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 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-49.2K- 5.96% |
$3.01M - $3.47M
|
776K
$54.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-50.4K- 21.29% |
$3.09M - $3.55M
|
186K
$13.1M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-50.7K- 4.09% |
$3.11M - $3.57M
|
1.19M
$83.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-51.6K- 7.51% |
$3.16M - $3.63M
|
635K
$44.6M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-51.7K- 13.11% |
$3.17M - $3.64M
|
343K
$24.1M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-53K- 81.12% |
$3.25M - $3.74M
|
12.3K
$867K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-54.7K- 4.72% |
$3.36M - $3.86M
|
1.1M
$77.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-55.4K- 3.25% |
$3.39M - $3.9M
|
1.65M
$116M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-55.7K- 14.87% |
$3.41M - $3.92M
|
319K
$22.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-56.1K- 75.0% |
$3.44M - $3.95M
|
18.7K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-59.1K- 22.73% |
$3.62M - $4.16M
|
201K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59.6K- 48.93% |
$3.65M - $4.2M
|
62.2K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-59.7K- 29.82% |
$3.66M - $4.2M
|
140K
$9.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-59.7K- 5.19% |
$3.66M - $4.21M
|
1.09M
$76.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-60.1K- 10.1% |
$3.68M - $4.24M
|
535K
$37.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-60.5K- 61.19% |
$3.71M - $4.26M
|
38.3K
$2.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-62.1K- 10.21% |
$3.81M - $4.38M
|
546K
$38.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-63.5K- 5.79% |
$3.89M - $4.48M
|
1.03M
$72.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68.5K- 9.13% |
$4.2M - $4.83M
|
681K
$47.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-72.8K- 22.39% |
$4.46M - $5.13M
|
252K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-74.9K- 12.15% |
$4.59M - $5.28M
|
541K
$38M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-75.8K- 45.76% |
$4.65M - $5.34M
|
89.8K
$6.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-76.6K- 12.14% |
$4.69M - $5.4M
|
554K
$39M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-79.2K- 5.66% |
$4.85M - $5.58M
|
1.32M
$92.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-80.2K- 52.83% |
$4.92M - $5.65M
|
71.6K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-81.8K- 20.86% |
$5.01M - $5.76M
|
310K
$21.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-83.1K- 4.78% |
$5.09M - $5.86M
|
1.65M
$116M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84.5K- 2.9% |
$5.18M - $5.96M
|
2.83M
$199M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-85.5K- 2.25% |
$5.24M - $6.02M
|
3.71M
$261M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-87.7K- 11.72% |
$5.38M - $6.18M
|
661K
$46.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-89.6K- 35.82% |
$5.49M - $6.31M
|
160K
$11.3M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-91.7K- 6.47% |
$5.62M - $6.46M
|
1.32M
$93.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-95.7K- 64.33% |
$5.86M - $6.74M
|
53K
$3.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-97.6K- 31.71% |
$5.98M - $6.88M
|
210K
$14.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-101K- 25.41% |
$6.16M - $7.08M
|
295K
$20.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-101K- 39.79% |
$6.18M - $7.11M
|
153K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-110K- 13.23% |
$6.75M - $7.76M
|
722K
$50.7M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-110K- 18.77% |
$6.77M - $7.78M
|
478K
$33.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-114K- 43.85% |
$7M - $8.05M
|
146K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-129K- 27.96% |
$7.88M - $9.06M
|
331K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-130K- 94.54% |
$7.98M - $9.17M
|
7.52K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-135K- 89.21% |
$8.29M - $9.53M
|
16.4K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-136K- 10.29% |
$8.35M - $9.6M
|
1.19M
$83.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-143K- 13.55% |
$8.78M - $10.1M
|
914K
$64.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-149K- 92.86% |
$9.14M - $10.5M
|
11.5K
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-151K- 14.12% |
$9.24M - $10.6M
|
917K
$64.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-153K- 74.48% |
$9.35M - $10.7M
|
52.3K
$3.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-155K- 94.84% |
$9.47M - $10.9M
|
8.41K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-159K- 16.76% |
$9.75M - $11.2M
|
790K
$55.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-166K- 71.51% |
$10.2M - $11.7M
|
66.2K
$4.65M
|