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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.05K- 7.92% |
$207K - $227K
|
35.4K
$2.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.11K- 13.8% |
$212K - $232K
|
19.4K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.11K- 4.02% |
$212K - $232K
|
74.4K
$5.24M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.13K- 9.64% |
$213K - $233K
|
29.4K
$2.07M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.15KClosed |
$215K - $235K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.17K- 1.27% |
$216K - $236K
|
247K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.19K- 1.03% |
$217K - $237K
|
307K
$21.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-3.27K- 2.03% |
$223K - $243K
|
157K
$11.1M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.28K- 4.46% |
$224K - $244K
|
70.3K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.29K- 20.81% |
$224K - $245K
|
12.5K
$883K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.3K- 2.62% |
$225K - $245K
|
122K
$8.63M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.33K- 13.08% |
$227K - $248K
|
22.1K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.35K- 10.71% |
$228K - $249K
|
27.9K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.37K- 5.04% |
$230K - $251K
|
63.6K
$4.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.39K- 17.78% |
$231K - $253K
|
15.7K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.41K- 6.51% |
$232K - $254K
|
48.9K
$3.45M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.41K- 3.44% |
$232K - $254K
|
95.7K
$6.75M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3.43K- 10.45% |
$234K - $256K
|
29.4K
$2.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.44K- 8.05% |
$234K - $256K
|
39.3K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.48K- 12.4% |
$237K - $259K
|
24.6K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.51K- 72.55% |
$239K - $261K
|
1.33K
$93.7K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.53K- 0.7% |
$241K - $263K
|
503K
$35.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.72K- 5.13% |
$253K - $277K
|
68.9K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.74KClosed |
$255K - $278K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.75K- 0.95% |
$256K - $279K
|
391K
$27.6M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.77K- 13.42% |
$257K - $281K
|
24.3K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.78K- 9.58% |
$258K - $281K
|
35.7K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.82K- 19.0% |
$260K - $284K
|
16.3K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.83K- 1.6% |
$261K - $285K
|
236K
$16.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.88K- 16.88% |
$264K - $289K
|
19.1K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.9K- 1.1% |
$266K - $290K
|
352K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.94K- 59.37% |
$269K - $293K
|
2.7K
$190K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.03K- 35.43% |
$275K - $300K
|
7.35K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-4.06K- 1.46% |
$276K - $302K
|
274K
$19.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.12K- 23.93% |
$281K - $307K
|
13.1K
$923K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4.13K- 7.7% |
$281K - $307K
|
49.5K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.13K- 16.79% |
$281K - $307K
|
20.5K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.19K- 2.54% |
$285K - $312K
|
161K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.34K- 3.52% |
$295K - $323K
|
119K
$8.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.42K- 25.18% |
$301K - $329K
|
13.1K
$926K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.53K- 10.75% |
$309K - $337K
|
37.6K
$2.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-4.54K- 13.85% |
$310K - $338K
|
28.3K
$1.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.63K- 60.59% |
$316K - $345K
|
3.01K
$212K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.69K- 20.48% |
$320K - $349K
|
18.2K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.92K- 6.86% |
$335K - $366K
|
66.7K
$4.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.95K- 5.18% |
$337K - $369K
|
90.5K
$6.38M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.04K- 15.72% |
$343K - $375K
|
27K
$1.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-5.05K- 1.15% |
$344K - $376K
|
434K
$30.6M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.08K- 24.98% |
$346K - $378K
|
15.2K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.12K- 10.64% |
$349K - $381K
|
43K
$3.03M
|