Purchases and Sales Made in Q1 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-867- 1.42% |
$59.1K - $64.5K
|
60.1K
$4.49M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-869- 8.16% |
$59.2K - $64.7K
|
9.79K
$731K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-877- 13.85% |
$59.8K - $65.3K
|
5.46K
$408K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-878- 8.73% |
$59.8K - $65.3K
|
9.18K
$686K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-881- 16.58% |
$60K - $65.6K
|
4.43K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-885- 0.65% |
$60.3K - $65.9K
|
136K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-902- 3.48% |
$61.5K - $67.1K
|
25K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-911- 2.19% |
$62.1K - $67.8K
|
40.8K
$3.04M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-912- 13.96% |
$62.1K - $67.9K
|
5.62K
$420K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-926- 0.4% |
$63.1K - $68.9K
|
231K
$17.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-955- 7.19% |
$65.1K - $71.1K
|
12.3K
$921K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-961- 0.25% |
$65.5K - $71.5K
|
377K
$28.2M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-963- 29.56% |
$65.6K - $71.7K
|
2.3K
$171K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-966- 1.12% |
$65.8K - $71.9K
|
85.5K
$6.39M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-971- 22.23% |
$66.2K - $72.3K
|
3.4K
$254K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-980- 8.73% |
$66.8K - $72.9K
|
10.2K
$765K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-984- 4.61% |
$67K - $73.2K
|
20.4K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-993- 0.41% |
$67.7K - $73.9K
|
242K
$18.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-995- 5.31% |
$67.8K - $74.1K
|
17.7K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1K- 13.25% |
$68.1K - $74.4K
|
6.55K
$489K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.01K- 1.05% |
$68.6K - $75K
|
94.5K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.01K- 0.2% |
$68.7K - $75K
|
495K
$37M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.01K- 79.92% |
$68.9K - $75.2K
|
254
$19K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.01K- 5.44% |
$69K - $75.4K
|
17.6K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.04K- 4.34% |
$70.7K - $77.3K
|
22.9K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.04K- 60.0% |
$71.1K - $77.7K
|
696
$52K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.06K- 21.02% |
$72.4K - $79.1K
|
3.99K
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.07K- 0.17% |
$72.6K - $79.3K
|
617K
$46.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.07K- 18.33% |
$73K - $79.8K
|
4.78K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.07K- 3.85% |
$73.2K - $79.9K
|
26.8K
$2M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.08K- 11.84% |
$73.4K - $80.2K
|
8.02K
$599K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.1K- 9.3% |
$74.7K - $81.6K
|
10.7K
$798K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.1K- 2.09% |
$75.2K - $82.2K
|
51.8K
$3.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.11K- 2.78% |
$75.3K - $82.2K
|
38.6K
$2.88M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.23% |
$77.3K - $84.4K
|
90.9K
$6.79M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.14K- 0.24% |
$77.7K - $84.9K
|
472K
$35.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.16K- 35.65% |
$78.8K - $86.1K
|
2.09K
$156K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.17K- 1.09% |
$79.9K - $87.2K
|
107K
$7.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.19K- 0.74% |
$80.7K - $88.2K
|
159K
$11.9M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.23K- 13.13% |
$83.5K - $91.2K
|
8.11K
$606K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.23K- 6.09% |
$83.8K - $91.5K
|
19K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.23K- 0.81% |
$84K - $91.8K
|
151K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.24K- 10.32% |
$84.2K - $91.9K
|
10.7K
$801K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.24K- 9.45% |
$84.4K - $92.1K
|
11.9K
$886K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 12.65% |
$84.7K - $92.5K
|
8.58K
$641K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 26.97% |
$85K - $92.9K
|
3.38K
$252K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.25K- 25.51% |
$85K - $92.9K
|
3.64K
$272K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 1.94% |
$85.4K - $93.3K
|
63.3K
$4.73M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.27K- 14.6% |
$86.2K - $94.2K
|
7.4K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.27K- 25.23% |
$86.7K - $94.7K
|
3.77K
$282K
|