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 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.88K- 1.01% |
$128K - $140K
|
185K
$13.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.93K- 1.88% |
$132K - $144K
|
101K
$7.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.93K- 15.78% |
$132K - $144K
|
10.3K
$736K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.93K- 5.85% |
$132K - $144K
|
31.1K
$2.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.94K- 1.55% |
$132K - $144K
|
123K
$8.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.95K- 1.05% |
$133K - $145K
|
183K
$13.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.98K- 4.92% |
$135K - $147K
|
38.3K
$2.73M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.98K- 0.73% |
$135K - $147K
|
270K
$19.3M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.01K- 18.96% |
$137K - $150K
|
8.61K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.03K- 18.81% |
$138K - $151K
|
8.77K
$626K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.03K- 27.52% |
$139K - $151K
|
5.36K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.08K- 22.22% |
$142K - $155K
|
7.28K
$519K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-2.09K- 16.46% |
$143K - $156K
|
10.6K
$759K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.12K- 1.86% |
$145K - $158K
|
112K
$8.01M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.18K- 10.12% |
$149K - $162K
|
19.4K
$1.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-2.18K- 14.06% |
$149K - $162K
|
13.3K
$952K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.19K- 37.0% |
$149K - $163K
|
3.73K
$266K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.2K- 6.85% |
$150K - $163K
|
29.8K
$2.13M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.2K- 47.15% |
$150K - $164K
|
2.47K
$176K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.21K- 0.19% |
$150K - $164K
|
1.13M
$80.7M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.21K- 17.36% |
$150K - $164K
|
10.5K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.24K- 16.8% |
$152K - $166K
|
11.1K
$791K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.24K- 3.15% |
$153K - $167K
|
68.9K
$4.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.25K- 3.39% |
$153K - $167K
|
64.1K
$4.58M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-2.26K- 0.71% |
$154K - $168K
|
315K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.26K- 10.94% |
$154K - $169K
|
18.4K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-2.28K- 1.38% |
$155K - $169K
|
162K
$11.6M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.28K- 82.07% |
$155K - $170K
|
498
$35.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-2.32K- 17.66% |
$158K - $173K
|
10.8K
$772K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.33K- 1.53% |
$159K - $173K
|
150K
$10.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.36K- 4.12% |
$161K - $176K
|
55.1K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.37K- 2.67% |
$161K - $176K
|
86.2K
$6.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.4K- 0.67% |
$163K - $179K
|
354K
$25.2M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.44K- 50.35% |
$166K - $182K
|
2.41K
$172K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.48K- 1.21% |
$169K - $184K
|
203K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.48K- 2.61% |
$169K - $185K
|
92.6K
$6.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.52K- 2.23% |
$172K - $188K
|
111K
$7.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.53K- 1.07% |
$172K - $188K
|
234K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.55K- 1.38% |
$174K - $190K
|
182K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.55K- 2.79% |
$174K - $190K
|
88.8K
$6.34M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.61K- 7.78% |
$178K - $194K
|
31K
$2.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.68K- 3.8% |
$183K - $200K
|
67.9K
$4.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.73K- 2.91% |
$186K - $203K
|
90.9K
$6.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-2.76K- 4.26% |
$188K - $206K
|
62K
$4.43M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.77K- 13.1% |
$188K - $206K
|
18.3K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.79K- 2.55% |
$190K - $208K
|
107K
$7.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.82K- 33.57% |
$192K - $210K
|
5.58K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.9K- 2.33% |
$198K - $216K
|
122K
$8.7M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.01K- 27.52% |
$205K - $224K
|
7.91K
$565K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3.01K- 4.03% |
$205K - $224K
|
71.7K
$5.12M
|