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 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
278+ 39.89% |
$17.8K - $19.3K
|
975
$74.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
275+ 0.14% |
$17.6K - $19.1K
|
200K
$15.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
272+ 3.72% |
$17.4K - $18.9K
|
7.58K
$576K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
265+ 2.18% |
$17K - $18.4K
|
12.4K
$942K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
265+ 8.17% |
$17K - $18.4K
|
3.51K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
263+ 0.42% |
$16.8K - $18.3K
|
62.6K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
263+ 0.05% |
$16.8K - $18.3K
|
562K
$42.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
259+ 5.43% |
$16.6K - $18K
|
5.03K
$382K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
258+ 0.23% |
$16.5K - $18K
|
111K
$8.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
257+ 7.66% |
$16.5K - $17.9K
|
3.61K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
253+ 24.83% |
$16.2K - $17.6K
|
1.27K
$96.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
240+ 3.4% |
$15.4K - $16.7K
|
7.29K
$554K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
237+ 0.47% |
$15.2K - $16.5K
|
50.9K
$3.87M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
234+ 8.85% |
$15K - $16.3K
|
2.88K
$219K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
233+ 28.38% |
$14.9K - $16.2K
|
1.05K
$80.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
225+ 5.46% |
$14.4K - $15.7K
|
4.35K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
224+ 0.79% |
$14.3K - $15.6K
|
28.8K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
224+ 7.26% |
$14.3K - $15.6K
|
3.31K
$252K
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
224+ 0.79% |
$14.3K - $15.6K
|
28.8K
$2.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
219+ 6.36% |
$14K - $15.2K
|
3.66K
$278K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
216+ 4.64% |
$13.8K - $15K
|
4.87K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
213+ 0.07% |
$13.6K - $14.8K
|
287K
$21.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
208+ 0.93% |
$13.3K - $14.5K
|
22.5K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
207+ 1.37% |
$13.3K - $14.4K
|
15.3K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
203+ 25.03% |
$13K - $14.1K
|
1.01K
$77.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200+ 6.2% |
$12.8K - $13.9K
|
3.42K
$260K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
193New |
$12.4K - $13.4K
|
193
$14.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
187+ 2.87% |
$12K - $13K
|
6.7K
$509K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
176+ 0.98% |
$11.3K - $12.2K
|
18.1K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
175+ 3.07% |
$11.2K - $12.2K
|
5.87K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
175+ 1.41% |
$11.2K - $12.2K
|
12.6K
$955K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
170+ 5.06% |
$10.9K - $11.8K
|
3.53K
$268K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
168+ 0.18% |
$10.8K - $11.7K
|
93.6K
$7.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
167+ 0.32% |
$10.7K - $11.6K
|
52K
$3.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
165+ 0.18% |
$10.6K - $11.5K
|
92.4K
$7.02M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
163+ 1.45% |
$10.4K - $11.3K
|
11.4K
$865K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
162+ 1.5% |
$10.4K - $11.3K
|
11K
$833K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
161+ 1.34% |
$10.3K - $11.2K
|
12.2K
$926K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
160+ 0.44% |
$10.2K - $11.1K
|
36.5K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
157+ 2.12% |
$10.1K - $10.9K
|
7.56K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
157+ 0.07% |
$10.1K - $10.9K
|
211K
$16M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
153+ 5.11% |
$9.8K - $10.6K
|
3.15K
$239K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
151+ 1.37% |
$9.67K - $10.5K
|
11.1K
$847K
|
|
|
Nov 01, 2023
Q3 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
150+ 0.51% |
$9.61K - $10.4K
|
29.8K
$2.27M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
150+ 5.17% |
$9.61K - $10.4K
|
3.05K
$232K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
149+ 0.54% |
$9.54K - $10.4K
|
27.6K
$2.09M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
148+ 0.23% |
$9.48K - $10.3K
|
65K
$4.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
137+ 1.31% |
$8.77K - $9.53K
|
10.6K
$807K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
134+ 1.88% |
$8.58K - $9.32K
|
7.25K
$551K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
129+ 2.08% |
$8.26K - $8.98K
|
6.33K
$481K
|