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 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
192K+ 4.99% |
$13.6M - $14.6M
|
4.04M
$299M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
183K+ 33.96% |
$13M - $13.9M
|
722K
$53.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
176K+ 41.72% |
$12.5M - $13.4M
|
599K
$44.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
174K+ 6.25% |
$12.3M - $13.3M
|
2.96M
$220M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
173K+ 2.74% |
$12.2M - $13.2M
|
6.5M
$482M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
171K+ 2.06% |
$12.1M - $13M
|
8.44M
$626M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
169K+ 55.34% |
$12M - $12.9M
|
476K
$35.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
162K+ 12.59% |
$11.5M - $12.4M
|
1.45M
$108M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
161K+ 2.9% |
$11.4M - $12.3M
|
5.73M
$425M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
161K+ 46.18% |
$11.4M - $12.3M
|
511K
$37.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
161K+ 46.85% |
$11.4M - $12.2M
|
503K
$37.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
159K+ 2213.09% |
$11.3M - $12.1M
|
166K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
158K+ 60.04% |
$11.2M - $12M
|
420K
$31.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
156K+ 12.68% |
$11M - $11.9M
|
1.38M
$103M
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
154K+ 79.5% |
$10.9M - $11.8M
|
349K
$25.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
154K+ 272.24% |
$10.9M - $11.7M
|
211K
$15.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
154K+ 24.34% |
$10.9M - $11.7M
|
787K
$58.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
151KNew |
$10.7M - $11.5M
|
151K
$11.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
146KNew |
$10.3M - $11.1M
|
146K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
146K+ 39.06% |
$10.3M - $11.1M
|
519K
$38.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
142K+ 28.63% |
$10M - $10.8M
|
637K
$47.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
138K+ 18.8% |
$9.79M - $10.5M
|
874K
$64.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
135K+ 4.3% |
$9.56M - $10.3M
|
3.28M
$243M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
134KNew |
$9.47M - $10.2M
|
134K
$9.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
132K+ 11.38% |
$9.34M - $10.1M
|
1.29M
$95.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
129K+ 3.46% |
$9.12M - $9.82M
|
3.86M
$286M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
128K+ 1.38% |
$9.05M - $9.74M
|
9.4M
$697M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
127K+ 23.01% |
$9.01M - $9.7M
|
680K
$50.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
127K+ 60.57% |
$8.99M - $9.68M
|
337K
$25M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
126K+ 17.16% |
$8.95M - $9.64M
|
864K
$64.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125K+ 7.87% |
$8.86M - $9.53M
|
1.72M
$127M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
117KNew |
$8.29M - $8.93M
|
117K
$8.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
116K+ 201.41% |
$8.23M - $8.86M
|
174K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
116K+ 71.12% |
$8.22M - $8.85M
|
280K
$20.7M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
114K+ 0.76% |
$8.06M - $8.68M
|
15.2M
$1.13B
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
113K+ 10.16% |
$8.01M - $8.62M
|
1.23M
$91M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
113K+ 6.95% |
$7.98M - $8.6M
|
1.74M
$129M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
110K+ 2.01% |
$7.8M - $8.39M
|
5.58M
$414M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
107K+ 14.14% |
$7.59M - $8.17M
|
865K
$64.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
106KNew |
$7.49M - $8.07M
|
106K
$7.85M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
102K+ 4.04% |
$7.19M - $7.74M
|
2.62M
$194M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
101K+ 4.03% |
$7.17M - $7.72M
|
2.62M
$194M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
100K+ 23.53% |
$7.09M - $7.63M
|
526K
$39M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
98.5K+ 4.13% |
$6.97M - $7.51M
|
2.48M
$184M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
97.6K+ 153.75% |
$6.91M - $7.44M
|
161K
$11.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
92.7K+ 62.77% |
$6.56M - $7.07M
|
240K
$17.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
92.4K+ 12.14% |
$6.54M - $7.04M
|
854K
$63.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
90.7K+ 8.2% |
$6.42M - $6.91M
|
1.2M
$88.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
84.2K+ 14.63% |
$5.96M - $6.41M
|
660K
$48.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
82.6K+ 229.89% |
$5.85M - $6.29M
|
119K
$8.79M
|