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 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
33.2K+ 8.24% |
$2.13M - $2.31M
|
437K
$31.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
33K+ 10.41% |
$2.12M - $2.3M
|
350K
$25.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.9K+ 148.82% |
$2.11M - $2.29M
|
55.1K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
32.3K+ 185.5% |
$2.07M - $2.24M
|
49.6K
$3.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
31.5K+ 80.66% |
$2.02M - $2.19M
|
70.6K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
31K+ 692.12% |
$1.99M - $2.16M
|
35.5K
$2.57M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30.3K+ 14.86% |
$1.94M - $2.11M
|
234K
$16.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
30K+ 7.08% |
$1.92M - $2.09M
|
454K
$32.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
30K+ 23.02% |
$1.92M - $2.09M
|
160K
$11.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
29.7K+ 8.39% |
$1.9M - $2.06M
|
383K
$27.7M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
29.6K+ 10.35% |
$1.9M - $2.06M
|
316K
$22.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
29.5K+ 2.82% |
$1.89M - $2.05M
|
1.07M
$77.6M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
29.5K+ 2.82% |
$1.89M - $2.05M
|
1.07M
$77.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
28.3K+ 25.58% |
$1.81M - $1.97M
|
139K
$10M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
27.4K+ 11.79% |
$1.75M - $1.9M
|
260K
$18.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.8K+ 4.6% |
$1.71M - $1.86M
|
608K
$44M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26.8K+ 2.91% |
$1.71M - $1.86M
|
947K
$68.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.6K+ 6.47% |
$1.64M - $1.78M
|
420K
$30.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
25.6KNew |
$1.64M - $1.78M
|
25.6K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25K+ 9.37% |
$1.6M - $1.74M
|
291K
$21.1M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25KNew |
$1.6M - $1.74M
|
25K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
24.8K+ 199.04% |
$1.59M - $1.73M
|
37.3K
$2.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.7K+ 12.35% |
$1.58M - $1.72M
|
224K
$16.2M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24.2K+ 9.98% |
$1.55M - $1.68M
|
267K
$19.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.2K+ 128.97% |
$1.55M - $1.68M
|
42.9K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
24KNew |
$1.53M - $1.67M
|
24K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23.9KNew |
$1.53M - $1.67M
|
23.9K
$1.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
23.5K+ 12.33% |
$1.5M - $1.63M
|
214K
$15.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 7.36% |
$1.5M - $1.63M
|
342K
$24.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
23.3K+ 9.73% |
$1.49M - $1.62M
|
263K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
22.5K+ 132.74% |
$1.44M - $1.56M
|
39.4K
$2.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
22.1K+ 9.16% |
$1.42M - $1.54M
|
263K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
21.9K+ 14.55% |
$1.4M - $1.52M
|
172K
$12.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
21.8K+ 14.38% |
$1.4M - $1.52M
|
174K
$12.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
21.8K+ 7.34% |
$1.39M - $1.51M
|
318K
$23M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21.6K+ 1.87% |
$1.38M - $1.5M
|
1.18M
$85.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21.5KNew |
$1.38M - $1.5M
|
21.5K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.4K+ 5.73% |
$1.37M - $1.49M
|
396K
$28.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21K+ 23.63% |
$1.35M - $1.46M
|
110K
$7.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
20.5K+ 264.76% |
$1.31M - $1.43M
|
28.3K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
20.5K+ 1.19% |
$1.31M - $1.42M
|
1.74M
$126M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
20.4K+ 3.19% |
$1.31M - $1.42M
|
660K
$47.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20K+ 3.45% |
$1.28M - $1.39M
|
599K
$43.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.8K+ 6.74% |
$1.27M - $1.38M
|
314K
$22.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19.8KNew |
$1.27M - $1.38M
|
19.8K
$1.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
19.4K+ 5.48% |
$1.24M - $1.35M
|
373K
$27M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
19.3K+ 61.1% |
$1.24M - $1.35M
|
51K
$3.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
19.3K+ 34.45% |
$1.24M - $1.35M
|
75.5K
$5.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
19.1K+ 6.51% |
$1.22M - $1.33M
|
312K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.1K+ 236.05% |
$1.22M - $1.33M
|
27.2K
$1.96M
|