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 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
930+ 0.2% |
$65.8K - $70.9K
|
473K
$35.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
924+ 12.3% |
$65.4K - $70.4K
|
8.44K
$627K
|
|
|
Aug 01, 2024
Q2 2024
|
Pembroke Management, LTD
|
BUY
|
- |
922+ 1.94% |
$65.2K - $70.2K
|
48.4K
$3.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
919+ 0.17% |
$65K - $70K
|
531K
$39.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
913+ 1.84% |
$64.6K - $69.6K
|
50.7K
$3.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
912+ 5.43% |
$64.5K - $69.5K
|
17.7K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
903+ 0.58% |
$63.9K - $68.8K
|
156K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
902+ 1.28% |
$63.8K - $68.7K
|
71.2K
$5.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
895+ 17.62% |
$63.3K - $68.2K
|
5.98K
$444K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
874+ 1.92% |
$61.9K - $66.6K
|
46.5K
$3.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
855+ 1.81% |
$60.5K - $65.1K
|
48.1K
$3.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
845+ 2.99% |
$59.8K - $64.4K
|
29.1K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
827+ 19.53% |
$58.5K - $63K
|
5.06K
$376K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
824+ 8.06% |
$58.3K - $62.8K
|
11.1K
$821K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
823+ 12.41% |
$58.2K - $62.7K
|
7.46K
$554K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
819+ 5.82% |
$58K - $62.4K
|
14.9K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
815+ 0.69% |
$57.7K - $62.1K
|
119K
$8.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
812+ 14.62% |
$57.5K - $61.9K
|
6.37K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
809New |
$57.3K - $61.6K
|
809
$60.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
808+ 7.33% |
$57.2K - $61.6K
|
11.8K
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
803+ 23.17% |
$56.8K - $61.2K
|
4.27K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
781New |
$55.3K - $59.5K
|
781
$58K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
778+ 9.6% |
$55.1K - $59.3K
|
8.88K
$660K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
773+ 19.28% |
$54.7K - $58.9K
|
4.78K
$355K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
771+ 24.92% |
$54.6K - $58.7K
|
3.87K
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
770+ 0.81% |
$54.5K - $58.7K
|
95.3K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
770+ 1.75% |
$54.5K - $58.7K
|
44.9K
$3.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
754+ 11.91% |
$53.4K - $57.4K
|
7.09K
$526K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
749New |
$53K - $57.1K
|
749
$55.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
737+ 20.39% |
$52.2K - $56.2K
|
4.35K
$323K
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
729+ 1.9% |
$51.6K - $55.5K
|
39.2K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
723+ 0.47% |
$51.2K - $55.1K
|
154K
$11.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
721+ 86.66% |
$51K - $54.9K
|
1.55K
$115K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
720+ 25.03% |
$51K - $54.9K
|
3.6K
$267K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
719+ 4.03% |
$50.9K - $54.8K
|
18.5K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
717+ 7.24% |
$50.7K - $54.6K
|
10.6K
$789K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
717+ 25.63% |
$50.7K - $54.6K
|
3.51K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
716+ 42.47% |
$50.7K - $54.6K
|
2.4K
$178K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
710+ 14.1% |
$50.2K - $54.1K
|
5.75K
$427K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
708+ 4.62% |
$50.1K - $53.9K
|
16K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
708+ 0.51% |
$50.1K - $53.9K
|
139K
$10.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
703+ 5.53% |
$49.8K - $53.6K
|
13.4K
$996K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
700+ 6.28% |
$49.5K - $53.3K
|
11.9K
$881K
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
696+ 0.67% |
$49.3K - $53K
|
105K
$7.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
695+ 15.82% |
$49.2K - $53K
|
5.09K
$378K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
695New |
$49.2K - $53K
|
695
$51.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
695New |
$49.2K - $53K
|
695
$51.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
691+ 8.15% |
$48.9K - $52.6K
|
9.17K
$681K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
683+ 20.92% |
$48.3K - $52K
|
3.95K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
666+ 12.68% |
$47.1K - $50.7K
|
5.92K
$440K
|