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 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-29- 0.13% |
$1.86K - $2.02K
|
21.7K
$1.57M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-30- 0.22% |
$1.92K - $2.09K
|
13.9K
$1.01M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 1.97% |
$2.05K - $2.23K
|
1.6K
$116K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.16% |
$2.11K - $2.3K
|
20.8K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-33- 0.04% |
$2.11K - $2.3K
|
75K
$5.44M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-34- 0.36% |
$2.18K - $2.37K
|
9.35K
$678K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-37- 0.26% |
$2.37K - $2.57K
|
14K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-38- 0.43% |
$2.43K - $2.64K
|
8.79K
$637K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-42- 0.48% |
$2.69K - $2.92K
|
8.76K
$635K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-45- 0.66% |
$2.88K - $3.13K
|
6.81K
$494K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-48- 0.16% |
$3.07K - $3.34K
|
29.3K
$2.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-48- 0.21% |
$3.07K - $3.34K
|
22.9K
$1.66M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 1.46% |
$3.2K - $3.48K
|
3.38K
$245K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-53- 1.17% |
$3.39K - $3.69K
|
4.49K
$326K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-53- 1.07% |
$3.39K - $3.69K
|
4.89K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-54- 0.49% |
$3.46K - $3.76K
|
11K
$798K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-56- 20.36% |
$3.59K - $3.9K
|
219
$15.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-57- 0.62% |
$3.65K - $3.97K
|
9.15K
$664K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-59- 0.61% |
$3.78K - $4.11K
|
9.65K
$700K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-63- 1.46% |
$4.03K - $4.38K
|
4.26K
$309K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-64- 0.1% |
$4.1K - $4.45K
|
64.4K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-65- 0.3% |
$4.16K - $4.52K
|
21.3K
$1.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-66- 0.89% |
$4.23K - $4.59K
|
7.37K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-66- 0.15% |
$4.23K - $4.59K
|
44.9K
$3.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-68- 1.58% |
$4.35K - $4.73K
|
4.25K
$308K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-71- 0.53% |
$4.55K - $4.94K
|
13.2K
$958K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-71- 0.33% |
$4.55K - $4.94K
|
21.4K
$1.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-72- 17.22% |
$4.61K - $5.01K
|
346
$25.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-74- 8.03% |
$4.74K - $5.15K
|
847
$61.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-76- 2.14% |
$4.87K - $5.29K
|
3.47K
$252K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-77- 0.4% |
$4.93K - $5.36K
|
19.3K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-77- 0.46% |
$4.93K - $5.36K
|
16.8K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-79- 1.34% |
$5.06K - $5.5K
|
5.83K
$423K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-81- 0.38% |
$5.19K - $5.64K
|
21K
$1.53M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-82- 1.24% |
$5.25K - $5.71K
|
6.54K
$474K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-82- 1.06% |
$5.25K - $5.71K
|
7.66K
$556K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-82- 1.32% |
$5.25K - $5.71K
|
6.13K
$445K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-82- 0.28% |
$5.25K - $5.71K
|
28.9K
$2.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-85- 0.16% |
$5.44K - $5.91K
|
52.4K
$3.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-86- 1.19% |
$5.51K - $5.98K
|
7.17K
$520K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-90- 0.19% |
$5.76K - $6.26K
|
48.1K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-93- 0.12% |
$5.96K - $6.47K
|
75.9K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-98- 0.13% |
$6.28K - $6.82K
|
73.7K
$5.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-99- 0.47% |
$6.34K - $6.89K
|
21.1K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-102- 0.99% |
$6.53K - $7.1K
|
10.2K
$743K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-103- 0.94% |
$6.6K - $7.17K
|
10.9K
$789K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-105- 1.24% |
$6.72K - $7.31K
|
8.36K
$606K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-107- 4.26% |
$6.85K - $7.45K
|
2.4K
$174K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-112- 1.95% |
$7.17K - $7.79K
|
5.65K
$410K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-114- 0.04% |
$7.3K - $7.93K
|
287K
$20.8M
|