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 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.13K- 16.79% |
$281K - $307K
|
20.5K
$1.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.19K- 2.54% |
$285K - $312K
|
161K
$12.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.34K- 3.52% |
$295K - $323K
|
119K
$9.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.42K- 25.18% |
$301K - $329K
|
13.1K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.53K- 10.75% |
$309K - $337K
|
37.6K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-4.54K- 13.85% |
$310K - $338K
|
28.3K
$2.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.63K- 60.59% |
$316K - $345K
|
3.01K
$242K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.69K- 20.48% |
$320K - $349K
|
18.2K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.92K- 6.86% |
$335K - $366K
|
66.7K
$5.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.95K- 5.18% |
$337K - $369K
|
90.5K
$7.28M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.04K- 15.72% |
$343K - $375K
|
27K
$2.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-5.05K- 1.15% |
$344K - $376K
|
434K
$34.9M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.08K- 24.98% |
$346K - $378K
|
15.2K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.12K- 10.64% |
$349K - $381K
|
43K
$3.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.15K- 0.96% |
$351K - $383K
|
533K
$42.9M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.2K- 16.06% |
$354K - $387K
|
27.2K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-5.35K- 26.97% |
$365K - $398K
|
14.5K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5.42K- 6.38% |
$369K - $403K
|
79.4K
$6.38M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.45K- 2.86% |
$371K - $406K
|
185K
$14.9M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-5.49K- 3.87% |
$374K - $409K
|
136K
$11M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.51K- 22.83% |
$376K - $410K
|
18.6K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.57K- 54.89% |
$380K - $415K
|
4.58K
$368K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.76K- 31.75% |
$392K - $428K
|
12.4K
$995K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.81K- 5.82% |
$396K - $432K
|
93.9K
$7.55M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.9K- 8.37% |
$402K - $439K
|
64.6K
$5.2M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-5.93K- 8.08% |
$404K - $441K
|
67.4K
$5.42M
|
|
|
May 19, 2025
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-5.93K- 8.08% |
$404K - $441K
|
67.4K
$5.42M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6K- 41.77% |
$409K - $446K
|
8.36K
$672K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-6.06K- 3.24% |
$413K - $451K
|
181K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.09K- 7.63% |
$415K - $453K
|
73.7K
$5.93M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-6.17K- 52.04% |
$421K - $460K
|
5.69K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-6.42K- 23.32% |
$437K - $478K
|
21.1K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.63K- 13.19% |
$452K - $494K
|
43.7K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.67K- 21.39% |
$455K - $497K
|
24.5K
$1.97M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-6.78K- 6.43% |
$462K - $504K
|
98.5K
$7.92M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.8K- 8.49% |
$463K - $506K
|
73.2K
$5.89M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-7K- 1.33% |
$477K - $521K
|
521K
$41.9M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7.21K- 3.38% |
$491K - $536K
|
206K
$16.6M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.23K- 8.09% |
$492K - $538K
|
82.1K
$6.6M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-7.38K- 6.21% |
$503K - $549K
|
111K
$8.95M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7.48K- 24.33% |
$509K - $556K
|
23.3K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.5K- 7.45% |
$511K - $558K
|
93.2K
$7.49M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-7.64K- 17.65% |
$521K - $569K
|
35.7K
$2.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.67K- 14.3% |
$523K - $571K
|
46K
$3.7M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.76K- 2.93% |
$528K - $577K
|
257K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-7.82K- 3.3% |
$533K - $582K
|
229K
$18.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-7.84K- 20.19% |
$534K - $584K
|
31K
$2.49M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8K- 2.66% |
$545K - $595K
|
293K
$23.6M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-8.42K- 8.03% |
$574K - $626K
|
96.5K
$7.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-8.56K- 3.19% |
$583K - $637K
|
260K
$20.9M
|