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 08, 2024
Q4 2023
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-31.8K- 3.76% |
$1.95M - $2.24M
|
815K
$65.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-31.9K- 20.22% |
$1.95M - $2.25M
|
126K
$10.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-32.2K- 17.45% |
$1.97M - $2.27M
|
152K
$12.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-33.5K- 52.09% |
$2.05M - $2.36M
|
30.8K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-35.1K- 4.9% |
$2.15M - $2.48M
|
682K
$54.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-36.4K- 70.79% |
$2.23M - $2.56M
|
15K
$1.21M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-37K- 91.77% |
$2.27M - $2.61M
|
3.32K
$267K
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-37.1K- 9.62% |
$2.28M - $2.62M
|
349K
$28.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.3K- 0.55% |
$2.28M - $2.63M
|
6.79M
$546M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-37.6K- 55.67% |
$2.3M - $2.65M
|
29.9K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-38.8K- 33.74% |
$2.38M - $2.74M
|
76.2K
$6.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-38.9K- 2.77% |
$2.39M - $2.74M
|
1.37M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-41.2KClosed |
$2.53M - $2.9M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-41.8K- 5.8% |
$2.56M - $2.94M
|
678K
$54.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-41.9K- 4.61% |
$2.57M - $2.95M
|
868K
$69.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-42.9K- 14.17% |
$2.63M - $3.02M
|
260K
$20.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-43.4K- 2.02% |
$2.66M - $3.06M
|
2.1M
$169M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-44.8K- 92.39% |
$2.74M - $3.16M
|
3.69K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-44.8K- 14.29% |
$2.75M - $3.16M
|
269K
$21.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-46.5K- 12.35% |
$2.85M - $3.28M
|
330K
$26.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-47.8K- 33.7% |
$2.93M - $3.37M
|
94K
$7.56M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-49.2K- 5.96% |
$3.01M - $3.47M
|
776K
$62.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-50.4K- 21.29% |
$3.09M - $3.55M
|
186K
$15M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-50.7K- 4.09% |
$3.11M - $3.57M
|
1.19M
$95.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-51.6K- 7.51% |
$3.16M - $3.63M
|
635K
$51.1M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-51.7K- 13.11% |
$3.17M - $3.64M
|
343K
$27.6M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-53K- 81.12% |
$3.25M - $3.74M
|
12.3K
$992K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-54.7K- 4.72% |
$3.36M - $3.86M
|
1.1M
$88.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-55.4K- 3.25% |
$3.39M - $3.9M
|
1.65M
$133M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-55.7K- 14.87% |
$3.41M - $3.92M
|
319K
$25.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-56.1K- 75.0% |
$3.44M - $3.95M
|
18.7K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-59.1K- 22.73% |
$3.62M - $4.16M
|
201K
$16.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59.6K- 48.93% |
$3.65M - $4.2M
|
62.2K
$5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-59.7K- 29.82% |
$3.66M - $4.2M
|
140K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-59.7K- 5.19% |
$3.66M - $4.21M
|
1.09M
$87.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-60.1K- 10.1% |
$3.68M - $4.24M
|
535K
$43M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-60.5K- 61.19% |
$3.71M - $4.26M
|
38.3K
$3.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-62.1K- 10.21% |
$3.81M - $4.38M
|
546K
$43.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-63.5K- 5.79% |
$3.89M - $4.48M
|
1.03M
$83.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68.5K- 9.13% |
$4.2M - $4.83M
|
681K
$54.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-72.8K- 22.39% |
$4.46M - $5.13M
|
252K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-74.9K- 12.15% |
$4.59M - $5.28M
|
541K
$43.5M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-75.8K- 45.76% |
$4.65M - $5.34M
|
89.8K
$7.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-76.6K- 12.14% |
$4.69M - $5.4M
|
554K
$44.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-79.2K- 5.66% |
$4.85M - $5.58M
|
1.32M
$106M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-80.2K- 52.83% |
$4.92M - $5.65M
|
71.6K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-81.8K- 20.86% |
$5.01M - $5.76M
|
310K
$24.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-83.1K- 4.78% |
$5.09M - $5.86M
|
1.65M
$133M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84.5K- 2.9% |
$5.18M - $5.96M
|
2.83M
$228M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-85.5K- 2.25% |
$5.24M - $6.02M
|
3.71M
$298M
|