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 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.53K- 15.01% |
$97.7K - $106K
|
8.63K
$626K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-1.54K- 1.22% |
$98.6K - $107K
|
124K
$9.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.56K- 1.95% |
$100K - $109K
|
78.6K
$5.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.58K- 2.43% |
$101K - $110K
|
63.4K
$4.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.59K- 1.08% |
$102K - $111K
|
146K
$10.6M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.62K- 19.11% |
$104K - $113K
|
6.84K
$496K
|
|
|
Nov 07, 2023
Q3 2023
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-1.63K- 0.19% |
$104K - $113K
|
847K
$61.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.65K- 34.52% |
$106K - $115K
|
3.13K
$227K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.67K- 8.51% |
$107K - $116K
|
17.9K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.67K- 13.57% |
$107K - $116K
|
10.7K
$773K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 0.66% |
$110K - $120K
|
259K
$18.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.78K- 2.81% |
$114K - $124K
|
61.5K
$4.46M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.8K- 5.18% |
$115K - $125K
|
32.9K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.83K- 1.5% |
$117K - $127K
|
120K
$8.67M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-1.88K- 16.5% |
$120K - $130K
|
9.49K
$688K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.9K- 5.3% |
$122K - $132K
|
33.9K
$2.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.91K- 4.57% |
$122K - $133K
|
39.9K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 3.54% |
$122K - $133K
|
52.1K
$3.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.92K- 3.44% |
$123K - $134K
|
53.8K
$3.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.93K- 16.76% |
$124K - $134K
|
9.58K
$695K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.95K- 9.91% |
$125K - $136K
|
17.7K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.96K- 11.97% |
$125K - $136K
|
14.4K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.98K- 11.54% |
$126K - $137K
|
15.1K
$1.1M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.98K- 0.73% |
$127K - $138K
|
269K
$19.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.98K- 15.77% |
$127K - $138K
|
10.6K
$767K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.99K- 0.72% |
$128K - $139K
|
275K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.99K- 2.76% |
$128K - $139K
|
70.3K
$5.1M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.03K- 4.21% |
$130K - $141K
|
46.1K
$3.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 8.09% |
$132K - $143K
|
23.4K
$1.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.06K- 28.09% |
$132K - $143K
|
5.27K
$382K
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.09K- 27.4% |
$134K - $145K
|
5.54K
$402K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.11K- 1.09% |
$135K - $147K
|
192K
$13.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-2.14K- 0.54% |
$137K - $149K
|
397K
$28.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.16K- 1.06% |
$138K - $150K
|
202K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.19K- 19.03% |
$140K - $152K
|
9.29K
$674K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.2K- 1.15% |
$141K - $153K
|
189K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.21K- 3.67% |
$142K - $154K
|
57.9K
$4.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-2.24K- 32.05% |
$144K - $156K
|
4.75K
$345K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.29K- 8.43% |
$147K - $159K
|
24.9K
$1.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.31K- 2.99% |
$148K - $161K
|
75K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.43K- 94.71% |
$156K - $169K
|
136
$9.87K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.44K- 5.95% |
$156K - $170K
|
38.6K
$2.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.49K- 4.61% |
$159K - $173K
|
51.4K
$3.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.5K- 15.98% |
$160K - $174K
|
13.1K
$953K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.51K- 16.14% |
$160K - $174K
|
13K
$945K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.53K- 6.86% |
$162K - $176K
|
34.3K
$2.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.56K- 2.44% |
$164K - $178K
|
102K
$7.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.58K- 5.5% |
$165K - $180K
|
44.4K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.6K- 6.55% |
$167K - $181K
|
37.1K
$2.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.62K- 2.15% |
$168K - $183K
|
120K
$8.68M
|