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 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
781+ 9.4% |
$47.9K - $55K
|
9.09K
$644K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
760+ 4.58% |
$46.6K - $53.6K
|
17.3K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
745+ 0.86% |
$45.7K - $52.5K
|
87.3K
$6.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
743+ 2.24% |
$45.5K - $52.4K
|
33.9K
$2.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
739+ 8.44% |
$45.3K - $52.1K
|
9.5K
$673K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
733+ 0.64% |
$44.9K - $51.7K
|
115K
$8.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
725+ 51.16% |
$44.4K - $51.1K
|
2.14K
$152K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
724+ 12.36% |
$44.4K - $51K
|
6.58K
$466K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
720+ 22.7% |
$44.1K - $50.7K
|
3.89K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
717New |
$44K - $50.5K
|
717
$50.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
694+ 0.12% |
$42.5K - $48.9K
|
563K
$39.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
686+ 0.83% |
$42.1K - $48.3K
|
83.8K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
658+ 1.73% |
$40.3K - $46.4K
|
38.6K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
654New |
$40.1K - $46.1K
|
654
$46.3K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
652+ 5.75% |
$40K - $45.9K
|
12K
$849K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
641+ 4.31% |
$39.3K - $45.2K
|
15.5K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
641+ 11.42% |
$39.3K - $45.2K
|
6.25K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
624+ 4.1% |
$38.3K - $44K
|
15.9K
$1.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
623+ 2.12% |
$38.2K - $43.9K
|
30.1K
$2.13M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
615New |
$37.7K - $43.3K
|
615
$43.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
602+ 0.94% |
$36.9K - $42.4K
|
65K
$4.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
601+ 0.66% |
$36.8K - $42.4K
|
91.3K
$6.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
600+ 4.26% |
$36.8K - $42.3K
|
14.7K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
600+ 2.35% |
$36.8K - $42.3K
|
26.2K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
584+ 0.45% |
$35.8K - $41.2K
|
129K
$9.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
577+ 4.73% |
$35.4K - $40.7K
|
12.8K
$904K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
564+ 5.06% |
$34.6K - $39.7K
|
11.7K
$830K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
562New |
$34.5K - $39.6K
|
562
$39.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
552+ 6.97% |
$33.8K - $38.9K
|
8.47K
$600K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
543New |
$33.3K - $38.3K
|
543
$38.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
536+ 1.14% |
$32.9K - $37.8K
|
47.5K
$3.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
531New |
$32.6K - $37.4K
|
531
$37.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
528+ 2.58% |
$32.4K - $37.2K
|
21K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
527New |
$32.3K - $37.1K
|
527
$37.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
525+ 8.03% |
$32.2K - $37K
|
7.07K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
525+ 5.84% |
$32.2K - $37K
|
9.52K
$674K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
523+ 0.84% |
$32.1K - $36.9K
|
63.1K
$4.47M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
506+ 25300.0% |
$31K - $35.7K
|
508
$36K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
485New |
$29.7K - $34.2K
|
485
$34.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
483+ 0.26% |
$29.6K - $34K
|
188K
$13.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
466+ 10.0% |
$28.6K - $32.8K
|
5.13K
$363K
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
462+ 1.97% |
$28.3K - $32.6K
|
24K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
460+ 238.34% |
$28.2K - $32.4K
|
653
$46.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
460+ 0.2% |
$28.2K - $32.4K
|
228K
$16.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
445+ 3.27% |
$27.3K - $31.4K
|
14K
$995K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
443+ 9.41% |
$27.2K - $31.2K
|
5.15K
$365K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
441+ 1.58% |
$27K - $31.1K
|
28.4K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
437+ 2.97% |
$26.8K - $30.8K
|
15.2K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
428+ 8.03% |
$26.2K - $30.2K
|
5.76K
$408K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
413+ 1.04% |
$25.3K - $29.1K
|
40.2K
$2.85M
|