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 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 5.56% |
$1.03M - $1.12M
|
286K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
15K+ 2.01% |
$1.02M - $1.12M
|
762K
$53.5M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
15K+ 1.24% |
$1.02M - $1.11M
|
1.23M
$86.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
14.5KNew |
$987K - $1.08M
|
14.5K
$1.02M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
14.3K+ 46.1% |
$977K - $1.07M
|
45.5K
$3.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14.1K+ 84.53% |
$961K - $1.05M
|
30.8K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14.1K+ 4.71% |
$959K - $1.05M
|
313K
$22M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 4.76% |
$932K - $1.02M
|
301K
$21.1M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
13.4K+ 4.58% |
$912K - $996K
|
305K
$21.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.3K+ 4.56% |
$904K - $987K
|
304K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.2K+ 23.16% |
$902K - $986K
|
70.4K
$4.95M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.9K+ 53.64% |
$879K - $960K
|
36.9K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 4.34% |
$871K - $951K
|
308K
$21.6M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.8K+ 30.12% |
$871K - $951K
|
55.2K
$3.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12.8K+ 7.88% |
$869K - $949K
|
175K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
12.7K+ 7.59% |
$868K - $948K
|
181K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
12.7K+ 4.92% |
$864K - $943K
|
270K
$19M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.3K+ 2.73% |
$837K - $914K
|
462K
$32.5M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
12K+ 94.33% |
$820K - $895K
|
24.8K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
12K+ 4.64% |
$815K - $891K
|
270K
$19M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
11.5K+ 35.14% |
$781K - $853K
|
44.1K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11.4K+ 63.58% |
$779K - $851K
|
29.4K
$2.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
11.3K+ 50.73% |
$768K - $839K
|
33.5K
$2.35M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.3K+ 4.06% |
$767K - $838K
|
289K
$20.3M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11K+ 31.09% |
$753K - $822K
|
46.6K
$3.27M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
11KNew |
$752K - $821K
|
11K
$775K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 6.75% |
$744K - $813K
|
173K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 5.86% |
$735K - $803K
|
195K
$13.7M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 112.96% |
$723K - $790K
|
20K
$1.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.6K+ 143.82% |
$723K - $789K
|
18K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.6K+ 297.53% |
$722K - $789K
|
14.2K
$995K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
10.6K+ 13.68% |
$720K - $786K
|
87.8K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.6KNew |
$719K - $785K
|
10.6K
$742K
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
10.5K+ 3.17% |
$719K - $785K
|
344K
$24.2M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10.4K+ 2.95% |
$708K - $774K
|
363K
$25.5M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
10.4KNew |
$707K - $772K
|
10.4K
$729K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.3K+ 61.34% |
$704K - $769K
|
27.2K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
10.3K+ 1.47% |
$702K - $767K
|
711K
$50M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 1.8% |
$693K - $757K
|
575K
$40.4M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.1K+ 6.03% |
$691K - $755K
|
178K
$12.5M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$688K - $752K
|
10.1K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10K+ 18.32% |
$684K - $747K
|
64.8K
$4.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
10K+ 6.91% |
$684K - $747K
|
155K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.94K+ 5.78% |
$677K - $740K
|
182K
$12.8M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.93K+ 2.85% |
$677K - $739K
|
358K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
9.9K+ 2.54% |
$674K - $737K
|
400K
$28.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
9.88K+ 208.0% |
$673K - $735K
|
14.6K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
9.84K+ 16.64% |
$670K - $732K
|
69K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.76K+ 1.93% |
$665K - $727K
|
516K
$36.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.75K+ 220.38% |
$665K - $726K
|
14.2K
$997K
|