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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-233- 1.99% |
$14.3K - $16.4K
|
11.5K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-233- 1.01% |
$14.3K - $16.4K
|
22.8K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-236- 3.85% |
$14.5K - $16.6K
|
5.9K
$415K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-241- 23.77% |
$14.8K - $17K
|
773
$54.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-244- 4.85% |
$15K - $17.2K
|
4.78K
$336K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-247- 10.77% |
$15.1K - $17.4K
|
2.05K
$144K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-248- 3.19% |
$15.2K - $17.5K
|
7.52K
$528K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-258- 0.17% |
$15.8K - $18.2K
|
147K
$10.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-268- 0.36% |
$16.4K - $18.9K
|
74.7K
$5.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-269- 1.3% |
$16.5K - $19K
|
20.5K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-273- 6.5% |
$16.7K - $19.2K
|
3.93K
$276K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-275- 0.17% |
$16.9K - $19.4K
|
163K
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-276- 2.98% |
$16.9K - $19.4K
|
8.99K
$632K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-277- 7.86% |
$17K - $19.5K
|
3.25K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-292- 3.19% |
$17.9K - $20.6K
|
8.85K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-294- 3.1% |
$18K - $20.7K
|
9.19K
$646K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-295- 4.36% |
$18.1K - $20.8K
|
6.47K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-296- 6.32% |
$18.1K - $20.9K
|
4.39K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-296- 0.02% |
$18.1K - $20.9K
|
1.44M
$101M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-300- 8.21% |
$18.4K - $21.1K
|
3.36K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-303- 0.32% |
$18.6K - $21.4K
|
93.3K
$6.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-303- 4.3% |
$18.6K - $21.4K
|
6.74K
$474K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-311- 6.7% |
$19.1K - $21.9K
|
4.33K
$305K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-311- 1.47% |
$19.1K - $21.9K
|
20.8K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-319- 9.32% |
$19.6K - $22.5K
|
3.11K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-321- 1.92% |
$19.7K - $22.6K
|
16.4K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-322- 3.51% |
$19.7K - $22.7K
|
8.86K
$623K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-325- 9.82% |
$19.9K - $22.9K
|
2.98K
$210K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-328- 1.0% |
$20.1K - $23.1K
|
32.6K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-336- 5.24% |
$20.6K - $23.7K
|
6.08K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-336- 1.28% |
$20.6K - $23.7K
|
25.9K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-339- 3.47% |
$20.8K - $23.9K
|
9.44K
$663K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-345- 3.69% |
$21.1K - $24.3K
|
9.01K
$633K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-347- 4.34% |
$21.3K - $24.5K
|
7.65K
$538K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-348- 9.36% |
$21.3K - $24.5K
|
3.37K
$237K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-351- 4.9% |
$21.5K - $24.7K
|
6.82K
$479K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-355- 1.62% |
$21.8K - $25K
|
21.5K
$1.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-355- 5.29% |
$21.8K - $25K
|
6.36K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-355- 0.46% |
$21.8K - $25K
|
76.2K
$5.36M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-355- 5.19% |
$21.8K - $25K
|
6.49K
$456K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-356- 8.04% |
$21.8K - $25.1K
|
4.07K
$286K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-358- 1.88% |
$21.9K - $25.2K
|
18.7K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-365- 8.8% |
$22.4K - $25.7K
|
3.78K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-369- 5.33% |
$22.6K - $26K
|
6.56K
$461K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-371- 1.24% |
$22.7K - $26.1K
|
29.6K
$2.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-373- 1.35% |
$22.9K - $26.3K
|
27.2K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 16.12% |
$23.3K - $26.8K
|
1.98K
$139K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-384- 0.19% |
$23.5K - $27.1K
|
197K
$13.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-385- 15.63% |
$23.6K - $27.1K
|
2.08K
$146K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-385- 3.67% |
$23.6K - $27.1K
|
10.1K
$710K
|