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 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-22- 0.06% |
$1.56K - $1.68K
|
34.4K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-26- 6.19% |
$1.84K - $1.98K
|
394
$29.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-30- 0.1% |
$2.12K - $2.29K
|
31.2K
$2.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-30- 0.05% |
$2.12K - $2.29K
|
63.1K
$4.77M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-32- 0.88% |
$2.26K - $2.44K
|
3.62K
$273K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-32- 0.66% |
$2.26K - $2.44K
|
4.83K
$365K
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-32- 0.46% |
$2.26K - $2.44K
|
6.96K
$526K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-33- 0.32% |
$2.34K - $2.51K
|
10.3K
$777K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-36- 1.17% |
$2.55K - $2.74K
|
3.04K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-38- 0.71% |
$2.69K - $2.9K
|
5.28K
$399K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41- 0.72% |
$2.9K - $3.12K
|
5.68K
$429K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-42- 0.74% |
$2.97K - $3.2K
|
5.67K
$429K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-42- 1.18% |
$2.97K - $3.2K
|
3.5K
$265K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-43- 0.24% |
$3.04K - $3.28K
|
17.6K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-48- 3.78% |
$3.4K - $3.66K
|
1.22K
$92.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-49- 0.55% |
$3.47K - $3.73K
|
8.92K
$674K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 14.29% |
$3.54K - $3.81K
|
300
$22.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-51- 0.48% |
$3.61K - $3.89K
|
10.7K
$806K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-52- 0.21% |
$3.68K - $3.96K
|
25.2K
$1.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-53- 0.46% |
$3.75K - $4.04K
|
11.4K
$866K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.37% |
$3.96K - $4.27K
|
14.9K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-57- 0.06% |
$4.03K - $4.34K
|
94.4K
$7.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-60- 0.31% |
$4.25K - $4.57K
|
19.4K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-62- 0.52% |
$4.39K - $4.72K
|
11.8K
$896K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-62- 1.09% |
$4.39K - $4.72K
|
5.62K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-64- 1.4% |
$4.53K - $4.88K
|
4.51K
$341K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-65- 2.2% |
$4.6K - $4.95K
|
2.89K
$218K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-67- 3.72% |
$4.74K - $5.1K
|
1.73K
$131K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-70- 0.91% |
$4.95K - $5.33K
|
7.6K
$575K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-70- 0.24% |
$4.95K - $5.33K
|
29.5K
$2.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-71- 0.08% |
$5.02K - $5.41K
|
93.2K
$7.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-72- 13.38% |
$5.1K - $5.49K
|
466
$35.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-73- 0.68% |
$5.17K - $5.56K
|
10.7K
$812K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-73- 10.1% |
$5.17K - $5.56K
|
650
$49.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-73- 1.08% |
$5.17K - $5.56K
|
6.67K
$504K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-74- 0.54% |
$5.24K - $5.64K
|
13.8K
$1.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
SELL
|
- |
-75- 0.5% |
$5.31K - $5.71K
|
14.9K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-75- 0.37% |
$5.31K - $5.71K
|
20.3K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-75- 2.46% |
$5.31K - $5.71K
|
2.98K
$225K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-79- 7.89% |
$5.59K - $6.02K
|
922
$69.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-79- 0.15% |
$5.59K - $6.02K
|
53.6K
$4.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-83- 1.83% |
$5.87K - $6.32K
|
4.45K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-83- 0.31% |
$5.87K - $6.32K
|
26.7K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-83- 2.71% |
$5.87K - $6.32K
|
2.98K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-87- 0.47% |
$6.16K - $6.63K
|
18.5K
$1.4M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-90- 1.58% |
$6.37K - $6.86K
|
5.6K
$423K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-91- 1.46% |
$6.44K - $6.93K
|
6.15K
$465K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-91- 2.16% |
$6.44K - $6.93K
|
4.12K
$312K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-92- 0.76% |
$6.51K - $7.01K
|
12K
$911K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-92- 1.23% |
$6.51K - $7.01K
|
7.37K
$557K
|