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 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
750+ 0.4% |
$51.1K - $55.8K
|
188K
$13.2M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
749+ 0.35% |
$51K - $55.7K
|
214K
$15.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
735+ 1.47% |
$50.1K - $54.7K
|
50.9K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
704+ 7.83% |
$48K - $52.4K
|
9.7K
$684K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
682+ 0.24% |
$46.5K - $50.8K
|
285K
$20.1M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
679+ 28.26% |
$46.3K - $50.5K
|
3.08K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
644+ 3.89% |
$43.9K - $47.9K
|
17.2K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
634+ 2.73% |
$43.2K - $47.2K
|
23.9K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
625+ 12.4% |
$42.6K - $46.5K
|
5.66K
$399K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
617+ 0.64% |
$42K - $45.9K
|
97.1K
$6.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
613+ 9.12% |
$41.8K - $45.6K
|
7.33K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
610+ 49.63% |
$41.6K - $45.4K
|
1.84K
$130K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
596+ 8.34% |
$40.6K - $44.4K
|
7.74K
$546K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
596+ 9.21% |
$40.6K - $44.4K
|
7.07K
$498K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
588+ 2.62% |
$40.1K - $43.8K
|
23K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
583+ 0.63% |
$39.7K - $43.4K
|
93.6K
$6.6M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
578+ 8.51% |
$39.4K - $43K
|
7.37K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
566+ 1.58% |
$38.6K - $42.1K
|
36.3K
$2.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
559+ 9.2% |
$38.1K - $41.6K
|
6.63K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
557+ 5.85% |
$38K - $41.5K
|
10.1K
$710K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
548+ 2.06% |
$37.3K - $40.8K
|
27.2K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
543+ 7.22% |
$37K - $40.4K
|
8.06K
$568K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
540+ 14.71% |
$36.8K - $40.2K
|
4.21K
$297K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
533+ 4.12% |
$36.3K - $39.7K
|
13.5K
$949K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
533+ 10.4% |
$36.3K - $39.7K
|
5.66K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
501+ 5.0% |
$34.1K - $37.3K
|
10.5K
$742K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
500+ 5.52% |
$34.1K - $37.2K
|
9.57K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
498+ 13.46% |
$33.9K - $37.1K
|
4.2K
$296K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
485+ 8.64% |
$33K - $36.1K
|
6.1K
$430K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
485+ 4.19% |
$33K - $36.1K
|
12.1K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
485+ 2.58% |
$33K - $36.1K
|
19.3K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
472+ 1.48% |
$32.2K - $35.1K
|
32.4K
$2.29M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
466+ 11.62% |
$31.8K - $34.7K
|
4.48K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
466+ 2.05% |
$31.8K - $34.7K
|
23.2K
$1.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
451+ 1.46% |
$30.7K - $33.6K
|
31.2K
$2.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
446+ 3.44% |
$30.4K - $33.2K
|
13.4K
$946K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
443New |
$30.2K - $33K
|
443
$31.2K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
439+ 4.7% |
$29.9K - $32.7K
|
9.78K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
433New |
$29.5K - $32.2K
|
433
$30.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
426+ 1.07% |
$29K - $31.7K
|
40.4K
$2.85M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
420+ 4.74% |
$28.6K - $31.3K
|
9.27K
$653K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
417+ 4.01% |
$28.4K - $31K
|
10.8K
$762K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
412+ 16.1% |
$28.1K - $30.7K
|
2.97K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
399+ 13.25% |
$27.2K - $29.7K
|
3.41K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
397New |
$27.1K - $29.5K
|
397
$28K
|
|
|
May 08, 2024
Q1 2024
|
Pembroke Management, LTD
|
BUY
|
- |
396+ 0.84% |
$27K - $29.5K
|
47.5K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
390+ 5.33% |
$26.6K - $29K
|
7.7K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
389+ 1.09% |
$26.5K - $29K
|
35.9K
$2.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
386+ 1.28% |
$26.3K - $28.7K
|
30.4K
$2.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
383+ 1.4% |
$26.1K - $28.5K
|
27.7K
$1.96M
|