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
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
22.8KNew |
$1.55M - $1.7M
|
22.8K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
22.5K+ 9.68% |
$1.53M - $1.67M
|
255K
$17.9M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
22.3K+ 2.57% |
$1.52M - $1.66M
|
890K
$62.5M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.1K+ 16.95% |
$1.51M - $1.65M
|
153K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
21.9K+ 10.92% |
$1.49M - $1.63M
|
223K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
21.9K+ 11.44% |
$1.49M - $1.63M
|
214K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21.7K+ 14.27% |
$1.48M - $1.62M
|
174K
$12.2M
|
|
|
May 01, 2024
Q1 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
21.6K+ 6.95% |
$1.47M - $1.61M
|
332K
$23.3M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
21.4KNew |
$1.46M - $1.59M
|
21.4K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.2K+ 1.26% |
$1.44M - $1.58M
|
1.7M
$120M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21K+ 5.29% |
$1.43M - $1.56M
|
418K
$29.4M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
20.6K+ 41.88% |
$1.4M - $1.53M
|
69.8K
$4.9M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
20.6K+ 64.82% |
$1.4M - $1.53M
|
52.3K
$3.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.6K+ 10.12% |
$1.4M - $1.53M
|
224K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
20.5KNew |
$1.39M - $1.52M
|
20.5K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
20.2K+ 12026.79% |
$1.38M - $1.5M
|
20.4K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.2K+ 13.51% |
$1.37M - $1.5M
|
170K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
20K+ 25.9% |
$1.36M - $1.49M
|
97K
$6.82M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
19.8K+ 11.03% |
$1.35M - $1.48M
|
200K
$14M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19.4K+ 2.69% |
$1.32M - $1.45M
|
741K
$52.1M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
19.3KNew |
$1.31M - $1.43M
|
19.3K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
19.2K+ 5.82% |
$1.31M - $1.43M
|
349K
$24.5M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
18.9K+ 24.8% |
$1.29M - $1.41M
|
95.2K
$6.69M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
18.9K+ 24.8% |
$1.29M - $1.41M
|
95.2K
$6.69M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18.7K+ 17.55% |
$1.27M - $1.39M
|
125K
$8.8M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
18.6K+ 4.43% |
$1.27M - $1.38M
|
437K
$30.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
18.4K+ 8.76% |
$1.25M - $1.37M
|
229K
$16.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18.3KNew |
$1.25M - $1.36M
|
18.3K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
18.2K+ 18.56% |
$1.24M - $1.35M
|
116K
$8.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
18.2K+ 1.69% |
$1.24M - $1.35M
|
1.1M
$77M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
17.9K+ 35.66% |
$1.22M - $1.33M
|
67.9K
$4.77M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.7K+ 24.53% |
$1.2M - $1.32M
|
89.7K
$6.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17.6K+ 34.85% |
$1.2M - $1.31M
|
68.1K
$4.78M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
17.5K+ 14.65% |
$1.19M - $1.3M
|
137K
$9.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
17.3K+ 6.23% |
$1.18M - $1.29M
|
296K
$20.8M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
16.6K+ 88.79% |
$1.13M - $1.24M
|
35.3K
$2.48M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.5K+ 3.48% |
$1.13M - $1.23M
|
491K
$34.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
16.4K+ 31.96% |
$1.12M - $1.22M
|
67.7K
$4.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
16.4K+ 1.17% |
$1.12M - $1.22M
|
1.42M
$99.7M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.3K+ 5.69% |
$1.11M - $1.22M
|
303K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
16.2K+ 3.66% |
$1.1M - $1.2M
|
458K
$32.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
16.1K+ 30.22% |
$1.1M - $1.2M
|
69.6K
$4.89M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.1K+ 5.98% |
$1.1M - $1.2M
|
286K
$20.1M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
16.1K+ 4.09% |
$1.09M - $1.2M
|
409K
$28.7M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16K+ 0.97% |
$1.09M - $1.19M
|
1.66M
$117M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16K+ 0.97% |
$1.09M - $1.19M
|
1.66M
$117M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.7K+ 82.83% |
$1.07M - $1.17M
|
34.6K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.5KNew |
$1.06M - $1.16M
|
15.5K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
15.5K+ 3.88% |
$1.06M - $1.15M
|
415K
$29.1M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
15.1K+ 88.37% |
$1.03M - $1.13M
|
32.3K
$2.27M
|