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 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
36.7K+ 162.99% |
$2.5M - $2.73M
|
59.3K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
36.2K+ 0.56% |
$2.47M - $2.7M
|
6.52M
$458M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
36.2K+ 6.52% |
$2.47M - $2.7M
|
592K
$41.6M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
35.7K+ 64.33% |
$2.43M - $2.66M
|
91.3K
$6.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
35.6K+ 5.18% |
$2.43M - $2.65M
|
723K
$50.8M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
34.7K+ 5.93% |
$2.36M - $2.58M
|
620K
$43.6M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
34.6KNew |
$2.36M - $2.58M
|
34.6K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
34.3K+ 8.28% |
$2.34M - $2.55M
|
449K
$31.5M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33K+ 4.68% |
$2.25M - $2.45M
|
737K
$51.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
32.4K+ 4.17% |
$2.21M - $2.41M
|
809K
$56.9M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
32.3K+ 7.27% |
$2.2M - $2.41M
|
477K
$33.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
32.3K+ 4.41% |
$2.2M - $2.4M
|
765K
$53.8M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.1K+ 5.92% |
$2.18M - $2.39M
|
573K
$40.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
31.6K+ 46.45% |
$2.15M - $2.35M
|
99.6K
$7M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.2K+ 7.92% |
$2.13M - $2.32M
|
425K
$29.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
30.7K+ 12.29% |
$2.09M - $2.28M
|
280K
$19.7M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30.3K+ 2.75% |
$2.07M - $2.26M
|
1.13M
$79.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.9K+ 6.28% |
$2.04M - $2.22M
|
506K
$35.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.7K+ 69.35% |
$2.03M - $2.21M
|
72.6K
$5.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
29.4K+ 4.14% |
$2M - $2.19M
|
739K
$51.9M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
29K+ 4.39% |
$1.98M - $2.16M
|
690K
$48.5M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.8K+ 4.23% |
$1.96M - $2.14M
|
710K
$49.9M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
28.6K+ 96.8% |
$1.95M - $2.13M
|
58.1K
$4.08M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
28.1K+ 60.91% |
$1.92M - $2.09M
|
74.3K
$5.22M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28.1K+ 7.32% |
$1.91M - $2.09M
|
412K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27.8K+ 302.53% |
$1.89M - $2.07M
|
37K
$2.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
27.7K+ 6.58% |
$1.89M - $2.06M
|
449K
$31.5M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
27.2K+ 13.38% |
$1.86M - $2.03M
|
231K
$16.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
27.1K+ 94.45% |
$1.85M - $2.02M
|
55.8K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
26.8K+ 7.92% |
$1.83M - $2M
|
365K
$25.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26.4K+ 333.66% |
$1.8M - $1.97M
|
34.3K
$2.41M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
26K+ 1.97% |
$1.77M - $1.94M
|
1.35M
$94.9M
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
25.9KNew |
$1.77M - $1.93M
|
25.9K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
25.9KNew |
$1.77M - $1.93M
|
25.9K
$1.82M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25.7K+ 7.26% |
$1.75M - $1.92M
|
380K
$26.7M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
25.3KNew |
$1.72M - $1.88M
|
25.3K
$1.78M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
25.1K+ 5.66% |
$1.71M - $1.87M
|
468K
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
24.7K+ 38.8% |
$1.68M - $1.83M
|
88.2K
$6.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
24.5K+ 9.07% |
$1.67M - $1.82M
|
295K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24.4K+ 13.87% |
$1.66M - $1.81M
|
200K
$14.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
24.3K+ 6.99% |
$1.65M - $1.81M
|
372K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.1K+ 128.81% |
$1.64M - $1.79M
|
42.8K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24KNew |
$1.64M - $1.79M
|
24K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
23.6K+ 5.3% |
$1.61M - $1.76M
|
469K
$33M
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
23.3KNew |
$1.59M - $1.73M
|
23.3K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
23.2K+ 3.31% |
$1.58M - $1.73M
|
726K
$51M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
23.2K+ 2.05% |
$1.58M - $1.73M
|
1.16M
$81.3M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
23.2K+ 1.41% |
$1.58M - $1.72M
|
1.66M
$117M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
23K+ 6.37% |
$1.57M - $1.71M
|
384K
$27M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
22.8K+ 2.71% |
$1.56M - $1.7M
|
867K
$60.9M
|