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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
24.7K+ 74.93% |
$1.75M - $1.88M
|
57.7K
$4.28M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
24.2K+ 8.43% |
$1.71M - $1.84M
|
311K
$23.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.2K+ 4.42% |
$1.71M - $1.84M
|
571K
$42.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
23.6K+ 11.0% |
$1.67M - $1.8M
|
238K
$17.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23.6K+ 15.75% |
$1.67M - $1.8M
|
173K
$12.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
23.5K+ 2.49% |
$1.66M - $1.79M
|
965K
$71.6M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
23.2K+ 631.95% |
$1.64M - $1.77M
|
26.8K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
23K+ 1.12% |
$1.63M - $1.76M
|
2.08M
$154M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
22.9K+ 1.98% |
$1.62M - $1.74M
|
1.18M
$87.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
22.8K+ 6.7% |
$1.61M - $1.74M
|
363K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22.8K+ 53.24% |
$1.61M - $1.74M
|
65.6K
$4.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
22.7K+ 6.75% |
$1.6M - $1.73M
|
359K
$26.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
22.5K+ 6.06% |
$1.59M - $1.72M
|
394K
$29.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
22.4K+ 15.61% |
$1.58M - $1.71M
|
166K
$12.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
22K+ 24.15% |
$1.56M - $1.68M
|
113K
$8.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
21.8K+ 2.84% |
$1.55M - $1.66M
|
791K
$58.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21.7K+ 12.8% |
$1.54M - $1.65M
|
191K
$14.2M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
21.6K+ 3.64% |
$1.53M - $1.64M
|
614K
$45.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
21.3K+ 15.62% |
$1.51M - $1.63M
|
158K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
20.8K+ 5.46% |
$1.47M - $1.58M
|
401K
$29.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
20.6KNew |
$1.46M - $1.57M
|
20.6K
$1.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
20.5K+ 240.6% |
$1.45M - $1.56M
|
29K
$2.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
20.5K+ 19.6% |
$1.45M - $1.56M
|
125K
$9.28M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
20.2K+ 3.16% |
$1.43M - $1.54M
|
659K
$48.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
19.8K+ 29.31% |
$1.4M - $1.51M
|
87.2K
$6.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.7K+ 142.76% |
$1.4M - $1.5M
|
33.5K
$2.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.7K+ 11.0% |
$1.39M - $1.5M
|
199K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19.3K+ 105.15% |
$1.37M - $1.47M
|
37.6K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
19.2K+ 15.34% |
$1.36M - $1.46M
|
144K
$10.7M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
19K+ 694.15% |
$1.34M - $1.45M
|
21.7K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.8KNew |
$1.33M - $1.44M
|
18.8K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18.8K+ 27.63% |
$1.33M - $1.43M
|
86.9K
$6.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 4.76% |
$1.32M - $1.42M
|
412K
$30.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
18.7K+ 3.71% |
$1.32M - $1.42M
|
522K
$38.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.4K+ 5204.82% |
$1.3M - $1.4M
|
18.7K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
17.9K+ 32.81% |
$1.27M - $1.36M
|
72.4K
$5.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
17.5K+ 1.6% |
$1.24M - $1.34M
|
1.11M
$82.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
17.1K+ 18.05% |
$1.21M - $1.31M
|
112K
$8.31M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.9K+ 6.98% |
$1.2M - $1.29M
|
259K
$19.2M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
16.9K+ 6.87% |
$1.2M - $1.29M
|
263K
$19.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
16.6KNew |
$1.18M - $1.27M
|
16.6K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.6K+ 31.67% |
$1.17M - $1.26M
|
68.8K
$5.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.3K+ 9.9% |
$1.15M - $1.24M
|
181K
$13.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16.1K+ 45.36% |
$1.14M - $1.22M
|
51.5K
$3.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16K+ 32.67% |
$1.13M - $1.22M
|
64.9K
$4.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
15.9K+ 5.38% |
$1.13M - $1.21M
|
312K
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.8K+ 42.68% |
$1.12M - $1.2M
|
52.7K
$3.91M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
15.5KNew |
$1.1M - $1.18M
|
15.5K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
15.5KNew |
$1.1M - $1.18M
|
15.5K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
15.3K+ 268.49% |
$1.08M - $1.16M
|
21K
$1.56M
|