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 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-77.6K- 12.46% |
$5.29M - $5.77M
|
545K
$38.2M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-78.9K- 16.26% |
$5.38M - $5.87M
|
406K
$28.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-82K- 7.15% |
$5.59M - $6.1M
|
1.06M
$74.6M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-90.8K- 34.94% |
$6.19M - $6.76M
|
169K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-101K- 84.92% |
$6.88M - $7.52M
|
17.9K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-105K- 2.33% |
$7.18M - $7.84M
|
4.41M
$309M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-108K- 2.4% |
$7.35M - $8.02M
|
4.38M
$307M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-108K- 57.35% |
$7.35M - $8.03M
|
80.2K
$5.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-110K- 11.1% |
$7.46M - $8.15M
|
877K
$61.5M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-112K- 83.58% |
$7.62M - $8.33M
|
22K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-113K- 71.61% |
$7.73M - $8.45M
|
45K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-116K- 9.91% |
$7.89M - $8.62M
|
1.05M
$73.8M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-116K- 66.82% |
$7.93M - $8.66M
|
57.8K
$4.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-117K- 33.06% |
$7.94M - $8.68M
|
236K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-119K- 43.38% |
$8.09M - $8.84M
|
155K
$10.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-123K- 18.05% |
$8.38M - $9.15M
|
558K
$39.1M
|
|
|
May 06, 2024
Q1 2024
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-125K- 35.75% |
$8.5M - $9.29M
|
224K
$15.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-130K- 64.93% |
$8.89M - $9.71M
|
70.4K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-131K- 14.83% |
$8.94M - $9.77M
|
753K
$52.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-134K- 0.45% |
$9.12M - $9.96M
|
29.4M
$2.06B
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-141K- 20.78% |
$9.6M - $10.5M
|
537K
$37.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-144K- 61.97% |
$9.81M - $10.7M
|
88.3K
$6.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-147K- 3.4% |
$10M - $11M
|
4.18M
$293M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-154K- 77.29% |
$10.5M - $11.4M
|
45.2K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-157K- 4.91% |
$10.7M - $11.7M
|
3.04M
$214M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-159K- 27.57% |
$10.8M - $11.8M
|
417K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-163K- 12.74% |
$11.1M - $12.1M
|
1.12M
$78.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-182K- 9.63% |
$12.4M - $13.6M
|
1.71M
$120M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-186K- 8.4% |
$12.7M - $13.9M
|
2.03M
$143M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-191K- 24.94% |
$13M - $14.2M
|
574K
$40.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-191K- 12.62% |
$13M - $14.2M
|
1.32M
$92.8M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-205K- 7.84% |
$14M - $15.3M
|
2.41M
$169M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-212K- 4.61% |
$14.5M - $15.8M
|
4.39M
$308M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-221K- 8.44% |
$15M - $16.4M
|
2.4M
$168M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-223K- 34.52% |
$15.2M - $16.6M
|
423K
$29.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-237K- 6.33% |
$16.1M - $17.6M
|
3.5M
$246M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-239K- 27.8% |
$16.3M - $17.8M
|
620K
$43.5M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-240K- 30.4% |
$16.4M - $17.9M
|
550K
$38.6M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-246K- 16.1% |
$16.7M - $18.3M
|
1.28M
$89.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-268K- 3.95% |
$18.2M - $19.9M
|
6.52M
$457M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-276K- 93.42% |
$18.8M - $20.5M
|
19.4K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-279K- 7.52% |
$19M - $20.8M
|
3.43M
$241M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-368K- 3.82% |
$25.1M - $27.4M
|
9.27M
$650M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-400K- 68.48% |
$27.2M - $29.8M
|
184K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-401K- 3.33% |
$27.3M - $29.9M
|
11.6M
$817M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-413K- 7.52% |
$28.2M - $30.8M
|
5.09M
$357M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-464K- 21.98% |
$31.6M - $34.5M
|
1.65M
$115M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-506K- 6.56% |
$34.5M - $37.6M
|
7.21M
$506M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-515K- 3.3% |
$35.1M - $38.3M
|
15.1M
$1.06B
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-564K- 33.61% |
$38.4M - $42M
|
1.11M
$78.1M
|