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 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 6.15% |
$205K - $236K
|
57.8K
$4.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3.33K+ 6.95% |
$204K - $235K
|
51.3K
$3.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.33KNew |
$204K - $235K
|
3.33K
$234K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.26KNew |
$200K - $230K
|
3.26K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.24K+ 4.26% |
$198K - $228K
|
79.2K
$5.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
3.21K+ 4.42% |
$197K - $226K
|
75.9K
$5.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
3.2K+ 35.38% |
$196K - $225K
|
12.2K
$860K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.19K+ 64.55% |
$196K - $225K
|
8.14K
$572K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.18KNew |
$195K - $224K
|
3.18K
$224K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.16K+ 1.17% |
$194K - $223K
|
272K
$19.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.16K+ 21.86% |
$194K - $223K
|
17.6K
$1.24M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.15KNew |
$193K - $222K
|
3.15K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.14K+ 1.37% |
$192K - $221K
|
232K
$16.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.13KNew |
$192K - $221K
|
3.13K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.11K+ 1.54% |
$191K - $219K
|
205K
$14.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
3.11KNew |
$191K - $219K
|
3.11K
$219K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.11K+ 10.45% |
$190K - $219K
|
32.8K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.1K+ 3.61% |
$190K - $219K
|
89.2K
$6.27M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
3.1K+ 13.72% |
$190K - $218K
|
25.7K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.09KNew |
$190K - $218K
|
3.09K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.09K+ 2.5% |
$189K - $218K
|
127K
$8.9M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.06KNew |
$188K - $216K
|
3.06K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.06K+ 2248.53% |
$187K - $215K
|
3.19K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.05K+ 1.14% |
$187K - $215K
|
270K
$19M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.05KNew |
$187K - $215K
|
3.05K
$215K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.04KNew |
$186K - $214K
|
3.04K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
3.04KNew |
$186K - $214K
|
3.04K
$213K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3.03K+ 1.08% |
$186K - $213K
|
283K
$19.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.02K+ 119.38% |
$185K - $213K
|
5.56K
$391K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.01KNew |
$185K - $212K
|
3.01K
$212K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
3K+ 10.58% |
$184K - $212K
|
31.4K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.99K+ 9.26% |
$184K - $211K
|
35.3K
$2.48M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.96KNew |
$181K - $208K
|
2.96K
$208K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.95KNew |
$181K - $208K
|
2.95K
$207K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.94KNew |
$180K - $207K
|
2.94K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.92KNew |
$179K - $206K
|
2.92K
$206K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
2.9K+ 5.56% |
$178K - $204K
|
55K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.89KNew |
$177K - $204K
|
2.89K
$203K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.89KNew |
$177K - $204K
|
2.89K
$203K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.88K+ 87.86% |
$177K - $203K
|
6.16K
$433K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.88KNew |
$176K - $203K
|
2.88K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.88KNew |
$176K - $203K
|
2.88K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.87KNew |
$176K - $203K
|
2.87K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.87K+ 33.75% |
$176K - $202K
|
11.4K
$798K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.86KNew |
$175K - $201K
|
2.86K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
2.86KNew |
$175K - $201K
|
2.86K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.86K+ 4.93% |
$175K - $201K
|
60.8K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$200K
|