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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.79K+ 1.24% |
$179K - $194K
|
229K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.75K+ 0.59% |
$176K - $191K
|
466K
$33.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.75K+ 3.92% |
$176K - $191K
|
72.7K
$5.26M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.71K+ 78.18% |
$174K - $189K
|
6.18K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.67K+ 16.31% |
$171K - $186K
|
19K
$1.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.65K+ 3.91% |
$170K - $184K
|
70.5K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.61K+ 74.18% |
$167K - $181K
|
6.12K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.6K+ 8.47% |
$166K - $181K
|
33.3K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.57K+ 12.13% |
$165K - $179K
|
23.8K
$1.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.55K+ 2.7% |
$163K - $177K
|
96.7K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.5K+ 140.1% |
$160K - $174K
|
4.28K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.5K+ 30.25% |
$160K - $174K
|
10.8K
$777K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.46K+ 4.71% |
$158K - $171K
|
54.7K
$3.96M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.41K+ 13.65% |
$154K - $168K
|
20.1K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.41K+ 4.33% |
$154K - $167K
|
58K
$4.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.39KNew |
$153K - $166K
|
2.39K
$173K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.38K+ 1.31% |
$153K - $166K
|
184K
$13.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.37K+ 20.22% |
$151K - $165K
|
14.1K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.36KNew |
$151K - $164K
|
2.36K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.34K+ 8.99% |
$150K - $162K
|
28.3K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.3K+ 5.9% |
$147K - $160K
|
41.3K
$2.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.25K+ 29.96% |
$144K - $157K
|
9.77K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.24K+ 2.25% |
$144K - $156K
|
102K
$7.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 13.66% |
$143K - $156K
|
18.6K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.22K+ 44.46% |
$142K - $155K
|
7.22K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.22KNew |
$142K - $154K
|
2.22K
$160K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.2KNew |
$141K - $153K
|
2.2K
$159K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.19K+ 7.75% |
$140K - $153K
|
30.5K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.15K+ 791.51% |
$137K - $149K
|
2.42K
$175K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.13K+ 4.68% |
$136K - $148K
|
47.6K
$3.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.11K+ 0.39% |
$135K - $147K
|
548K
$39.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.03K+ 26.01% |
$130K - $141K
|
9.83K
$711K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.03K+ 39.37% |
$130K - $141K
|
7.18K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.01K+ 1.83% |
$129K - $140K
|
112K
$8.12M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.99K+ 5.65% |
$127K - $138K
|
37.2K
$2.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 24.12% |
$127K - $138K
|
10.2K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.98K+ 5.52% |
$127K - $138K
|
37.8K
$2.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.98K+ 14.86% |
$126K - $137K
|
15.3K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.97K+ 4.36% |
$126K - $137K
|
47K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.95K+ 2.26% |
$125K - $135K
|
88K
$6.37M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.91K+ 14.34% |
$122K - $133K
|
15.2K
$1.1M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.91K+ 2.19% |
$122K - $133K
|
89.1K
$6.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.89K+ 1.58% |
$121K - $132K
|
122K
$8.8M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.89K+ 52.19% |
$121K - $131K
|
5.5K
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.85K+ 92.35% |
$118K - $129K
|
3.85K
$278K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.83K+ 2.37% |
$117K - $128K
|
79.3K
$5.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.83K+ 2.04% |
$117K - $127K
|
91.4K
$6.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.83K+ 0.35% |
$117K - $127K
|
530K
$38.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.83K+ 1.4% |
$117K - $127K
|
132K
$9.55M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1.82K+ 8.09% |
$117K - $127K
|
24.3K
$1.76M
|