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 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
131+ 1.81% |
$9.27K - $9.98K
|
7.35K
$546K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
131+ 2.33% |
$9.27K - $9.98K
|
5.74K
$427K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
130+ 0.47% |
$9.2K - $9.9K
|
27.7K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
128New |
$9.06K - $9.75K
|
128
$9.51K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
124+ 1.54% |
$8.78K - $9.45K
|
8.19K
$608K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
120+ 0.3% |
$8.49K - $9.14K
|
39.6K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
118+ 1.81% |
$8.35K - $8.99K
|
6.63K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
118+ 1.36% |
$8.35K - $8.99K
|
8.76K
$651K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
117+ 0.66% |
$8.28K - $8.91K
|
17.7K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
114+ 1.84% |
$8.07K - $8.69K
|
6.32K
$470K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
113+ 0.91% |
$8K - $8.61K
|
12.5K
$929K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
108+ 2.11% |
$7.64K - $8.23K
|
5.24K
$389K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
108+ 2.22% |
$7.64K - $8.23K
|
4.98K
$370K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
107+ 2.31% |
$7.57K - $8.15K
|
4.73K
$351K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
105+ 12.17% |
$7.43K - $8K
|
968
$71.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
104+ 2.25% |
$7.36K - $7.92K
|
4.72K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
104New |
$7.36K - $7.92K
|
104
$7.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
104+ 0.45% |
$7.36K - $7.92K
|
23.3K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
103+ 1.33% |
$7.29K - $7.85K
|
7.84K
$583K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
100+ 2.38% |
$7.08K - $7.62K
|
4.3K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
98+ 1.61% |
$6.94K - $7.47K
|
6.2K
$460K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
97+ 1.34% |
$6.86K - $7.39K
|
7.36K
$547K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
97+ 1.4% |
$6.86K - $7.39K
|
7.02K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
96+ 2.31% |
$6.79K - $7.31K
|
4.25K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
94+ 0.66% |
$6.65K - $7.16K
|
14.3K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
94+ 3.14% |
$6.65K - $7.16K
|
3.09K
$229K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
93+ 0.91% |
$6.58K - $7.09K
|
10.3K
$768K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
91+ 2.95% |
$6.44K - $6.93K
|
3.18K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
88+ 8.45% |
$6.23K - $6.7K
|
1.13K
$83.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
85+ 0.81% |
$6.02K - $6.48K
|
10.6K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
83+ 2.49% |
$5.87K - $6.32K
|
3.41K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
82+ 1.11% |
$5.8K - $6.25K
|
7.48K
$555K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
80+ 4.6% |
$5.66K - $6.1K
|
1.82K
$135K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
79+ 2.51% |
$5.59K - $6.02K
|
3.23K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
77+ 0.03% |
$5.45K - $5.87K
|
270K
$20.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
72+ 0.49% |
$5.1K - $5.49K
|
14.8K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
70New |
$4.95K - $5.33K
|
70
$5.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
70+ 1.76% |
$4.95K - $5.33K
|
4.04K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
69+ 1.32% |
$4.88K - $5.26K
|
5.3K
$394K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
68+ 0.08% |
$4.81K - $5.18K
|
82.6K
$6.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
67+ 0.66% |
$4.74K - $5.1K
|
10.3K
$764K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
66+ 0.22% |
$4.67K - $5.03K
|
30.5K
$2.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
66+ 0.12% |
$4.67K - $5.03K
|
56.1K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
65+ 0.91% |
$4.6K - $4.95K
|
7.22K
$536K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
63+ 1.81% |
$4.46K - $4.8K
|
3.54K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
61+ 0.16% |
$4.32K - $4.65K
|
37.2K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
60+ 1.12% |
$4.25K - $4.57K
|
5.42K
$402K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
57+ 1.83% |
$4.03K - $4.34K
|
3.18K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
57+ 1.06% |
$4.03K - $4.34K
|
5.44K
$404K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
57+ 0.6% |
$4.03K - $4.34K
|
9.62K
$715K
|