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 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
666+ 12.68% |
$47.1K - $50.7K
|
5.92K
$440K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
660+ 3.22% |
$46.7K - $50.3K
|
21.2K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
643+ 1.83% |
$45.5K - $49K
|
35.8K
$2.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
636+ 8.74% |
$45K - $48.5K
|
7.91K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
635+ 13.24% |
$44.9K - $48.4K
|
5.43K
$403K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
629+ 53.21% |
$44.5K - $47.9K
|
1.81K
$135K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
621+ 45.86% |
$43.9K - $47.3K
|
1.98K
$147K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
601+ 6.27% |
$42.5K - $45.8K
|
10.2K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
601+ 0.83% |
$42.5K - $45.8K
|
73K
$5.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
600+ 0.23% |
$42.5K - $45.7K
|
266K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
595+ 17.85% |
$42.1K - $45.3K
|
3.93K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
591New |
$41.8K - $45K
|
591
$43.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
589+ 2.65% |
$41.7K - $44.9K
|
22.8K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
585+ 3.63% |
$41.4K - $44.6K
|
16.7K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
570+ 0.48% |
$40.3K - $43.4K
|
120K
$8.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
565+ 1.8% |
$40K - $43K
|
32K
$2.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
563+ 3.92% |
$39.8K - $42.9K
|
14.9K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
558+ 3.61% |
$39.5K - $42.5K
|
16K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
555+ 9.65% |
$39.3K - $42.3K
|
6.31K
$469K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
552+ 1.97% |
$39.1K - $42.1K
|
28.5K
$2.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
552+ 4.57% |
$39.1K - $42.1K
|
12.6K
$939K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
542+ 420.16% |
$38.4K - $41.3K
|
671
$49.8K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
542New |
$38.4K - $41.3K
|
542
$40.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
540+ 0.74% |
$38.2K - $41.1K
|
73.8K
$5.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
538New |
$38.1K - $41K
|
538
$40K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
533+ 7.23% |
$37.7K - $40.6K
|
7.91K
$587K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
529+ 0.8% |
$37.4K - $40.3K
|
66.9K
$4.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
515+ 2.32% |
$36.4K - $39.2K
|
22.7K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
514+ 0.6% |
$36.4K - $39.2K
|
86K
$6.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
511+ 0.28% |
$36.2K - $38.9K
|
186K
$13.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
510+ 3.78% |
$36.1K - $38.9K
|
14K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
510New |
$36.1K - $38.9K
|
510
$37.9K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
505+ 2.67% |
$35.7K - $38.5K
|
19.4K
$1.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
503+ 0.83% |
$35.6K - $38.3K
|
61K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
503+ 0.49% |
$35.6K - $38.3K
|
103K
$7.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
497+ 2.02% |
$35.2K - $37.9K
|
25.1K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
490+ 0.53% |
$34.7K - $37.3K
|
93.5K
$6.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
486+ 2.07% |
$34.4K - $37K
|
23.9K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
478+ 1.47% |
$33.8K - $36.4K
|
32.9K
$2.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
474+ 1.93% |
$33.5K - $36.1K
|
25K
$1.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
469+ 8.97% |
$33.2K - $35.7K
|
5.7K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
464+ 2.4% |
$32.8K - $35.4K
|
19.8K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
443+ 2.36% |
$31.4K - $33.8K
|
19.2K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
443+ 1.02% |
$31.4K - $33.8K
|
44.1K
$3.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
441+ 0.15% |
$31.2K - $33.6K
|
286K
$21.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
441+ 0.55% |
$31.2K - $33.6K
|
80.6K
$5.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
427+ 4.03% |
$30.2K - $32.5K
|
11K
$819K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
423+ 24.24% |
$29.9K - $32.2K
|
2.17K
$161K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
415+ 12.22% |
$29.4K - $31.6K
|
3.81K
$283K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
414+ 9.23% |
$29.3K - $31.5K
|
4.9K
$364K
|