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 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
205K+ 10.75% |
$13.9M - $15.2M
|
2.11M
$148M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
188K+ 0.79% |
$12.8M - $14M
|
23.9M
$1.68B
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
187K+ 17.0% |
$12.8M - $13.9M
|
1.29M
$90.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
180KNew |
$12.3M - $13.4M
|
180K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
179K+ 1458.51% |
$12.2M - $13.3M
|
191K
$13.4M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
177K+ 4345.31% |
$12.1M - $13.2M
|
181K
$12.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
176K+ 105.36% |
$12M - $13.1M
|
343K
$24M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
173K+ 106.19% |
$11.8M - $12.9M
|
336K
$23.6M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
171K+ 402.05% |
$11.6M - $12.7M
|
213K
$15M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
169K+ 6.88% |
$11.5M - $12.6M
|
2.63M
$184M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
164K+ 38.81% |
$11.2M - $12.2M
|
586K
$41.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
158K+ 45.63% |
$10.7M - $11.7M
|
503K
$35.3M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
157K+ 24.09% |
$10.7M - $11.7M
|
810K
$56.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
156K+ 12.35% |
$10.7M - $11.6M
|
1.42M
$99.8M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
155K+ 961.88% |
$10.6M - $11.5M
|
171K
$12M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
153K+ 2.83% |
$10.4M - $11.4M
|
5.57M
$391M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
139K+ 36.57% |
$9.44M - $10.3M
|
517K
$36.3M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
134K+ 167.26% |
$9.14M - $9.98M
|
214K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
130K+ 12.51% |
$8.87M - $9.69M
|
1.17M
$82.1M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
126KNew |
$8.6M - $9.39M
|
126K
$8.85M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
126K+ 3.44% |
$8.58M - $9.38M
|
3.79M
$266M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
126K+ 12.68% |
$8.57M - $9.37M
|
1.12M
$78.4M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
118KNew |
$8.05M - $8.79M
|
118K
$8.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
109K+ 24.18% |
$7.45M - $8.13M
|
561K
$39.4M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
108K+ 4.48% |
$7.35M - $8.03M
|
2.52M
$176M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
108K+ 4.47% |
$7.33M - $8M
|
2.52M
$176M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
107K+ 3.78% |
$7.3M - $7.97M
|
2.94M
$206M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
106K+ 33.5% |
$7.23M - $7.9M
|
423K
$29.7M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
102KNew |
$6.97M - $7.62M
|
102K
$7.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
102K+ 583.85% |
$6.97M - $7.61M
|
120K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
101K+ 22.26% |
$6.86M - $7.5M
|
553K
$38.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.6K+ 3.49% |
$6.79M - $7.42M
|
2.95M
$207M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
99.6KNew |
$6.79M - $7.42M
|
99.6K
$6.99M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
95K+ 6.6% |
$6.47M - $7.07M
|
1.53M
$108M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
94.9K+ 6.52% |
$6.47M - $7.07M
|
1.55M
$109M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
94.6K+ 16.92% |
$6.45M - $7.04M
|
654K
$45.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
90.7K+ 496.23% |
$6.18M - $6.75M
|
109K
$7.64M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
90.5K+ 3.38% |
$6.17M - $6.74M
|
2.77M
$194M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
85.7K+ 3.24% |
$5.84M - $6.38M
|
2.73M
$192M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
85.2K+ 29.59% |
$5.81M - $6.34M
|
373K
$26.2M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
85.2K+ 3.85% |
$5.8M - $6.34M
|
2.3M
$161M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
84.9K+ 208.84% |
$5.78M - $6.32M
|
125K
$8.8M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
84K+ 25.35% |
$5.72M - $6.25M
|
415K
$29.1M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
83.7K+ 12.41% |
$5.7M - $6.23M
|
758K
$53.2M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
80.8K+ 1.1% |
$5.5M - $6.01M
|
7.43M
$521M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
80.5K+ 1684.16% |
$5.48M - $5.99M
|
85.3K
$5.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
79.3K+ 24.87% |
$5.4M - $5.9M
|
398K
$27.9M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
77.7K+ 7.55% |
$5.29M - $5.78M
|
1.11M
$77.6M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
77KNew |
$5.25M - $5.73M
|
77K
$5.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
76.5K+ 2.5% |
$5.21M - $5.69M
|
3.14M
$220M
|