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 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
73+ 0.13% |
$4.47K - $5.14K
|
56.7K
$4.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
71+ 2.97% |
$4.35K - $5K
|
2.46K
$174K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
70+ 0.63% |
$4.29K - $4.93K
|
11.1K
$788K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 0.81% |
$4.05K - $4.65K
|
8.26K
$585K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
59+ 0.41% |
$3.62K - $4.16K
|
14.6K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
59+ 0.81% |
$3.62K - $4.16K
|
7.31K
$518K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
55+ 3.39% |
$3.37K - $3.88K
|
1.68K
$119K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
53+ 1.07% |
$3.25K - $3.73K
|
4.99K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
52+ 1.33% |
$3.19K - $3.66K
|
3.97K
$281K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
51+ 1.1% |
$3.13K - $3.59K
|
4.67K
$331K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
50+ 0.95% |
$3.07K - $3.52K
|
5.31K
$376K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 0.97% |
$3.07K - $3.52K
|
5.22K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
49+ 0.38% |
$3K - $3.45K
|
13.1K
$928K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
48+ 0.72% |
$2.94K - $3.38K
|
6.75K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
47+ 204.35% |
$2.88K - $3.31K
|
70
$4.96K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
42+ 1.36% |
$2.57K - $2.96K
|
3.12K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
42+ 0.05% |
$2.57K - $2.96K
|
77K
$5.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
41+ 0.65% |
$2.51K - $2.89K
|
6.31K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37+ 2.17% |
$2.27K - $2.61K
|
1.74K
$123K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
30+ 0.23% |
$1.84K - $2.11K
|
13.2K
$937K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
26+ 0.46% |
$1.59K - $1.83K
|
5.72K
$405K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
25+ 0.17% |
$1.53K - $1.76K
|
14.3K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
24+ 0.16% |
$1.47K - $1.69K
|
14.6K
$1.03M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23+ 38.33% |
$1.41K - $1.62K
|
83
$5.88K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.59% |
$1.23K - $1.41K
|
3.42K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
20+ 0.07% |
$1.23K - $1.41K
|
29.8K
$2.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
13+ 0.17% |
$797 - $916
|
7.51K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13+ 22.03% |
$797 - $916
|
72
$5.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
12+ 0.03% |
$736 - $846
|
42.9K
$3.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
11+ 0.31% |
$674 - $775
|
3.58K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
10+ 0.21% |
$613 - $705
|
4.87K
$345K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10+ 0.04% |
$613 - $705
|
28.1K
$1.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.06% |
$429 - $493
|
12.3K
$870K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.2% |
$429 - $493
|
3.54K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
6+ 0.13% |
$368 - $423
|
4.78K
$339K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6+ 0.04% |
$368 - $423
|
15.2K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.43% |
$307 - $352
|
1.16K
$82K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.11% |
$245 - $282
|
3.67K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4+ 0.1% |
$245 - $282
|
4.03K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$245 - $282
|
4
$283
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 0.0% |
$184 - $211
|
66.4K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 1.29% |
$184 - $211
|
236
$16.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.06% |
$123 - $141
|
3.51K
$249K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 1.18% |
$123 - $141
|
172
$12.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$123 - $141
|
2
$142
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2+ 0.05% |
$123 - $141
|
4.43K
$314K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$123 - $141
|
2
$142
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 1.18% |
$123 - $141
|
172
$12.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$61.3 - $70.5
|
3.75K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.01% |
$61.3 - $70.5
|
6.87K
$487K
|