |
$77.1K - $84.2K
|
94.5K
$6.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.12K+ 1.01% |
$76.2K - $83.2K
|
112K
$7.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.09K+ 22.04% |
$74.2K - $81.1K
|
6.03K
$425K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.09K+ 24.13% |
$74.1K - $80.9K
|
5.59K
$394K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
1.06K+ 33.3% |
$72.4K - $79.1K
|
4.26K
$300K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.06K+ 4.15% |
$72.3K - $79K
|
26.6K
$1.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.05K+ 115.33% |
$71.8K - $78.4K
|
1.97K
$139K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.02KNew |
$69.3K - $75.7K
|
1.02K
$71.7K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
1.02K+ 6.64% |
$69.3K - $75.7K
|
16.3K
$1.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
984+ 15.01% |
$67K - $73.2K
|
7.54K
$531K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
973+ 2.84% |
$66.3K - $72.4K
|
35.2K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
965+ 5.94% |
$65.8K - $71.8K
|
17.2K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
946+ 1.0% |
$64.5K - $70.4K
|
95.7K
$6.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
938+ 2.33% |
$63.9K - $69.8K
|
41.1K
$2.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
899+ 27.87% |
$61.3K - $66.9K
|
4.13K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
882+ 0.31% |
$60.1K - $65.6K
|
288K
$20.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
853+ 19.48% |
$58.1K - $63.5K
|
5.23K
$369K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
852+ 4.0% |
$58.1K - $63.4K
|
22.2K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
848+ 0.43% |
$57.8K - $63.1K
|
200K
$14.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
836+ 30.85% |
$57K - $62.2K
|
3.55K
$250K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
835+ 7.83% |
$56.9K - $62.1K
|
11.5K
$811K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
832+ 32.44% |
$56.7K - $61.9K
|
3.4K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
821+ 7.16% |
$55.9K - $61.1K
|
12.3K
$866K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
819+ 23.98% |
$55.8K - $61K
|
4.23K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
808+ 12.14% |
$55.1K - $60.1K
|
7.46K
$526K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
804+ 16.47% |
$54.8K - $59.8K
|
5.69K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
800New |
$54.5K - $59.5K
|
800
$56.4K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
800+ 5.65% |
$54.5K - $59.5K
|
15K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
792+ 34.77% |
$54K - $58.9K
|
3.07K
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
787+ 2.48% |
$53.6K - $58.6K
|
32.5K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
778+ 1.38% |
$53K - $57.9K
|
57.1K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
771+ 6.06% |
$52.5K - $57.4K
|
13.5K
$951K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
768+ 2.16% |
$52.3K - $57.2K
|
36.3K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
768+ 768.0% |
$52.3K - $57.2K
|
868
$61.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
765+ 10.29% |
$52.1K - $56.9K
|
8.2K
$578K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
763+ 8.06% |
$52K - $56.8K
|
10.2K
$721K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
752+ 10.25% |
$51.2K - $56K
|
8.09K
$570K
|