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
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-478- 9.74% |
$30.6K - $33.3K
|
4.43K
$321K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-479- 2.87% |
$30.7K - $33.3K
|
16.2K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-480- 0.9% |
$30.7K - $33.4K
|
52.8K
$3.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-483- 4.37% |
$30.9K - $33.6K
|
10.6K
$767K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-484- 3.32% |
$31K - $33.7K
|
14.1K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-488- 6.63% |
$31.3K - $34K
|
6.87K
$498K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-492- 1.51% |
$31.5K - $34.2K
|
32.2K
$2.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-503- 0.23% |
$32.2K - $35K
|
220K
$16M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-505- 1.21% |
$32.3K - $35.1K
|
41.4K
$3M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-512- 1.83% |
$32.8K - $35.6K
|
27.5K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-520- 7.43% |
$33.3K - $36.2K
|
6.48K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-541- 1.14% |
$34.6K - $37.6K
|
46.9K
$3.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-550- 11.05% |
$35.2K - $38.3K
|
4.43K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-553- 1.2% |
$35.4K - $38.5K
|
45.3K
$3.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-556- 5.67% |
$35.6K - $38.7K
|
9.25K
$671K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-559- 1.88% |
$35.8K - $38.9K
|
29.2K
$2.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-571- 12.63% |
$36.6K - $39.7K
|
3.95K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-574- 7.71% |
$36.8K - $39.9K
|
6.87K
$498K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-583- 4.07% |
$37.3K - $40.6K
|
13.7K
$996K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-590- 1.34% |
$37.8K - $41.1K
|
43.4K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-603- 0.48% |
$38.6K - $42K
|
126K
$9.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-604- 0.66% |
$38.7K - $42K
|
90.7K
$6.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-621- 2.18% |
$39.8K - $43.2K
|
27.9K
$2.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-643- 2.07% |
$41.2K - $44.7K
|
30.4K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-644- 5.73% |
$41.2K - $44.8K
|
10.6K
$769K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-644- 15.43% |
$41.2K - $44.8K
|
3.53K
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-653- 1.36% |
$41.8K - $45.4K
|
47.4K
$3.44M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-662- 70.13% |
$42.4K - $46.1K
|
282
$20.5K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-675- 1.21% |
$43.2K - $47K
|
55K
$3.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-680- 19.99% |
$43.5K - $47.3K
|
2.72K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-683- 2.82% |
$43.7K - $47.5K
|
23.6K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-695- 1.66% |
$44.5K - $48.4K
|
41.1K
$2.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-700- 16.75% |
$44.8K - $48.7K
|
3.48K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-701- 8.06% |
$44.9K - $48.8K
|
8K
$580K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-720- 1.51% |
$46.1K - $50.1K
|
47K
$3.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-723- 0.39% |
$46.3K - $50.3K
|
183K
$13.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-730- 3.31% |
$46.7K - $50.8K
|
21.3K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-734- 5.03% |
$47K - $51.1K
|
13.9K
$1M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-735- 0.57% |
$47.1K - $51.1K
|
129K
$9.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-743- 0.36% |
$47.6K - $51.7K
|
204K
$14.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-756- 0.17% |
$48.4K - $52.6K
|
433K
$31.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-757- 6.64% |
$48.5K - $52.7K
|
10.6K
$772K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-777- 1.96% |
$49.8K - $54.1K
|
38.8K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-780- 0.39% |
$50K - $54.3K
|
198K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-780- 1.76% |
$50K - $54.3K
|
43.5K
$3.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-793- 10.34% |
$50.8K - $55.2K
|
6.88K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-794- 63.52% |
$50.8K - $55.2K
|
456
$33.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-798- 0.4% |
$51.1K - $55.5K
|
200K
$14.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-814- 1.58% |
$52.1K - $56.6K
|
50.6K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-820- 7.47% |
$52.5K - $57.1K
|
10.2K
$737K
|