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
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.9K+ 6.17% |
$470K - $513K
|
119K
$8.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
6.9K+ 2.26% |
$470K - $513K
|
312K
$21.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.85K+ 14.54% |
$466K - $510K
|
53.9K
$3.78M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.74K+ 10.02% |
$459K - $501K
|
74K
$5.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
6.71K+ 2.48% |
$457K - $499K
|
277K
$19.4M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6.69K+ 11.21% |
$456K - $498K
|
66.4K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
BUY
|
- |
6.67K+ 21.89% |
$454K - $496K
|
37.1K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6.59K+ 5.01% |
$449K - $490K
|
138K
$9.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.55K+ 7.74% |
$447K - $488K
|
91.2K
$6.4M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.54K+ 4.74% |
$446K - $487K
|
145K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.54K+ 5.67% |
$445K - $486K
|
122K
$8.54M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.53K+ 1.22% |
$445K - $486K
|
541K
$38M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.53K+ 44.27% |
$445K - $486K
|
21.3K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.47KNew |
$441K - $481K
|
6.47K
$454K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
6.41K+ 8.45% |
$437K - $477K
|
82.3K
$5.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.39K+ 2.26% |
$435K - $475K
|
288K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.37K+ 18.79% |
$434K - $474K
|
40.3K
$2.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
6.37K+ 1.51% |
$434K - $474K
|
429K
$30.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.33K+ 126.83% |
$431K - $471K
|
11.3K
$793K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.32KNew |
$431K - $470K
|
6.32K
$443K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6.29KNew |
$429K - $468K
|
6.29K
$441K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.27K+ 2.65% |
$427K - $466K
|
242K
$17M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
6.15KNew |
$419K - $458K
|
6.15K
$432K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.05K+ 11.58% |
$413K - $451K
|
58.3K
$4.09M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
5.98K+ 1.98% |
$407K - $445K
|
308K
$21.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.97K+ 2.62% |
$407K - $444K
|
234K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.91KNew |
$403K - $440K
|
5.91K
$415K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
5.9KNew |
$402K - $439K
|
5.9K
$414K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
5.85K+ 5.45% |
$398K - $435K
|
113K
$7.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5.84K+ 4.39% |
$398K - $435K
|
139K
$9.73M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.83K+ 2.01% |
$397K - $434K
|
296K
$20.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.72KNew |
$390K - $426K
|
5.72K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.72K+ 4.87% |
$390K - $426K
|
123K
$8.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
5.7K+ 47.01% |
$388K - $424K
|
17.8K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.66K+ 1.09% |
$386K - $421K
|
525K
$36.8M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.64K+ 59.38% |
$384K - $420K
|
15.1K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.64K+ 1.46% |
$384K - $419K
|
393K
$27.5M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.61K+ 12.85% |
$382K - $418K
|
49.3K
$3.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.56K+ 7.82% |
$379K - $414K
|
76.7K
$5.38M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.44K+ 3.14% |
$371K - $405K
|
179K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.43K+ 8.09% |
$370K - $404K
|
72.5K
$5.09M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.43K+ 8.09% |
$370K - $404K
|
72.5K
$5.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
5.41KNew |
$368K - $402K
|
5.41K
$379K
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
5.4KNew |
$368K - $402K
|
5.4K
$379K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.4K+ 47.85% |
$368K - $402K
|
16.7K
$1.17M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.39K+ 17.14% |
$367K - $401K
|
36.8K
$2.58M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
5.32K+ 2.16% |
$363K - $396K
|
252K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.32K+ 0.1% |
$362K - $396K
|
5.39M
$378M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5.27K+ 49.3% |
$359K - $392K
|
16K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.24K+ 6.05% |
$357K - $390K
|
92K
$6.45M
|