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 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.24K- 2.11% |
$300K - $323K
|
196K
$14.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.25K- 73.75% |
$300K - $324K
|
1.51K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.3K- 28.75% |
$305K - $328K
|
10.7K
$806K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.31K- 4.03% |
$305K - $328K
|
103K
$7.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-4.31K- 2.72% |
$305K - $328K
|
154K
$11.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-4.32K- 36.41% |
$306K - $329K
|
7.54K
$570K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-4.39K- 1.49% |
$311K - $334K
|
290K
$22M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.42K- 0.72% |
$313K - $336K
|
612K
$46.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-4.46K- 3.77% |
$316K - $340K
|
114K
$8.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-4.68K- 26.35% |
$331K - $356K
|
13.1K
$988K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.69K- 4.9% |
$332K - $357K
|
91K
$6.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.75K- 3.68% |
$336K - $362K
|
124K
$9.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.76K- 2.32% |
$337K - $363K
|
200K
$15.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.81K- 2.33% |
$340K - $366K
|
201K
$15.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.85K- 48.69% |
$343K - $370K
|
5.11K
$387K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.86K- 5.21% |
$344K - $370K
|
88.3K
$6.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-4.86K- 17.86% |
$344K - $370K
|
22.3K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-4.91K- 0.77% |
$347K - $374K
|
635K
$48M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.96K- 9.9% |
$351K - $378K
|
45.2K
$3.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5K- 43.48% |
$354K - $381K
|
6.5K
$492K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5K- 4.04% |
$354K - $381K
|
119K
$8.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.06K- 60.49% |
$358K - $385K
|
3.3K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.17K- 0.4% |
$366K - $394K
|
1.28M
$96.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.34K- 6.43% |
$378K - $407K
|
77.7K
$5.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.34K- 4.34% |
$378K - $407K
|
118K
$8.9M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.34K- 4.34% |
$378K - $407K
|
118K
$8.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.4K- 2.06% |
$382K - $411K
|
257K
$19.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.4K- 32.36% |
$382K - $411K
|
11.3K
$853K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.4K- 3.6% |
$382K - $411K
|
145K
$10.9M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.58K- 18.42% |
$395K - $425K
|
24.7K
$1.87M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.6K- 38.25% |
$397K - $427K
|
9.04K
$684K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.64K- 37.84% |
$399K - $430K
|
9.27K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5.67K- 12.65% |
$401K - $432K
|
39.2K
$2.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-5.7K- 9.03% |
$403K - $434K
|
57.4K
$4.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.79K- 9.93% |
$410K - $441K
|
52.5K
$3.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.9K- 2.48% |
$418K - $450K
|
232K
$17.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.99K- 3.32% |
$424K - $457K
|
175K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6.38K- 21.26% |
$452K - $486K
|
23.6K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.44K- 13.56% |
$456K - $490K
|
41K
$3.1M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-6.5K- 0.39% |
$460K - $495K
|
1.66M
$125M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-6.51KClosed |
$461K - $496K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.51K- 6.52% |
$461K - $496K
|
93.4K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.54K- 1.07% |
$463K - $498K
|
607K
$45.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.56K- 2.75% |
$464K - $500K
|
232K
$17.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-6.65K- 6.09% |
$471K - $507K
|
103K
$7.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-6.71K- 1.23% |
$475K - $511K
|
538K
$40.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6.71K- 4.71% |
$475K - $511K
|
136K
$10.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-6.75K- 40.47% |
$478K - $514K
|
9.93K
$751K
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-6.82K- 1.41% |
$483K - $520K
|
476K
$36M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.98K- 99.23% |
$494K - $532K
|
54
$4.08K
|