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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-95- 1.55% |
$5.82K - $6.69K
|
6.02K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-99- 8.86% |
$6.07K - $6.98K
|
1.02K
$71.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-100- 1.49% |
$6.13K - $7.05K
|
6.59K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-100- 2.31% |
$6.13K - $7.05K
|
4.23K
$297K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-107- 4.26% |
$6.56K - $7.54K
|
2.4K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-110- 0.58% |
$6.74K - $7.75K
|
18.8K
$1.32M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-110- 16.13% |
$6.74K - $7.75K
|
572
$40.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-116- 3.22% |
$7.11K - $8.17K
|
3.49K
$245K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-118- 0.97% |
$7.23K - $8.32K
|
12K
$845K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-120- 3.67% |
$7.36K - $8.46K
|
3.15K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-122- 10.54% |
$7.48K - $8.6K
|
1.04K
$72.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-124- 0.67% |
$7.6K - $8.74K
|
18.4K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-128- 0.89% |
$7.85K - $9.02K
|
14.2K
$1M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-135- 3.75% |
$8.28K - $9.51K
|
3.47K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-135- 1.37% |
$8.28K - $9.51K
|
9.74K
$685K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-137- 1.69% |
$8.4K - $9.65K
|
7.99K
$561K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-137- 26.35% |
$8.4K - $9.65K
|
383
$26.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-139- 0.79% |
$8.52K - $9.8K
|
17.5K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-139- 5.95% |
$8.52K - $9.8K
|
2.2K
$155K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-140- 4.29% |
$8.58K - $9.87K
|
3.13K
$220K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-140- 3.7% |
$8.58K - $9.87K
|
3.65K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-145- 2.8% |
$8.89K - $10.2K
|
5.04K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-145- 1.19% |
$8.89K - $10.2K
|
12K
$843K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.98% |
$9.01K - $10.4K
|
14.9K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-148- 0.28% |
$9.07K - $10.4K
|
53.7K
$3.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-149- 1.28% |
$9.13K - $10.5K
|
11.5K
$810K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-150- 0.49% |
$9.2K - $10.6K
|
30.5K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-156- 0.48% |
$9.56K - $11K
|
32K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-161- 3.94% |
$9.87K - $11.3K
|
3.92K
$276K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-161- 5.94% |
$9.87K - $11.3K
|
2.55K
$179K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-162- 2.22% |
$9.93K - $11.4K
|
7.13K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-162- 0.03% |
$9.93K - $11.4K
|
528K
$37.1M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-165- 1.19% |
$10.1K - $11.6K
|
13.7K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-165- 4.59% |
$10.1K - $11.6K
|
3.43K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-169- 2.36% |
$10.4K - $11.9K
|
6.98K
$490K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-170- 4.81% |
$10.4K - $12K
|
3.36K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-170- 2.71% |
$10.4K - $12K
|
6.1K
$429K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-176- 0.06% |
$10.8K - $12.4K
|
287K
$20.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-179- 3.89% |
$11K - $12.6K
|
4.43K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-180- 0.87% |
$11K - $12.7K
|
20.5K
$1.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-187- 3.44% |
$11.5K - $13.2K
|
5.25K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-187- 5.4% |
$11.5K - $13.2K
|
3.28K
$230K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-190- 4.47% |
$11.6K - $13.4K
|
4.06K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-199- 5.69% |
$12.2K - $14K
|
3.3K
$232K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-209- 1.09% |
$12.8K - $14.7K
|
18.9K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-216- 0.37% |
$13.2K - $15.2K
|
57.4K
$4.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-216- 3.14% |
$13.2K - $15.2K
|
6.65K
$468K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-220- 1.05% |
$13.5K - $15.5K
|
20.8K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-221- 1.33% |
$13.5K - $15.6K
|
16.4K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-232- 3.99% |
$14.2K - $16.3K
|
5.58K
$392K
|