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
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15.3KNew |
$1.08M - $1.16M
|
15.3K
$1.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
15.3K+ 85.18% |
$1.08M - $1.16M
|
33.2K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15K+ 1.28% |
$1.06M - $1.14M
|
1.19M
$88M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
14.9K+ 202.13% |
$1.05M - $1.14M
|
22.3K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
14.7K+ 0.88% |
$1.04M - $1.12M
|
1.68M
$125M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14.6KNew |
$1.03M - $1.11M
|
14.6K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14K+ 4.92% |
$991K - $1.07M
|
299K
$22.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
14K+ 2.15% |
$988K - $1.06M
|
665K
$49.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.9K+ 5.87% |
$983K - $1.06M
|
251K
$18.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13.8K+ 1.36% |
$977K - $1.05M
|
1.02M
$76M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$975K - $1.05M
|
13.8K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
13.7K+ 25.49% |
$973K - $1.05M
|
67.7K
$5.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.6K+ 6.63% |
$965K - $1.04M
|
219K
$16.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 5.98% |
$957K - $1.03M
|
240K
$17.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.4K+ 40.98% |
$948K - $1.02M
|
46.1K
$3.42M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
13.4KNew |
$947K - $1.02M
|
13.4K
$992K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.3KNew |
$943K - $1.02M
|
13.3K
$989K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.1K+ 14.42% |
$925K - $996K
|
104K
$7.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
13K+ 2.09% |
$917K - $987K
|
633K
$47M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12.9K+ 18.0% |
$915K - $985K
|
84.8K
$6.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
12.9KNew |
$915K - $985K
|
12.9K
$959K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.9K+ 7.11% |
$915K - $985K
|
195K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
12.9K+ 10.83% |
$910K - $979K
|
132K
$9.76M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.8K+ 1.02% |
$905K - $974K
|
1.26M
$93.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 4.18% |
$890K - $958K
|
314K
$23.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
12.4K+ 7.17% |
$876K - $943K
|
185K
$13.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
12.4K+ 6.14% |
$875K - $942K
|
214K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.2K+ 88.88% |
$865K - $931K
|
26K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
12K+ 4.07% |
$852K - $917K
|
308K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
12K+ 1.82% |
$847K - $912K
|
671K
$49.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
12KNew |
$847K - $911K
|
12K
$887K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
11.9K+ 4.65% |
$839K - $903K
|
267K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
11.6K+ 8.91% |
$823K - $886K
|
142K
$10.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.5K+ 128.46% |
$815K - $878K
|
20.5K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
11.5K+ 1.29% |
$812K - $874K
|
901K
$66.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.5K+ 1.01% |
$811K - $873K
|
1.15M
$85M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.4K+ 9.82% |
$806K - $868K
|
127K
$9.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
11.3KNew |
$802K - $864K
|
11.3K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.2K+ 24.0% |
$791K - $852K
|
57.8K
$4.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11.1K+ 1.37% |
$787K - $847K
|
820K
$60.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11K+ 395.08% |
$779K - $838K
|
13.8K
$1.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10.9K+ 108.84% |
$771K - $830K
|
20.9K
$1.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
10.8K+ 8.77% |
$761K - $819K
|
133K
$9.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
10.7KNew |
$760K - $818K
|
10.7K
$796K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10.7K+ 374.01% |
$757K - $815K
|
13.6K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$753K - $810K
|
10.6K
$789K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.6K+ 1.37% |
$749K - $807K
|
784K
$58.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
10.6K+ 23.24% |
$748K - $805K
|
56K
$4.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
10.5KNew |
$746K - $804K
|
10.5K
$782K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
10.4K+ 3.43% |
$736K - $792K
|
314K
$23.3M
|