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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.18% |
$778 - $838
|
6.17K
$467K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10+ 0.21% |
$708 - $762
|
4.79K
$362K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9+ 0.2% |
$637 - $686
|
4.55K
$344K
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
9+ 0.16% |
$637 - $686
|
5.64K
$427K
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
8+ 0.0% |
$566 - $610
|
181K
$13.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7+ 0.06% |
$495 - $533
|
11.8K
$889K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 0.02% |
$495 - $533
|
32K
$2.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6+ 0.05% |
$425 - $457
|
12.2K
$925K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6+ 0.15% |
$425 - $457
|
3.99K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 0.18% |
$425 - $457
|
3.4K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
5+ 0.14% |
$354 - $381
|
3.7K
$280K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.15% |
$354 - $381
|
3.33K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.01% |
$354 - $381
|
87K
$6.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5+ 0.14% |
$354 - $381
|
3.5K
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 2.12% |
$354 - $381
|
241
$18.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
4+ 0.01% |
$283 - $305
|
57.4K
$4.34M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 1.83% |
$283 - $305
|
223
$16.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.01% |
$212 - $229
|
26.2K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
3+ 0.04% |
$212 - $229
|
8.26K
$624K
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3+ 0.07% |
$212 - $229
|
4.59K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3+ 0.03% |
$212 - $229
|
11.2K
$850K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3+ 0.13% |
$212 - $229
|
2.38K
$180K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.02% |
$212 - $229
|
14.7K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$142 - $152
|
3.15K
$238K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$142 - $152
|
20.4K
$1.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.03% |
$70.8 - $76.2
|
3.13K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.04% |
$70.8 - $76.2
|
2.46K
$186K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$70.8 - $76.2
|
3.38K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.12% |
$70.8 - $76.2
|
838
$63.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1+ 0.02% |
$70.8 - $76.2
|
5.67K
$428K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.04% |
$70.8 - $76.2
|
2.8K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.05% |
$70.8 - $76.2
|
1.84K
$139K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1- -0.0% |
$70.8 - $76.2
|
90.3K
$6.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$70.8 - $76.2
|
4.61K
$348K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2- -0.0% |
$142 - $152
|
45.2K
$3.42M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3- 0.05% |
$212 - $229
|
5.58K
$422K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 0.15% |
$354 - $381
|
3.32K
$251K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5- 0.12% |
$354 - $381
|
4.05K
$306K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.08% |
$425 - $457
|
7.07K
$535K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6- 0.03% |
$425 - $457
|
22.6K
$1.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-8- 0.14% |
$566 - $610
|
5.85K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8- 0.04% |
$566 - $610
|
21.4K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.18% |
$566 - $610
|
4.38K
$331K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-11- 0.15% |
$778 - $838
|
7.28K
$550K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.21% |
$849 - $914
|
5.69K
$430K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-13- 1.05% |
$920 - $990
|
1.23K
$92.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-13- 0.34% |
$920 - $990
|
3.78K
$286K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-16- 0.01% |
$1.13K - $1.22K
|
133K
$10M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-18- 0.17% |
$1.27K - $1.37K
|
10.5K
$792K
|