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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.28K- 10.38% |
$87K - $95K
|
11K
$824K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.28K- 9.37% |
$87.2K - $95.3K
|
12.4K
$924K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 11.86% |
$87.5K - $95.6K
|
9.54K
$713K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 1.53% |
$87.6K - $95.7K
|
82.5K
$6.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.29K- 11.89% |
$87.9K - $96K
|
9.56K
$714K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.3K- 13.6% |
$88.2K - $96.4K
|
8.23K
$614K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.3K- 21.06% |
$88.4K - $96.5K
|
4.86K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.31K- 1.93% |
$88.9K - $97.1K
|
66.2K
$4.95M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.31K- 0.63% |
$89.1K - $97.4K
|
207K
$15.5M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.32K- 18.69% |
$90.1K - $98.5K
|
5.76K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.33K- 3.94% |
$90.6K - $98.9K
|
32.4K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.34K- 20.76% |
$91.4K - $99.8K
|
5.12K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.38K- 5.01% |
$94.3K - $103K
|
26.2K
$1.96M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.4K- 19.74% |
$95.1K - $104K
|
5.67K
$424K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.42K- 8.16% |
$97K - $106K
|
16K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.43K- 3.08% |
$97.1K - $106K
|
44.9K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.43K- 8.38% |
$97.3K - $106K
|
15.6K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.45K- 34.1% |
$98.6K - $108K
|
2.8K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.45K- 24.09% |
$98.9K - $108K
|
4.57K
$342K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.45K- 0.51% |
$99K - $108K
|
281K
$21M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.46K- 18.32% |
$99.2K - $108K
|
6.49K
$485K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.47K- 6.19% |
$100K - $109K
|
22.2K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.48K- 16.0% |
$101K - $110K
|
7.78K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.49K- 2.23% |
$101K - $111K
|
65.4K
$4.88M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.49K- 1.24% |
$102K - $111K
|
119K
$8.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.5K- 23.74% |
$102K - $111K
|
4.81K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.5K- 7.19% |
$102K - $112K
|
19.4K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.51K- 9.38% |
$103K - $112K
|
14.5K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.52K- 2.71% |
$103K - $113K
|
54.6K
$4.08M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.75% |
$103K - $113K
|
85.2K
$6.36M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.52K- 5.89% |
$104K - $113K
|
24.3K
$1.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.53K- 21.58% |
$105K - $114K
|
5.58K
$416K
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-1.55K- 2.05% |
$106K - $116K
|
74.2K
$5.54M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.56K- 9.85% |
$106K - $116K
|
14.3K
$1.07M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.58K- 74.17% |
$108K - $118K
|
550
$41.1K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.6K- 0.99% |
$109K - $119K
|
160K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.62K- 7.02% |
$110K - $121K
|
21.4K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.64K- 2.07% |
$111K - $122K
|
77.3K
$5.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.65K- 31.83% |
$112K - $123K
|
3.54K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.67K- 4.42% |
$114K - $124K
|
36.1K
$2.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.7K- 13.65% |
$116K - $127K
|
10.8K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.73K- 24.76% |
$118K - $129K
|
5.25K
$392K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.74K- 1.43% |
$118K - $129K
|
120K
$8.97M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-1.76K- 10.5% |
$120K - $131K
|
15K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.76K- 6.49% |
$120K - $131K
|
25.4K
$1.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.77K- 30.56% |
$120K - $132K
|
4.02K
$300K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.77K- 10.58% |
$121K - $132K
|
15K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.78K- 0.9% |
$121K - $132K
|
195K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.78K- 0.88% |
$121K - $132K
|
201K
$15M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.8K- 3.37% |
$123K - $134K
|
51.6K
$3.86M
|