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 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-9.8K- 13.89% |
$601K - $690K
|
60.8K
$4.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-9.82K- 22.54% |
$602K - $692K
|
33.7K
$2.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-9.87K- 55.03% |
$605K - $695K
|
8.06K
$567K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-10.1K- 60.74% |
$616K - $709K
|
6.5K
$457K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10.1K- 47.34% |
$617K - $709K
|
11.2K
$787K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-10.1K- 2.34% |
$622K - $715K
|
422K
$29.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10.6K- 0.73% |
$650K - $748K
|
1.44M
$101M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.9K- 25.4% |
$669K - $769K
|
32K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-10.9K- 1.72% |
$671K - $772K
|
626K
$44M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-11K- 2.26% |
$673K - $773K
|
474K
$33.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.1K- 40.28% |
$682K - $784K
|
16.5K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-11.3K- 4.31% |
$690K - $794K
|
250K
$17.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-11.4K- 42.26% |
$696K - $801K
|
15.5K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.4K- 20.63% |
$696K - $801K
|
43.7K
$3.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.4K- 1.17% |
$698K - $803K
|
959K
$67.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-11.7K- 3.36% |
$720K - $827K
|
338K
$23.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-12.1K- 10.11% |
$740K - $851K
|
107K
$7.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-12.4K- 3.75% |
$758K - $872K
|
317K
$22.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.5K- 1.64% |
$764K - $878K
|
748K
$52.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-12.5K- 42.69% |
$765K - $880K
|
16.8K
$1.18M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-12.6K- 0.52% |
$771K - $886K
|
2.41M
$169M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.6K- 5.07% |
$773K - $888K
|
236K
$16.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-12.7K- 43.07% |
$776K - $892K
|
16.7K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-12.8K- 0.53% |
$782K - $899K
|
2.41M
$169M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13K- 17.24% |
$794K - $913K
|
62.2K
$4.37M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13K- 6.14% |
$798K - $917K
|
199K
$14M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-13.3K- 1.16% |
$818K - $940K
|
1.13M
$79.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-13.4K- 98.39% |
$821K - $944K
|
219
$15.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-13.5K- 1.17% |
$825K - $949K
|
1.13M
$79.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-13.5K- 41.53% |
$827K - $950K
|
19K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14.3K- 27.62% |
$876K - $1.01M
|
37.5K
$2.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-14.4K- 6.34% |
$885K - $1.02M
|
213K
$15M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-14.7K- 13.63% |
$903K - $1.04M
|
93.4K
$6.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.8K- 0.87% |
$905K - $1.04M
|
1.68M
$118M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-15.1K- 42.18% |
$926K - $1.06M
|
20.7K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.1K- 8.03% |
$928K - $1.07M
|
173K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-15.4K- 12.22% |
$947K - $1.09M
|
111K
$7.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.7K- 31.56% |
$964K - $1.11M
|
34.1K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-15.8K- 11.7% |
$966K - $1.11M
|
119K
$8.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-15.9K- 4.95% |
$972K - $1.12M
|
304K
$21.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-15.9K- 28.53% |
$972K - $1.12M
|
39.7K
$2.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-15.9K- 11.14% |
$972K - $1.12M
|
127K
$8.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-16.2K- 83.37% |
$991K - $1.14M
|
3.23K
$227K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-16.3K- 13.41% |
$1M - $1.15M
|
105K
$7.4M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-16.4K- 17.73% |
$1.01M - $1.16M
|
76.2K
$5.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.6K- 13.17% |
$1.02M - $1.17M
|
109K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.7K- 0.87% |
$1.02M - $1.18M
|
1.9M
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-16.8K- 45.58% |
$1.03M - $1.19M
|
20.1K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-17K- 4.55% |
$1.04M - $1.2M
|
356K
$25M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-18K- 6.66% |
$1.1M - $1.27M
|
252K
$17.7M
|