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
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-7K- 1.56% |
$496K - $533K
|
442K
$33.4M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-7.07K- 60.65% |
$500K - $538K
|
4.59K
$347K
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-7.16K- 2.75% |
$507K - $545K
|
253K
$19.1M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-7.18K- 45.97% |
$508K - $547K
|
8.44K
$638K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.34K- 19.83% |
$519K - $559K
|
29.7K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-7.74K- 13.31% |
$547K - $589K
|
50.4K
$3.81M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7.77K- 55.18% |
$550K - $592K
|
6.31K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.77K- 6.37% |
$550K - $592K
|
114K
$8.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-7.85K- 0.4% |
$556K - $598K
|
1.93M
$146M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.96K- 17.61% |
$563K - $607K
|
37.2K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-8.33K- 2.71% |
$590K - $635K
|
299K
$22.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-8.5K- 1.42% |
$602K - $648K
|
591K
$44.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-8.97K- 28.93% |
$635K - $683K
|
22K
$1.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-9.56K- 2.34% |
$677K - $728K
|
399K
$30.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.81K- 7.36% |
$694K - $747K
|
124K
$9.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.3K- 2.49% |
$729K - $785K
|
404K
$30.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-10.5K- 11.56% |
$741K - $798K
|
80.1K
$6.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.5K- 0.2% |
$746K - $803K
|
5.38M
$407M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-10.7K- 18.65% |
$759K - $817K
|
46.8K
$3.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.9K- 2.72% |
$769K - $828K
|
389K
$29.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11K- 2.54% |
$779K - $838K
|
423K
$32M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.2K- 12.93% |
$794K - $855K
|
75.5K
$5.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-11.5K- 2.65% |
$814K - $876K
|
423K
$32M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.7K- 3.98% |
$826K - $889K
|
281K
$21.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-12.1K- 13.74% |
$859K - $924K
|
76.2K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-12.2KClosed |
$866K - $932K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.5K- 75.47% |
$886K - $954K
|
4.07K
$308K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-12.5K- 4.52% |
$887K - $955K
|
265K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.7K- 61.76% |
$899K - $968K
|
7.86K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.8K- 2.56% |
$907K - $977K
|
488K
$36.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-12.9K- 51.99% |
$912K - $981K
|
11.9K
$900K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-13.4K- 2.34% |
$950K - $1.02M
|
561K
$42.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.8K- 7.51% |
$978K - $1.05M
|
170K
$12.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-14K- 1.89% |
$990K - $1.07M
|
727K
$55M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14K- 2.77% |
$991K - $1.07M
|
492K
$37.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14K- 4.59% |
$991K - $1.07M
|
291K
$22M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.2K- 6.2% |
$1.01M - $1.09M
|
215K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14.3K- 19.66% |
$1.01M - $1.09M
|
58.3K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.3K- 46.09% |
$1.01M - $1.09M
|
16.7K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-14.5K- 3.13% |
$1.02M - $1.1M
|
448K
$33.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-14.5K- 14.28% |
$1.03M - $1.11M
|
87.3K
$6.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-14.9K- 1.85% |
$1.05M - $1.13M
|
788K
$59.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-15K- 41.54% |
$1.06M - $1.14M
|
21.1K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.2K- 2.2% |
$1.08M - $1.16M
|
676K
$51.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-15.4K- 2.49% |
$1.09M - $1.17M
|
602K
$45.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15.6K- 3.02% |
$1.11M - $1.19M
|
502K
$37.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-16.2K- 7.14% |
$1.14M - $1.23M
|
210K
$15.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-16.3K- 15.77% |
$1.15M - $1.24M
|
86.8K
$6.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-17.4K- 11.91% |
$1.23M - $1.33M
|
129K
$9.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.9K- 3.48% |
$1.26M - $1.36M
|
496K
$37.5M
|