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 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.47K+ 126.6% |
$529K - $569K
|
13.4K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
7.46KNew |
$528K - $569K
|
7.46K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
7.46K+ 4.13% |
$528K - $569K
|
188K
$14.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
7.39KNew |
$523K - $563K
|
7.39K
$559K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.37K+ 15.23% |
$521K - $561K
|
55.7K
$4.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.29K+ 4.18% |
$516K - $555K
|
182K
$13.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.08K+ 116.03% |
$501K - $539K
|
13.2K
$997K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.07K+ 3.6% |
$500K - $539K
|
203K
$15.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.07KNew |
$500K - $539K
|
7.07K
$534K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.03K+ 46.22% |
$498K - $536K
|
22.2K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.02K+ 70.3% |
$497K - $535K
|
17K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7K+ 33.52% |
$495K - $533K
|
27.9K
$2.11M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7KNew |
$495K - $533K
|
7K
$529K
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.9K+ 4.85% |
$488K - $525K
|
149K
$11.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
6.76K+ 5.31% |
$479K - $515K
|
134K
$10.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6.73K+ 77.82% |
$476K - $513K
|
15.4K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
6.52K+ 89.31% |
$462K - $497K
|
13.8K
$1.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6.52KNew |
$461K - $496K
|
6.52K
$493K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.47K+ 7.59% |
$458K - $493K
|
91.6K
$6.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
6.41K+ 41.97% |
$453K - $488K
|
21.7K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.37K+ 1.76% |
$451K - $485K
|
369K
$27.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.31K+ 2.38% |
$447K - $481K
|
272K
$20.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
6.28K+ 2.73% |
$444K - $478K
|
236K
$17.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.25K+ 6.27% |
$442K - $476K
|
106K
$8.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.22K+ 3.87% |
$440K - $474K
|
167K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.14K+ 2.24% |
$435K - $468K
|
281K
$21.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.1K+ 5.24% |
$432K - $465K
|
123K
$9.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
6.09KNew |
$431K - $464K
|
6.09K
$461K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
6.08K+ 0.38% |
$430K - $463K
|
1.62M
$123M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.06K+ 39.78% |
$429K - $462K
|
21.3K
$1.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.9K+ 48.47% |
$417K - $449K
|
18.1K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.86K+ 52.9% |
$415K - $446K
|
16.9K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
5.84K+ 82.63% |
$413K - $445K
|
12.9K
$976K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.84K+ 8.27% |
$413K - $445K
|
76.4K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.76K+ 46.52% |
$407K - $439K
|
18.1K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.73K+ 3.29% |
$405K - $436K
|
180K
$13.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
5.72K+ 9.8% |
$405K - $436K
|
64.1K
$4.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.69K+ 22.74% |
$402K - $433K
|
30.7K
$2.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.68K+ 1.06% |
$402K - $433K
|
539K
$40.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.66K+ 3.86% |
$400K - $431K
|
152K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5.65K+ 0.59% |
$400K - $430K
|
960K
$72.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
5.65K+ 51.76% |
$400K - $430K
|
16.6K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
5.65K+ 1.08% |
$399K - $430K
|
526K
$39.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.59K+ 5.61% |
$395K - $426K
|
105K
$7.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.57KNew |
$394K - $424K
|
5.57K
$421K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
5.54K+ 127.9% |
$392K - $422K
|
9.88K
$747K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.53KNew |
$391K - $421K
|
5.53K
$418K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.49K+ 37.71% |
$388K - $418K
|
20K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5.48KNew |
$388K - $418K
|
5.48K
$414K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5.47KNew |
$387K - $417K
|
5.47K
$414K
|