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 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
231+ 0.43% |
$16.3K - $17.6K
|
53.6K
$3.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
226+ 0.97% |
$16K - $17.2K
|
23.5K
$1.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
226+ 1.83% |
$16K - $17.2K
|
12.6K
$935K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
225New |
$15.9K - $17.1K
|
225
$16.7K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
221+ 1.08% |
$15.6K - $16.8K
|
20.8K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
220+ 1.99% |
$15.6K - $16.8K
|
11.3K
$836K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
220+ 30.86% |
$15.6K - $16.8K
|
933
$69.3K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
215+ 1.72% |
$15.2K - $16.4K
|
12.7K
$942K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
214+ 60.45% |
$15.1K - $16.3K
|
568
$42.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
213+ 2.07% |
$15.1K - $16.2K
|
10.5K
$780K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
210+ 6.08% |
$14.9K - $16K
|
3.66K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
206+ 4.24% |
$14.6K - $15.7K
|
5.07K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
202+ 0.87% |
$14.3K - $15.4K
|
23.4K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
201+ 1.79% |
$14.2K - $15.3K
|
11.4K
$847K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
198+ 1.64% |
$14K - $15.1K
|
12.3K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
197+ 0.51% |
$13.9K - $15K
|
38.5K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
194New |
$13.7K - $14.8K
|
194
$14.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
193+ 1.79% |
$13.7K - $14.7K
|
11K
$815K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
188New |
$13.3K - $14.3K
|
188
$14K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
188+ 2.52% |
$13.3K - $14.3K
|
7.66K
$569K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
186+ 0.49% |
$13.2K - $14.2K
|
38.5K
$2.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
185New |
$13.1K - $14.1K
|
185
$13.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
185+ 560.61% |
$13.1K - $14.1K
|
218
$16.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
184+ 2.27% |
$13K - $14K
|
8.27K
$614K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
179+ 1.37% |
$12.7K - $13.6K
|
13.2K
$983K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
179+ 6.29% |
$12.7K - $13.6K
|
3.03K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
178+ 0.23% |
$12.6K - $13.6K
|
78.2K
$5.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
171+ 4.34% |
$12.1K - $13K
|
4.12K
$306K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
170+ 5.38% |
$12K - $13K
|
3.33K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
170+ 2.07% |
$12K - $13K
|
8.38K
$622K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
169+ 1.95% |
$12K - $12.9K
|
8.84K
$657K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
168+ 3.8% |
$11.9K - $12.8K
|
4.59K
$341K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
167+ 0.97% |
$11.8K - $12.7K
|
17.4K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
167+ 0.26% |
$11.8K - $12.7K
|
63.9K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
166+ 1.66% |
$11.7K - $12.6K
|
10.2K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
165+ 0.78% |
$11.7K - $12.6K
|
21.3K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
164+ 0.27% |
$11.6K - $12.5K
|
60.2K
$4.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
160+ 0.44% |
$11.3K - $12.2K
|
36.5K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
158+ 47.31% |
$11.2K - $12K
|
492
$36.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
158+ 2.67% |
$11.2K - $12K
|
6.09K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
156+ 0.47% |
$11K - $11.9K
|
33.7K
$2.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
154+ 0.52% |
$10.9K - $11.7K
|
29.6K
$2.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
152+ 0.11% |
$10.8K - $11.6K
|
136K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
152+ 4.94% |
$10.8K - $11.6K
|
3.23K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
151+ 0.24% |
$10.7K - $11.5K
|
63.4K
$4.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
149New |
$10.5K - $11.4K
|
149
$11.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
149+ 0.51% |
$10.5K - $11.4K
|
29.5K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
148+ 5.44% |
$10.5K - $11.3K
|
2.87K
$213K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
144+ 3.87% |
$10.2K - $11K
|
3.87K
$287K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
139New |
$9.84K - $10.6K
|
139
$10.3K
|