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 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1- 0.39% |
$68.1 - $74.4
|
256
$18.2K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$68.1 - $74.4
|
12.1K
$856K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2- 0.02% |
$136 - $149
|
9.42K
$669K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-2- 0.02% |
$136 - $149
|
12.5K
$889K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3- 0.07% |
$204 - $223
|
4.23K
$300K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4- 0.03% |
$273 - $298
|
13.3K
$945K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-11- 0.16% |
$750 - $819
|
6.86K
$487K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-11- 0.02% |
$750 - $819
|
56.1K
$3.98M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-12- 0.1% |
$818 - $893
|
11.7K
$830K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-16- 0.2% |
$1.09K - $1.19K
|
8.05K
$571K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-16- 0.27% |
$1.09K - $1.19K
|
5.82K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-16- 0.15% |
$1.09K - $1.19K
|
10.5K
$746K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-18- 0.58% |
$1.23K - $1.34K
|
3.07K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 32.73% |
$1.23K - $1.34K
|
37
$2.63K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-18- 0.33% |
$1.23K - $1.34K
|
5.43K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-20- 0.04% |
$1.36K - $1.49K
|
47.1K
$3.34M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 0.07% |
$1.43K - $1.56K
|
28K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-22- 0.22% |
$1.5K - $1.64K
|
9.9K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-23- 1.53% |
$1.57K - $1.71K
|
1.48K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-23- 0.19% |
$1.57K - $1.71K
|
12K
$852K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-24- 0.47% |
$1.64K - $1.79K
|
5.04K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-27- 0.26% |
$1.84K - $2.01K
|
10.2K
$724K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-28- 0.83% |
$1.91K - $2.08K
|
3.33K
$236K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-34- 0.9% |
$2.32K - $2.53K
|
3.72K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-34- 1.91% |
$2.32K - $2.53K
|
1.75K
$124K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-34- 5.94% |
$2.32K - $2.53K
|
538
$38.2K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-36- 2.76% |
$2.45K - $2.68K
|
1.27K
$90.2K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-36- 0.99% |
$2.45K - $2.68K
|
3.61K
$256K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-37- 1.39% |
$2.52K - $2.75K
|
2.62K
$186K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-37- 14.45% |
$2.52K - $2.75K
|
219
$15.5K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-37- 0.23% |
$2.52K - $2.75K
|
16K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-39- 0.88% |
$2.66K - $2.9K
|
4.39K
$312K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-45- 0.14% |
$3.07K - $3.35K
|
32K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-45- 0.98% |
$3.07K - $3.35K
|
4.53K
$322K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-46- 0.24% |
$3.13K - $3.42K
|
18.9K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-46- 1.3% |
$3.13K - $3.42K
|
3.49K
$248K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-47- 1.2% |
$3.2K - $3.5K
|
3.88K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-54- 2.88% |
$3.68K - $4.02K
|
1.82K
$129K
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-55- 1.08% |
$3.75K - $4.09K
|
5.05K
$359K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-57- 0.1% |
$3.88K - $4.24K
|
55.9K
$3.97M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-59- 0.68% |
$4.02K - $4.39K
|
8.65K
$614K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-61- 1.64% |
$4.16K - $4.54K
|
3.67K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-61- 0.34% |
$4.16K - $4.54K
|
17.7K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-66- 0.53% |
$4.5K - $4.91K
|
12.5K
$885K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-68- 2.16% |
$4.63K - $5.06K
|
3.08K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-70- 61.4% |
$4.77K - $5.21K
|
44
$3.12K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-70- 0.63% |
$4.77K - $5.21K
|
11K
$784K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-78- 1.94% |
$5.31K - $5.81K
|
3.95K
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-79- 14.79% |
$5.38K - $5.88K
|
455
$32.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-79- 1.49% |
$5.38K - $5.88K
|
5.22K
$370K
|