Purchases and Sales Made in Q2 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
63+ 1.81% |
$4.46K - $4.8K
|
3.54K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
61+ 0.16% |
$4.32K - $4.65K
|
37.2K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
60+ 1.12% |
$4.25K - $4.57K
|
5.42K
$410K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
57+ 1.83% |
$4.03K - $4.34K
|
3.18K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
57+ 1.06% |
$4.03K - $4.34K
|
5.44K
$411K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
57+ 0.6% |
$4.03K - $4.34K
|
9.62K
$728K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
56+ 0.45% |
$3.96K - $4.27K
|
12.4K
$938K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
55+ 0.93% |
$3.89K - $4.19K
|
5.97K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
55+ 0.21% |
$3.89K - $4.19K
|
26.2K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
54New |
$3.82K - $4.11K
|
54
$4.08K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51+ 0.54% |
$3.61K - $3.89K
|
9.5K
$718K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
50+ 0.25% |
$3.54K - $3.81K
|
20.2K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
50+ 1.12% |
$3.54K - $3.81K
|
4.51K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
50+ 1.71% |
$3.54K - $3.81K
|
2.98K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
48+ 1.85% |
$3.4K - $3.66K
|
2.65K
$200K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
48+ 0.14% |
$3.4K - $3.66K
|
35.1K
$2.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
47+ 0.14% |
$3.33K - $3.58K
|
34.4K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
47+ 0.17% |
$3.33K - $3.58K
|
28.1K
$2.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
46+ 0.46% |
$3.26K - $3.5K
|
9.97K
$754K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
46+ 2.91% |
$3.26K - $3.5K
|
1.63K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 0.9% |
$3.11K - $3.35K
|
4.91K
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
44+ 0.14% |
$3.11K - $3.35K
|
31.3K
$2.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
44+ 0.5% |
$3.11K - $3.35K
|
8.82K
$667K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
42+ 1.32% |
$2.97K - $3.2K
|
3.23K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
41+ 0.43% |
$2.9K - $3.12K
|
9.61K
$727K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
41+ 1.54% |
$2.9K - $3.12K
|
2.7K
$204K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
39+ 0.91% |
$2.76K - $2.97K
|
4.32K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
37+ 24.5% |
$2.62K - $2.82K
|
188
$14.2K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
33+ 0.57% |
$2.34K - $2.51K
|
5.81K
$439K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
33+ 0.23% |
$2.34K - $2.51K
|
14.3K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
30+ 0.06% |
$2.12K - $2.29K
|
46.4K
$3.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
27+ 0.68% |
$1.91K - $2.06K
|
3.97K
$300K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
27+ 0.65% |
$1.91K - $2.06K
|
4.19K
$317K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
26+ 0.82% |
$1.84K - $1.98K
|
3.21K
$243K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
25+ 0.13% |
$1.77K - $1.9K
|
19K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
24+ 0.18% |
$1.7K - $1.83K
|
13.2K
$995K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
23+ 0.24% |
$1.63K - $1.75K
|
9.81K
$742K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
22+ 0.1% |
$1.56K - $1.68K
|
22.2K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
22+ 0.42% |
$1.56K - $1.68K
|
5.24K
$396K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
21+ 1.07% |
$1.49K - $1.6K
|
1.98K
$150K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
21+ 0.56% |
$1.49K - $1.6K
|
3.76K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
21+ 1.3% |
$1.49K - $1.6K
|
1.63K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
20+ 0.2% |
$1.42K - $1.52K
|
10.2K
$771K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 1.04% |
$1.34K - $1.45K
|
1.84K
$139K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
17+ 0.41% |
$1.2K - $1.3K
|
4.19K
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15+ 0.2% |
$1.06K - $1.14K
|
7.42K
$561K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15+ 0.71% |
$1.06K - $1.14K
|
2.13K
$161K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
15+ 0.48% |
$1.06K - $1.14K
|
3.13K
$237K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
14New |
$991 - $1.07K
|
14
$1.06K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13+ 0.34% |
$920 - $990
|
3.85K
$291K
|