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 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-9.9K- 3.87% |
$674K - $737K
|
246K
$17.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-9.92K- 43.28% |
$676K - $738K
|
13K
$916K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.1K- 2.46% |
$689K - $752K
|
400K
$28.2M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-10.2K- 47.48% |
$698K - $763K
|
11.3K
$799K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-10.5K- 68.65% |
$713K - $778K
|
4.78K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-10.5K- 1.81% |
$715K - $781K
|
570K
$40.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-10.7K- 2.83% |
$730K - $797K
|
368K
$25.9M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.7K- 1.79% |
$730K - $797K
|
587K
$41.4M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10.9K- 97.84% |
$746K - $815K
|
242
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-11.1K- 5.3% |
$756K - $825K
|
198K
$14M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-11.1K- 5.3% |
$756K - $825K
|
198K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 47.36% |
$759K - $829K
|
12.4K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-11.7K- 3.67% |
$794K - $867K
|
306K
$21.6M
|
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-11.8K- 1.45% |
$806K - $880K
|
803K
$56.6M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.9K- 34.93% |
$811K - $886K
|
22.2K
$1.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12.2K- 2.56% |
$828K - $904K
|
462K
$32.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-12.2K- 3.87% |
$830K - $906K
|
303K
$21.3M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-12.2K- 7.52% |
$830K - $907K
|
150K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.3K- 29.69% |
$841K - $918K
|
29.2K
$2.06M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-12.5K- 69.1% |
$855K - $934K
|
5.61K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.9K- 12.98% |
$881K - $962K
|
86.7K
$6.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-13.5K- 9.45% |
$918K - $1M
|
129K
$9.1M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.9K- 5.52% |
$947K - $1.03M
|
238K
$16.8M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-14.1K- 2.98% |
$961K - $1.05M
|
459K
$32.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-14.4K- 6.9% |
$981K - $1.07M
|
194K
$13.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-14.4K- 8.47% |
$981K - $1.07M
|
156K
$11M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-15.1K- 2.2% |
$1.03M - $1.12M
|
669K
$47.2M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-15.3K- 1.32% |
$1.04M - $1.14M
|
1.15M
$80.8M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.4K- 11.02% |
$1.05M - $1.15M
|
124K
$8.76M
|
|
|
May 15, 2024
Q1 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-15.6K- 2.49% |
$1.06M - $1.16M
|
611K
$43M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-16K- 2.93% |
$1.09M - $1.19M
|
530K
$37.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16K- 30.72% |
$1.09M - $1.19M
|
36.1K
$2.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-16K- 9.07% |
$1.09M - $1.19M
|
161K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-16.4K- 32.27% |
$1.12M - $1.22M
|
34.4K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16.9K- 3.53% |
$1.15M - $1.26M
|
461K
$32.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17K- 6.66% |
$1.16M - $1.26M
|
238K
$16.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-17K- 8.61% |
$1.16M - $1.27M
|
180K
$12.7M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-17.6K- 39.95% |
$1.2M - $1.31M
|
26.4K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 33.99% |
$1.21M - $1.32M
|
34.5K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-18.1K- 26.55% |
$1.23M - $1.35M
|
50.1K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-19.7K- 7.61% |
$1.34M - $1.47M
|
239K
$16.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-20.2K- 26.49% |
$1.38M - $1.5M
|
56K
$3.95M
|
|
|
May 03, 2024
Q1 2024
|
Matson Money. Inc.
|
SELL
|
- |
-21.4K- 1.02% |
$1.46M - $1.59M
|
2.08M
$146M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-21.5K- 3.36% |
$1.46M - $1.6M
|
616K
$43.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-21.7K- 3.41% |
$1.48M - $1.61M
|
613K
$43.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-21.7K- 61.12% |
$1.48M - $1.62M
|
13.8K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-21.9K- 41.34% |
$1.49M - $1.63M
|
31K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-22.1K- 6.07% |
$1.51M - $1.65M
|
343K
$24.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-22.4K- 10.93% |
$1.53M - $1.67M
|
183K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-22.9K- 5.88% |
$1.56M - $1.71M
|
367K
$25.9M
|