Purchases and Sales Made in Q2 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4.04K+ 0.72% |
$286K - $308K
|
565K
$42M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.03KNew |
$285K - $307K
|
4.03K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.01KNew |
$284K - $306K
|
4.01K
$298K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.99K+ 0.79% |
$283K - $304K
|
512K
$38.1M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.98K+ 3.04% |
$282K - $303K
|
135K
$10M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.98KNew |
$282K - $303K
|
3.98K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.95K+ 20.29% |
$279K - $301K
|
23.4K
$1.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
3.89K+ 3.24% |
$275K - $296K
|
124K
$9.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.87KNew |
$274K - $295K
|
3.87K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.82K+ 4.42% |
$270K - $291K
|
90.2K
$6.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
3.82K+ 1.21% |
$270K - $291K
|
318K
$23.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.81K+ 51.87% |
$270K - $290K
|
11.2K
$829K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.77K+ 38.1% |
$267K - $287K
|
13.7K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.75KNew |
$266K - $286K
|
3.75K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
3.73K+ 1.05% |
$264K - $284K
|
357K
$26.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.73K+ 14.0% |
$264K - $284K
|
30.3K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.7K+ 0.99% |
$262K - $282K
|
379K
$28.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.69K+ 23.15% |
$261K - $281K
|
19.7K
$1.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.65KNew |
$258K - $278K
|
3.65K
$271K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.64K+ 29.55% |
$258K - $277K
|
16K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.6K+ 9.55% |
$254K - $274K
|
41.2K
$3.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.56K+ 3.15% |
$252K - $271K
|
117K
$8.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.55K+ 3.0% |
$251K - $270K
|
122K
$9.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 4.83% |
$248K - $267K
|
76.1K
$5.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.49K+ 2.23% |
$247K - $266K
|
160K
$11.9M
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.45K+ 1.12% |
$244K - $263K
|
312K
$23.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
3.34KNew |
$236K - $254K
|
3.34K
$248K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
3.32KNew |
$235K - $253K
|
3.32K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.31K+ 3.32% |
$234K - $252K
|
103K
$7.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
3.29K+ 1.22% |
$233K - $250K
|
273K
$20.3M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.27KNew |
$231K - $249K
|
3.27K
$243K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
3.24K+ 24.74% |
$229K - $247K
|
16.3K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.23KNew |
$228K - $246K
|
3.23K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 1.51% |
$227K - $244K
|
216K
$16M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.16K+ 15.7% |
$224K - $241K
|
23.3K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.13KNew |
$221K - $238K
|
3.13K
$232K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.13KNew |
$221K - $238K
|
3.13K
$232K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.12K+ 17.5% |
$221K - $238K
|
21K
$1.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.11K+ 1.39% |
$220K - $237K
|
227K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.09K+ 1.4% |
$219K - $235K
|
224K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.06K+ 16.89% |
$217K - $233K
|
21.2K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.05KNew |
$216K - $232K
|
3.05K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.04K+ 14.29% |
$215K - $232K
|
24.3K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.01KNew |
$213K - $229K
|
3.01K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.99K+ 4.26% |
$212K - $228K
|
73.1K
$5.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.98K+ 1.03% |
$211K - $227K
|
291K
$21.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.98K+ 53.09% |
$211K - $227K
|
8.58K
$637K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.96K+ 11.43% |
$209K - $226K
|
28.9K
$2.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.93KNew |
$207K - $223K
|
2.93K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.88K+ 64.14% |
$204K - $220K
|
7.37K
$548K
|