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 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
5.23K+ 79.66% |
$356K - $389K
|
11.8K
$829K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.2K+ 10.0% |
$354K - $387K
|
57.1K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.19K+ 164.99% |
$354K - $386K
|
8.33K
$586K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.18K+ 36.29% |
$353K - $386K
|
19.5K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.18K+ 7.68% |
$353K - $385K
|
72.6K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.18K+ 4.99% |
$353K - $385K
|
109K
$7.65M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5.15K+ 1.93% |
$351K - $383K
|
272K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.02K+ 15.12% |
$342K - $373K
|
38.2K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5K+ 55.09% |
$341K - $372K
|
14.1K
$989K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.98KNew |
$339K - $370K
|
4.98K
$350K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.86K+ 1.8% |
$331K - $362K
|
275K
$19.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.78K+ 3.19% |
$326K - $356K
|
155K
$10.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.76K+ 1.01% |
$324K - $354K
|
474K
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.75K+ 2.14% |
$324K - $353K
|
226K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.73KNew |
$322K - $352K
|
4.73K
$332K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.73K+ 3.7% |
$322K - $352K
|
133K
$9.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.73KNew |
$322K - $352K
|
4.73K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.7K+ 103.82% |
$320K - $350K
|
9.23K
$649K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.69K+ 228.89% |
$320K - $349K
|
6.74K
$474K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
4.65K+ 4.03% |
$317K - $346K
|
120K
$8.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
4.62K+ 14.73% |
$315K - $344K
|
36K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.61KNew |
$314K - $343K
|
4.61K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.57K+ 8.86% |
$312K - $340K
|
56.2K
$3.95M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.57K+ 2.46% |
$311K - $340K
|
191K
$13.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 2.01% |
$309K - $337K
|
230K
$16.1M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.49KNew |
$306K - $334K
|
4.49K
$316K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.49K+ 11.25% |
$306K - $334K
|
44.4K
$3.12M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.48KNew |
$305K - $334K
|
4.48K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
4.48K+ 0.54% |
$305K - $334K
|
840K
$59M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.48KNew |
$305K - $334K
|
4.48K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.47K+ 114.38% |
$305K - $333K
|
8.38K
$589K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.46K+ 1.07% |
$304K - $332K
|
422K
$29.7M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.46K+ 6.79% |
$304K - $332K
|
70.1K
$4.93M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.44K+ 137.39% |
$302K - $330K
|
7.67K
$539K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.38KNew |
$298K - $326K
|
4.38K
$308K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
4.35KNew |
$296K - $323K
|
4.35K
$305K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.34K+ 5.83% |
$296K - $323K
|
78.8K
$5.54M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4.28K+ 6.08% |
$292K - $319K
|
74.7K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.28KNew |
$291K - $318K
|
4.28K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.26KNew |
$290K - $317K
|
4.26K
$299K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.26K+ 1.69% |
$290K - $317K
|
256K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.26KNew |
$290K - $317K
|
4.26K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.25K+ 19.14% |
$290K - $316K
|
26.5K
$1.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.25K+ 1.63% |
$289K - $316K
|
265K
$18.6M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.24K+ 163.19% |
$289K - $315K
|
6.84K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.23KNew |
$288K - $315K
|
4.23K
$297K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4.2K+ 1.63% |
$286K - $313K
|
262K
$18.4M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
4.2K+ 83.58% |
$286K - $312K
|
9.22K
$648K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.2K+ 3.31% |
$286K - $312K
|
131K
$9.22M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.16K+ 2.68% |
$283K - $310K
|
159K
$11.2M
|