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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-666- 0.53% |
$40.8K - $46.9K
|
125K
$9.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-666- 11.47% |
$40.8K - $46.9K
|
5.14K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-669- 5.32% |
$41K - $47.1K
|
11.9K
$863K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-680- 0.87% |
$41.7K - $47.9K
|
77.9K
$5.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-682- 5.4% |
$41.8K - $48.1K
|
12K
$867K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-684- 7.57% |
$41.9K - $48.2K
|
8.36K
$606K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-685- 8.8% |
$42K - $48.3K
|
7.1K
$515K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-685- 3.55% |
$42K - $48.3K
|
18.6K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-694- 0.25% |
$42.5K - $48.9K
|
278K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-701- 3.26% |
$43K - $49.4K
|
20.8K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-708- 8.13% |
$43.4K - $49.9K
|
8K
$580K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-718- 1.0% |
$44K - $50.6K
|
71.2K
$5.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-741- 11.08% |
$45.4K - $52.2K
|
5.95K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-742- 3.57% |
$45.5K - $52.3K
|
20K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-746- 6.7% |
$45.7K - $52.6K
|
10.4K
$754K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-768- 88.48% |
$47.1K - $54.1K
|
100
$7.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-774- 19.75% |
$47.4K - $54.5K
|
3.14K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-775- 6.64% |
$47.5K - $54.6K
|
10.9K
$790K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-778- 0.46% |
$47.7K - $54.8K
|
168K
$12.2M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-785- 2.99% |
$48.1K - $55.3K
|
25.5K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-794- 8.36% |
$48.7K - $56K
|
8.71K
$631K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-800- 28.59% |
$49K - $56.4K
|
2K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-810- 2.57% |
$49.7K - $57.1K
|
30.7K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-819- 2.31% |
$50.2K - $57.7K
|
34.7K
$2.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-832- 8.76% |
$51K - $58.6K
|
8.67K
$629K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-834- 0.67% |
$51.1K - $58.8K
|
123K
$8.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-835- 16.96% |
$51.2K - $58.8K
|
4.09K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-846- 1.66% |
$51.9K - $59.6K
|
50.1K
$3.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-848- 73.87% |
$52K - $59.8K
|
300
$21.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-860- 10.79% |
$52.7K - $60.6K
|
7.11K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-861- 0.32% |
$52.8K - $60.7K
|
265K
$19.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-864- 7.06% |
$53K - $60.9K
|
11.4K
$826K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-866- 5.67% |
$53.1K - $61K
|
14.4K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-877- 6.28% |
$53.8K - $61.8K
|
13.1K
$950K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-887- 5.5% |
$54.4K - $62.5K
|
15.2K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-894- 16.82% |
$54.8K - $63K
|
4.42K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-902- 9.41% |
$55.3K - $63.6K
|
8.68K
$630K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-906- 0.47% |
$55.5K - $63.8K
|
190K
$13.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-916- 17.86% |
$56.2K - $64.6K
|
4.21K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-917- 0.31% |
$56.2K - $64.6K
|
295K
$21.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-925- 11.08% |
$56.7K - $65.2K
|
7.42K
$538K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-936- 6.82% |
$57.4K - $66K
|
12.8K
$928K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-936- 5.21% |
$57.4K - $66K
|
17K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-937- 23.72% |
$57.4K - $66K
|
3.01K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-953- 19.85% |
$58.4K - $67.2K
|
3.85K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-961- 26.18% |
$58.9K - $67.7K
|
2.71K
$197K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-961- 26.18% |
$58.9K - $67.7K
|
2.71K
$197K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-964- 81.28% |
$59.1K - $67.9K
|
222
$16.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-964- 2.13% |
$59.1K - $67.9K
|
44.4K
$3.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-989- 1.81% |
$60.6K - $69.7K
|
53.8K
$3.9M
|