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 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
452+ 2.55% |
$28.9K - $31.5K
|
18.2K
$1.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
450+ 6.87% |
$28.8K - $31.3K
|
7K
$506K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
450+ 9.06% |
$28.8K - $31.3K
|
5.42K
$392K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
444+ 1.84% |
$28.4K - $30.9K
|
24.6K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
444+ 4.06% |
$28.4K - $30.9K
|
11.4K
$823K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
425+ 0.09% |
$27.2K - $29.6K
|
457K
$33M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
421+ 8.84% |
$27K - $29.3K
|
5.18K
$375K
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
413+ 0.22% |
$26.4K - $28.7K
|
192K
$13.9M
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
413+ 0.22% |
$26.4K - $28.7K
|
192K
$13.9M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
405+ 7.38% |
$25.9K - $28.2K
|
5.89K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
404+ 2.11% |
$25.9K - $28.1K
|
19.5K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
403+ 2.37% |
$25.8K - $28K
|
17.4K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
402+ 1.36% |
$25.7K - $28K
|
30K
$2.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
395+ 0.4% |
$25.3K - $27.5K
|
99.4K
$7.18M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
395+ 0.4% |
$25.3K - $27.5K
|
99.4K
$7.18M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
391+ 1.28% |
$25K - $27.2K
|
30.9K
$2.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
376+ 0.16% |
$24.1K - $26.2K
|
236K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
374+ 0.02% |
$24K - $26K
|
1.64M
$118M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
372+ 5.55% |
$23.8K - $25.9K
|
7.07K
$511K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
370+ 5.79% |
$23.7K - $25.7K
|
6.76K
$489K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
360+ 48.19% |
$23.1K - $25K
|
1.11K
$80K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
358+ 0.78% |
$22.9K - $24.9K
|
46.3K
$3.35M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
355+ 4.49% |
$22.7K - $24.7K
|
8.26K
$597K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
355+ 0.87% |
$22.7K - $24.7K
|
41.1K
$2.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
350+ 275.59% |
$22.4K - $24.4K
|
477
$34.5K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
350+ 275.59% |
$22.4K - $24.4K
|
477
$34.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
347+ 21.04% |
$22.2K - $24.1K
|
2K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
345+ 0.4% |
$22.1K - $24K
|
86.6K
$6.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
343+ 0.12% |
$22K - $23.9K
|
287K
$20.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
340+ 6.67% |
$21.8K - $23.7K
|
5.44K
$393K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
334+ 6.69% |
$21.4K - $23.2K
|
5.33K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
329+ 0.38% |
$21.1K - $22.9K
|
86.1K
$6.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
327+ 0.76% |
$20.9K - $22.8K
|
43.5K
$3.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
318+ 1.4% |
$20.4K - $22.1K
|
23K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
316New |
$20.2K - $22K
|
316
$22.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
315+ 3.0% |
$20.2K - $21.9K
|
10.8K
$783K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
315+ 0.4% |
$20.2K - $21.9K
|
79.1K
$5.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
314+ 5.15% |
$20.1K - $21.8K
|
6.41K
$464K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
314+ 6.3% |
$20.1K - $21.8K
|
5.3K
$383K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
307+ 0.56% |
$19.7K - $21.4K
|
55.3K
$4M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
305+ 2.68% |
$19.5K - $21.2K
|
11.7K
$846K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
305+ 3.81% |
$19.5K - $21.2K
|
8.31K
$601K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
303New |
$19.4K - $21.1K
|
303
$21.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
295+ 13.03% |
$18.9K - $20.5K
|
2.56K
$185K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
289+ 0.9% |
$18.5K - $20.1K
|
32.5K
$2.35M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
287+ 2.81% |
$18.4K - $20K
|
10.5K
$758K
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
284+ 1.22% |
$18.2K - $19.8K
|
23.5K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
282+ 0.51% |
$18.1K - $19.6K
|
55.1K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
278+ 39.89% |
$17.8K - $19.3K
|
975
$70.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
275+ 0.14% |
$17.6K - $19.1K
|
200K
$14.5M
|