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 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-424- 17.63% |
$30K - $32.3K
|
1.98K
$147K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-431- 0.17% |
$30.5K - $32.8K
|
260K
$19.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-434- 9.18% |
$30.7K - $33.1K
|
4.29K
$318K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-436- 3.76% |
$30.9K - $33.2K
|
11.2K
$829K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-437- 4.11% |
$30.9K - $33.3K
|
10.2K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-445- 12.55% |
$31.5K - $33.9K
|
3.1K
$230K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-452- 11.73% |
$32K - $34.4K
|
3.4K
$252K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-453- 5.58% |
$32.1K - $34.5K
|
7.66K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-453- 10.31% |
$32.1K - $34.5K
|
3.94K
$292K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-455- 4.67% |
$32.2K - $34.7K
|
9.29K
$689K
|
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-466- 1.56% |
$33K - $35.5K
|
29.5K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-469- 12.87% |
$33.2K - $35.7K
|
3.18K
$236K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-471- 0.08% |
$33.3K - $35.9K
|
624K
$46.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-495- 2.79% |
$35K - $37.7K
|
17.2K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-497- 14.33% |
$35.2K - $37.9K
|
2.97K
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-500- 11.83% |
$35.4K - $38.1K
|
3.73K
$277K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-501- 0.33% |
$35.5K - $38.2K
|
151K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-505- 1.93% |
$35.7K - $38.5K
|
25.7K
$1.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-508- 0.75% |
$36K - $38.7K
|
67.4K
$5M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-509- 3.5% |
$36K - $38.8K
|
14K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-518- 6.37% |
$36.7K - $39.5K
|
7.62K
$565K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-518- 4.19% |
$36.7K - $39.5K
|
11.9K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-525- 10.26% |
$37.2K - $40K
|
4.59K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-528- 0.71% |
$37.4K - $40.2K
|
73.7K
$5.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-530- 7.23% |
$37.5K - $40.4K
|
6.8K
$505K
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-546- 2.25% |
$38.6K - $41.6K
|
23.8K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-549- 1.5% |
$38.9K - $41.8K
|
36.1K
$2.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-553- 7.8% |
$39.1K - $42.1K
|
6.54K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-553- 5.15% |
$39.1K - $42.1K
|
10.2K
$756K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-573- 1.47% |
$40.6K - $43.7K
|
38.4K
$2.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-588- 16.63% |
$41.6K - $44.8K
|
2.95K
$219K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-590- 0.32% |
$41.8K - $45K
|
182K
$13.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-596- 2.68% |
$42.2K - $45.4K
|
21.6K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-597- 7.26% |
$42.2K - $45.5K
|
7.63K
$566K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-604- 0.9% |
$42.7K - $46K
|
66.8K
$4.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-609- 7.65% |
$43.1K - $46.4K
|
7.35K
$545K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-624- 1.11% |
$44.2K - $47.5K
|
55.7K
$4.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-626- 0.84% |
$44.3K - $47.7K
|
73.7K
$5.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-639- 10.97% |
$45.2K - $48.7K
|
5.19K
$385K
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-669- 0.37% |
$47.3K - $51K
|
183K
$13.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-674- 0.64% |
$47.7K - $51.4K
|
105K
$7.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-677- 0.79% |
$47.9K - $51.6K
|
85.1K
$6.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-684- 0.95% |
$48.4K - $52.1K
|
71K
$5.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-687- 0.74% |
$48.6K - $52.3K
|
92.1K
$6.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-696- 1.23% |
$49.3K - $53K
|
55.9K
$4.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-696- 30.33% |
$49.3K - $53K
|
1.6K
$119K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-702- 4.91% |
$49.7K - $53.5K
|
13.6K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-711- 1.23% |
$50.3K - $54.2K
|
57.2K
$4.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-712- 1.76% |
$50.4K - $54.2K
|
39.7K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-718- 15.7% |
$50.8K - $54.7K
|
3.86K
$286K
|