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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24K- 4.07% |
$1.64M - $1.79M
|
566K
$40.4M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-25.1K- 9.13% |
$1.71M - $1.87M
|
250K
$17.9M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-25.3K- 10.95% |
$1.72M - $1.88M
|
206K
$14.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-25.4K- 15.99% |
$1.73M - $1.89M
|
133K
$9.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-26K- 62.97% |
$1.77M - $1.93M
|
15.3K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26.5K- 20.98% |
$1.81M - $1.97M
|
100K
$7.13M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.7K- 21.19% |
$1.82M - $1.98M
|
99.1K
$7.07M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-26.8K- 40.51% |
$1.83M - $2M
|
39.4K
$2.81M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-29.2K- 20.78% |
$1.99M - $2.17M
|
111K
$7.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-30.1K- 7.43% |
$2.05M - $2.24M
|
375K
$26.8M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-30.4K- 2.94% |
$2.07M - $2.26M
|
1M
$71.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-31.7K- 1.92% |
$2.16M - $2.36M
|
1.62M
$116M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35.6K- 3.9% |
$2.43M - $2.65M
|
878K
$62.7M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-35.7K- 7.61% |
$2.43M - $2.66M
|
434K
$30.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.9K- 4.5% |
$2.45M - $2.67M
|
762K
$54.3M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-36.8K- 11.36% |
$2.51M - $2.74M
|
287K
$20.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-37K- 3.78% |
$2.52M - $2.75M
|
941K
$67.2M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-38.4K- 63.07% |
$2.61M - $2.86M
|
22.5K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-39.7K- 89.9% |
$2.7M - $2.95M
|
4.46K
$318K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-40.6K- 43.18% |
$2.77M - $3.02M
|
53.4K
$3.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-40.7K- 1.06% |
$2.77M - $3.03M
|
3.78M
$270M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-40.9K- 3.7% |
$2.78M - $3.04M
|
1.06M
$75.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-40.9K- 7.37% |
$2.79M - $3.04M
|
513K
$36.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.4K- 99.87% |
$2.82M - $3.08M
|
54
$3.85K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-42.4K- 9.28% |
$2.89M - $3.16M
|
414K
$29.6M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42.7K- 3.12% |
$2.91M - $3.18M
|
1.33M
$94.6M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-43.6K- 46.52% |
$2.97M - $3.24M
|
50.1K
$3.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-44.9K- 52.55% |
$3.06M - $3.34M
|
40.6K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45.1K- 3.36% |
$3.08M - $3.36M
|
1.3M
$92.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-45.3K- 29.78% |
$3.09M - $3.37M
|
107K
$7.63M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-46.5K- 18.41% |
$3.17M - $3.46M
|
206K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-46.6K- 5.96% |
$3.18M - $3.47M
|
736K
$52.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46.9K- 0.31% |
$3.2M - $3.49M
|
15M
$1.07B
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-47.7K- 33.45% |
$3.25M - $3.55M
|
94.9K
$6.77M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-48.7K- 28.36% |
$3.32M - $3.63M
|
123K
$8.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-53.1K- 88.63% |
$3.62M - $3.96M
|
6.82K
$487K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-56.3K- 44.15% |
$3.84M - $4.19M
|
71.2K
$5.08M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-57.4K- 44.42% |
$3.91M - $4.27M
|
71.8K
$5.13M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-58.1K- 74.34% |
$3.96M - $4.32M
|
20.1K
$1.43M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-60.6K- 5.1% |
$4.13M - $4.51M
|
1.13M
$80.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-61.2K- 29.42% |
$4.17M - $4.56M
|
147K
$10.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-65.7K- 2.4% |
$4.47M - $4.89M
|
2.67M
$191M
|
|
|
May 13, 2024
Q1 2024
|
Passaic Partners LLC
|
SELL
|
- |
-66K- 2.65% |
$4.5M - $4.91M
|
2.43M
$173M
|
|
|
May 15, 2024
Q1 2024
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-68.7K- 18.99% |
$4.68M - $5.11M
|
293K
$20.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-68.8K- 42.51% |
$4.69M - $5.12M
|
93K
$6.64M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-69.4K- 8.09% |
$4.73M - $5.16M
|
788K
$56.2M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-73.5K- 3.98% |
$5.01M - $5.47M
|
1.77M
$127M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-73.6K- 5.1% |
$5.01M - $5.47M
|
1.37M
$97.6M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-76.6K- 3.64% |
$5.22M - $5.7M
|
2.03M
$145M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-77.3K- 13.38% |
$5.27M - $5.76M
|
501K
$35.7M
|