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 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.82K+ 45.68% |
$173K - $199K
|
9K
$632K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.79K+ 2.78% |
$171K - $197K
|
103K
$7.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.79K+ 35.48% |
$171K - $197K
|
10.7K
$750K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.73K+ 2.67% |
$167K - $193K
|
105K
$7.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.72K+ 1.41% |
$167K - $191K
|
195K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.71K+ 0.94% |
$166K - $191K
|
292K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.7K+ 1.23% |
$165K - $190K
|
222K
$15.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
2.7K+ 71.6% |
$165K - $190K
|
6.46K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.68K+ 8.79% |
$164K - $189K
|
33.2K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.67K+ 37.38% |
$164K - $188K
|
9.82K
$690K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.67K+ 5.09% |
$163K - $188K
|
55K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.66K+ 4.13% |
$163K - $187K
|
66.9K
$4.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.65K+ 17.24% |
$162K - $186K
|
18K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.62K+ 1.68% |
$160K - $184K
|
159K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
2.61K+ 77.43% |
$160K - $184K
|
5.97K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.6KNew |
$159K - $183K
|
2.6K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.6KNew |
$159K - $183K
|
2.6K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.59K+ 265.23% |
$159K - $182K
|
3.56K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.57K+ 20.72% |
$157K - $181K
|
15K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.57K+ 16.89% |
$157K - $181K
|
17.8K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.56KNew |
$157K - $180K
|
2.56K
$180K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.55K+ 6.97% |
$156K - $180K
|
39.1K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
2.55K+ 0.92% |
$156K - $179K
|
280K
$19.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.51K+ 1.75% |
$154K - $177K
|
146K
$10.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
2.51K+ 0.7% |
$154K - $177K
|
361K
$25.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.51K+ 0.63% |
$154K - $177K
|
399K
$28.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.48K+ 816.83% |
$152K - $174K
|
2.78K
$195K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.45K+ 52.22% |
$150K - $172K
|
7.13K
$501K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.43K+ 2.32% |
$149K - $171K
|
107K
$7.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
2.42K+ 44.19% |
$148K - $170K
|
7.88K
$554K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.4KNew |
$147K - $169K
|
2.4K
$169K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.39K+ 27.06% |
$147K - $168K
|
11.2K
$789K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.38KNew |
$146K - $168K
|
2.38K
$167K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2.37K+ 1.05% |
$145K - $167K
|
227K
$16M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.31K+ 22.24% |
$142K - $163K
|
12.7K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.3K+ 17.0% |
$141K - $162K
|
15.8K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.3K+ 7.94% |
$141K - $162K
|
31.2K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.29KNew |
$140K - $161K
|
2.29K
$161K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.28K+ 2.76% |
$140K - $160K
|
84.8K
$5.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.27K+ 3.58% |
$139K - $160K
|
65.7K
$4.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.27K+ 16.39% |
$139K - $160K
|
16.1K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.27K+ 1.04% |
$139K - $160K
|
220K
$15.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.27K+ 2.48% |
$139K - $160K
|
93.6K
$6.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.26K+ 4.68% |
$138K - $159K
|
50.5K
$3.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
2.2KNew |
$135K - $155K
|
2.2K
$155K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.17K+ 65.79% |
$133K - $153K
|
5.47K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.16K+ 2.29% |
$133K - $152K
|
96.5K
$6.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.16K+ 43.76% |
$132K - $152K
|
7.08K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.14K+ 4.77% |
$131K - $151K
|
47.1K
$3.31M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.13K+ 3.03% |
$131K - $150K
|
72.6K
$5.1M
|