Purchases and Sales Made in Q3 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
58.3MNew |
$3.73B - $4.05B
|
58.3M
$4.21B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12MNew |
$766M - $833M
|
12M
$865M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.9M+ 26.27% |
$700M - $760M
|
52.5M
$3.8B
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.07M+ 111.17% |
$197M - $214M
|
5.83M
$422M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.86MNew |
$183M - $199M
|
2.86M
$207M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.49M+ 9208189.0% |
$159M - $173M
|
2.49M
$180M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.3MNew |
$147M - $160M
|
2.3M
$166M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.12M+ 43.01% |
$135M - $147M
|
7.03M
$509M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.09M+ 443.93% |
$134M - $145M
|
2.56M
$185M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.71M+ 1908.62% |
$110M - $119M
|
1.8M
$130M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.58M+ 1.82% |
$101M - $110M
|
88.4M
$6.39B
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.56M+ 35.49% |
$100M - $109M
|
5.96M
$431M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.44MNew |
$92.2M - $100M
|
1.44M
$104M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.36M+ 4.25% |
$87.2M - $94.7M
|
33.4M
$2.41B
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.32MNew |
$84.3M - $91.6M
|
1.32M
$95.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.2M+ 596.84% |
$76.8M - $83.4M
|
1.4M
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
931KNew |
$59.6M - $64.8M
|
931K
$67.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
929K+ 3.72% |
$59.5M - $64.6M
|
25.9M
$1.87B
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
903K+ 3.61% |
$57.8M - $62.8M
|
25.9M
$1.87B
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
896K+ 1.24% |
$57.4M - $62.3M
|
73.2M
$5.3B
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
843K+ 3.0% |
$54M - $58.7M
|
29M
$2.09B
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
790K+ 7.34% |
$50.6M - $54.9M
|
11.6M
$835M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
720KNew |
$46.1M - $50.1M
|
720K
$52.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
712K+ 977.31% |
$45.6M - $49.5M
|
784K
$56.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
705KNew |
$45.2M - $49.1M
|
705K
$51M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
704K+ 42.11% |
$45.1M - $49M
|
2.38M
$172M
|
|
|
Nov 13, 2023
Q3 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
683KNew |
$43.7M - $47.5M
|
683K
$49.4M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
662K+ 13.45% |
$42.4M - $46.1M
|
5.58M
$404M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
628K+ 15.25% |
$40.2M - $43.7M
|
4.75M
$343M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
602KNew |
$38.5M - $41.9M
|
602K
$43.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
592K+ 102.55% |
$37.9M - $41.2M
|
1.17M
$84.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
561K+ 1.98% |
$35.9M - $39M
|
28.8M
$2.09B
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
558KNew |
$35.7M - $38.8M
|
558K
$40.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
515K+ 10.14% |
$33M - $35.9M
|
5.6M
$405M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
514K+ 5.78% |
$32.9M - $35.8M
|
9.42M
$681M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
506K+ 18.07% |
$32.4M - $35.2M
|
3.31M
$239M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
491K+ 56.47% |
$31.4M - $34.2M
|
1.36M
$98.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
455K+ 1.81% |
$29.2M - $31.7M
|
25.6M
$1.85B
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
383K+ 5.54% |
$24.5M - $26.6M
|
7.28M
$527M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
363K+ 18.76% |
$23.2M - $25.3M
|
2.3M
$166M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
355K+ 15.46% |
$22.7M - $24.7M
|
2.65M
$192M
|
|
|
Nov 09, 2023
Q3 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
343KNew |
$22M - $23.9M
|
343K
$24.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
341K+ 21.81% |
$21.8M - $23.7M
|
1.9M
$138M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
329KNew |
$21.1M - $22.9M
|
329K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
312K+ 22.37% |
$20M - $21.7M
|
1.71M
$123M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
299K+ 11.69% |
$19.1M - $20.8M
|
2.86M
$207M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
278K+ 5.59% |
$17.8M - $19.3M
|
5.25M
$379M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
277K+ 71.9% |
$17.8M - $19.3M
|
663K
$48M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
258K+ 24.14% |
$16.5M - $18M
|
1.33M
$96M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
250K+ 132.23% |
$16M - $17.4M
|
440K
$31.8M
|