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
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.32KNew |
$340K - $370K
|
5.32K
$384K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.29K+ 1.27% |
$339K - $368K
|
422K
$30.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.2K+ 92.23% |
$333K - $362K
|
10.8K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.18K+ 7.43% |
$331K - $360K
|
74.8K
$5.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.15K+ 138.66% |
$330K - $358K
|
8.86K
$641K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.15K+ 28.51% |
$330K - $358K
|
23.2K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.14KNew |
$329K - $358K
|
5.14K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.05K+ 31.66% |
$323K - $351K
|
21K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
5.02K+ 13.27% |
$321K - $349K
|
42.8K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
4.96K+ 28.16% |
$318K - $345K
|
22.6K
$1.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.95K+ 26.12% |
$317K - $344K
|
23.9K
$1.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
4.94K+ 1.96% |
$316K - $344K
|
257K
$18.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.9KNew |
$314K - $341K
|
4.9K
$354K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.88K+ 30.05% |
$313K - $340K
|
21.1K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.88KNew |
$313K - $340K
|
4.88K
$353K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
4.85K+ 1.65% |
$311K - $337K
|
299K
$21.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.84K+ 4.06% |
$310K - $336K
|
124K
$8.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 0.22% |
$309K - $336K
|
2.2M
$159M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.78KNew |
$306K - $333K
|
4.78K
$346K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.75K+ 16.84% |
$304K - $330K
|
33K
$2.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
4.73K+ 1.46% |
$303K - $329K
|
329K
$23.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.71KNew |
$302K - $328K
|
4.71K
$341K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.69K+ 2.89% |
$300K - $326K
|
167K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.67K+ 4.0% |
$299K - $325K
|
121K
$8.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.61K+ 23.45% |
$295K - $321K
|
24.3K
$1.76M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.58K+ 308.08% |
$293K - $318K
|
6.06K
$438K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.56KNew |
$292K - $317K
|
4.56K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.56K+ 6.91% |
$292K - $317K
|
70.5K
$5.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.55K+ 3.38% |
$291K - $316K
|
139K
$10.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
4.49KNew |
$288K - $313K
|
4.49K
$325K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.47K+ 1.78% |
$286K - $311K
|
256K
$18.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.46K+ 19.97% |
$286K - $310K
|
26.8K
$1.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.38K+ 125.56% |
$281K - $305K
|
7.87K
$569K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.28K+ 139.95% |
$274K - $298K
|
7.33K
$530K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
4.21K+ 60.01% |
$270K - $293K
|
11.2K
$812K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
4.21K+ 6.01% |
$270K - $293K
|
74.3K
$5.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.09K+ 6.25% |
$262K - $285K
|
69.5K
$5.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.08K+ 1.42% |
$261K - $284K
|
291K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
4.03K+ 1.57% |
$258K - $281K
|
260K
$18.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4.03K+ 0.61% |
$258K - $281K
|
666K
$48.1M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.03K+ 11.83% |
$258K - $280K
|
38.1K
$2.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.02K+ 19.69% |
$257K - $280K
|
24.4K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.02K+ 19.19% |
$257K - $279K
|
24.9K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.98K+ 2.5% |
$255K - $277K
|
163K
$11.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
3.98K+ 160.19% |
$255K - $277K
|
6.46K
$467K
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
3.97K+ 5.97% |
$254K - $277K
|
70.6K
$5.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.96K+ 3.35% |
$254K - $276K
|
122K
$8.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.95K+ 2.79% |
$253K - $275K
|
145K
$10.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
3.92KNew |
$251K - $273K
|
3.92K
$284K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.92KNew |
$251K - $273K
|
3.92K
$283K
|