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
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.32% |
$61.3 - $70.5
|
309
$21.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$61.3 - $70.5
|
3.15K
$221K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2- 0.06% |
$123 - $141
|
3.48K
$244K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 1.42% |
$245 - $282
|
278
$19.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-12- 0.04% |
$736 - $846
|
29.3K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-15- 1.36% |
$920 - $1.06K
|
1.09K
$76.8K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-16- 0.07% |
$981 - $1.13K
|
21.4K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-17- 0.25% |
$1.04K - $1.2K
|
6.79K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-19- 0.06% |
$1.16K - $1.34K
|
33.6K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-22- 0.61% |
$1.35K - $1.55K
|
3.6K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-26- 0.12% |
$1.59K - $1.83K
|
21.3K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-30- 0.42% |
$1.84K - $2.11K
|
7.15K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-30- 0.01% |
$1.84K - $2.11K
|
237K
$16.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-33- 0.35% |
$2.02K - $2.33K
|
9.42K
$662K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-34- 0.45% |
$2.08K - $2.4K
|
7.55K
$531K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-35- 0.76% |
$2.15K - $2.47K
|
4.55K
$320K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-36- 5.02% |
$2.21K - $2.54K
|
681
$47.9K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-38- 0.13% |
$2.33K - $2.68K
|
30.2K
$2.12M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-42- 0.21% |
$2.57K - $2.96K
|
19.5K
$1.37M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-42- 0.82% |
$2.57K - $2.96K
|
5.06K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-45- 2.43% |
$2.76K - $3.17K
|
1.81K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-45- 0.12% |
$2.76K - $3.17K
|
37.8K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-45- 0.18% |
$2.76K - $3.17K
|
25.4K
$1.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-47- 0.63% |
$2.88K - $3.31K
|
7.43K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-47- 67.14% |
$2.88K - $3.31K
|
23
$1.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-47- 0.03% |
$2.88K - $3.31K
|
184K
$12.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-48- 1.43% |
$2.94K - $3.38K
|
3.3K
$232K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 1.48% |
$3.07K - $3.52K
|
3.33K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-50- 1.58% |
$3.07K - $3.52K
|
3.12K
$219K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-50- 1.23% |
$3.07K - $3.52K
|
4.02K
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-60- 0.68% |
$3.68K - $4.23K
|
8.81K
$619K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-60- 1.4% |
$3.68K - $4.23K
|
4.22K
$296K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-64- 0.84% |
$3.92K - $4.51K
|
7.6K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-67- 0.68% |
$4.11K - $4.72K
|
9.81K
$689K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-69- 1.91% |
$4.23K - $4.86K
|
3.54K
$249K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-69- 1.06% |
$4.23K - $4.86K
|
6.47K
$455K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-70- 0.48% |
$4.29K - $4.93K
|
14.6K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-71- 56.35% |
$4.35K - $5K
|
55
$3.87K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-72- 0.13% |
$4.41K - $5.07K
|
53.4K
$3.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-74- 0.35% |
$4.54K - $5.21K
|
21.1K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-75- 30.24% |
$4.6K - $5.29K
|
173
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-76- 0.5% |
$4.66K - $5.36K
|
15.2K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-78- 1.93% |
$4.78K - $5.5K
|
3.97K
$279K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-80- 18.6% |
$4.9K - $5.64K
|
350
$24.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-81- 2.55% |
$4.97K - $5.71K
|
3.1K
$218K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-89- 0.75% |
$5.46K - $6.27K
|
11.8K
$826K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-92- 3.97% |
$5.64K - $6.48K
|
2.23K
$156K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-93- 0.87% |
$5.7K - $6.55K
|
10.7K
$749K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-94- 8.51% |
$5.76K - $6.62K
|
1.01K
$71.1K
|