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 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-79- 0.21% |
$5.38K - $5.88K
|
36.8K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-80- 0.56% |
$5.45K - $5.95K
|
14.3K
$1.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-81- 0.01% |
$5.52K - $6.03K
|
640K
$45.4M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-82- 1.02% |
$5.59K - $6.1K
|
7.92K
$562K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-87- 1.0% |
$5.93K - $6.48K
|
8.59K
$610K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-90- 1.51% |
$6.13K - $6.7K
|
5.88K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-94- 0.96% |
$6.41K - $7K
|
9.71K
$689K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-100- 0.32% |
$6.81K - $7.44K
|
31K
$2.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-104- 1.01% |
$7.09K - $7.74K
|
10.2K
$722K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-104- 3.49% |
$7.09K - $7.74K
|
2.88K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-110- 0.19% |
$7.5K - $8.19K
|
59K
$4.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-112- 1.49% |
$7.63K - $8.34K
|
7.4K
$525K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-112- 0.5% |
$7.63K - $8.34K
|
22.2K
$1.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-115- 1.72% |
$7.84K - $8.56K
|
6.58K
$467K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-115- 0.27% |
$7.84K - $8.56K
|
43.2K
$3.07M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-118- 0.25% |
$8.04K - $8.78K
|
46.3K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-120- 34.99% |
$8.18K - $8.93K
|
223
$15.8K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-121- 1.61% |
$8.24K - $9.01K
|
7.4K
$525K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-123- 0.98% |
$8.38K - $9.15K
|
12.5K
$884K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-125- 0.03% |
$8.52K - $9.3K
|
388K
$27.5M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-125- 1.13% |
$8.52K - $9.3K
|
10.9K
$774K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-125- 0.64% |
$8.52K - $9.3K
|
19.4K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-127- 2.79% |
$8.65K - $9.45K
|
4.43K
$315K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-129- 0.63% |
$8.79K - $9.6K
|
20.4K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-130- 4.25% |
$8.86K - $9.68K
|
2.93K
$208K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-135- 4.05% |
$9.2K - $10K
|
3.2K
$227K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-136- 22.93% |
$9.27K - $10.1K
|
457
$32.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-138- 3.6% |
$9.4K - $10.3K
|
3.69K
$262K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-139- 2.41% |
$9.47K - $10.3K
|
5.64K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-140- 0.75% |
$9.54K - $10.4K
|
18.6K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-141- 2.56% |
$9.61K - $10.5K
|
5.36K
$381K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-144- 12.58% |
$9.81K - $10.7K
|
1K
$71.1K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-148- 4.57% |
$10.1K - $11K
|
3.09K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-149- 0.27% |
$10.2K - $11.1K
|
54.9K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 42.86% |
$10.2K - $11.2K
|
200
$14.2K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-153- 4.86% |
$10.4K - $11.4K
|
2.99K
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-155- 20.05% |
$10.6K - $11.5K
|
618
$43.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-159- 8.04% |
$10.8K - $11.8K
|
1.82K
$129K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-159- 1.58% |
$10.8K - $11.8K
|
9.92K
$704K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-159- 0.63% |
$10.8K - $11.8K
|
25.2K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-160- 3.35% |
$10.9K - $11.9K
|
4.62K
$328K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-167- 0.51% |
$11.4K - $12.4K
|
32.8K
$2.33M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-177- 1.34% |
$12.1K - $13.2K
|
13.1K
$927K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-182- 2.51% |
$12.4K - $13.5K
|
7.08K
$502K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-185- 0.21% |
$12.6K - $13.8K
|
87K
$6.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-186- 2.03% |
$12.7K - $13.8K
|
8.96K
$636K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-190- 0.18% |
$12.9K - $14.1K
|
105K
$7.48M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-190- 1.74% |
$12.9K - $14.1K
|
10.7K
$762K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-191- 0.68% |
$13K - $14.2K
|
28K
$1.98M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-193- 1.36% |
$13.2K - $14.4K
|
14K
$997K
|