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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.3K- 42.35% |
$787K - $855K
|
16.7K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-12.6K- 1.96% |
$805K - $874K
|
630K
$45.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.8K- 1.66% |
$820K - $891K
|
761K
$55M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13.1K- 0.36% |
$838K - $910K
|
3.59M
$260M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-13.2K- 26.33% |
$845K - $918K
|
36.9K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.3K- 14.87% |
$851K - $924K
|
76K
$5.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-13.3K- 21.24% |
$854K - $928K
|
49.4K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.9K- 5.28% |
$888K - $965K
|
249K
$18M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14K- 9.71% |
$897K - $974K
|
130K
$9.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14K- 2.87% |
$899K - $977K
|
476K
$34.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-14.5K- 5.81% |
$926K - $1.01M
|
235K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.1K- 9.36% |
$966K - $1.05M
|
146K
$10.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-15.2K- 9.63% |
$971K - $1.06M
|
142K
$10.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-16.2K- 63.91% |
$1.04M - $1.13M
|
9.15K
$662K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-16.4K- 51.97% |
$1.05M - $1.14M
|
15.1K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-16.4K- 61.18% |
$1.05M - $1.14M
|
10.4K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.5K- 9.53% |
$1.05M - $1.15M
|
156K
$11.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-16.5K- 1.4% |
$1.05M - $1.15M
|
1.16M
$83.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.6K- 11.66% |
$1.06M - $1.16M
|
126K
$9.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-17K- 33.93% |
$1.09M - $1.18M
|
33K
$2.39M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.4K- 15.68% |
$1.18M - $1.28M
|
99.1K
$7.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-18.6K- 25.08% |
$1.19M - $1.29M
|
55.6K
$4.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-18.7K- 27.57% |
$1.2M - $1.3M
|
49.2K
$3.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-19.3K- 1.65% |
$1.24M - $1.35M
|
1.15M
$83.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.5K- 3.0% |
$1.25M - $1.36M
|
631K
$45.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-19.6K- 3.39% |
$1.25M - $1.36M
|
557K
$40.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-20K- 1.94% |
$1.28M - $1.39M
|
1.01M
$73.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-20.3K- 32.57% |
$1.3M - $1.41M
|
42K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-20.3K- 4.92% |
$1.3M - $1.41M
|
392K
$28.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20.5K- 4.04% |
$1.32M - $1.43M
|
488K
$35.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-21.3K- 64.94% |
$1.36M - $1.48M
|
11.5K
$832K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-22.4K- 5.53% |
$1.44M - $1.56M
|
383K
$27.7M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-22.5K- 57.03% |
$1.44M - $1.56M
|
16.9K
$1.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-22.5K- 44.04% |
$1.44M - $1.57M
|
28.7K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-22.6K- 1.3% |
$1.45M - $1.57M
|
1.72M
$124M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-23.5K- 29.46% |
$1.5M - $1.63M
|
56.2K
$4.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-23.6K- 8.03% |
$1.51M - $1.64M
|
270K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-25.8K- 12.41% |
$1.65M - $1.8M
|
182K
$13.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-27K- 21.02% |
$1.73M - $1.88M
|
102K
$7.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-28.3K- 20.73% |
$1.81M - $1.97M
|
108K
$7.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-28.4K- 82.14% |
$1.82M - $1.98M
|
6.17K
$446K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.6K- 47.64% |
$1.83M - $1.99M
|
31.4K
$2.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Passaic Partners LLC
|
SELL
|
- |
-29.6K- 1.31% |
$1.9M - $2.06M
|
2.24M
$162M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-29.9K- 4.24% |
$1.91M - $2.08M
|
675K
$48.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30.3K- 2.45% |
$1.94M - $2.11M
|
1.21M
$87.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-30.4K- 41.5% |
$1.95M - $2.12M
|
42.9K
$3.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-31.7K- 14.57% |
$2.03M - $2.21M
|
186K
$13.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-34.6K- 8.76% |
$2.22M - $2.41M
|
361K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-34.8K- 45.5% |
$2.23M - $2.42M
|
41.6K
$3.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-36.2K- 23.36% |
$2.32M - $2.52M
|
119K
$8.59M
|