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
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.64K- 3.0% |
$116K - $125K
|
52.9K
$3.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.66K- 8.03% |
$117K - $126K
|
19K
$1.41M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.67K- 1.37% |
$118K - $127K
|
121K
$8.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.68K- 4.14% |
$119K - $128K
|
38.8K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.68K- 5.19% |
$119K - $128K
|
30.7K
$2.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-1.69K- 11.26% |
$119K - $129K
|
13.3K
$986K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.71K- 9.6% |
$121K - $130K
|
16K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.72K- 2.59% |
$121K - $131K
|
64.5K
$4.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.73K- 4.41% |
$123K - $132K
|
37.6K
$2.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.76K- 4.07% |
$124K - $134K
|
41.5K
$3.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.76K- 21.94% |
$124K - $134K
|
6.26K
$464K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.76K- 3.15% |
$124K - $134K
|
54.2K
$4.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.77K- 1.12% |
$125K - $135K
|
157K
$11.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.81K- 6.05% |
$128K - $138K
|
28.1K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.81K- 5.24% |
$128K - $138K
|
32.8K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.83K- 3.57% |
$130K - $140K
|
49.5K
$3.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.84K- 4.05% |
$130K - $140K
|
43.5K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.84K- 4.26% |
$130K - $140K
|
41.3K
$3.06M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.9K- 1.19% |
$134K - $144K
|
157K
$11.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.91K- 0.47% |
$135K - $146K
|
404K
$30M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2K- 18.11% |
$141K - $152K
|
9.03K
$670K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2K- 57.52% |
$142K - $152K
|
1.48K
$110K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-2.03K- 9.48% |
$143K - $154K
|
19.3K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-2.07K- 0.68% |
$147K - $158K
|
301K
$22.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.08K- 2.24% |
$147K - $158K
|
90.5K
$6.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.09K- 39.31% |
$148K - $159K
|
3.23K
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.13K- 15.78% |
$151K - $162K
|
11.4K
$843K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.18K- 9.72% |
$154K - $166K
|
20.3K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-2.19K- 0.39% |
$155K - $167K
|
563K
$41.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.23K- 2.09% |
$158K - $170K
|
104K
$7.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.26K- 0.57% |
$160K - $172K
|
398K
$29.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-2.29K- 2.24% |
$162K - $175K
|
100K
$7.42M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-2.3K- 4.34% |
$163K - $175K
|
50.7K
$3.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-2.33K- 54.67% |
$165K - $177K
|
1.93K
$143K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.34K- 30.36% |
$165K - $178K
|
5.36K
$398K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.43K- 0.98% |
$172K - $185K
|
245K
$18.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 7.14% |
$173K - $186K
|
31.7K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.48K- 2.6% |
$175K - $189K
|
92.7K
$6.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.49K- 16.48% |
$177K - $190K
|
12.6K
$938K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.51K- 0.81% |
$178K - $191K
|
308K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.53K- 4.28% |
$179K - $193K
|
56.7K
$4.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.56K- 2.13% |
$181K - $195K
|
118K
$8.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.58K- 4.51% |
$182K - $196K
|
54.5K
$4.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-2.58K- 23.84% |
$183K - $197K
|
8.24K
$611K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.63K- 3.93% |
$186K - $201K
|
64.3K
$4.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.68K- 5.97% |
$189K - $204K
|
42.2K
$3.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.68K- 14.54% |
$190K - $204K
|
15.8K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.69K- 12.68% |
$190K - $205K
|
18.5K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-2.76K- 20.65% |
$195K - $210K
|
10.6K
$785K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.9K- 9.72% |
$205K - $221K
|
26.9K
$2M
|