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
|
Becker Capital Management Inc
|
BUY
|
- |
10.4K+ 6.7% |
$735K - $791K
|
165K
$12.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.4K+ 74.42% |
$734K - $790K
|
24.3K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.4K+ 7.94% |
$734K - $790K
|
141K
$10.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
10.3K+ 5.66% |
$731K - $787K
|
193K
$14.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
10.2K+ 7.06% |
$722K - $777K
|
155K
$11.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10.2K+ 4.34% |
$719K - $774K
|
244K
$18.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10.2K+ 11.27% |
$719K - $774K
|
100K
$7.44M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
10KNew |
$711K - $765K
|
10K
$745K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10K+ 3.2% |
$709K - $763K
|
323K
$23.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.94K+ 19.1% |
$703K - $757K
|
62K
$4.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.89K+ 2.09% |
$700K - $754K
|
484K
$35.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
9.77K+ 9.91% |
$691K - $744K
|
108K
$8.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
9.74K+ 27.85% |
$690K - $742K
|
44.7K
$3.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
9.72K+ 4.72% |
$688K - $741K
|
216K
$16M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.68K+ 17.34% |
$685K - $737K
|
65.5K
$4.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.59K+ 72.18% |
$679K - $731K
|
22.9K
$1.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.56K+ 44.85% |
$677K - $729K
|
30.9K
$2.29M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.5K+ 9.59% |
$673K - $724K
|
109K
$8.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
9.37KNew |
$663K - $714K
|
9.37K
$695K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9.32K+ 14.78% |
$660K - $710K
|
72.4K
$5.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.22K+ 50.32% |
$652K - $702K
|
27.5K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
9.11K+ 29.56% |
$644K - $694K
|
39.9K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
8.95K+ 106.17% |
$633K - $682K
|
17.4K
$1.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.92K+ 12.29% |
$631K - $679K
|
81.4K
$6.04M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.92K+ 12.29% |
$631K - $679K
|
81.4K
$6.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.82K+ 16.86% |
$624K - $672K
|
61.2K
$4.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8.79KNew |
$622K - $670K
|
8.79K
$652K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.74K+ 0.82% |
$619K - $666K
|
1.07M
$79.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.71K+ 1.65% |
$617K - $664K
|
538K
$39.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8.67K+ 103.44% |
$613K - $660K
|
17K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.62K+ 17.49% |
$610K - $657K
|
57.9K
$4.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
8.58K+ 103.7% |
$607K - $654K
|
16.9K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.56K+ 4.39% |
$606K - $652K
|
204K
$15.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.42K+ 4.92% |
$596K - $642K
|
180K
$13.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
8.23K+ 3.04% |
$582K - $627K
|
279K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.19K+ 3.68% |
$580K - $624K
|
231K
$17.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
8.11K+ 1.73% |
$574K - $618K
|
477K
$35.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.04K+ 10.03% |
$569K - $612K
|
88.2K
$6.54M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7.99K+ 2.94% |
$565K - $609K
|
280K
$20.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.99K+ 26.68% |
$565K - $608K
|
37.9K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7.89K+ 8.8% |
$559K - $601K
|
97.6K
$7.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.87K+ 15.19% |
$557K - $599K
|
59.7K
$4.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7.61K+ 24.59% |
$539K - $580K
|
38.6K
$2.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 18.81% |
$537K - $578K
|
48K
$3.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.57K+ 11.68% |
$536K - $577K
|
72.4K
$5.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
7.56K+ 4.08% |
$535K - $576K
|
193K
$14.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.49K+ 8.49% |
$530K - $571K
|
95.7K
$7.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.47K+ 126.6% |
$529K - $569K
|
13.4K
$992K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
7.46KNew |
$528K - $569K
|
7.46K
$554K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
7.46K+ 4.13% |
$528K - $569K
|
188K
$13.9M
|