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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.32K+ 25.95% |
$326K - $375K
|
25.8K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.29K+ 4.42% |
$324K - $373K
|
125K
$8.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
5.28K+ 1.95% |
$324K - $372K
|
275K
$19.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.23K+ 86.22% |
$320K - $368K
|
11.3K
$793K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.19KNew |
$318K - $366K
|
5.19K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.19KNew |
$318K - $365K
|
5.19K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.15K+ 3.16% |
$316K - $363K
|
168K
$11.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.14K+ 1.1% |
$315K - $362K
|
474K
$33.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.13KNew |
$315K - $362K
|
5.13K
$361K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5.08K+ 12.1% |
$311K - $358K
|
47.1K
$3.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.04KNew |
$309K - $355K
|
5.04K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.03K+ 26.43% |
$308K - $354K
|
24K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
5.02KNew |
$308K - $354K
|
5.02K
$353K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
5.02KNew |
$307K - $353K
|
5.02K
$353K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
5.01K+ 8.14% |
$307K - $353K
|
66.6K
$4.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
5K+ 42.83% |
$307K - $352K
|
16.7K
$1.17M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.92KNew |
$301K - $347K
|
4.92K
$346K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.9KNew |
$301K - $346K
|
4.9K
$345K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.87K+ 6.49% |
$298K - $343K
|
79.9K
$5.62M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4.84KNew |
$297K - $341K
|
4.84K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.73K+ 28.14% |
$290K - $333K
|
21.5K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
4.7K+ 15.23% |
$288K - $331K
|
35.6K
$2.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.7K+ 3.23% |
$288K - $331K
|
150K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.64K+ 14.21% |
$285K - $327K
|
37.3K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.64K+ 2.84% |
$284K - $327K
|
168K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.57K+ 1706.72% |
$280K - $322K
|
4.84K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.56K+ 4.47% |
$279K - $321K
|
107K
$7.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
4.54KNew |
$278K - $320K
|
4.54K
$319K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.53K+ 43.69% |
$278K - $319K
|
14.9K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.53KNew |
$278K - $319K
|
4.53K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.47KNew |
$274K - $315K
|
4.47K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.44K+ 3.3% |
$272K - $313K
|
139K
$9.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.43KNew |
$271K - $312K
|
4.43K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.42K+ 2.42% |
$271K - $311K
|
187K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.39KNew |
$269K - $310K
|
4.39K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.39K+ 3.24% |
$269K - $309K
|
140K
$9.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.38KNew |
$268K - $309K
|
4.38K
$308K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.36KNew |
$267K - $307K
|
4.36K
$306K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.29K+ 41.06% |
$263K - $302K
|
14.7K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.29K+ 2.31% |
$263K - $302K
|
190K
$13.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.26KNew |
$261K - $300K
|
4.26K
$300K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.23K+ 19.82% |
$259K - $298K
|
25.6K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.2KNew |
$257K - $296K
|
4.2K
$295K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4.13K+ 4.14% |
$253K - $291K
|
104K
$7.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.11K+ 5.92% |
$252K - $290K
|
73.5K
$5.17M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
4.08KNew |
$250K - $287K
|
4.08K
$287K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.07K+ 0.75% |
$250K - $287K
|
546K
$38.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.06KNew |
$249K - $286K
|
4.06K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.01KNew |
$246K - $283K
|
4.01K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.01K+ 6.31% |
$246K - $282K
|
67.5K
$4.75M
|