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 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
789+ 0.35% |
$50.5K - $54.9K
|
228K
$16.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
766+ 1.82% |
$49.1K - $53.3K
|
42.9K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
746+ 0.14% |
$47.8K - $51.9K
|
533K
$38.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
741+ 0.97% |
$47.5K - $51.6K
|
76.9K
$5.56M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
729+ 6.03% |
$46.7K - $50.7K
|
12.8K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
729+ 0.35% |
$46.7K - $50.7K
|
209K
$15.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
723+ 3.06% |
$46.3K - $50.3K
|
24.3K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
704+ 2.43% |
$45.1K - $49K
|
29.7K
$2.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
702+ 2.02% |
$45K - $48.8K
|
35.5K
$2.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
701+ 1.6% |
$44.9K - $48.8K
|
44.5K
$3.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
683+ 17.42% |
$43.7K - $47.5K
|
4.6K
$333K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
675+ 11.41% |
$43.2K - $47K
|
6.59K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
675+ 6.3% |
$43.2K - $47K
|
11.4K
$824K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
673+ 10.22% |
$43.1K - $46.8K
|
7.26K
$525K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
669+ 18.54% |
$42.8K - $46.5K
|
4.28K
$309K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
659+ 259.45% |
$42.2K - $45.9K
|
913
$66K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
656+ 19.99% |
$42K - $45.6K
|
3.94K
$285K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
647+ 15.09% |
$41.4K - $45K
|
4.93K
$357K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
638+ 6.91% |
$40.9K - $44.4K
|
9.87K
$714K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
629+ 0.71% |
$40.3K - $43.8K
|
88.8K
$6.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
623+ 1.57% |
$39.9K - $43.3K
|
40.3K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Pembroke Management, LTD
|
BUY
|
- |
608+ 1.29% |
$38.9K - $42.3K
|
47.6K
$3.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
607+ 1.47% |
$38.9K - $42.2K
|
42K
$3.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
601New |
$38.5K - $41.8K
|
601
$43.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
600New |
$38.4K - $41.7K
|
600
$43.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
600+ 4.99% |
$38.4K - $41.7K
|
12.6K
$913K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
600+ 6.47% |
$38.4K - $41.7K
|
9.87K
$714K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
599+ 2.34% |
$38.4K - $41.7K
|
26.2K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
581+ 1.08% |
$37.2K - $40.4K
|
54.4K
$3.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
580+ 11.1% |
$37.1K - $40.4K
|
5.81K
$420K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
577+ 51.24% |
$37K - $40.1K
|
1.7K
$123K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
576+ 0.64% |
$36.9K - $40.1K
|
91K
$6.58M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
572+ 5.11% |
$36.6K - $39.8K
|
11.8K
$851K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
571+ 20.59% |
$36.6K - $39.7K
|
3.34K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
569+ 4.87% |
$36.4K - $39.6K
|
12.2K
$885K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
544+ 11.69% |
$34.8K - $37.9K
|
5.2K
$376K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
543+ 2.63% |
$34.8K - $37.8K
|
21.2K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
531+ 1.62% |
$34K - $36.9K
|
33.3K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
529+ 7.79% |
$33.9K - $36.8K
|
7.32K
$530K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
528+ 1.83% |
$33.8K - $36.7K
|
29.4K
$2.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
515+ 9.24% |
$33K - $35.8K
|
6.09K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
500+ 0.77% |
$32K - $34.8K
|
65.3K
$4.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
498+ 5.86% |
$31.9K - $34.7K
|
8.99K
$650K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
487+ 4.1% |
$31.2K - $33.9K
|
12.4K
$894K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
475+ 698.53% |
$30.4K - $33.1K
|
543
$39.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
475+ 11.39% |
$30.4K - $33.1K
|
4.64K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
466+ 0.79% |
$29.8K - $32.4K
|
59.5K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
461+ 2.86% |
$29.5K - $32.1K
|
16.6K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
458+ 14.28% |
$29.3K - $31.9K
|
3.67K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
457+ 2.46% |
$29.3K - $31.8K
|
19.1K
$1.38M
|