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 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
125+ 2.46% |
$8.01K - $8.7K
|
5.21K
$378K
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
BUY
|
- |
123+ 0.4% |
$7.88K - $8.56K
|
30.6K
$2.22M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
122+ 3.13% |
$7.81K - $8.49K
|
4.02K
$291K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
120+ 3.81% |
$7.68K - $8.35K
|
3.27K
$237K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
118+ 2.62% |
$7.56K - $8.21K
|
4.62K
$335K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
116+ 0.46% |
$7.43K - $8.07K
|
25.3K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
112+ 0.23% |
$7.17K - $7.79K
|
49.4K
$3.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
110+ 1.49% |
$7.04K - $7.65K
|
7.5K
$544K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
110New |
$7.04K - $7.65K
|
110
$7.98K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
107+ 0.14% |
$6.85K - $7.45K
|
76.9K
$5.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
107+ 0.96% |
$6.85K - $7.45K
|
11.2K
$812K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
102+ 1.19% |
$6.53K - $7.1K
|
8.66K
$628K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 5.51% |
$6.4K - $6.96K
|
1.92K
$139K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
100New |
$6.4K - $6.96K
|
100
$7.25K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100+ 1.06% |
$6.4K - $6.96K
|
9.5K
$689K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
98+ 1.05% |
$6.28K - $6.82K
|
9.48K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
97+ 173.21% |
$6.21K - $6.75K
|
153
$11.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
88New |
$5.64K - $6.12K
|
88
$6.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
86+ 0.42% |
$5.51K - $5.98K
|
20.8K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.42% |
$5.25K - $5.71K
|
5.86K
$425K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
82+ 2.5% |
$5.25K - $5.71K
|
3.37K
$244K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
79+ 1.47% |
$5.06K - $5.5K
|
5.46K
$396K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
76+ 22.09% |
$4.87K - $5.29K
|
420
$30.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
75+ 43.35% |
$4.8K - $5.22K
|
248
$18K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 0.34% |
$4.67K - $5.08K
|
21.3K
$1.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
73+ 2.07% |
$4.67K - $5.08K
|
3.6K
$261K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
72+ 1.61% |
$4.61K - $5.01K
|
4.54K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
68+ 0.16% |
$4.35K - $4.73K
|
41.5K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68+ 0.08% |
$4.35K - $4.73K
|
83.1K
$6.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
64+ 0.79% |
$4.1K - $4.45K
|
8.19K
$594K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
54+ 0.5% |
$3.46K - $3.76K
|
10.8K
$787K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
54+ 1.62% |
$3.46K - $3.76K
|
3.4K
$246K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
53+ 0.77% |
$3.39K - $3.69K
|
6.89K
$500K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
52+ 0.18% |
$3.33K - $3.62K
|
28.8K
$2.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
51+ 3.27% |
$3.27K - $3.55K
|
1.61K
$117K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50+ 4.74% |
$3.2K - $3.48K
|
1.11K
$80.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
39+ 1.54% |
$2.5K - $2.71K
|
2.58K
$187K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
39+ 17.97% |
$2.5K - $2.71K
|
256
$18.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
35+ 0.13% |
$2.24K - $2.44K
|
26.9K
$1.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32+ 0.83% |
$2.05K - $2.23K
|
3.89K
$282K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32+ 0.65% |
$2.05K - $2.23K
|
4.92K
$357K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
30+ 0.08% |
$1.92K - $2.09K
|
37.5K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
29+ 0.84% |
$1.86K - $2.02K
|
3.47K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28+ 1.63% |
$1.79K - $1.95K
|
1.75K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
28+ 0.13% |
$1.79K - $1.95K
|
21.5K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
24+ 0.03% |
$1.54K - $1.67K
|
69.5K
$5.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
22+ 0.61% |
$1.41K - $1.53K
|
3.63K
$263K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
22New |
$1.41K - $1.53K
|
22
$1.6K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.05% |
$1.02K - $1.11K
|
34.3K
$2.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
15+ 0.12% |
$961 - $1.04K
|
12.3K
$890K
|