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 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-571- 4.92% |
$38.9K - $42.5K
|
11K
$777K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-587- 2.33% |
$40K - $43.7K
|
24.6K
$1.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-595- 2.61% |
$40.5K - $44.3K
|
22.2K
$1.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-596- 17.76% |
$40.6K - $44.4K
|
2.76K
$194K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-605- 1.41% |
$41.2K - $45K
|
42.3K
$2.98M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-605- 2.06% |
$41.2K - $45K
|
28.7K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-619- 16.21% |
$42.2K - $46.1K
|
3.2K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-619- 9.57% |
$42.2K - $46.1K
|
5.85K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-620- 27.85% |
$42.2K - $46.1K
|
1.61K
$113K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-621- 1.06% |
$42.3K - $46.2K
|
57.9K
$4.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-623- 3.42% |
$42.5K - $46.4K
|
17.6K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-630- 0.42% |
$42.9K - $46.9K
|
150K
$10.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-645- 0.63% |
$44K - $48K
|
102K
$7.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-649- 5.07% |
$44.2K - $48.3K
|
12.1K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-661- 19.92% |
$45K - $49.2K
|
2.66K
$187K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-671- 1.18% |
$45.7K - $49.9K
|
56.3K
$3.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-685- 18.56% |
$46.7K - $51K
|
3.01K
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-691- 17.75% |
$47.1K - $51.4K
|
3.2K
$226K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-693- 15.24% |
$47.2K - $51.6K
|
3.85K
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-699- 2.93% |
$47.6K - $52K
|
23.2K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-700- 15.07% |
$47.7K - $52.1K
|
3.94K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-725- 0.94% |
$49.4K - $54K
|
76.4K
$5.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-733- 1.0% |
$49.9K - $54.6K
|
72.4K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-735- 0.73% |
$50.1K - $54.7K
|
99.7K
$7.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-743- 6.73% |
$50.6K - $55.3K
|
10.3K
$725K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-743- 1.61% |
$50.6K - $55.3K
|
45.4K
$3.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-745- 0.79% |
$50.8K - $55.5K
|
93.3K
$6.58M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-749- 15.23% |
$51K - $55.7K
|
4.17K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-751- 0.47% |
$51.2K - $55.9K
|
160K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-757- 0.9% |
$51.6K - $56.3K
|
83K
$5.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-758- 4.32% |
$51.7K - $56.4K
|
16.8K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-760- 44.29% |
$51.8K - $56.6K
|
956
$67.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-763- 1.72% |
$52K - $56.8K
|
43.6K
$3.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-773- 5.5% |
$52.7K - $57.5K
|
13.3K
$936K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-790- 1.73% |
$53.8K - $58.8K
|
44.8K
$3.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-799- 1.65% |
$54.4K - $59.5K
|
47.5K
$3.35M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-800- 33.59% |
$54.5K - $59.5K
|
1.58K
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-801- 8.73% |
$54.6K - $59.6K
|
8.38K
$591K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-810- 4.33% |
$55.2K - $60.3K
|
17.9K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-816- 40.84% |
$55.6K - $60.7K
|
1.18K
$83.3K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-820- 3.84% |
$55.9K - $61K
|
20.5K
$1.45M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-821- 1.71% |
$55.9K - $61.1K
|
47.1K
$3.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-829- 3.86% |
$56.5K - $61.7K
|
20.7K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-836- 8.04% |
$57K - $62.2K
|
9.56K
$674K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-841- 0.53% |
$57.3K - $62.6K
|
158K
$11.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-843- 2.34% |
$57.4K - $62.7K
|
35.2K
$2.48M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-851- 22.59% |
$58K - $63.3K
|
2.92K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-853- 0.58% |
$58.1K - $63.5K
|
147K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-867- 1.42% |
$59.1K - $64.5K
|
60.1K
$4.23M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-869- 8.16% |
$59.2K - $64.7K
|
9.79K
$690K
|