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
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-337- 91.83% |
$23K - $25.1K
|
30
$2.13K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-343- 2.87% |
$23.4K - $25.5K
|
11.6K
$824K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-348- 68.5% |
$23.7K - $25.9K
|
160
$11.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-350- 2.39% |
$23.8K - $26.1K
|
14.3K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-362- 8.62% |
$24.7K - $26.9K
|
3.84K
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-368- 0.99% |
$25.1K - $27.4K
|
36.6K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-371- 1.31% |
$25.3K - $27.6K
|
28K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-385- 1.23% |
$26.2K - $28.7K
|
30.8K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-386- 0.97% |
$26.3K - $28.7K
|
39.2K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-386- 1.94% |
$26.3K - $28.7K
|
19.5K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-395- 9.7% |
$26.9K - $29.4K
|
3.68K
$261K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-400- 5.89% |
$27.3K - $29.8K
|
6.39K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-404- 11.64% |
$27.5K - $30.1K
|
3.07K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-405- 3.72% |
$27.6K - $30.1K
|
10.5K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-407- 2.98% |
$27.7K - $30.3K
|
13.2K
$940K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-412- 3.14% |
$28.1K - $30.7K
|
12.7K
$901K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-416- 0.26% |
$28.3K - $31K
|
157K
$11.1M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-418- 2.01% |
$28.5K - $31.1K
|
20.4K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-420- 0.23% |
$28.6K - $31.3K
|
186K
$13.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-421- 12.93% |
$28.7K - $31.3K
|
2.84K
$201K
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-421- 0.18% |
$28.7K - $31.3K
|
231K
$16.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-424- 3.68% |
$28.9K - $31.6K
|
11.1K
$788K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-429- 7.72% |
$29.2K - $31.9K
|
5.13K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-448- 1.03% |
$30.5K - $33.3K
|
43.1K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-459- 12.14% |
$31.3K - $34.2K
|
3.32K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-467- 4.95% |
$31.8K - $34.8K
|
8.97K
$637K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-469- 0.87% |
$32K - $34.9K
|
53.7K
$3.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-490- 6.87% |
$33.4K - $36.5K
|
6.64K
$471K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-492- 5.4% |
$33.5K - $36.6K
|
8.62K
$612K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-495- 7.84% |
$33.7K - $36.8K
|
5.82K
$413K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-499- 0.3% |
$34K - $37.1K
|
164K
$11.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-500- 13.62% |
$34.1K - $37.2K
|
3.17K
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-504- 14.57% |
$34.3K - $37.5K
|
2.95K
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-507- 1.5% |
$34.5K - $37.7K
|
33.3K
$2.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-512- 8.45% |
$34.9K - $38.1K
|
5.55K
$394K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-512- 6.94% |
$34.9K - $38.1K
|
6.86K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-514- 2.95% |
$35K - $38.3K
|
16.9K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-517- 4.21% |
$35.2K - $38.5K
|
11.8K
$835K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-523- 6.13% |
$35.6K - $38.9K
|
8K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-524- 10.2% |
$35.7K - $39K
|
4.62K
$328K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-529- 0.57% |
$36K - $39.4K
|
92.8K
$6.59M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-543- 11.95% |
$37K - $40.4K
|
4K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-545- 3.23% |
$37.1K - $40.6K
|
16.3K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-551- 8.79% |
$37.5K - $41K
|
5.71K
$406K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-552- 12.21% |
$37.6K - $41.1K
|
3.97K
$282K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-552- 6.51% |
$37.6K - $41.1K
|
7.92K
$562K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-552- 4.37% |
$37.6K - $41.1K
|
12.1K
$858K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-556- 0.98% |
$37.9K - $41.4K
|
56.2K
$3.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-556- 6.31% |
$37.9K - $41.4K
|
8.25K
$586K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-570- 0.54% |
$38.8K - $42.4K
|
105K
$7.42M
|