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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.48K+ 0.8% |
$105K - $113K
|
186K
$13.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.48K+ 8.69% |
$104K - $112K
|
18.4K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1.46K+ 2.35% |
$103K - $111K
|
63.5K
$4.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
1.44K+ 15.64% |
$102K - $109K
|
10.6K
$789K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.42K+ 23.48% |
$100K - $108K
|
7.45K
$553K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.39K+ 6.24% |
$98.4K - $106K
|
23.7K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.39K+ 6.77% |
$98.2K - $106K
|
21.9K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.36K+ 10.73% |
$96.4K - $104K
|
14.1K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.35K+ 38.19% |
$95.8K - $103K
|
4.9K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.35K+ 38.27% |
$95.7K - $103K
|
4.89K
$363K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.33K+ 3.0% |
$94.1K - $101K
|
45.7K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
1.32K+ 1.94% |
$93.3K - $100K
|
69.2K
$5.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.3K+ 15.45% |
$92.1K - $99.2K
|
9.73K
$723K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.3K+ 8.87% |
$92.1K - $99.1K
|
16K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.29K+ 7.14% |
$91K - $98K
|
19.3K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.28K+ 3.41% |
$90.8K - $97.8K
|
38.9K
$2.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.28K+ 16.07% |
$90.6K - $97.5K
|
9.25K
$687K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1.26K+ 8.93% |
$89.2K - $96K
|
15.4K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.26K+ 403.53% |
$89.1K - $95.9K
|
1.57K
$117K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.24K+ 1.12% |
$87.6K - $94.3K
|
112K
$8.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.24K+ 13.52% |
$87.5K - $94.2K
|
10.4K
$771K
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.21K+ 0.43% |
$85.6K - $92.2K
|
282K
$21M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.2K+ 2.18% |
$84.8K - $91.3K
|
56.3K
$4.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.18K+ 1.35% |
$83.5K - $89.9K
|
88.9K
$6.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.18K+ 3.08% |
$83.4K - $89.8K
|
39.4K
$2.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.17K+ 0.85% |
$82.7K - $89K
|
139K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.17K+ 12.45% |
$82.4K - $88.8K
|
10.5K
$782K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.16K+ 2.24% |
$82.2K - $88.5K
|
53.1K
$3.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.13K+ 1.25% |
$80.3K - $86.4K
|
92.1K
$6.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
1.13K+ 19.15% |
$79.8K - $85.9K
|
7.01K
$521K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 5.76% |
$79K - $85K
|
20.5K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.11K+ 0.75% |
$78.6K - $84.6K
|
149K
$11M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.1K+ 1.95% |
$77.6K - $83.6K
|
57.3K
$4.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 8.73% |
$76.9K - $82.8K
|
13.5K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.05K+ 4.07% |
$74.6K - $80.3K
|
27K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.05K+ 0.55% |
$74.4K - $80.1K
|
192K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.05K+ 29.97% |
$74K - $79.7K
|
4.54K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.04K+ 5.11% |
$73.7K - $79.3K
|
21.4K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.04K+ 0.76% |
$73.6K - $79.2K
|
137K
$10.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.04K+ 23.12% |
$73.2K - $78.9K
|
5.51K
$409K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.03K+ 0.58% |
$73.2K - $78.8K
|
179K
$13.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.02K+ 1.67% |
$71.9K - $77.4K
|
61.8K
$4.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
BUY
|
- |
1.01K+ 0.32% |
$71.1K - $76.6K
|
313K
$23.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
995+ 15.38% |
$70.4K - $75.8K
|
7.46K
$554K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
981+ 11.94% |
$69.4K - $74.7K
|
9.2K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
974+ 1.49% |
$68.9K - $74.2K
|
66.3K
$4.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
973+ 32.43% |
$68.9K - $74.1K
|
3.97K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
971+ 0.38% |
$68.7K - $74K
|
258K
$19.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
968+ 21.4% |
$68.5K - $73.8K
|
5.49K
$408K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
932+ 8.64% |
$66K - $71K
|
11.7K
$870K
|