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 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4K+ 10.72% |
$245K - $282K
|
41.3K
$2.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.96KNew |
$243K - $279K
|
3.96K
$279K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
3.96K+ 1.63% |
$243K - $279K
|
247K
$17.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.93KNew |
$241K - $277K
|
3.93K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.91K+ 21.97% |
$240K - $276K
|
21.7K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.9K+ 24.33% |
$239K - $275K
|
19.9K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.89KNew |
$239K - $274K
|
3.89K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
3.88K+ 2.66% |
$238K - $273K
|
150K
$10.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.82K+ 40.27% |
$234K - $269K
|
13.3K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.76K+ 4.18% |
$231K - $265K
|
93.7K
$6.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.76KNew |
$230K - $265K
|
3.76K
$264K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.76KNew |
$230K - $265K
|
3.76K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.75KNew |
$230K - $264K
|
3.75K
$264K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.75K+ 26.66% |
$230K - $264K
|
17.8K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.75KNew |
$230K - $264K
|
3.75K
$264K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.73KNew |
$229K - $263K
|
3.73K
$262K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.72KNew |
$228K - $262K
|
3.72K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.7K+ 58.55% |
$227K - $261K
|
10K
$704K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3.7KNew |
$227K - $261K
|
3.7K
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.69K+ 3.82% |
$226K - $260K
|
100K
$7.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.66KNew |
$224K - $258K
|
3.66K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.63K+ 41.25% |
$222K - $255K
|
12.4K
$873K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.6K+ 2.23% |
$220K - $253K
|
165K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.59K+ 0.22% |
$220K - $253K
|
1.64M
$115M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.58KNew |
$220K - $252K
|
3.58K
$252K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.57KNew |
$219K - $252K
|
3.57K
$251K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.56KNew |
$218K - $251K
|
3.56K
$250K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
3.54K+ 1.5% |
$217K - $249K
|
239K
$16.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.52K+ 24.99% |
$216K - $248K
|
17.6K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.52KNew |
$216K - $248K
|
3.52K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.52KNew |
$216K - $248K
|
3.52K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.51KNew |
$215K - $247K
|
3.51K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.5K+ 7.44% |
$214K - $247K
|
50.5K
$3.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.5KNew |
$214K - $246K
|
3.5K
$246K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.48K+ 107.77% |
$214K - $245K
|
6.72K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.48K+ 0.29% |
$213K - $245K
|
1.21M
$85.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.48K+ 8.72% |
$213K - $245K
|
43.3K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
BUY
|
- |
3.48K+ 1.89% |
$213K - $245K
|
187K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.48K+ 39.34% |
$213K - $245K
|
12.3K
$865K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.48KNew |
$213K - $245K
|
3.48K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.46KNew |
$212K - $244K
|
3.46K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.46KNew |
$212K - $244K
|
3.46K
$243K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.45KNew |
$212K - $243K
|
3.45K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
BUY
|
- |
3.44KNew |
$211K - $242K
|
3.44K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.42K+ 3.04% |
$210K - $241K
|
116K
$8.14M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.4K+ 4.19% |
$209K - $240K
|
84.7K
$5.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.4KNew |
$208K - $240K
|
3.4K
$239K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.39K+ 0.97% |
$208K - $239K
|
353K
$24.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.39KNew |
$208K - $239K
|
3.39K
$238K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.36KNew |
$206K - $237K
|
3.36K
$236K
|