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 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-23.6K- 81.58% |
$1.67M - $1.8M
|
5.33K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-23.7K- 3.87% |
$1.67M - $1.8M
|
587K
$43.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-24.5K- 25.23% |
$1.73M - $1.86M
|
72.5K
$5.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-25.3K- 10.55% |
$1.79M - $1.92M
|
214K
$15.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-25.6K- 73.88% |
$1.81M - $1.95M
|
9.04K
$672K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-26K- 26.29% |
$1.84M - $1.98M
|
73K
$5.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-26.5K- 0.7% |
$1.88M - $2.02M
|
3.77M
$280M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-27.9K- 36.39% |
$1.98M - $2.13M
|
48.8K
$3.63M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-28.3K- 1.23% |
$2.01M - $2.16M
|
2.27M
$169M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-28.5K- 19.38% |
$2.01M - $2.17M
|
118K
$8.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-29.1K- 11.33% |
$2.06M - $2.22M
|
228K
$16.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-29.9K- 3.56% |
$2.12M - $2.28M
|
810K
$60.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-30.3K- 5.59% |
$2.14M - $2.31M
|
511K
$38M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-30.8K- 31.42% |
$2.18M - $2.35M
|
67.2K
$4.99M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-32.8K- 16.55% |
$2.32M - $2.5M
|
165K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-34.1K- 3.4% |
$2.42M - $2.6M
|
969K
$72M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-34.2K- 2.23% |
$2.42M - $2.61M
|
1.5M
$111M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.1K- 8.25% |
$2.48M - $2.67M
|
390K
$29M
|
|
|
Aug 14, 2024
Q2 2024
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-35.6K- 12.16% |
$2.52M - $2.72M
|
257K
$19.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-36.9K- 8.43% |
$2.61M - $2.81M
|
401K
$29.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-37.1K- 10.1% |
$2.62M - $2.82M
|
330K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-37.1K- 50.0% |
$2.63M - $2.83M
|
37.1K
$2.76M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-39K- 13.63% |
$2.76M - $2.97M
|
247K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-39.6K- 56.68% |
$2.8M - $3.01M
|
30.2K
$2.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-40.1K- 2.26% |
$2.84M - $3.05M
|
1.73M
$129M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-46.4K- 81.2% |
$3.28M - $3.54M
|
10.7K
$798K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-47.8K- 2.19% |
$3.38M - $3.64M
|
2.14M
$159M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-49.9K- 5.69% |
$3.53M - $3.8M
|
827K
$61.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-50.1K- 21.21% |
$3.54M - $3.82M
|
186K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50.2K- 8.77% |
$3.56M - $3.83M
|
523K
$38.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-51.6K- 14.12% |
$3.65M - $3.93M
|
314K
$23.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-52.7K- 7.88% |
$3.73M - $4.02M
|
616K
$45.8M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-56.2K- 11.17% |
$3.97M - $4.28M
|
447K
$33.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-61.7K- 4.21% |
$4.37M - $4.7M
|
1.4M
$104M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-62K- 1.41% |
$4.39M - $4.72M
|
4.33M
$322M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-63.7K- 28.4% |
$4.51M - $4.85M
|
161K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-65K- 0.84% |
$4.6M - $4.95M
|
7.67M
$570M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-65.3K- 74.04% |
$4.62M - $4.98M
|
22.9K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-69.9K- 26.93% |
$4.95M - $5.33M
|
190K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-72.7K- 5.31% |
$5.14M - $5.54M
|
1.3M
$96.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-74.1K- 2.12% |
$5.24M - $5.65M
|
3.43M
$255M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74.8K- 6.68% |
$5.29M - $5.7M
|
1.04M
$77.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-81.1K- 7.26% |
$5.74M - $6.18M
|
1.04M
$77M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-83.3K- 92.88% |
$5.89M - $6.35M
|
6.39K
$475K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-85.7K- 57.21% |
$6.06M - $6.53M
|
64.1K
$4.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88.1K- 6.65% |
$6.24M - $6.71M
|
1.24M
$91.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-88.1K- 38.45% |
$6.24M - $6.71M
|
141K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-92K- 24.17% |
$6.51M - $7.01M
|
289K
$21.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-92.7K- 10.69% |
$6.56M - $7.06M
|
774K
$57.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-95.1K- 8.41% |
$6.73M - $7.24M
|
1.04M
$76.9M
|