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 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
202+ 0.25% |
$12.4K - $14.2K
|
79.7K
$5.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
201+ 0.48% |
$12.3K - $14.2K
|
41.7K
$2.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
197+ 2.05% |
$12.1K - $13.9K
|
9.81K
$689K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
196+ 3.62% |
$12K - $13.8K
|
5.62K
$395K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
191+ 0.4% |
$11.7K - $13.5K
|
48.3K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
184+ 1.52% |
$11.3K - $13K
|
12.3K
$862K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
183New |
$11.2K - $12.9K
|
183
$12.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
182+ 52.6% |
$11.2K - $12.8K
|
528
$37.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
181+ 0.89% |
$11.1K - $12.8K
|
20.6K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
180+ 3.79% |
$11K - $12.7K
|
4.93K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
175+ 4.38% |
$10.7K - $12.3K
|
4.17K
$293K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
171+ 0.94% |
$10.5K - $12.1K
|
18.3K
$1.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
170+ 0.09% |
$10.4K - $12K
|
192K
$13.5M
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
170+ 0.09% |
$10.4K - $12K
|
192K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
169+ 3.16% |
$10.4K - $11.9K
|
5.52K
$388K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
168New |
$10.3K - $11.8K
|
168
$11.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
167+ 0.72% |
$10.2K - $11.8K
|
23.3K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
166+ 1.87% |
$10.2K - $11.7K
|
9.06K
$637K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
165New |
$10.1K - $11.6K
|
165
$11.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
163+ 0.33% |
$9.99K - $11.5K
|
50.1K
$3.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
160+ 0.65% |
$9.81K - $11.3K
|
24.6K
$1.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
153+ 10.73% |
$9.38K - $10.8K
|
1.58K
$111K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
153+ 3.81% |
$9.38K - $10.8K
|
4.17K
$293K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
144+ 1.26% |
$8.83K - $10.1K
|
11.6K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
144+ 1.61% |
$8.83K - $10.1K
|
9.11K
$640K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
144+ 1.26% |
$8.83K - $10.1K
|
11.6K
$814K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
138+ 0.1% |
$8.46K - $9.72K
|
137K
$9.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
137+ 0.7% |
$8.4K - $9.65K
|
19.7K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
134+ 0.48% |
$8.21K - $9.44K
|
28K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
132New |
$8.09K - $9.3K
|
132
$9.28K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
128+ 2.27% |
$7.85K - $9.02K
|
5.77K
$406K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
125+ 2.82% |
$7.66K - $8.81K
|
4.56K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
125+ 1.27% |
$7.66K - $8.81K
|
9.99K
$702K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
116+ 6.98% |
$7.11K - $8.17K
|
1.78K
$125K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
109+ 1.48% |
$6.68K - $7.68K
|
7.49K
$526K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
108+ 1.63% |
$6.62K - $7.61K
|
6.72K
$472K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
107+ 2.46% |
$6.56K - $7.54K
|
4.45K
$313K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
105+ 1.33% |
$6.44K - $7.4K
|
7.97K
$560K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
103+ 0.31% |
$6.31K - $7.26K
|
32.8K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
101+ 0.6% |
$6.19K - $7.12K
|
16.8K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
95+ 0.03% |
$5.82K - $6.69K
|
284K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
89+ 1.39% |
$5.46K - $6.27K
|
6.48K
$456K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
85+ 5.27% |
$5.21K - $5.99K
|
1.7K
$119K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
85+ 1.2% |
$5.21K - $5.99K
|
7.16K
$503K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
83+ 3.22% |
$5.09K - $5.85K
|
2.66K
$187K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
83+ 1.38% |
$5.09K - $5.85K
|
6.08K
$428K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
81+ 0.56% |
$4.97K - $5.71K
|
14.5K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
79+ 0.29% |
$4.84K - $5.57K
|
27.6K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
75+ 0.92% |
$4.6K - $5.29K
|
8.24K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
73+ 0.13% |
$4.47K - $5.14K
|
56.7K
$3.99M
|