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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.63K- 40.3% |
$169K - $183K
|
3.9K
$282K
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-2.69K- 1.65% |
$172K - $187K
|
161K
$11.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.71K- 2.56% |
$173K - $188K
|
103K
$7.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 8.65% |
$176K - $191K
|
29K
$2.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.79K- 11.17% |
$179K - $194K
|
22.2K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.81K- 1.04% |
$180K - $195K
|
267K
$19.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.82K- 1.59% |
$180K - $196K
|
175K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.85K- 4.29% |
$183K - $198K
|
63.5K
$4.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.94K- 6.94% |
$188K - $205K
|
39.4K
$2.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.94K- 26.97% |
$188K - $205K
|
7.97K
$576K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 0.74% |
$190K - $206K
|
396K
$28.7M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.03K- 80.52% |
$194K - $211K
|
734
$53.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.05K- 48.55% |
$195K - $212K
|
3.23K
$234K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.07K- 26.91% |
$197K - $214K
|
8.35K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.1K- 14.44% |
$199K - $216K
|
18.4K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-3.24K- 2.06% |
$207K - $225K
|
154K
$11.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.31K- 0.59% |
$212K - $230K
|
559K
$40.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-3.32K- 12.51% |
$212K - $231K
|
23.2K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.44K- 1.26% |
$220K - $240K
|
270K
$19.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.51K- 25.23% |
$225K - $245K
|
10.4K
$753K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.53K- 0.17% |
$226K - $245K
|
2.09M
$151M
|
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.62K- 42.76% |
$232K - $252K
|
4.84K
$350K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.62K- 0.1% |
$232K - $252K
|
3.8M
$275M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.63K- 28.74% |
$233K - $253K
|
9.01K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.64K- 12.18% |
$233K - $253K
|
26.2K
$1.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.7K- 3.6% |
$237K - $258K
|
99.1K
$7.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.71K- 0.69% |
$238K - $258K
|
533K
$38.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.73K- 20.95% |
$239K - $260K
|
14.1K
$1.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3.94K- 29.06% |
$252K - $274K
|
9.62K
$696K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.01K- 1.04% |
$257K - $279K
|
380K
$27.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.04K- 0.32% |
$259K - $281K
|
1.27M
$92M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.09K- 25.97% |
$262K - $285K
|
11.7K
$844K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-4.21K- 10.14% |
$269K - $293K
|
37.3K
$2.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-4.29K- 1.59% |
$275K - $298K
|
266K
$19.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-4.58K- 3.55% |
$293K - $318K
|
124K
$8.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.62K- 8.91% |
$296K - $322K
|
47.3K
$3.42M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-4.89K- 1.71% |
$313K - $340K
|
280K
$20.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.92K- 1.62% |
$315K - $342K
|
299K
$21.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
SELL
|
- |
-4.95K- 2.62% |
$317K - $344K
|
184K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5K- 1.88% |
$320K - $348K
|
261K
$18.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-5.12K- 0.62% |
$328K - $356K
|
822K
$59.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-5.17K- 3.02% |
$331K - $360K
|
166K
$12M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.2K- 9.14% |
$333K - $362K
|
51.8K
$3.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.35K- 1.09% |
$343K - $372K
|
485K
$35M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-5.36K- 2.5% |
$343K - $373K
|
209K
$15.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-5.42K- 23.11% |
$347K - $377K
|
18K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.56K- 9.8% |
$356K - $387K
|
51.1K
$3.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-5.69K- 30.31% |
$365K - $396K
|
13.1K
$946K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.82K- 58.09% |
$373K - $405K
|
4.2K
$304K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.93K- 11.75% |
$380K - $413K
|
44.5K
$3.22M
|