Purchases and Sales Made in Q4 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
232KNew |
$14.2M - $16.4M
|
232K
$16.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
232KNew |
$14.2M - $16.3M
|
232K
$16.8M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
231K+ 1.5% |
$14.2M - $16.3M
|
15.6M
$1.13B
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
230K+ 155.23% |
$14.1M - $16.2M
|
379K
$27.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
224K+ 2.38% |
$13.7M - $15.8M
|
9.64M
$699M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
221K+ 3.09% |
$13.5M - $15.6M
|
7.38M
$535M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
204K+ 9.06% |
$12.5M - $14.4M
|
2.46M
$179M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
203K+ 15.27% |
$12.4M - $14.3M
|
1.53M
$111M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198K+ 283.51% |
$12.1M - $13.9M
|
267K
$19.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
198KNew |
$12.1M - $13.9M
|
198K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
196K+ 29.54% |
$12M - $13.8M
|
859K
$62.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
192KNew |
$11.7M - $13.5M
|
192K
$13.9M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
190K+ 3.39% |
$11.6M - $13.4M
|
5.77M
$419M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
188K+ 5.27% |
$11.5M - $13.3M
|
3.76M
$272M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
176K+ 53.08% |
$10.8M - $12.4M
|
506K
$36.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
174K+ 62.79% |
$10.7M - $12.3M
|
451K
$32.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
173K+ 55.43% |
$10.6M - $12.2M
|
485K
$35.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
172K+ 3.28% |
$10.6M - $12.1M
|
5.42M
$393M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
169KNew |
$10.4M - $11.9M
|
169K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
166K+ 12.21% |
$10.2M - $11.7M
|
1.53M
$111M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
164K+ 2.55% |
$10M - $11.5M
|
6.6M
$479M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
163K+ 4.92% |
$9.98M - $11.5M
|
3.47M
$252M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
162KNew |
$9.93M - $11.4M
|
162K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
160K+ 56.1% |
$9.81M - $11.3M
|
445K
$32.3M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
157KNew |
$9.63M - $11.1M
|
157K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
157K+ 6.83% |
$9.62M - $11.1M
|
2.45M
$178M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
156K+ 82.7% |
$9.58M - $11M
|
345K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
156K+ 6.8% |
$9.57M - $11M
|
2.45M
$178M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
156K+ 13.34% |
$9.55M - $11M
|
1.32M
$96M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
145K+ 35.12% |
$8.91M - $10.2M
|
559K
$40.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
142KNew |
$8.7M - $10M
|
142K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
141K+ 7.15% |
$8.63M - $9.92M
|
2.11M
$153M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
140K+ 23.16% |
$8.61M - $9.9M
|
747K
$54.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
134K+ 4.91% |
$8.18M - $9.41M
|
2.85M
$207M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
133K+ 5.34% |
$8.14M - $9.35M
|
2.62M
$190M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
132KNew |
$8.08M - $9.29M
|
132K
$9.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
131KNew |
$8.05M - $9.25M
|
131K
$9.53M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
129K+ 20.3% |
$7.91M - $9.1M
|
765K
$55.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
128K+ 7.41% |
$7.82M - $8.99M
|
1.85M
$134M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
117K+ 312.14% |
$7.17M - $8.25M
|
154K
$11.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
109K+ 2.64% |
$6.67M - $7.67M
|
4.22M
$306M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
104K+ 28.24% |
$6.4M - $7.36M
|
474K
$34.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
103K+ 167.84% |
$6.33M - $7.28M
|
165K
$12M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
102KNew |
$6.28M - $7.22M
|
102K
$7.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
100K+ 2073.95% |
$6.15M - $7.08M
|
105K
$7.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
98KNew |
$6.01M - $6.91M
|
98K
$7.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
95.5KNew |
$5.85M - $6.73M
|
95.5K
$6.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
95.3K+ 16.27% |
$5.84M - $6.72M
|
681K
$49.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
94.3K+ 103.68% |
$5.78M - $6.65M
|
185K
$13.4M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
94.3K+ 102.91% |
$5.78M - $6.65M
|
186K
$13.5M
|