Purchases and Sales Made in Q4 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.7M+ 48.9% |
$776M - $892M
|
38.5M
$2.71B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.09M+ 5.68% |
$557M - $641M
|
169M
$11.9B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.81M+ 50.27% |
$356M - $409M
|
17.4M
$1.22B
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.89M+ 7.42% |
$239M - $274M
|
56.4M
$3.96B
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.88M+ 106.87% |
$238M - $273M
|
7.51M
$528M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.66M+ 4.99% |
$224M - $258M
|
76.9M
$5.4B
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.87MNew |
$176M - $202M
|
2.87M
$202M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.55MNew |
$157M - $180M
|
2.55M
$180M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.88MNew |
$115M - $133M
|
1.88M
$132M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.54M+ 5.33% |
$94.6M - $109M
|
30.5M
$2.14B
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.47M+ 51.3% |
$90M - $103M
|
4.33M
$304M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.21M+ 118.35% |
$74.1M - $85.2M
|
2.23M
$157M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.2M+ 51.34% |
$73.6M - $84.6M
|
3.54M
$249M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2M+ 4.62% |
$73.3M - $84.3M
|
27.1M
$1.9B
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.14M+ 880.01% |
$69.7M - $80.1M
|
1.27M
$89M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13M+ 3.39% |
$69.4M - $79.8M
|
34.5M
$2.42B
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1MNew |
$67.5M - $77.6M
|
1.1M
$77.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1M+ 20.26% |
$61.4M - $70.5M
|
5.94M
$418M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
909KNew |
$55.7M - $64.1M
|
909K
$63.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
884KNew |
$54.2M - $62.3M
|
884K
$62.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
825K+ 381.43% |
$50.6M - $58.1M
|
1.04M
$73.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
782KNew |
$48M - $55.1M
|
782K
$55M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
704KNew |
$43.2M - $49.6M
|
704K
$49.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
674K+ 2.34% |
$41.3M - $47.5M
|
29.5M
$2.07B
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
642K+ 1387.22% |
$39.4M - $45.3M
|
689K
$48.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
597K+ 20.78% |
$36.6M - $42.1M
|
3.47M
$244M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
576K+ 4175.1% |
$35.3M - $40.6M
|
590K
$41.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
558K+ 186.95% |
$34.2M - $39.4M
|
857K
$60.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
451K+ 9.52% |
$27.7M - $31.8M
|
5.19M
$365M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
401K+ 10169.77% |
$24.6M - $28.3M
|
405K
$28.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
401K+ 3.35% |
$24.6M - $28.3M
|
12.4M
$869M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
349K+ 117.38% |
$21.4M - $24.6M
|
647K
$45.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
348KNew |
$21.4M - $24.5M
|
348K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
346K+ 12.12% |
$21.2M - $24.4M
|
3.2M
$225M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
340K+ 63.73% |
$20.8M - $23.9M
|
873K
$61.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
338KNew |
$20.7M - $23.8M
|
338K
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
335K+ 41.33% |
$20.5M - $23.6M
|
1.15M
$80.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
333KNew |
$20.4M - $23.5M
|
333K
$23.4M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
324KNew |
$19.9M - $22.8M
|
324K
$22.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
310KNew |
$19M - $21.9M
|
310K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
302K+ 4.28% |
$18.5M - $21.3M
|
7.35M
$517M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
291KNew |
$17.8M - $20.5M
|
291K
$20.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
283K+ 79.07% |
$17.3M - $19.9M
|
640K
$45M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
274KNew |
$16.8M - $19.3M
|
274K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
273K+ 19.42% |
$16.7M - $19.3M
|
1.68M
$118M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
271K+ 10.24% |
$16.6M - $19.1M
|
2.92M
$205M
|
|
|
Jan 18, 2024
Q4 2023
|
Passaic Partners LLC
|
BUY
|
- |
254K+ 11.34% |
$15.6M - $17.9M
|
2.49M
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
252KNew |
$15.4M - $17.7M
|
252K
$17.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
237KNew |
$14.5M - $16.7M
|
237K
$16.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
236KNew |
$14.5M - $16.6M
|
236K
$16.6M
|