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 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-96- 8.16% |
$6.79K - $7.31K
|
1.08K
$81.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-99- 0.75% |
$7.01K - $7.54K
|
13.2K
$996K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-99- 0.08% |
$7.01K - $7.54K
|
126K
$9.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-100- 1.18% |
$7.08K - $7.62K
|
8.36K
$632K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-100- 2.4% |
$7.08K - $7.62K
|
4.07K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 12.5% |
$7.08K - $7.62K
|
700
$52.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-101- 0.03% |
$7.15K - $7.7K
|
368K
$27.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-102- 2.81% |
$7.22K - $7.77K
|
3.53K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-107- 0.03% |
$7.57K - $8.15K
|
417K
$31.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-114- 3.04% |
$8.07K - $8.69K
|
3.63K
$275K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-114- 2.77% |
$8.07K - $8.69K
|
4K
$302K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-115- 0.27% |
$8.14K - $8.76K
|
42.5K
$3.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-118- 0.69% |
$8.35K - $8.99K
|
17.1K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-118- 7.35% |
$8.35K - $8.99K
|
1.49K
$113K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-123- 1.87% |
$8.7K - $9.37K
|
6.46K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-125- 1.25% |
$8.85K - $9.52K
|
9.87K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-125- 1.19% |
$8.85K - $9.52K
|
10.4K
$785K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-127- 2.61% |
$8.99K - $9.68K
|
4.75K
$359K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-128- 0.56% |
$9.06K - $9.75K
|
22.9K
$1.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-128- 5.23% |
$9.06K - $9.75K
|
2.32K
$175K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-129- 0.26% |
$9.13K - $9.83K
|
50K
$3.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-131- 0.17% |
$9.27K - $9.98K
|
78.2K
$5.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-139- 0.99% |
$9.84K - $10.6K
|
13.9K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-141- 2.19% |
$9.98K - $10.7K
|
6.3K
$476K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-148- 2.53% |
$10.5K - $11.3K
|
5.7K
$431K
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-152- 3.95% |
$10.8K - $11.6K
|
3.7K
$279K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-154- 4.99% |
$10.9K - $11.7K
|
2.93K
$222K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-156- 2.75% |
$11K - $11.9K
|
5.52K
$417K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-163- 0.1% |
$11.5K - $12.4K
|
156K
$11.8M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-164- 64.57% |
$11.6K - $12.5K
|
90
$6.81K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-164- 0.85% |
$11.6K - $12.5K
|
19.1K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-166- 4.86% |
$11.7K - $12.6K
|
3.25K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-166- 2.7% |
$11.7K - $12.6K
|
5.99K
$453K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-174- 7.83% |
$12.3K - $13.3K
|
2.05K
$155K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-175- 0.9% |
$12.4K - $13.3K
|
19.3K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-175- 0.27% |
$12.4K - $13.3K
|
64.3K
$4.86M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-180- 1.51% |
$12.7K - $13.7K
|
11.8K
$889K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-182- 1.79% |
$12.9K - $13.9K
|
10K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-189- 5.65% |
$13.4K - $14.4K
|
3.16K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-190- 1.94% |
$13.4K - $14.5K
|
9.61K
$727K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-190- 0.25% |
$13.4K - $14.5K
|
77.1K
$5.83M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-194- 1.55% |
$13.7K - $14.8K
|
12.3K
$932K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-195- 2.65% |
$13.8K - $14.9K
|
7.18K
$543K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-195- 30.85% |
$13.8K - $14.9K
|
437
$33K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-198- 57.73% |
$14K - $15.1K
|
145
$11K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-199- 11.02% |
$14.1K - $15.2K
|
1.61K
$122K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-200- 13.51% |
$14.2K - $15.2K
|
1.28K
$96.8K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-201- 1.77% |
$14.2K - $15.3K
|
11.1K
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-201- 4.72% |
$14.2K - $15.3K
|
4.06K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-206- 1.29% |
$14.6K - $15.7K
|
15.8K
$1.2M
|