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 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
9.74K+ 24.87% |
$664K - $725K
|
48.9K
$3.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9.71K+ 1.59% |
$662K - $723K
|
621K
$43.6M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.66K+ 86.01% |
$658K - $719K
|
20.9K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.63K+ 64.17% |
$656K - $717K
|
24.6K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.61K+ 82.06% |
$655K - $715K
|
21.3K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.5K+ 1891.43% |
$647K - $707K
|
10K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.4K+ 16.01% |
$641K - $700K
|
68.1K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.34K+ 1.8% |
$636K - $695K
|
528K
$37.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.3K+ 1.36% |
$634K - $692K
|
691K
$48.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9.28K+ 321.33% |
$632K - $691K
|
12.2K
$855K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
9.25K+ 52.81% |
$630K - $688K
|
26.8K
$1.88M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
9.21K+ 10.25% |
$627K - $685K
|
99K
$6.96M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
9.21K+ 5.68% |
$627K - $685K
|
171K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9.2K+ 12.01% |
$627K - $685K
|
85.8K
$6.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9.18K+ 6.6% |
$626K - $683K
|
148K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.09K+ 5.73% |
$619K - $677K
|
168K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.07K+ 1.54% |
$618K - $675K
|
600K
$42.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
9K+ 9.7% |
$613K - $670K
|
102K
$7.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
8.97K+ 1.4% |
$611K - $668K
|
651K
$45.8M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
8.89K+ 9.09% |
$606K - $662K
|
107K
$7.5M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.82K+ 8.19% |
$601K - $657K
|
116K
$8.19M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.79K+ 14.46% |
$599K - $654K
|
69.5K
$4.89M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.73K+ 3.83% |
$595K - $650K
|
237K
$16.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
8.53KNew |
$581K - $635K
|
8.53K
$599K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.51K+ 138.59% |
$580K - $633K
|
14.6K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.46KNew |
$577K - $630K
|
8.46K
$595K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
8.43K+ 3.35% |
$574K - $627K
|
260K
$18.3M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
8.41K+ 214.42% |
$573K - $626K
|
12.3K
$867K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
8.41KNew |
$573K - $626K
|
8.41K
$591K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.35K+ 0.75% |
$569K - $621K
|
1.12M
$78.5M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.16KNew |
$556K - $607K
|
8.16K
$573K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
8.11K+ 41.08% |
$553K - $604K
|
27.9K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
8.04K+ 6.56% |
$548K - $598K
|
131K
$9.18M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.97K+ 30.94% |
$543K - $593K
|
33.7K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.97KNew |
$543K - $593K
|
7.97K
$560K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.9K+ 102.39% |
$538K - $588K
|
15.6K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.87K+ 42.54% |
$536K - $586K
|
26.4K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.87KNew |
$536K - $586K
|
7.87K
$553K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7.77K+ 123.11% |
$530K - $578K
|
14.1K
$990K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.71K+ 59.92% |
$525K - $573K
|
20.6K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.7K+ 188.36% |
$525K - $573K
|
11.8K
$828K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.51K+ 42.15% |
$512K - $559K
|
25.3K
$1.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.47KNew |
$509K - $556K
|
7.47K
$525K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.43K+ 78.03% |
$506K - $553K
|
16.9K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.39K+ 2.48% |
$504K - $550K
|
306K
$21.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
7.36KNew |
$502K - $548K
|
7.36K
$517K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.36K+ 4.45% |
$501K - $547K
|
172K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.11K+ 9.98% |
$484K - $529K
|
78.4K
$5.51M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.08K+ 17.15% |
$483K - $527K
|
48.4K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.03KNew |
$479K - $523K
|
7.03K
$494K
|