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 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
2.15K+ 23.34% |
$152K - $164K
|
11.4K
$845K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.09K+ 31.0% |
$148K - $159K
|
8.83K
$656K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.07K+ 164.73% |
$147K - $158K
|
3.33K
$248K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.07K+ 23.02% |
$146K - $158K
|
11.1K
$821K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.05K+ 3.01% |
$145K - $156K
|
70.1K
$5.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.05K+ 1.87% |
$145K - $156K
|
112K
$8.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.05K+ 5.56% |
$145K - $156K
|
38.9K
$2.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.03K+ 0.44% |
$144K - $155K
|
464K
$34.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.02K+ 1.06% |
$143K - $154K
|
193K
$14.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
2.01K+ 11.67% |
$142K - $153K
|
19.2K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2K+ 38.04% |
$141K - $152K
|
7.25K
$538K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.99K+ 48.12% |
$140K - $151K
|
6.11K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.97K+ 7.07% |
$139K - $150K
|
29.8K
$2.22M
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.96K+ 14007.14% |
$139K - $149K
|
1.98K
$147K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.95K+ 3.94% |
$138K - $149K
|
51.4K
$3.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.95K+ 5.81% |
$138K - $148K
|
35.4K
$2.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 3.32% |
$137K - $147K
|
60K
$4.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
1.93K+ 0.32% |
$137K - $147K
|
596K
$44.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.93K+ 9.02% |
$136K - $147K
|
23.3K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.91K+ 9.87% |
$135K - $146K
|
21.3K
$1.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.91K+ 3.75% |
$135K - $145K
|
52.8K
$3.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.88K+ 150.6% |
$133K - $144K
|
3.14K
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.87K+ 2.36% |
$133K - $143K
|
81.3K
$6.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.87K+ 1.99% |
$132K - $142K
|
95.5K
$7.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.86K+ 42.13% |
$131K - $141K
|
6.26K
$465K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.83K+ 13.81% |
$129K - $139K
|
15.1K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.82K+ 1.88% |
$129K - $139K
|
98.9K
$7.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.8K+ 5.84% |
$127K - $137K
|
32.6K
$2.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.77K+ 22.74% |
$125K - $135K
|
9.54K
$709K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.75K+ 6.09% |
$124K - $133K
|
30.5K
$2.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.74K+ 0.6% |
$123K - $133K
|
291K
$21.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.74K+ 1.33% |
$123K - $132K
|
133K
$9.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$122K - $131K
|
1.72K
$128K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.71K+ 10.31% |
$121K - $130K
|
18.3K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.7K+ 2.51% |
$121K - $130K
|
69.6K
$5.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
1.7K+ 17.75% |
$120K - $129K
|
11.3K
$836K
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
1.67K+ 4.38% |
$118K - $127K
|
39.8K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.67K+ 26.45% |
$118K - $127K
|
7.99K
$593K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.63K+ 1.1% |
$115K - $124K
|
150K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.6K+ 5.71% |
$113K - $122K
|
29.6K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.58K+ 58.76% |
$112K - $120K
|
4.27K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 3.81% |
$112K - $120K
|
43.1K
$3.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.58K+ 19.08% |
$112K - $120K
|
9.85K
$732K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.57K+ 60.32% |
$111K - $120K
|
4.17K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.56K+ 3.85% |
$110K - $119K
|
42K
$3.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.52K+ 2.7% |
$107K - $116K
|
57.7K
$4.29M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.51K+ 0.95% |
$107K - $115K
|
162K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
1.51K+ 0.44% |
$107K - $115K
|
344K
$25.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 4.13% |
$106K - $114K
|
37.6K
$2.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.49K+ 5.09% |
$106K - $114K
|
30.9K
$2.29M
|