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
|
Bridges Investment Management Inc
|
BUY
|
- |
46.5KNew |
$3.29M - $3.54M
|
46.5K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
46.2K+ 15.17% |
$3.27M - $3.52M
|
350K
$26.5M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
45.2K+ 3.95% |
$3.2M - $3.45M
|
1.19M
$90.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
44.5K+ 1.33% |
$3.15M - $3.39M
|
3.39M
$256M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
42.5K+ 1457.17% |
$3.01M - $3.24M
|
45.4K
$3.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
41.6K+ 5.46% |
$2.94M - $3.17M
|
803K
$60.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
41.4K+ 2.04% |
$2.93M - $3.15M
|
2.07M
$157M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
41.2K+ 4.29% |
$2.92M - $3.14M
|
1M
$75.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
40.7K+ 1.49% |
$2.88M - $3.1M
|
2.77M
$210M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
40.7K+ 385.78% |
$2.88M - $3.1M
|
51.3K
$3.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
40.7K+ 758.67% |
$2.88M - $3.1M
|
46.1K
$3.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.8K+ 12.94% |
$2.82M - $3.03M
|
347K
$26.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
39.1K+ 171.34% |
$2.77M - $2.98M
|
61.9K
$4.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
38.9K+ 11.05% |
$2.75M - $2.97M
|
391K
$29.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
38.2K+ 261.29% |
$2.71M - $2.91M
|
52.9K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
38K+ 104.56% |
$2.69M - $2.89M
|
74.3K
$5.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
37.8K+ 43.03% |
$2.67M - $2.88M
|
126K
$9.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
37.1K+ 9.27% |
$2.62M - $2.82M
|
437K
$33M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
36.8K+ 15.61% |
$2.6M - $2.8M
|
272K
$20.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36.5KNew |
$2.58M - $2.78M
|
36.5K
$2.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
35.7KNew |
$2.53M - $2.72M
|
35.7K
$2.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
35.7K+ 35.09% |
$2.53M - $2.72M
|
137K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
35.1KNew |
$2.48M - $2.67M
|
35.1K
$2.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
34.5K+ 10.4% |
$2.44M - $2.63M
|
366K
$27.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
34KNew |
$2.41M - $2.59M
|
34K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
33.3K+ 2.15% |
$2.36M - $2.54M
|
1.58M
$120M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
32.2K+ 10.52% |
$2.28M - $2.45M
|
338K
$25.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
31.8K+ 2.24% |
$2.25M - $2.42M
|
1.45M
$110M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31K+ 25.9% |
$2.2M - $2.36M
|
151K
$11.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
30.8K+ 196.1% |
$2.18M - $2.35M
|
46.5K
$3.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30.7K+ 4.24% |
$2.17M - $2.34M
|
754K
$57M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
30.7K+ 3.79% |
$2.17M - $2.34M
|
841K
$63.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29.8KNew |
$2.11M - $2.27M
|
29.8K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
29.4K+ 100.03% |
$2.08M - $2.24M
|
58.9K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
29.3K+ 777.47% |
$2.07M - $2.23M
|
33.1K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
29.3K+ 0.25% |
$2.07M - $2.23M
|
11.7M
$883M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28.4K+ 6.91% |
$2.01M - $2.17M
|
440K
$33.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27.9K+ 113.27% |
$1.98M - $2.13M
|
52.6K
$3.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
27.8K+ 0.65% |
$1.97M - $2.12M
|
4.32M
$327M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
27.7K+ 5.8% |
$1.96M - $2.11M
|
505K
$38.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.5KNew |
$1.95M - $2.1M
|
27.5K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
27.5K+ 91.06% |
$1.95M - $2.1M
|
57.7K
$4.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
27.4K+ 43.31% |
$1.94M - $2.09M
|
90.7K
$6.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
27.4K+ 5.22% |
$1.94M - $2.09M
|
552K
$41.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
27.1K+ 1.31% |
$1.92M - $2.07M
|
2.1M
$159M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
27.1K+ 12.67% |
$1.91M - $2.06M
|
241K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26.9K+ 6.75% |
$1.9M - $2.05M
|
425K
$32.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
26.6K+ 13.28% |
$1.88M - $2.03M
|
227K
$17.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
25.5KNew |
$1.81M - $1.94M
|
25.5K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 30.13% |
$1.76M - $1.89M
|
107K
$8.12M
|