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 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
75.6K+ 94.31% |
$5.15M - $5.63M
|
156K
$11M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
75.1K+ 13.46% |
$5.12M - $5.59M
|
633K
$44.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72.9K+ 15.38% |
$4.97M - $5.43M
|
547K
$38.4M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
72.8K+ 1.72% |
$4.96M - $5.42M
|
4.3M
$302M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
72.8K+ 102.41% |
$4.96M - $5.42M
|
144K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
71.7K+ 23.21% |
$4.89M - $5.34M
|
381K
$26.7M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71.2K+ 366.17% |
$4.85M - $5.3M
|
90.6K
$6.37M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
70.1K+ 568.51% |
$4.78M - $5.22M
|
82.5K
$5.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
68.7K+ 110.44% |
$4.68M - $5.11M
|
131K
$9.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.5K+ 4.09% |
$4.6M - $5.02M
|
1.72M
$121M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.2K+ 410.89% |
$4.58M - $5M
|
83.6K
$5.87M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65K+ 0.85% |
$4.43M - $4.84M
|
7.74M
$544M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
64.9K+ 11.32% |
$4.42M - $4.83M
|
638K
$44.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
63.7K+ 1726.86% |
$4.34M - $4.74M
|
67.4K
$4.74M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
63.5KNew |
$4.33M - $4.72M
|
63.5K
$4.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
63.5K+ 181.42% |
$4.32M - $4.72M
|
98.4K
$6.92M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
63.1KNew |
$4.3M - $4.7M
|
63.1K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
62.7K+ 47.55% |
$4.27M - $4.67M
|
195K
$13.7M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
61.8K+ 5.21% |
$4.21M - $4.6M
|
1.25M
$87.8M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
61.5K+ 3408.81% |
$4.19M - $4.58M
|
63.3K
$4.45M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
61.3K+ 8.98% |
$4.18M - $4.56M
|
744K
$52.3M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
60.3K+ 4.29% |
$4.11M - $4.49M
|
1.47M
$103M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
59.9K+ 43.02% |
$4.08M - $4.46M
|
199K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
59.8K+ 3.18% |
$4.08M - $4.45M
|
1.94M
$136M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
59K+ 15.84% |
$4.02M - $4.39M
|
431K
$30.3M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
58.1K+ 55.22% |
$3.96M - $4.33M
|
163K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
57.8KNew |
$3.94M - $4.3M
|
57.8K
$4.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
57.4K+ 8.07% |
$3.91M - $4.27M
|
769K
$54.1M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
55.7K+ 19.54% |
$3.8M - $4.15M
|
341K
$24M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
52.8K+ 3.43% |
$3.59M - $3.93M
|
1.59M
$112M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
50.3KNew |
$3.43M - $3.74M
|
50.3K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
47.7K+ 531.77% |
$3.25M - $3.55M
|
56.6K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
47.6K+ 22.43% |
$3.24M - $3.54M
|
260K
$18.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
47.1K+ 30.47% |
$3.21M - $3.5M
|
202K
$14.2M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
46.9K+ 42.32% |
$3.2M - $3.49M
|
158K
$11.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
46.5K+ 17.41% |
$3.17M - $3.46M
|
314K
$22.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46.4K+ 10.28% |
$3.16M - $3.46M
|
498K
$35M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
45.3K+ 228.36% |
$3.09M - $3.37M
|
65.1K
$4.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43K+ 4.45% |
$2.93M - $3.2M
|
1.01M
$71.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
43K+ 34.02% |
$2.93M - $3.2M
|
170K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
42.9K+ 3.93% |
$2.92M - $3.19M
|
1.13M
$79.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42.3KNew |
$2.88M - $3.15M
|
42.3K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.4K+ 8.86% |
$2.82M - $3.08M
|
508K
$35.7M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
40.7K+ 0.71% |
$2.78M - $3.03M
|
5.82M
$409M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.7K+ 271.49% |
$2.78M - $3.03M
|
55.7K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39.9K+ 50.45% |
$2.72M - $2.97M
|
119K
$8.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.3K+ 2.9% |
$2.61M - $2.85M
|
1.36M
$95.5M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
38.3K+ 7.64% |
$2.61M - $2.85M
|
539K
$37.9M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
37.5K+ 4.09% |
$2.55M - $2.79M
|
954K
$67.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
36.7K+ 10.13% |
$2.5M - $2.74M
|
400K
$28.1M
|