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 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
82K+ 13.22% |
$5.8M - $6.25M
|
702K
$52.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
81.4KNew |
$5.76M - $6.2M
|
81.4K
$6.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
79.8K+ 10.59% |
$5.65M - $6.08M
|
833K
$61.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
78.5K+ 34.34% |
$5.55M - $5.98M
|
307K
$22.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
76.9KNew |
$5.44M - $5.86M
|
76.9K
$5.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76.5K+ 3.97% |
$5.41M - $5.83M
|
2M
$149M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.8K+ 2.57% |
$5.36M - $5.78M
|
3.03M
$225M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
75.4K+ 15.15% |
$5.34M - $5.75M
|
573K
$42.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
75.2K+ 1.99% |
$5.32M - $5.73M
|
3.86M
$286M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
75.2K+ 105.58% |
$5.32M - $5.73M
|
146K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
74.7K+ 17.98% |
$5.28M - $5.69M
|
490K
$36.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
72.8K+ 1.12% |
$5.15M - $5.54M
|
6.6M
$489M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
72.2K+ 16.73% |
$5.11M - $5.5M
|
503K
$37.3M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
72.1KNew |
$5.1M - $5.49M
|
72.1K
$5.35M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
71.6K+ 72.77% |
$5.07M - $5.46M
|
170K
$12.6M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
70.2K+ 140.08% |
$4.97M - $5.35M
|
120K
$8.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
70K+ 22.32% |
$4.96M - $5.34M
|
384K
$28.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
68.7K+ 15.0% |
$4.86M - $5.23M
|
527K
$39.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
67.6K+ 18.87% |
$4.79M - $5.15M
|
426K
$31.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
65.6K+ 4.86% |
$4.64M - $5M
|
1.42M
$105M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
65.6K+ 4.86% |
$4.64M - $5M
|
1.42M
$105M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
65.5K+ 9.02% |
$4.64M - $4.99M
|
791K
$58.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
65.3K+ 38.63% |
$4.62M - $4.98M
|
234K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
63.7K+ 39.66% |
$4.51M - $4.85M
|
224K
$16.6M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
63.5KNew |
$4.49M - $4.84M
|
63.5K
$4.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
62.2K+ 3.47% |
$4.4M - $4.74M
|
1.85M
$137M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
62.1K+ 10.97% |
$4.4M - $4.73M
|
628K
$46.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
60K+ 1758.4% |
$4.24M - $4.57M
|
63.4K
$4.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
58.4K+ 9.4% |
$4.13M - $4.45M
|
679K
$50.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57.8K+ 1.97% |
$4.09M - $4.41M
|
3M
$222M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
57.5K+ 842.82% |
$4.07M - $4.38M
|
64.3K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
57.1K+ 28.67% |
$4.04M - $4.35M
|
256K
$19M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
56.7K+ 5.08% |
$4.01M - $4.32M
|
1.17M
$87M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
56.2K+ 747.31% |
$3.98M - $4.28M
|
63.7K
$4.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
55.4K+ 11.83% |
$3.92M - $4.22M
|
523K
$38.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.6K+ 4.21% |
$3.86M - $4.16M
|
1.35M
$100M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.9K+ 8.24% |
$3.81M - $4.11M
|
708K
$52.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
52.9K+ 2.61% |
$3.75M - $4.03M
|
2.08M
$154M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
52.8K+ 0.91% |
$3.73M - $4.02M
|
5.87M
$435M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
52.5KNew |
$3.72M - $4M
|
52.5K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
52.5K+ 0.71% |
$3.72M - $4M
|
7.48M
$555M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
51.3K+ 13.58% |
$3.63M - $3.91M
|
429K
$31.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
49.5K+ 21.15% |
$3.51M - $3.77M
|
284K
$21.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
49.5K+ 24.79% |
$3.5M - $3.77M
|
249K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
48.5K+ 1437.67% |
$3.43M - $3.7M
|
51.9K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
48.2K+ 2.57% |
$3.41M - $3.67M
|
1.93M
$143M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48K+ 6.76% |
$3.4M - $3.66M
|
758K
$56.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47.5K+ 9.67% |
$3.36M - $3.62M
|
539K
$39.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
47.4K+ 4.18% |
$3.36M - $3.61M
|
1.18M
$87.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
46.5KNew |
$3.29M - $3.54M
|
46.5K
$3.45M
|