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 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.12K+ 0.55% |
$130K - $149K
|
390K
$27.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.11K+ 14.68% |
$129K - $149K
|
16.5K
$1.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.1K+ 1.06% |
$129K - $148K
|
200K
$14.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.1K+ 3.53% |
$129K - $148K
|
61.6K
$4.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.07K+ 2.45% |
$127K - $146K
|
86.6K
$6.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
2K+ 50.96% |
$122K - $141K
|
5.92K
$416K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.96KNew |
$120K - $138K
|
1.96K
$138K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.95KNew |
$119K - $137K
|
1.95K
$137K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.9K+ 139.21% |
$116K - $134K
|
3.26K
$229K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.89K+ 5.75% |
$116K - $133K
|
34.7K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.83K+ 1.85% |
$112K - $129K
|
100K
$7.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.82K+ 64.05% |
$112K - $128K
|
4.66K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.8KNew |
$110K - $127K
|
1.8K
$126K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.79K+ 5.38% |
$110K - $126K
|
35K
$2.46M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.78K+ 0.76% |
$109K - $126K
|
236K
$16.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.77K+ 14.14% |
$108K - $125K
|
14.3K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 36.04% |
$108K - $124K
|
6.67K
$469K
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.76K+ 1.67% |
$108K - $124K
|
107K
$7.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.74K+ 319.89% |
$106K - $122K
|
2.28K
$160K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.72K+ 13.44% |
$106K - $121K
|
14.5K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.65K+ 28.15% |
$101K - $116K
|
7.52K
$529K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.65K+ 49.52% |
$101K - $116K
|
4.98K
$350K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.63K+ 7.63% |
$99.8K - $115K
|
23K
$1.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.62K+ 34.76% |
$99.1K - $114K
|
6.27K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.61K+ 2.46% |
$98.5K - $113K
|
66.9K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.59K+ 3.26% |
$97.6K - $112K
|
50.4K
$3.54M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.55K+ 4.08% |
$95.2K - $109K
|
39.6K
$2.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.55K+ 10.2% |
$94.7K - $109K
|
16.7K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.49K+ 13.29% |
$91.5K - $105K
|
12.7K
$894K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.48K+ 73.85% |
$90.5K - $104K
|
3.48K
$244K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
1.45K+ 0.57% |
$89K - $102K
|
258K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.45K+ 3.09% |
$88.9K - $102K
|
48.4K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.44K+ 39.93% |
$88.4K - $102K
|
5.05K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.42K+ 0.3% |
$87K - $100K
|
467K
$32.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.42K+ 2.24% |
$86.9K - $99.9K
|
64.8K
$4.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.41K+ 8.8% |
$86.3K - $99.2K
|
17.4K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
1.4K+ 12.84% |
$86K - $98.9K
|
12.3K
$867K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.4K+ 14.77% |
$85.9K - $98.7K
|
10.9K
$765K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.4K+ 4.4% |
$85.7K - $98.5K
|
33.2K
$2.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 5.45% |
$84.4K - $97K
|
26.6K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.37K+ 7.21% |
$83.8K - $96.3K
|
20.3K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.33K+ 3.23% |
$81.3K - $93.5K
|
42.4K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 0.62% |
$80.7K - $92.7K
|
213K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.3K+ 5.57% |
$79.9K - $91.9K
|
24.7K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.29K+ 30.35% |
$79.3K - $91.2K
|
5.56K
$391K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.28K+ 1.11% |
$78.3K - $90K
|
117K
$8.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.27K+ 1.9% |
$77.6K - $89.2K
|
68K
$4.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.27KNew |
$77.5K - $89.1K
|
1.27K
$88.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.25K+ 0.2% |
$76.7K - $88.2K
|
634K
$44.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.25KNew |
$76.7K - $88.2K
|
1.25K
$87.9K
|