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 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
411+ 13.34% |
$29.1K - $31.3K
|
3.49K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
410New |
$29K - $31.2K
|
410
$30.5K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
409+ 1.26% |
$28.9K - $31.2K
|
32.9K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
399+ 7.14% |
$28.2K - $30.4K
|
5.99K
$445K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
399+ 92.15% |
$28.2K - $30.4K
|
832
$61.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
398+ 2.36% |
$28.2K - $30.3K
|
17.3K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
396+ 7.96% |
$28K - $30.2K
|
5.37K
$399K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
388+ 9.71% |
$27.5K - $29.6K
|
4.38K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
387+ 0.31% |
$27.4K - $29.5K
|
126K
$9.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
380+ 6.72% |
$26.9K - $29K
|
6.04K
$449K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
374+ 12.31% |
$26.5K - $28.5K
|
3.41K
$254K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
374+ 1.7% |
$26.5K - $28.5K
|
22.4K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
373+ 2.53% |
$26.4K - $28.4K
|
15.1K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
373+ 1.2% |
$26.4K - $28.4K
|
31.3K
$2.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
373+ 0.15% |
$26.4K - $28.4K
|
247K
$18.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
367+ 1.6% |
$26K - $28K
|
23.3K
$1.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
353+ 10.6% |
$25K - $26.9K
|
3.68K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
350+ 76.92% |
$24.8K - $26.7K
|
805
$59.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
350+ 43.75% |
$24.8K - $26.7K
|
1.15K
$85.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
345+ 0.47% |
$24.4K - $26.3K
|
73.6K
$5.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
342+ 3.5% |
$24.2K - $26.1K
|
10.1K
$752K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
338+ 4.95% |
$23.9K - $25.8K
|
7.17K
$533K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
336+ 1.19% |
$23.8K - $25.6K
|
28.6K
$2.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
328+ 1.02% |
$23.2K - $25K
|
32.3K
$2.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
321+ 1.45% |
$22.7K - $24.5K
|
22.5K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
312+ 142.47% |
$22.1K - $23.8K
|
531
$39.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
310+ 3.77% |
$21.9K - $23.6K
|
8.53K
$633K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
309+ 0.28% |
$21.9K - $23.5K
|
113K
$8.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
309+ 4.83% |
$21.9K - $23.5K
|
6.7K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
304+ 1.02% |
$21.5K - $23.2K
|
30.2K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
303+ 8.66% |
$21.4K - $23.1K
|
3.8K
$282K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
292+ 12.22% |
$20.7K - $22.2K
|
2.68K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
290+ 0.32% |
$20.5K - $22.1K
|
92.3K
$6.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
285+ 2.52% |
$20.2K - $21.7K
|
11.6K
$861K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
278+ 4.62% |
$19.7K - $21.2K
|
6.29K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
278+ 9.96% |
$19.7K - $21.2K
|
3.07K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
277New |
$19.6K - $21.1K
|
277
$20.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
273+ 1.67% |
$19.3K - $20.8K
|
16.6K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
269+ 5.63% |
$19K - $20.5K
|
5.05K
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
266New |
$18.8K - $20.3K
|
266
$19.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
263+ 0.34% |
$18.6K - $20K
|
76.7K
$5.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
260+ 1.6% |
$18.4K - $19.8K
|
16.5K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
260+ 0.51% |
$18.4K - $19.8K
|
50.9K
$3.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
254+ 2.52% |
$18K - $19.4K
|
10.4K
$769K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250+ 0.46% |
$17.7K - $19K
|
55.1K
$4.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
250+ 8.99% |
$17.7K - $19K
|
3.03K
$225K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
249+ 0.49% |
$17.6K - $19K
|
50.6K
$3.76M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245New |
$17.3K - $18.7K
|
245
$18.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
238+ 5.37% |
$16.8K - $18.1K
|
4.67K
$347K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
235+ 4.84% |
$16.6K - $17.9K
|
5.09K
$378K
|