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 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.98K+ 1.03% |
$211K - $227K
|
291K
$22M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.98K+ 53.09% |
$211K - $227K
|
8.58K
$648K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.96K+ 11.43% |
$209K - $226K
|
28.9K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.93KNew |
$207K - $223K
|
2.93K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.88K+ 64.14% |
$204K - $220K
|
7.37K
$557K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
2.88K+ 9.82% |
$204K - $219K
|
32.2K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.87K+ 77.02% |
$203K - $219K
|
6.59K
$498K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.86K+ 11.62% |
$202K - $218K
|
27.5K
$2.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2.85KNew |
$202K - $217K
|
2.85K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
2.84K+ 0.89% |
$201K - $216K
|
321K
$24.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.82KNew |
$199K - $215K
|
2.82K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.82K+ 4.43% |
$199K - $215K
|
66.4K
$5.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.81K+ 3.06% |
$199K - $214K
|
94.7K
$7.15M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.79KNew |
$197K - $212K
|
2.79K
$210K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.77KNew |
$196K - $211K
|
2.77K
$209K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.77KNew |
$196K - $211K
|
2.77K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.75K+ 8.53% |
$195K - $210K
|
35K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.73K+ 13.32% |
$193K - $208K
|
23.2K
$1.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.72K+ 25.84% |
$192K - $207K
|
13.2K
$999K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.71K+ 2.49% |
$192K - $207K
|
112K
$8.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.71KNew |
$192K - $207K
|
2.71K
$205K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$192K - $206K
|
2.71K
$205K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.69K+ 31.9% |
$191K - $205K
|
11.1K
$841K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.66K+ 1.56% |
$188K - $203K
|
173K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.59K+ 26.72% |
$183K - $197K
|
12.3K
$926K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.58K+ 98.24% |
$182K - $196K
|
5.2K
$392K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.55K+ 1.65% |
$180K - $194K
|
157K
$11.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.54K+ 68.26% |
$179K - $193K
|
6.25K
$472K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.53K+ 15.4% |
$179K - $193K
|
19K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.52K+ 2.31% |
$178K - $192K
|
111K
$8.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 1.47% |
$178K - $192K
|
174K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.51K+ 5.33% |
$178K - $191K
|
49.6K
$3.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.5K+ 1.47% |
$177K - $190K
|
172K
$13M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.46K+ 10.26% |
$174K - $187K
|
26.4K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.46K+ 1.21% |
$174K - $187K
|
205K
$15.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.45K+ 39.45% |
$174K - $187K
|
8.67K
$655K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.45K+ 3.55% |
$173K - $187K
|
71.4K
$5.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.45K+ 25.24% |
$173K - $187K
|
12.1K
$917K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.43K+ 0.59% |
$172K - $185K
|
417K
$31.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.43K+ 1.16% |
$172K - $185K
|
212K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.43K+ 392.39% |
$172K - $185K
|
3.04K
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
2.37K+ 26.99% |
$168K - $180K
|
11.1K
$841K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.35K+ 2.38% |
$167K - $179K
|
101K
$7.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.34K+ 12.79% |
$166K - $178K
|
20.6K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 61.14% |
$164K - $177K
|
6.12K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.32K+ 12.65% |
$164K - $177K
|
20.7K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.29K+ 50.55% |
$162K - $175K
|
6.83K
$515K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.26K+ 3.49% |
$160K - $172K
|
66.9K
$5.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.22K+ 2.09% |
$157K - $169K
|
109K
$8.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
2.19K+ 0.78% |
$155K - $167K
|
283K
$21.3M
|