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 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-826- 5.65% |
$52.9K - $57.5K
|
13.8K
$998K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-840- 16.7% |
$53.8K - $58.4K
|
4.19K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-853- 6.56% |
$54.6K - $59.4K
|
12.1K
$878K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-880- 0.35% |
$56.4K - $61.2K
|
252K
$18.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-884- 19.84% |
$56.6K - $61.5K
|
3.57K
$258K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-896- 0.76% |
$57.4K - $62.3K
|
118K
$8.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-906- 1.84% |
$58K - $63K
|
48.5K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-910- 7.67% |
$58.3K - $63.3K
|
11K
$792K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-916- 41.52% |
$58.7K - $63.7K
|
1.29K
$93.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-938- 11.49% |
$60.1K - $65.3K
|
7.23K
$523K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-966- 4.95% |
$61.9K - $67.2K
|
18.5K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-969- 1.48% |
$62.1K - $67.4K
|
64.3K
$4.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-973- 23.45% |
$62.3K - $67.7K
|
3.18K
$230K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-973- 3.32% |
$62.3K - $67.7K
|
28.3K
$2.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-988- 3.26% |
$63.3K - $68.7K
|
29.3K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-991- 5.82% |
$63.5K - $69K
|
16.1K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.01K- 0.35% |
$64.6K - $70.1K
|
289K
$20.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.01K- 1.35% |
$64.6K - $70.2K
|
73.6K
$5.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.01K- 11.52% |
$64.9K - $70.5K
|
7.78K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.06K- 67.78% |
$67.6K - $73.5K
|
502
$36.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.1K- 8.1% |
$70.1K - $76.2K
|
12.4K
$899K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.1K- 18.7% |
$70.7K - $76.8K
|
4.8K
$347K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 10.94% |
$71.6K - $77.8K
|
9.1K
$658K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.12K- 6.83% |
$71.8K - $78K
|
15.3K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 15.95% |
$72K - $78.3K
|
5.93K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 1.06% |
$73.8K - $80.2K
|
108K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.15K- 0.83% |
$73.8K - $80.2K
|
138K
$9.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.16K- 2.61% |
$74.5K - $80.9K
|
43.4K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.17K- 5.65% |
$74.8K - $81.3K
|
19.5K
$1.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-1.17K- 0.67% |
$75.1K - $81.5K
|
174K
$12.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1.2K- 0.97% |
$76.6K - $83.2K
|
122K
$8.79M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 19.3% |
$77K - $83.7K
|
5.03K
$364K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.2K- 23.32% |
$77.1K - $83.8K
|
3.96K
$286K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-1.23K- 2.14% |
$78.9K - $85.7K
|
56.4K
$4.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.24K- 1.68% |
$79.5K - $86.3K
|
72.7K
$5.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.29K- 3.59% |
$82.9K - $90K
|
34.7K
$2.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.3K- 21.49% |
$83.3K - $90.5K
|
4.75K
$343K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 6.92% |
$83.4K - $90.6K
|
17.5K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-1.31K- 1.23% |
$84.1K - $91.4K
|
105K
$7.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.33K- 20.55% |
$85K - $92.4K
|
5.13K
$371K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.41K- 1.18% |
$90.2K - $98K
|
118K
$8.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.41K- 13.93% |
$90.4K - $98.2K
|
8.72K
$630K
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.41K- 2.19% |
$90.4K - $98.2K
|
63.1K
$4.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.43K- 3.04% |
$91.3K - $99.2K
|
45.5K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.43K- 46.8% |
$91.3K - $99.2K
|
1.62K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 28.93% |
$91.9K - $99.8K
|
3.53K
$255K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.45K- 13.26% |
$92.6K - $101K
|
9.46K
$684K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.48K- 23.07% |
$94.6K - $103K
|
4.93K
$356K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.49K- 1.61% |
$95.5K - $104K
|
91K
$6.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.49K- 13.41% |
$95.7K - $104K
|
9.65K
$698K
|