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
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-36.4K- 12.28% |
$2.33M - $2.53M
|
260K
$18.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-36.4K- 82.27% |
$2.33M - $2.53M
|
7.85K
$567K
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-37.4K- 45.6% |
$2.39M - $2.6M
|
44.6K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-39.1K- 4.5% |
$2.51M - $2.72M
|
830K
$60.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-39.2K- 10.41% |
$2.51M - $2.72M
|
337K
$24.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-39.5K- 61.68% |
$2.53M - $2.75M
|
24.5K
$1.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-41K- 38.96% |
$2.63M - $2.85M
|
64.3K
$4.65M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-43.6K- 17.05% |
$2.79M - $3.03M
|
212K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-45.1K- 10.38% |
$2.89M - $3.14M
|
389K
$28.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-46.9K- 4.1% |
$3M - $3.26M
|
1.1M
$79.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.3K- 68.33% |
$3.22M - $3.5M
|
23.3K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51.7K- 35.57% |
$3.31M - $3.6M
|
93.7K
$6.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-56.9K- 74.86% |
$3.64M - $3.96M
|
19.1K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-57.8K- 7.07% |
$3.7M - $4.02M
|
760K
$55M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.9K- 0.88% |
$3.9M - $4.24M
|
6.82M
$493M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-61.1K- 29.15% |
$3.91M - $4.25M
|
148K
$10.7M
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-63.2K- 46.59% |
$4.05M - $4.4M
|
72.4K
$5.24M
|
|
|
Mar 14, 2024
Q3 2023
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-66.6K- 5.57% |
$4.27M - $4.63M
|
1.13M
$81.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-68.6K- 29.18% |
$4.39M - $4.77M
|
166K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-72.1K- 28.11% |
$4.62M - $5.02M
|
184K
$13.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-77K- 2.86% |
$4.93M - $5.36M
|
2.62M
$189M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-79.4K- 0.86% |
$5.09M - $5.53M
|
9.16M
$663M
|
|
|
Nov 02, 2023
Q3 2023
|
Trustees Of The Smith College
|
SELL
|
- |
-81K- 41.88% |
$5.18M - $5.63M
|
112K
$8.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-82.5K- 94.35% |
$5.29M - $5.74M
|
4.95K
$358K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-91.7K- 50.01% |
$5.87M - $6.38M
|
91.7K
$6.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-91.7K- 8.82% |
$5.87M - $6.38M
|
949K
$68.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-97.8K- 13.33% |
$6.26M - $6.8M
|
636K
$46M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-100K- 36.11% |
$6.43M - $6.98M
|
178K
$12.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-101K- 2.0% |
$6.47M - $7.03M
|
4.94M
$357M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-101K- 3.99% |
$6.49M - $7.05M
|
2.44M
$176M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-113K- 21.22% |
$7.26M - $7.89M
|
421K
$30.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-114K- 7.13% |
$7.29M - $7.93M
|
1.48M
$107M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-116K- 30.9% |
$7.46M - $8.1M
|
260K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-117K- 16.17% |
$7.49M - $8.14M
|
606K
$43.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-132K- 66.7% |
$8.44M - $9.17M
|
65.8K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-153K- 19.87% |
$9.78M - $10.6M
|
616K
$44.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-155K- 3.18% |
$9.91M - $10.8M
|
4.71M
$340M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-160K- 2.33% |
$10.3M - $11.2M
|
6.73M
$486M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-162K- 50.67% |
$10.4M - $11.3M
|
158K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-225K- 14.54% |
$14.4M - $15.7M
|
1.32M
$95.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-261K- 22.77% |
$16.7M - $18.1M
|
884K
$64M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-275K- 22.48% |
$17.6M - $19.2M
|
949K
$68.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-298K- 6.75% |
$19.1M - $20.7M
|
4.12M
$298M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-306K- 11.56% |
$19.6M - $21.3M
|
2.34M
$169M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-312K- 89.71% |
$20M - $21.7M
|
35.8K
$2.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-349K- 71.08% |
$22.3M - $24.3M
|
142K
$10.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-379K- 89.41% |
$24.2M - $26.3M
|
44.8K
$3.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-484K- 99.19% |
$31M - $33.7M
|
3.95K
$285K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-497K- 89.45% |
$31.8M - $34.6M
|
58.6K
$4.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-566K- 11.28% |
$36.3M - $39.4M
|
4.45M
$322M
|