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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.15K- 0.96% |
$351K - $383K
|
533K
$37.6M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.2K- 16.06% |
$354K - $387K
|
27.2K
$1.92M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-5.35K- 26.97% |
$365K - $398K
|
14.5K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5.42K- 6.38% |
$369K - $403K
|
79.4K
$5.6M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.45K- 2.86% |
$371K - $406K
|
185K
$13M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-5.49K- 3.87% |
$374K - $409K
|
136K
$9.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.51K- 22.83% |
$376K - $410K
|
18.6K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.57K- 54.89% |
$380K - $415K
|
4.58K
$323K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.76K- 31.75% |
$392K - $428K
|
12.4K
$872K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.81K- 5.82% |
$396K - $432K
|
93.9K
$6.62M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.9K- 8.37% |
$402K - $439K
|
64.6K
$4.56M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-5.93K- 8.08% |
$404K - $441K
|
67.4K
$4.75M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6K- 41.77% |
$409K - $446K
|
8.36K
$589K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-6.06K- 3.24% |
$413K - $451K
|
181K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.09K- 7.63% |
$415K - $453K
|
73.7K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-6.17K- 52.04% |
$421K - $460K
|
5.69K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-6.42K- 23.32% |
$437K - $478K
|
21.1K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.63K- 13.19% |
$452K - $494K
|
43.7K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.67K- 21.39% |
$455K - $497K
|
24.5K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-6.78K- 6.43% |
$462K - $504K
|
98.5K
$6.94M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.8K- 8.49% |
$463K - $506K
|
73.2K
$5.16M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-7K- 1.33% |
$477K - $521K
|
521K
$36.7M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7.21K- 3.38% |
$491K - $536K
|
206K
$14.5M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.23K- 8.09% |
$492K - $538K
|
82.1K
$5.78M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-7.38K- 6.21% |
$503K - $549K
|
111K
$7.85M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7.48K- 24.33% |
$509K - $556K
|
23.3K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.5K- 7.45% |
$511K - $558K
|
93.2K
$6.57M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-7.64K- 17.65% |
$521K - $569K
|
35.7K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.67K- 14.3% |
$523K - $571K
|
46K
$3.24M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.76K- 2.93% |
$528K - $577K
|
257K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-7.82K- 3.3% |
$533K - $582K
|
229K
$16.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-7.84K- 20.19% |
$534K - $584K
|
31K
$2.19M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8K- 2.66% |
$545K - $595K
|
293K
$20.7M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-8.42K- 8.03% |
$574K - $626K
|
96.5K
$6.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-8.56K- 3.19% |
$583K - $637K
|
260K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.6K- 12.38% |
$586K - $640K
|
60.8K
$4.29M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.66K- 8.94% |
$590K - $645K
|
88.2K
$6.22M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.71K- 22.54% |
$593K - $648K
|
29.9K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8.86K- 71.38% |
$604K - $659K
|
3.55K
$250K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8.94K- 7.22% |
$609K - $665K
|
115K
$8.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-9.18K- 21.19% |
$626K - $683K
|
34.1K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.2K- 5.45% |
$627K - $685K
|
160K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-9.26K- 16.84% |
$631K - $689K
|
45.7K
$3.22M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-9.27K- 7.57% |
$632K - $690K
|
113K
$7.98M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-9.29K- 1.2% |
$633K - $691K
|
767K
$54.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.45K- 18.55% |
$644K - $703K
|
41.5K
$2.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-9.49K- 6.24% |
$647K - $706K
|
143K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-9.65K- 25.9% |
$657K - $718K
|
27.6K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-9.72K- 24.47% |
$663K - $724K
|
30K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9.83K- 1.55% |
$670K - $732K
|
624K
$44M
|