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 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.53K+ 3.16% |
$482K - $524K
|
246K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.48K+ 6.09% |
$479K - $521K
|
130K
$9.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.47KNew |
$478K - $520K
|
7.47K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.43K+ 17.36% |
$476K - $517K
|
50.3K
$3.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.26K+ 1.64% |
$465K - $505K
|
450K
$32.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.25K+ 2.65% |
$464K - $504K
|
281K
$20.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
7.21K+ 0.8% |
$461K - $501K
|
910K
$65.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7.06K+ 8021.59% |
$452K - $491K
|
7.15K
$514K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.05KNew |
$451K - $490K
|
7.05K
$507K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
7.04K+ 27.34% |
$451K - $489K
|
32.8K
$2.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
7K+ 23.66% |
$448K - $487K
|
36.6K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.93K+ 92.12% |
$444K - $482K
|
14.4K
$1.04M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.9K+ 4.45% |
$442K - $480K
|
162K
$11.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.82K+ 3.33% |
$437K - $475K
|
212K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
6.79K+ 6.31% |
$435K - $473K
|
114K
$8.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
6.69KNew |
$428K - $465K
|
6.69K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.66K+ 5.17% |
$426K - $463K
|
135K
$9.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.55K+ 2.27% |
$420K - $456K
|
296K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.51K+ 1.89% |
$417K - $453K
|
351K
$25.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6.45K+ 24.1% |
$413K - $448K
|
33.2K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.33K+ 2.22% |
$405K - $440K
|
291K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.32KNew |
$405K - $440K
|
6.32K
$455K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
6.29K+ 2.09% |
$403K - $438K
|
307K
$22.1M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
6.27KNew |
$402K - $436K
|
6.27K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.27KNew |
$402K - $436K
|
6.27K
$451K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.23K+ 4.28% |
$399K - $434K
|
152K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
6.23K+ 0.99% |
$399K - $433K
|
637K
$45.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.22KNew |
$398K - $433K
|
6.22K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.19K+ 5.28% |
$397K - $431K
|
124K
$8.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.18KNew |
$395K - $430K
|
6.18K
$444K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.15K+ 1.71% |
$394K - $428K
|
367K
$26.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
6.09K+ 133.09% |
$390K - $424K
|
10.7K
$767K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.08K+ 3.33% |
$390K - $423K
|
189K
$13.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.07K+ 10.0% |
$389K - $422K
|
66.7K
$4.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.05K+ 1.21% |
$387K - $421K
|
508K
$36.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6.05K+ 33.07% |
$387K - $421K
|
24.3K
$1.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.05K+ 1.58% |
$387K - $421K
|
388K
$27.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.98K+ 2.7% |
$383K - $416K
|
228K
$16.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.84K+ 1.26% |
$374K - $406K
|
469K
$33.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.65K+ 9.69% |
$362K - $393K
|
63.9K
$4.6M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.6K+ 6.64% |
$359K - $390K
|
90K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.6K+ 7.66% |
$359K - $390K
|
78.8K
$5.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
5.49K+ 5.56% |
$352K - $382K
|
104K
$7.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.47K+ 1.74% |
$350K - $381K
|
320K
$23M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.46K+ 6.91% |
$350K - $380K
|
84.5K
$6.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.43K+ 2.7% |
$348K - $378K
|
207K
$14.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.42K+ 3.31% |
$347K - $377K
|
169K
$12.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38K+ 17.14% |
$345K - $374K
|
36.8K
$2.65M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.38K+ 3.78% |
$345K - $374K
|
148K
$10.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.37K+ 6.51% |
$344K - $374K
|
87.9K
$6.33M
|