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
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.24KNew |
$75.7K - $87K
|
1.24K
$86.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.22K+ 32.68% |
$74.6K - $85.8K
|
4.94K
$347K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.2K+ 10.22% |
$73.7K - $84.8K
|
13K
$912K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.2K+ 13.45% |
$73.3K - $84.2K
|
10.1K
$709K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.19K+ 10.45% |
$72.9K - $83.9K
|
12.6K
$884K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 33.83% |
$72K - $82.7K
|
4.64K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.17K+ 35.46% |
$72K - $82.7K
|
4.49K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.16K+ 13.93% |
$71.4K - $82K
|
9.52K
$669K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.16K+ 10.16% |
$70.9K - $81.5K
|
12.5K
$881K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.15K+ 753.59% |
$70.7K - $81.3K
|
1.31K
$91.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.15KNew |
$70.2K - $80.7K
|
1.15K
$80.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
1.14K+ 0.31% |
$69.6K - $80K
|
365K
$25.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.13K+ 2.38% |
$69.1K - $79.4K
|
48.5K
$3.41M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.12K+ 13.29% |
$68.8K - $79.1K
|
9.57K
$673K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.12K+ 3.16% |
$68.7K - $79K
|
36.6K
$2.57M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.12K+ 5.28% |
$68.7K - $79K
|
22.3K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
1.12K+ 30.54% |
$68.5K - $78.8K
|
4.78K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.1K+ 0.93% |
$67.3K - $77.4K
|
119K
$8.34M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.08K+ 4.5% |
$66.4K - $76.4K
|
25.2K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.07K+ 4.01% |
$65.8K - $75.7K
|
27.9K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.06K+ 1.35% |
$65.2K - $74.9K
|
79.8K
$5.61M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.06K+ 0.04% |
$64.9K - $74.6K
|
2.62M
$184M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 10.27% |
$64.2K - $73.8K
|
11.2K
$790K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.04K+ 13.82% |
$63.9K - $73.5K
|
8.59K
$604K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 3.86% |
$63.6K - $73.1K
|
27.9K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.04K+ 0.89% |
$63.6K - $73.1K
|
117K
$8.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1K+ 20.58% |
$61.3K - $70.5K
|
5.86K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1K+ 7.23% |
$61.3K - $70.5K
|
14.8K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
984+ 16.94% |
$60.3K - $69.3K
|
6.79K
$477K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
982+ 133.79% |
$60.2K - $69.2K
|
1.72K
$121K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
978+ 1.98% |
$60K - $68.9K
|
50.4K
$3.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
969+ 35.61% |
$59.4K - $68.3K
|
3.69K
$259K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
967+ 4.43% |
$59.3K - $68.1K
|
22.8K
$1.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
967+ 1.39% |
$59.3K - $68.1K
|
70.4K
$4.95M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
958+ 1.7% |
$58.7K - $67.5K
|
57.2K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
932+ 4.06% |
$57.1K - $65.7K
|
23.9K
$1.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
928+ 2.79% |
$56.9K - $65.4K
|
34.2K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
925+ 8.26% |
$56.7K - $65.2K
|
12.1K
$852K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
925New |
$56.7K - $65.2K
|
925
$65K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
921+ 1.77% |
$56.5K - $64.9K
|
52.9K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
890+ 53.13% |
$54.6K - $62.7K
|
2.57K
$180K
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
878New |
$53.8K - $61.9K
|
878
$61.7K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
877+ 4.85% |
$53.8K - $61.8K
|
18.9K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
877+ 0.8% |
$53.8K - $61.8K
|
110K
$7.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
875+ 1.96% |
$53.6K - $61.7K
|
45.6K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
867+ 20.14% |
$53.1K - $61.1K
|
5.17K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
864+ 3.81% |
$53K - $60.9K
|
23.5K
$1.65M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
832New |
$51K - $58.6K
|
832
$58.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
783+ 5.13% |
$48K - $55.2K
|
16.1K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
781+ 9.4% |
$47.9K - $55K
|
9.09K
$639K
|