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 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-116- 7.83% |
$7.43K - $8.07K
|
1.37K
$98.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-122- 1.09% |
$7.81K - $8.49K
|
11.1K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-124- 67.76% |
$7.94K - $8.63K
|
59
$4.27K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-126- 0.61% |
$8.07K - $8.77K
|
20.4K
$1.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-129- 3.59% |
$8.26K - $8.98K
|
3.47K
$251K
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-130- 0.22% |
$8.33K - $9.05K
|
57.7K
$4.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-132- 2.76% |
$8.45K - $9.18K
|
4.65K
$336K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-140- 0.61% |
$8.97K - $9.74K
|
23K
$1.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-143- 1.21% |
$9.16K - $9.95K
|
11.7K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-145- 0.08% |
$9.29K - $10.1K
|
188K
$13.6M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-149- 0.01% |
$9.54K - $10.4K
|
1.1M
$79.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-150- 2.18% |
$9.61K - $10.4K
|
6.72K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-152- 2.95% |
$9.73K - $10.6K
|
5K
$362K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-153- 0.56% |
$9.8K - $10.6K
|
27.2K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-154- 0.68% |
$9.86K - $10.7K
|
22.4K
$1.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-155- 0.3% |
$9.93K - $10.8K
|
52.1K
$3.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-157- 2.6% |
$10.1K - $10.9K
|
5.88K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-159- 1.29% |
$10.2K - $11.1K
|
12.1K
$877K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-163- 0.19% |
$10.4K - $11.3K
|
83.7K
$6.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-170- 1.88% |
$10.9K - $11.8K
|
8.89K
$643K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-170- 2.05% |
$10.9K - $11.8K
|
8.13K
$588K
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-173- 3.63% |
$11.1K - $12K
|
4.59K
$332K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-174- 0.05% |
$11.1K - $12.1K
|
331K
$23.9M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-178- 51.15% |
$11.4K - $12.4K
|
170
$12.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-185- 5.52% |
$11.8K - $12.9K
|
3.17K
$229K
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-186- 1.55% |
$11.9K - $12.9K
|
11.8K
$856K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-193- 3.14% |
$12.4K - $13.4K
|
5.95K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-195- 7.76% |
$12.5K - $13.6K
|
2.32K
$168K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-196- 0.37% |
$12.6K - $13.6K
|
53.5K
$3.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200- 7.32% |
$12.8K - $13.9K
|
2.53K
$183K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-201- 5.01% |
$12.9K - $14K
|
3.81K
$276K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-207- 0.5% |
$13.3K - $14.4K
|
41.5K
$3M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-220- 0.83% |
$14.1K - $15.3K
|
26.4K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-226- 1.46% |
$14.5K - $15.7K
|
15.3K
$1.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-230- 1.41% |
$14.7K - $16K
|
16K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-237- 1.99% |
$15.2K - $16.5K
|
11.7K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-240- 0.23% |
$15.4K - $16.7K
|
105K
$7.58M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-244- 3.3% |
$15.6K - $17K
|
7.15K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-247- 0.3% |
$15.8K - $17.2K
|
81.8K
$5.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-254- 1.18% |
$16.3K - $17.7K
|
21.3K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-263- 7.28% |
$16.8K - $18.3K
|
3.35K
$242K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-266- 1.92% |
$17K - $18.5K
|
13.6K
$984K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-268- 1.49% |
$17.2K - $18.6K
|
17.7K
$1.28M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-270- 0.82% |
$17.3K - $18.8K
|
32.7K
$2.37M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-276- 0.39% |
$17.7K - $19.2K
|
70.4K
$5.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-286- 0.32% |
$18.3K - $19.9K
|
89.7K
$6.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-288- 2.01% |
$18.4K - $20K
|
14K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-297- 6.28% |
$19K - $20.7K
|
4.43K
$321K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-302- 6.79% |
$19.3K - $21K
|
4.15K
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-307- 1.39% |
$19.7K - $21.4K
|
21.9K
$1.58M
|