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 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
381+ 19.09% |
$26K - $28.4K
|
2.38K
$168K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
381+ 11.55% |
$26K - $28.4K
|
3.68K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
371+ 3.11% |
$25.3K - $27.6K
|
12.3K
$868K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
365+ 2.33% |
$24.9K - $27.2K
|
16.1K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
353New |
$24.1K - $26.3K
|
353
$24.9K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
352+ 1.36% |
$24K - $26.2K
|
26.2K
$1.85M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
351+ 5.91% |
$23.9K - $26.1K
|
6.29K
$444K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
343+ 5.96% |
$23.4K - $25.5K
|
6.1K
$430K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
336+ 0.97% |
$22.9K - $25K
|
35K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
335+ 0.48% |
$22.8K - $24.9K
|
69.6K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
335+ 0.38% |
$22.8K - $24.9K
|
87.7K
$6.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
325+ 0.83% |
$22.1K - $24.2K
|
39.5K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
324+ 10.31% |
$22.1K - $24.1K
|
3.47K
$244K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
317+ 56.41% |
$21.6K - $23.6K
|
879
$62K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
315+ 0.27% |
$21.5K - $23.4K
|
116K
$8.18M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
314New |
$21.4K - $23.4K
|
314
$22.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
311+ 2.57% |
$21.2K - $23.1K
|
12.4K
$874K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
309+ 0.61% |
$21.1K - $23K
|
51.4K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
309+ 10.18% |
$21.1K - $23K
|
3.35K
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
308+ 3.19% |
$21K - $22.9K
|
9.96K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
302+ 0.39% |
$20.6K - $22.5K
|
78K
$5.5M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
301+ 3.78% |
$20.5K - $22.4K
|
8.27K
$583K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
301+ 9.09% |
$20.5K - $22.4K
|
3.61K
$255K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
300+ 2.64% |
$20.4K - $22.3K
|
11.7K
$821K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
298New |
$20.3K - $22.2K
|
298
$21K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
288+ 4.11% |
$19.6K - $21.4K
|
7.29K
$514K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
284+ 0.11% |
$19.4K - $21.1K
|
257K
$18.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
277+ 3.9% |
$18.9K - $20.6K
|
7.37K
$520K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
270+ 0.47% |
$18.4K - $20.1K
|
58.1K
$4.09M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
266New |
$18.1K - $19.8K
|
266
$18.7K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
259+ 7.32% |
$17.6K - $19.3K
|
3.8K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
258+ 1.7% |
$17.6K - $19.2K
|
15.5K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
244+ 2.04% |
$16.6K - $18.2K
|
12.2K
$862K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
242+ 3.91% |
$16.5K - $18K
|
6.43K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
238+ 2.89% |
$16.2K - $17.7K
|
8.48K
$597K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
237+ 4.85% |
$16.1K - $17.6K
|
5.12K
$361K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
236+ 8.07% |
$16.1K - $17.6K
|
3.16K
$223K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
236+ 11.02% |
$16.1K - $17.6K
|
2.38K
$168K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
233+ 2.21% |
$15.9K - $17.3K
|
10.8K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
229+ 7.38% |
$15.6K - $17K
|
3.33K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
227+ 5.41% |
$15.5K - $16.9K
|
4.42K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
221+ 0.09% |
$15.1K - $16.4K
|
246K
$17.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
220+ 2.75% |
$15K - $16.4K
|
8.21K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
213+ 0.61% |
$14.5K - $15.9K
|
35K
$2.47M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
212+ 1.29% |
$14.4K - $15.8K
|
16.6K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
208+ 2.9% |
$14.2K - $15.5K
|
7.37K
$520K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
208+ 0.13% |
$14.2K - $15.5K
|
156K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
198+ 1.98% |
$13.5K - $14.7K
|
10.2K
$720K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
192+ 6.68% |
$13.1K - $14.3K
|
3.07K
$216K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
190+ 3.32% |
$12.9K - $14.1K
|
5.91K
$417K
|