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 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-74.9K- 12.15% |
$4.59M - $5.28M
|
541K
$47.4M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-75.8K- 45.76% |
$4.65M - $5.34M
|
89.8K
$7.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-76.6K- 12.14% |
$4.69M - $5.4M
|
554K
$48.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-79.2K- 5.66% |
$4.85M - $5.58M
|
1.32M
$116M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-80.2K- 52.83% |
$4.92M - $5.65M
|
71.6K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-81.8K- 20.86% |
$5.01M - $5.76M
|
310K
$27.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-83.1K- 4.78% |
$5.09M - $5.86M
|
1.65M
$145M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84.5K- 2.9% |
$5.18M - $5.96M
|
2.83M
$248M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-85.5K- 2.25% |
$5.24M - $6.02M
|
3.71M
$325M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-87.7K- 11.72% |
$5.38M - $6.18M
|
661K
$57.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-89.6K- 35.82% |
$5.49M - $6.31M
|
160K
$14.1M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-91.7K- 6.47% |
$5.62M - $6.46M
|
1.32M
$116M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-95.7K- 64.33% |
$5.86M - $6.74M
|
53K
$4.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-97.6K- 31.71% |
$5.98M - $6.88M
|
210K
$18.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-101K- 25.41% |
$6.16M - $7.08M
|
295K
$25.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-101K- 39.79% |
$6.18M - $7.11M
|
153K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-110K- 13.23% |
$6.75M - $7.76M
|
722K
$63.2M
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-110KClosed |
$6.76M - $7.77M
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-110K- 18.77% |
$6.77M - $7.78M
|
478K
$41.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-114K- 43.85% |
$7M - $8.05M
|
146K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-129K- 27.96% |
$7.88M - $9.06M
|
331K
$29M
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-130K- 94.54% |
$7.98M - $9.17M
|
7.52K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-135K- 89.21% |
$8.29M - $9.53M
|
16.4K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-136K- 10.29% |
$8.35M - $9.6M
|
1.19M
$104M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-143K- 13.55% |
$8.78M - $10.1M
|
914K
$80.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-149K- 92.86% |
$9.14M - $10.5M
|
11.5K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-151K- 14.12% |
$9.24M - $10.6M
|
917K
$80.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-153K- 74.48% |
$9.35M - $10.7M
|
52.3K
$4.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-155K- 94.84% |
$9.47M - $10.9M
|
8.41K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-159K- 16.76% |
$9.75M - $11.2M
|
790K
$69.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-166K- 71.51% |
$10.2M - $11.7M
|
66.2K
$5.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-168K- 49.91% |
$10.3M - $11.9M
|
169K
$14.8M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-170K- 19.51% |
$10.4M - $12M
|
703K
$61.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-177K- 1.93% |
$10.9M - $12.5M
|
8.99M
$787M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-185K- 1.06% |
$11.4M - $13.1M
|
17.4M
$1.52B
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-189K- 4.02% |
$11.6M - $13.3M
|
4.52M
$396M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-196K- 19.73% |
$12M - $13.8M
|
797K
$69.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-210K- 3.76% |
$12.9M - $14.8M
|
5.39M
$472M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-214K- 73.4% |
$13.1M - $15.1M
|
77.5K
$6.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-217K- 63.03% |
$13.3M - $15.3M
|
128K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-220K- 9.02% |
$13.5M - $15.5M
|
2.22M
$194M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-221K- 23.22% |
$13.6M - $15.6M
|
733K
$64.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-227K- 5.09% |
$13.9M - $16M
|
4.23M
$370M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-239K- 3.55% |
$14.6M - $16.8M
|
6.49M
$568M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-246K- 2.0% |
$15.1M - $17.4M
|
12M
$1.06B
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-257K- 5.42% |
$15.8M - $18.1M
|
4.49M
$394M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-273K- 86.77% |
$16.7M - $19.2M
|
41.6K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-314K- 0.89% |
$19.3M - $22.1M
|
34.9M
$3.06B
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-330K- 25.04% |
$20.2M - $23.2M
|
986K
$86.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-332K- 5.7% |
$20.4M - $23.4M
|
5.5M
$482M
|