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 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
5.43KNew |
$385K - $414K
|
5.43K
$411K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.33K+ 7.99% |
$377K - $406K
|
72.1K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
5.33K+ 3.34% |
$377K - $406K
|
165K
$12.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
5.32KNew |
$377K - $406K
|
5.32K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.32K+ 4.28% |
$376K - $405K
|
130K
$9.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.3K+ 165.57% |
$375K - $404K
|
8.5K
$643K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.24K+ 12.85% |
$371K - $399K
|
46K
$3.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.22K+ 73.8% |
$369K - $398K
|
12.3K
$930K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5.19K+ 5.14% |
$367K - $395K
|
106K
$8.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
5.13KNew |
$363K - $391K
|
5.13K
$388K
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
5.12KNew |
$362K - $390K
|
5.12K
$387K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.97KNew |
$352K - $379K
|
4.97K
$376K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
4.95KNew |
$350K - $377K
|
4.95K
$374K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.88K+ 1.91% |
$345K - $372K
|
260K
$19.7M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.86K+ 14.4% |
$344K - $370K
|
38.6K
$2.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.85K+ 169.75% |
$343K - $369K
|
7.7K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.83K+ 14.0% |
$342K - $368K
|
39.3K
$2.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
4.82K+ 4.15% |
$341K - $367K
|
121K
$9.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.74K+ 3.42% |
$336K - $361K
|
143K
$10.8M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 1.87% |
$334K - $359K
|
257K
$19.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.69K+ 25.76% |
$332K - $357K
|
22.9K
$1.73M
|
|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.69K+ 5.95% |
$332K - $357K
|
83.5K
$6.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.68K+ 146.28% |
$331K - $357K
|
7.88K
$596K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
4.65K+ 5.45% |
$329K - $354K
|
89.9K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.64K+ 0.88% |
$329K - $354K
|
532K
$40.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.64K+ 42.03% |
$328K - $354K
|
15.7K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
4.61KNew |
$326K - $351K
|
4.61K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.6K+ 10.53% |
$325K - $350K
|
48.3K
$3.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.59K+ 27.09% |
$325K - $350K
|
21.5K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.57K+ 16.91% |
$323K - $348K
|
31.6K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
4.56K+ 19.11% |
$323K - $348K
|
28.4K
$2.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
4.55K+ 3.83% |
$322K - $347K
|
123K
$9.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.54KNew |
$321K - $346K
|
4.54K
$343K
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
4.52K+ 1.32% |
$320K - $345K
|
348K
$26.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.52K+ 5.57% |
$320K - $344K
|
85.6K
$6.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.51K+ 34.84% |
$319K - $344K
|
17.5K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
4.49KNew |
$317K - $342K
|
4.49K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.47K+ 27.81% |
$316K - $340K
|
20.5K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.46K+ 80.05% |
$316K - $340K
|
10K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.45K+ 12.42% |
$315K - $339K
|
40.3K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.45KNew |
$315K - $339K
|
4.45K
$337K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
4.44K+ 5.4% |
$315K - $339K
|
86.8K
$6.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.44K+ 17.53% |
$314K - $338K
|
29.8K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.43K+ 4.86% |
$314K - $338K
|
95.6K
$7.23M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
4.4K+ 5.23% |
$311K - $335K
|
88.5K
$6.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.4K+ 12.19% |
$311K - $335K
|
40.5K
$3.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
4.34K+ 2.17% |
$307K - $331K
|
204K
$15.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
4.34KNew |
$307K - $331K
|
4.34K
$328K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.29KNew |
$304K - $327K
|
4.29K
$325K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.29K+ 1.74% |
$303K - $327K
|
250K
$18.9M
|