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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.01K- 12.78% |
$385K - $418K
|
41K
$2.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.43K- 25.12% |
$412K - $447K
|
19.2K
$1.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.45K- 4.79% |
$413K - $449K
|
128K
$9.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.5K- 44.31% |
$416K - $452K
|
8.16K
$590K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-6.62K- 2.42% |
$424K - $460K
|
267K
$19.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6.73K- 20.66% |
$431K - $468K
|
25.8K
$1.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-6.77K- 2.64% |
$433K - $471K
|
250K
$18.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.77K- 32.87% |
$434K - $471K
|
13.8K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.82K- 38.28% |
$437K - $474K
|
11K
$795K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.89K- 20.61% |
$441K - $480K
|
26.5K
$1.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.98K- 4.16% |
$447K - $486K
|
161K
$11.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.11K- 67.43% |
$455K - $495K
|
3.44K
$248K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.27K- 2.5% |
$466K - $506K
|
283K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-7.35K- 6.31% |
$471K - $511K
|
109K
$7.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-7.39K- 1.23% |
$473K - $514K
|
595K
$43M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-7.4K- 4.74% |
$474K - $515K
|
149K
$10.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-7.42K- 2.44% |
$475K - $516K
|
297K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.66K- 9.63% |
$490K - $533K
|
71.8K
$5.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-7.7K- 38.61% |
$493K - $536K
|
12.2K
$885K
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.73K- 17.76% |
$495K - $538K
|
35.8K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-7.76K- 2.93% |
$497K - $540K
|
258K
$18.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.78K- 19.07% |
$498K - $542K
|
33K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.95K- 1.22% |
$509K - $553K
|
641K
$46.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-8.04K- 2.16% |
$515K - $559K
|
364K
$26.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.1K- 1.4% |
$519K - $564K
|
571K
$41.3M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-8.25KClosed |
$528K - $574K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-8.47K- 3.57% |
$542K - $589K
|
229K
$16.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-8.65K- 0.59% |
$554K - $602K
|
1.45M
$105M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-8.83K- 12.74% |
$566K - $615K
|
60.5K
$4.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-8.87K- 63.95% |
$568K - $617K
|
5K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-9.13K- 1.13% |
$585K - $635K
|
798K
$57.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-9.16K- 4.33% |
$586K - $637K
|
202K
$14.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-9.24K- 66.86% |
$592K - $643K
|
4.58K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-9.54K- 3.85% |
$611K - $664K
|
238K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-9.78K- 64.68% |
$626K - $681K
|
5.34K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-9.88K- 2.5% |
$632K - $687K
|
385K
$27.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-10K- 2.72% |
$643K - $699K
|
358K
$25.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-10.2K- 4.14% |
$652K - $709K
|
236K
$17.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.3K- 15.3% |
$658K - $714K
|
56.9K
$4.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.4K- 1.49% |
$664K - $722K
|
687K
$49.7M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-10.4K- 0.4% |
$667K - $725K
|
2.62M
$189M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10.5K- 4.86% |
$669K - $727K
|
205K
$14.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-10.6K- 5.23% |
$676K - $734K
|
191K
$13.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-11K- 15.84% |
$707K - $769K
|
58.7K
$4.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-11.4K- 4.84% |
$733K - $796K
|
225K
$16.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-11.5K- 6.35% |
$733K - $797K
|
169K
$12.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-11.6K- 60.26% |
$741K - $805K
|
7.63K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-11.7K- 2.48% |
$750K - $815K
|
461K
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12K- 77.51% |
$767K - $834K
|
3.48K
$251K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-12.1K- 40.38% |
$772K - $839K
|
17.8K
$1.29M
|