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
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-194- 0.56% |
$13.2K - $14.4K
|
34.5K
$2.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-195- 1.55% |
$13.3K - $14.5K
|
12.3K
$877K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-200- 3.14% |
$13.6K - $14.9K
|
6.16K
$437K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-200- 0.95% |
$13.6K - $14.9K
|
20.8K
$1.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-201- 0.88% |
$13.7K - $15K
|
22.6K
$1.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-202- 1.8% |
$13.8K - $15K
|
11K
$784K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-202- 1.4% |
$13.8K - $15K
|
14.2K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-204- 0.48% |
$13.9K - $15.2K
|
42.6K
$3.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-207- 0.7% |
$14.1K - $15.4K
|
29.4K
$2.09M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-208- 3.23% |
$14.2K - $15.5K
|
6.24K
$443K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-211- 19.06% |
$14.4K - $15.7K
|
896
$63.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-222- 0.21% |
$15.1K - $16.5K
|
103K
$7.31M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-225- 14.25% |
$15.3K - $16.7K
|
1.35K
$96.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-226- 1.97% |
$15.4K - $16.8K
|
11.2K
$798K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-227- 2.52% |
$15.5K - $16.9K
|
8.78K
$623K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-227- 2.31% |
$15.5K - $16.9K
|
9.58K
$680K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-235- 1.71% |
$16K - $17.5K
|
13.5K
$958K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-235- 0.47% |
$16K - $17.5K
|
50.2K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-235- 0.12% |
$16K - $17.5K
|
200K
$14.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-237- 2.8% |
$16.1K - $17.6K
|
8.21K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-238- 3.53% |
$16.2K - $17.7K
|
6.51K
$462K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-241- 3.85% |
$16.4K - $17.9K
|
6.01K
$427K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-242- 2.02% |
$16.5K - $18K
|
11.7K
$834K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-254- 5.44% |
$17.3K - $18.9K
|
4.42K
$314K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-256- 2.94% |
$17.4K - $19.1K
|
8.44K
$599K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-258- 2.63% |
$17.6K - $19.2K
|
9.55K
$678K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-262- 2.29% |
$17.9K - $19.5K
|
11.2K
$795K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-263- 6.91% |
$17.9K - $19.6K
|
3.55K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-270- 3.61% |
$18.4K - $20.1K
|
7.22K
$512K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-277- 0.1% |
$18.9K - $20.6K
|
269K
$19.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-280- 5.68% |
$19.1K - $20.8K
|
4.65K
$330K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-281- 0.59% |
$19.1K - $20.9K
|
47.3K
$3.35M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-281- 95.58% |
$19.1K - $20.9K
|
13
$923
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-283- 8.17% |
$19.3K - $21.1K
|
3.18K
$226K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-294- 3.5% |
$20K - $21.9K
|
8.11K
$576K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 97.09% |
$20.4K - $22.3K
|
9
$639
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-304- 6.24% |
$20.7K - $22.6K
|
4.57K
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-305- 1.42% |
$20.8K - $22.7K
|
21.2K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-306- 5.92% |
$20.9K - $22.8K
|
4.87K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-315- 2.74% |
$21.5K - $23.4K
|
11.2K
$792K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 8.02% |
$21.7K - $23.7K
|
3.65K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-318- 5.64% |
$21.7K - $23.7K
|
5.32K
$377K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-319- 48.85% |
$21.7K - $23.7K
|
334
$23.7K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-320- 1.75% |
$21.8K - $23.8K
|
18K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-321- 27.72% |
$21.9K - $23.9K
|
837
$59.4K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-321- 1.54% |
$21.9K - $23.9K
|
20.5K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-333- 4.38% |
$22.7K - $24.8K
|
7.26K
$516K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-335- 2.6% |
$22.8K - $24.9K
|
12.6K
$891K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-336- 17.26% |
$22.9K - $25K
|
1.61K
$114K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-337- 9.81% |
$23K - $25.1K
|
3.1K
$220K
|