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 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.92K- 1.94% |
$207K - $223K
|
147K
$10.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.95K- 25.11% |
$209K - $225K
|
8.81K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.98K- 6.57% |
$211K - $227K
|
42.4K
$3.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3K- 60.0% |
$212K - $229K
|
2K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-3.01K- 1.24% |
$213K - $230K
|
239K
$17.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-3.12K- 5.84% |
$221K - $238K
|
50.3K
$3.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.13K- 23.5% |
$221K - $238K
|
10.2K
$755K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.14K- 1.87% |
$222K - $239K
|
165K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.28K- 18.24% |
$232K - $250K
|
14.7K
$1.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-3.3K- 1.17% |
$233K - $251K
|
279K
$20.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.31K- 43.21% |
$235K - $252K
|
4.36K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.39K- 40.63% |
$240K - $258K
|
4.95K
$367K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.47K- 17.26% |
$245K - $264K
|
16.6K
$1.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.47K- 0.76% |
$246K - $264K
|
456K
$33.8M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-3.47K- 13.74% |
$246K - $264K
|
21.8K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.53K- 1.82% |
$249K - $269K
|
191K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.63K- 2.23% |
$257K - $276K
|
159K
$11.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 2.1% |
$257K - $277K
|
169K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.65K- 5.25% |
$259K - $278K
|
65.9K
$4.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-3.69K- 2.34% |
$261K - $281K
|
154K
$11.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-3.81K- 2.03% |
$270K - $291K
|
184K
$13.7M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.83K- 1.4% |
$271K - $292K
|
270K
$20M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.85K- 4.02% |
$272K - $293K
|
91.9K
$6.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 0.75% |
$273K - $294K
|
512K
$38M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.89K- 9.04% |
$275K - $296K
|
39.1K
$2.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3.9K- 0.55% |
$276K - $297K
|
707K
$52.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.92K- 1.89% |
$277K - $299K
|
204K
$15.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3.96K- 13.47% |
$280K - $302K
|
25.5K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-3.96K- 9.38% |
$281K - $302K
|
38.3K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.98K- 1.86% |
$282K - $303K
|
210K
$15.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.99K- 11.32% |
$282K - $304K
|
31.2K
$2.32M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.99K- 0.12% |
$283K - $304K
|
3.34M
$247M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4K- 12.94% |
$283K - $305K
|
26.9K
$2M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.05K- 3.61% |
$286K - $308K
|
108K
$8.01M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-4.08K- 4.23% |
$289K - $311K
|
92.4K
$6.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.09K- 0.95% |
$289K - $311K
|
425K
$31.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-4.1K- 2.57% |
$290K - $312K
|
156K
$11.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.12K- 44.4% |
$291K - $314K
|
5.16K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-4.2K- 1.56% |
$297K - $320K
|
265K
$19.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.24K- 2.11% |
$300K - $323K
|
196K
$14.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.25K- 73.75% |
$300K - $324K
|
1.51K
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.3K- 28.75% |
$305K - $328K
|
10.7K
$791K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.31K- 4.03% |
$305K - $328K
|
103K
$7.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-4.31K- 2.72% |
$305K - $328K
|
154K
$11.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-4.32K- 36.41% |
$306K - $329K
|
7.54K
$559K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-4.39K- 1.49% |
$311K - $334K
|
290K
$21.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.42K- 0.72% |
$313K - $336K
|
612K
$45.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-4.46K- 3.77% |
$316K - $340K
|
114K
$8.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-4.68K- 26.35% |
$331K - $356K
|
13.1K
$969K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.69K- 4.9% |
$332K - $357K
|
91K
$6.75M
|