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 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
411+ 6850.0% |
$25.2K - $29K
|
417
$29.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
395+ 11.54% |
$24.2K - $27.8K
|
3.82K
$271K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
381+ 9.99% |
$23.4K - $26.8K
|
4.19K
$297K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
379+ 3.43% |
$23.2K - $26.7K
|
11.4K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
368+ 0.8% |
$22.6K - $25.9K
|
46.1K
$3.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
367New |
$22.5K - $25.9K
|
367
$26K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
362+ 2.52% |
$22.2K - $25.5K
|
14.7K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
357+ 12.4% |
$21.9K - $25.2K
|
3.24K
$229K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
354+ 1.12% |
$21.7K - $24.9K
|
32K
$2.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
346+ 9.44% |
$21.2K - $24.4K
|
4.01K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
346+ 3.97% |
$21.2K - $24.4K
|
9.07K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
331+ 3.43% |
$20.3K - $23.3K
|
9.98K
$707K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
319+ 6.21% |
$19.6K - $22.5K
|
5.46K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
316+ 2.43% |
$19.4K - $22.3K
|
13.3K
$943K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
316+ 9.42% |
$19.4K - $22.3K
|
3.67K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
315+ 2.82% |
$19.3K - $22.2K
|
11.5K
$813K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
314+ 1.17% |
$19.2K - $22.1K
|
27.1K
$1.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
313+ 33.73% |
$19.2K - $22.1K
|
1.24K
$87.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
311+ 8.0% |
$19.1K - $21.9K
|
4.2K
$298K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
306+ 1.24% |
$18.8K - $21.6K
|
24.9K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
303+ 7.7% |
$18.6K - $21.4K
|
4.24K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
298+ 17.02% |
$18.3K - $21K
|
2.05K
$145K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
297+ 0.05% |
$18.2K - $20.9K
|
591K
$41.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
297+ 0.55% |
$18.2K - $20.9K
|
54.7K
$3.87M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
297+ 1.35% |
$18.2K - $20.9K
|
22.3K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
297+ 9.37% |
$18.2K - $20.9K
|
3.47K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
294+ 2.76% |
$18K - $20.7K
|
10.9K
$774K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
293+ 32.77% |
$18K - $20.6K
|
1.19K
$84.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
284+ 7.17% |
$17.4K - $20K
|
4.24K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
284+ 4.31% |
$17.4K - $20K
|
6.88K
$487K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
282+ 2.0% |
$17.3K - $19.9K
|
14.4K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
278+ 5.82% |
$17K - $19.6K
|
5.06K
$358K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
275+ 275.0% |
$16.9K - $19.4K
|
375
$26.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
273+ 95.45% |
$16.7K - $19.2K
|
559
$39.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
271+ 2.37% |
$16.6K - $19.1K
|
11.7K
$830K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
268+ 3.25% |
$16.4K - $18.9K
|
8.53K
$604K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
263+ 0.11% |
$16.1K - $18.5K
|
243K
$17.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
261New |
$16K - $18.4K
|
261
$18.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
260+ 30.7% |
$15.9K - $18.3K
|
1.11K
$78.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
251+ 2.45% |
$15.4K - $17.7K
|
10.5K
$743K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
251+ 0.79% |
$15.4K - $17.7K
|
32K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 1.29% |
$14.7K - $16.9K
|
18.9K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
233+ 3.73% |
$14.3K - $16.4K
|
6.47K
$459K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
228+ 0.3% |
$14K - $16.1K
|
77.1K
$5.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
227+ 195.69% |
$13.9K - $16K
|
343
$24.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
227+ 9.25% |
$13.9K - $16K
|
2.68K
$190K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
224New |
$13.7K - $15.8K
|
224
$15.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
221+ 4.05% |
$13.5K - $15.6K
|
5.68K
$402K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
215+ 6.1% |
$13.2K - $15.2K
|
3.74K
$265K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
214+ 11.17% |
$13.1K - $15.1K
|
2.13K
$151K
|