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 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.64K- 42.39% |
$285K - $327K
|
6.31K
$444K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.72K- 9.92% |
$289K - $333K
|
42.9K
$3.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-4.75K- 1.04% |
$291K - $335K
|
452K
$31.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.87K- 30.24% |
$298K - $343K
|
11.2K
$789K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.93K- 25.8% |
$302K - $347K
|
14.2K
$996K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4.98K- 8.5% |
$305K - $351K
|
53.6K
$3.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-5.01K- 3.91% |
$307K - $353K
|
123K
$8.65M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.02K- 2.83% |
$307K - $353K
|
172K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.11K- 20.48% |
$313K - $360K
|
19.8K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.14K- 17.55% |
$315K - $362K
|
24.2K
$1.7M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-5.14K- 39.28% |
$315K - $362K
|
7.95K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.18K- 2.48% |
$317K - $365K
|
203K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-5.34K- 0.42% |
$327K - $376K
|
1.27M
$89.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.34K- 2.26% |
$327K - $376K
|
231K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.35K- 43.32% |
$328K - $377K
|
7K
$492K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.43K- 13.12% |
$333K - $383K
|
36K
$2.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.46K- 31.36% |
$335K - $385K
|
11.9K
$840K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.59KClosed |
$343K - $394K
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-5.6K- 2.19% |
$343K - $395K
|
251K
$17.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.64K- 24.3% |
$345K - $397K
|
17.6K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-5.65K- 13.17% |
$346K - $398K
|
37.3K
$2.62M
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.7K- 30.0% |
$349K - $402K
|
13.3K
$935K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.77K- 15.7% |
$354K - $407K
|
31K
$2.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.89K- 11.96% |
$361K - $415K
|
43.3K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.01K- 7.7% |
$369K - $424K
|
72K
$5.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.06K- 3.32% |
$371K - $427K
|
177K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.09K- 57.1% |
$373K - $429K
|
4.58K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-6.14K- 5.53% |
$376K - $432K
|
105K
$7.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6.22K- 4.18% |
$381K - $438K
|
143K
$10M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-6.31K- 2.93% |
$387K - $445K
|
209K
$14.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.59K- 30.63% |
$404K - $464K
|
14.9K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-6.75K- 14.53% |
$414K - $476K
|
39.7K
$2.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.77K- 3.69% |
$415K - $477K
|
177K
$12.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-7.58K- 17.0% |
$464K - $534K
|
37K
$2.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-7.75K- 28.46% |
$475K - $546K
|
19.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-8.27K- 8.11% |
$507K - $583K
|
93.7K
$6.59M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-8.36KClosed |
$512K - $589K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-8.4K- 4.97% |
$515K - $592K
|
161K
$11.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-8.71K- 62.19% |
$534K - $614K
|
5.3K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8.86K- 19.96% |
$543K - $625K
|
35.5K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.93K- 1.69% |
$547K - $629K
|
518K
$36.4M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.06K- 4.08% |
$556K - $639K
|
213K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.11K- 2.3% |
$558K - $642K
|
387K
$27.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-9.19K- 5.87% |
$563K - $648K
|
147K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-9.19K- 12.3% |
$564K - $648K
|
65.5K
$4.61M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-9.39K- 5.49% |
$576K - $662K
|
162K
$11.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-9.41K- 43.45% |
$577K - $663K
|
12.2K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-9.54K- 22.5% |
$584K - $672K
|
32.8K
$2.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-9.61K- 29.53% |
$589K - $677K
|
22.9K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.69K- 10.79% |
$594K - $683K
|
80K
$5.63M
|