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 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
61+ 1.71% |
$4.16K - $4.54K
|
3.63K
$258K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
57+ 1.28% |
$3.88K - $4.24K
|
4.52K
$321K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
57+ 1.28% |
$3.88K - $4.24K
|
4.51K
$320K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
57+ 1.28% |
$3.88K - $4.24K
|
4.52K
$321K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.38% |
$3.82K - $4.17K
|
15K
$1.06M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
56+ 0.8% |
$3.82K - $4.17K
|
7.06K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 1.3% |
$3.75K - $4.09K
|
4.29K
$305K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
54+ 0.42% |
$3.68K - $4.02K
|
12.9K
$919K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
54+ 0.75% |
$3.68K - $4.02K
|
7.21K
$512K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
53+ 1.1% |
$3.61K - $3.94K
|
4.87K
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
52+ 68.42% |
$3.54K - $3.87K
|
128
$9.09K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
51+ 0.48% |
$3.48K - $3.8K
|
10.7K
$760K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
49+ 1.09% |
$3.34K - $3.65K
|
4.53K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
45+ 0.65% |
$3.07K - $3.35K
|
6.92K
$491K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
44+ 0.02% |
$3K - $3.27K
|
183K
$13M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
43+ 2.53% |
$2.93K - $3.2K
|
1.74K
$124K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
43+ 1.79% |
$2.93K - $3.2K
|
2.45K
$174K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
43+ 0.66% |
$2.93K - $3.2K
|
6.51K
$462K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
42+ 1.22% |
$2.86K - $3.13K
|
3.5K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
36+ 1.18% |
$2.45K - $2.68K
|
3.09K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
35+ 0.35% |
$2.38K - $2.61K
|
9.9K
$703K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$2.38K - $2.61K
|
35
$2.48K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
34+ 0.97% |
$2.32K - $2.53K
|
3.54K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33+ 0.06% |
$2.25K - $2.46K
|
52K
$3.69M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
33New |
$2.25K - $2.46K
|
33
$2.34K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
32+ 0.49% |
$2.18K - $2.38K
|
6.51K
$462K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
32+ 0.46% |
$2.18K - $2.38K
|
6.99K
$496K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30+ 2.97% |
$2.04K - $2.23K
|
1.04K
$73.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
29+ 0.2% |
$1.98K - $2.16K
|
14.7K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
28+ 0.39% |
$1.91K - $2.08K
|
7.16K
$508K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
26+ 0.49% |
$1.77K - $1.94K
|
5.36K
$380K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
24+ 0.24% |
$1.64K - $1.79K
|
10K
$711K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
21+ 0.2% |
$1.43K - $1.56K
|
10.5K
$747K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19+ 0.3% |
$1.29K - $1.41K
|
6.44K
$457K
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18+ 0.08% |
$1.23K - $1.34K
|
24K
$1.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17+ 0.21% |
$1.16K - $1.27K
|
8.27K
$587K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
17+ 2.76% |
$1.16K - $1.27K
|
632
$44.9K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
17+ 0.33% |
$1.16K - $1.27K
|
5.21K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
17+ 1.53% |
$1.16K - $1.27K
|
1.13K
$80.2K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.05% |
$1.09K - $1.19K
|
29.9K
$2.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14+ 0.4% |
$954 - $1.04K
|
3.49K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.6% |
$681 - $744
|
1.69K
$120K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.07% |
$341 - $372
|
7.47K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4+ 0.2% |
$273 - $298
|
1.96K
$139K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3+ 0.05% |
$204 - $223
|
5.58K
$396K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
2+ 0.08% |
$136 - $149
|
2.6K
$185K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1+ 0.01% |
$68.1 - $74.4
|
12.2K
$868K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$68.1 - $74.4
|
9.74K
$691K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|