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 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.58K- 3.81% |
$96.9K - $111K
|
40K
$2.81M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.59K- 4.82% |
$97.7K - $112K
|
31.4K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.6K- 14.37% |
$97.8K - $112K
|
9.51K
$669K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.6K- 1.61% |
$98.1K - $113K
|
97.8K
$6.87M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.6K- 1.61% |
$98.1K - $113K
|
97.8K
$6.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.61K- 7.91% |
$98.7K - $113K
|
18.7K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.63K- 0.51% |
$99.8K - $115K
|
317K
$22.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.64K- 3.95% |
$101K - $116K
|
39.9K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-1.67K- 0.24% |
$102K - $118K
|
681K
$47.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.68K- 16.21% |
$103K - $119K
|
8.7K
$611K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 5.81% |
$103K - $119K
|
27.4K
$1.92M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.7K- 2.89% |
$104K - $120K
|
57K
$4.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.7K- 13.22% |
$104K - $120K
|
11.2K
$784K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.72K- 29.15% |
$105K - $121K
|
4.17K
$293K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.73K- 2.95% |
$106K - $122K
|
56.7K
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.78K- 9.09% |
$109K - $125K
|
17.8K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.78K- 0.87% |
$109K - $126K
|
202K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.79K- 3.33% |
$110K - $126K
|
52K
$3.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.84K- 12.79% |
$113K - $130K
|
12.5K
$882K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-1.87K- 7.69% |
$115K - $132K
|
22.4K
$1.58M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.88K- 3.25% |
$115K - $133K
|
56.1K
$3.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.89K- 1.13% |
$116K - $133K
|
165K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.89K- 7.92% |
$116K - $133K
|
22K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.91K- 15.73% |
$117K - $134K
|
10.2K
$719K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.91K- 18.06% |
$117K - $135K
|
8.66K
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.92K- 4.96% |
$118K - $136K
|
36.9K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.95K- 45.55% |
$120K - $137K
|
2.33K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.95K- 20.29% |
$120K - $138K
|
7.67K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.99K- 12.98% |
$122K - $140K
|
13.3K
$936K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.99K- 0.74% |
$122K - $140K
|
267K
$18.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.04K- 17.95% |
$125K - $144K
|
9.34K
$656K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.06K- 1.68% |
$126K - $145K
|
120K
$8.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.07K- 1.8% |
$127K - $146K
|
113K
$7.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.08K- 35.27% |
$127K - $146K
|
3.81K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.08K- 1.71% |
$127K - $146K
|
119K
$8.38M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 8.95% |
$128K - $148K
|
21.3K
$1.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.12K- 6.97% |
$130K - $150K
|
28.3K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.18K- 8.41% |
$134K - $153K
|
23.7K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.2K- 16.86% |
$135K - $155K
|
10.8K
$761K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-2.2K- 8.64% |
$135K - $155K
|
23.2K
$1.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.2K- 1.37% |
$135K - $155K
|
159K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.29K- 2.08% |
$140K - $161K
|
108K
$7.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.3K- 9.26% |
$141K - $162K
|
22.6K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.31K- 10.26% |
$142K - $163K
|
20.2K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.33K- 1.88% |
$143K - $164K
|
122K
$8.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.35K- 7.2% |
$144K - $165K
|
30.2K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.4K- 6.87% |
$147K - $169K
|
32.5K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.4K- 9.64% |
$147K - $169K
|
22.5K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.42K- 1.92% |
$148K - $170K
|
123K
$8.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.46K- 12.6% |
$151K - $173K
|
17K
$1.2M
|