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 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
187+ 5.7% |
$12.7K - $13.9K
|
3.47K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
187+ 0.65% |
$12.7K - $13.9K
|
28.9K
$2.04M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
187+ 0.65% |
$12.7K - $13.9K
|
28.9K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
185+ 35.04% |
$12.6K - $13.8K
|
713
$50.3K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
183+ 0.46% |
$12.5K - $13.6K
|
39.8K
$2.8M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
182+ 0.91% |
$12.4K - $13.5K
|
20.2K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
180+ 1.19% |
$12.3K - $13.4K
|
15.3K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
176+ 102.33% |
$12K - $13.1K
|
348
$24.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
174New |
$11.9K - $13K
|
174
$12.3K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
172+ 1.18% |
$11.7K - $12.8K
|
14.8K
$1.04M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
161+ 6.32% |
$11K - $12K
|
2.71K
$191K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
160+ 0.16% |
$10.9K - $11.9K
|
98.7K
$6.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
150+ 1.88% |
$10.2K - $11.2K
|
8.14K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
145+ 4.18% |
$9.88K - $10.8K
|
3.61K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
141+ 2.54% |
$9.61K - $10.5K
|
5.7K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
137+ 24.51% |
$9.34K - $10.2K
|
696
$49.1K
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
135+ 0.45% |
$9.2K - $10K
|
29.9K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
135+ 0.73% |
$9.2K - $10K
|
18.5K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
132+ 0.13% |
$8.99K - $9.82K
|
104K
$7.34M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
132+ 2.06% |
$8.99K - $9.82K
|
6.53K
$460K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
131+ 0.25% |
$8.93K - $9.75K
|
53K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
130+ 4.31% |
$8.86K - $9.68K
|
3.14K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
129New |
$8.79K - $9.6K
|
129
$9.09K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
126+ 35.49% |
$8.59K - $9.38K
|
481
$33.9K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
126+ 4.41% |
$8.59K - $9.38K
|
2.98K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
124+ 0.11% |
$8.45K - $9.23K
|
109K
$7.7M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
120+ 53.81% |
$8.18K - $8.93K
|
343
$24.2K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
118+ 0.39% |
$8.04K - $8.78K
|
30.3K
$2.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
115+ 2.19% |
$7.84K - $8.56K
|
5.37K
$378K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
115+ 0.08% |
$7.84K - $8.56K
|
146K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
113+ 0.69% |
$7.7K - $8.41K
|
16.6K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
108New |
$7.36K - $8.04K
|
108
$7.61K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
104+ 0.2% |
$7.09K - $7.74K
|
52.2K
$3.68M
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
101+ 0.19% |
$6.88K - $7.52K
|
53.4K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
92+ 0.09% |
$6.27K - $6.85K
|
99.3K
$7M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
89+ 2.19% |
$6.06K - $6.62K
|
4.15K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
86+ 11.07% |
$5.86K - $6.4K
|
863
$60.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
85+ 0.94% |
$5.79K - $6.33K
|
9.15K
$645K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
83+ 0.03% |
$5.66K - $6.18K
|
265K
$18.7M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
76+ 27.34% |
$5.18K - $5.66K
|
354
$24.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
75+ 1.32% |
$5.11K - $5.58K
|
5.75K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
74+ 1.44% |
$5.04K - $5.51K
|
5.23K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
74+ 1.57% |
$5.04K - $5.51K
|
4.8K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
73+ 11.23% |
$4.97K - $5.43K
|
723
$51K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$4.7K - $5.14K
|
69
$4.86K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
66+ 3.22% |
$4.5K - $4.91K
|
2.11K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
66+ 0.1% |
$4.5K - $4.91K
|
65K
$4.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
62+ 1.58% |
$4.22K - $4.61K
|
3.99K
$281K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
62+ 0.52% |
$4.22K - $4.61K
|
11.9K
$839K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
61+ 0.71% |
$4.16K - $4.54K
|
8.65K
$610K
|