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 27, 2023
Q3 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-308- 1.02% |
$19.7K - $21.4K
|
29.8K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-309- 1.4% |
$19.8K - $21.5K
|
21.8K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-309- 1.88% |
$19.8K - $21.5K
|
16.1K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-310- 5.65% |
$19.9K - $21.6K
|
5.17K
$374K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-310- 25.75% |
$19.9K - $21.6K
|
894
$64.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-312- 71.23% |
$20K - $21.7K
|
126
$9.11K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-316- 1.75% |
$20.2K - $22K
|
17.7K
$1.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-316- 0.33% |
$20.2K - $22K
|
95.3K
$6.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-318- 1.0% |
$20.4K - $22.1K
|
31.6K
$2.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-321- 7.36% |
$20.6K - $22.3K
|
4.04K
$292K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-323- 0.66% |
$20.7K - $22.5K
|
48.2K
$3.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-325- 0.06% |
$20.8K - $22.6K
|
590K
$42.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-325- 0.83% |
$20.8K - $22.6K
|
38.7K
$2.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-345- 3.74% |
$22.1K - $24K
|
8.87K
$641K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-352- 4.84% |
$22.5K - $24.5K
|
6.93K
$501K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-360- 0.09% |
$23.1K - $25K
|
405K
$29.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-362- 3.88% |
$23.2K - $25.2K
|
8.97K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-365- 2.53% |
$23.4K - $25.4K
|
14.1K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-367- 8.53% |
$23.5K - $25.5K
|
3.94K
$285K
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-370- 4.85% |
$23.7K - $25.7K
|
7.26K
$525K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-375- 2.16% |
$24K - $26.1K
|
17K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-379- 1.9% |
$24.3K - $26.4K
|
19.6K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-386- 9.51% |
$24.7K - $26.9K
|
3.67K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-387- 1.17% |
$24.8K - $26.9K
|
32.7K
$2.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-388- 14.47% |
$24.8K - $27K
|
2.29K
$166K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-393- 3.99% |
$25.2K - $27.3K
|
9.46K
$684K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-395- 13.86% |
$25.3K - $27.5K
|
2.46K
$178K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-397- 1.12% |
$25.4K - $27.6K
|
34.9K
$2.52M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-399- 0.7% |
$25.6K - $27.8K
|
56.7K
$4.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-402- 4.31% |
$25.7K - $28K
|
8.93K
$646K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-403- 0.32% |
$25.8K - $28K
|
125K
$9.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-413- 34.39% |
$26.4K - $28.7K
|
788
$57K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-413- 0.88% |
$26.4K - $28.7K
|
46.5K
$3.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-414- 0.54% |
$26.5K - $28.8K
|
76.5K
$5.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-420- 5.0% |
$26.9K - $29.2K
|
7.98K
$577K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-431- 6.18% |
$27.6K - $30K
|
6.55K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-431- 9.68% |
$27.6K - $30K
|
4.02K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-436- 2.91% |
$27.9K - $30.3K
|
14.6K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-444- 5.84% |
$28.4K - $30.9K
|
7.17K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-446- 0.99% |
$28.6K - $31K
|
44.7K
$3.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-450- 10.78% |
$28.8K - $31.3K
|
3.72K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-455- 3.0% |
$29.1K - $31.7K
|
14.7K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-460- 1.25% |
$29.5K - $32K
|
36.5K
$2.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-461- 0.96% |
$29.5K - $32.1K
|
47.7K
$3.45M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-462- 0.78% |
$29.6K - $32.1K
|
58.7K
$4.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-463- 3.28% |
$29.7K - $32.2K
|
13.6K
$986K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-467- 0.29% |
$29.9K - $32.5K
|
160K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-468- 2.34% |
$30K - $32.6K
|
19.6K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-470- 8.75% |
$30.1K - $32.7K
|
4.9K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-473- 3.64% |
$30.3K - $32.9K
|
12.5K
$904K
|