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 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.01K- 15.62% |
$71.8K - $77.3K
|
5.48K
$422K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.02K- 3.59% |
$72.4K - $77.9K
|
27.4K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.03K- 16.99% |
$72.5K - $78.1K
|
5.01K
$386K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.04K- 24.57% |
$73.5K - $79.2K
|
3.19K
$245K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-1.04K- 10.82% |
$73.6K - $79.2K
|
8.58K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.04K- 3.35% |
$73.7K - $79.3K
|
30.1K
$2.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.07K- 0.37% |
$75.7K - $81.5K
|
287K
$22.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 5.46% |
$76.6K - $82.5K
|
18.8K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.08K- 37.64% |
$76.7K - $82.6K
|
1.8K
$138K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.08K- 1.87% |
$76.7K - $82.6K
|
56.8K
$4.37M
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.11K- 16.5% |
$78.4K - $84.4K
|
5.61K
$432K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.11K- 0.66% |
$78.5K - $84.5K
|
167K
$12.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.12K- 0.71% |
$79K - $85K
|
156K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.12K- 1.13% |
$79.3K - $85.4K
|
98.2K
$7.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.12K- 0.29% |
$79.4K - $85.5K
|
390K
$30M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.13K- 16.06% |
$79.7K - $85.8K
|
5.89K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.14K- 1.61% |
$80.3K - $86.5K
|
69.3K
$5.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.14K- 17.54% |
$80.8K - $87K
|
5.37K
$413K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 14.29% |
$82.4K - $88.8K
|
6.99K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.18K- 7.98% |
$83.3K - $89.7K
|
13.6K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1.18K- 2.26% |
$83.7K - $90.1K
|
51K
$3.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.19K- 0.86% |
$83.9K - $90.4K
|
137K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.19K- 1.45% |
$84.3K - $90.7K
|
80.9K
$6.23M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.21K- 8.97% |
$85.5K - $92K
|
12.3K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-1.21K- 5.2% |
$85.7K - $92.3K
|
22.1K
$1.7M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-1.22K- 10.11% |
$86.2K - $92.8K
|
10.8K
$834K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.22K- 1.56% |
$86.5K - $93.1K
|
77.2K
$5.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.23K- 9.49% |
$87.3K - $94K
|
11.8K
$906K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.27K- 10.54% |
$89.5K - $96.4K
|
10.7K
$827K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.27K- 10.83% |
$89.7K - $96.5K
|
10.4K
$803K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.27K- 57.36% |
$89.9K - $96.8K
|
945
$72.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.27K- 3.2% |
$90.1K - $97K
|
38.5K
$2.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.31K- 5.46% |
$93K - $100K
|
22.7K
$1.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.32K- 2.39% |
$93.4K - $101K
|
53.9K
$4.15M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.33K- 3.76% |
$93.8K - $101K
|
34K
$2.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.36K- 13.49% |
$96.2K - $104K
|
8.71K
$671K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.36K- 9.51% |
$96.2K - $104K
|
12.9K
$996K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.37K- 17.0% |
$96.8K - $104K
|
6.68K
$514K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.37K- 18.61% |
$97K - $104K
|
5.99K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 0.71% |
$98.6K - $106K
|
194K
$14.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.4K- 3.05% |
$99.3K - $107K
|
44.6K
$3.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.41K- 14.77% |
$99.9K - $108K
|
8.15K
$627K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.42K- 25.34% |
$100K - $108K
|
4.17K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.42K- 24.92% |
$100K - $108K
|
4.28K
$329K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.43K- 2.05% |
$101K - $109K
|
68.2K
$5.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.43K- 2.42% |
$101K - $109K
|
57.6K
$4.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.43K- 2.08% |
$101K - $109K
|
67.4K
$5.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.46K- 8.47% |
$103K - $111K
|
15.8K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.48K- 4.15% |
$105K - $113K
|
34.2K
$2.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.5K- 14.25% |
$106K - $114K
|
9.02K
$695K
|