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 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-990- 9.17% |
$60.7K - $69.8K
|
9.81K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-1K- 7.29% |
$61.3K - $70.5K
|
12.7K
$923K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.01K- 1.14% |
$61.8K - $71K
|
87.2K
$6.32M
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.03K- 18.66% |
$62.8K - $72.2K
|
4.47K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-1.04K- 2.38% |
$63.6K - $73.1K
|
42.5K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.05K- 0.76% |
$64.4K - $74.1K
|
138K
$10M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.07K- 5.47% |
$65.7K - $75.5K
|
18.5K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.07K- 78.48% |
$65.7K - $75.5K
|
294
$21.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.09K- 22.35% |
$66.7K - $76.7K
|
3.78K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-1.1K- 0.55% |
$67.2K - $77.3K
|
199K
$14.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.1K- 3.76% |
$67.5K - $77.6K
|
28.1K
$2.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 18.24% |
$67.7K - $77.8K
|
4.95K
$359K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.12K- 22.8% |
$68.6K - $78.9K
|
3.79K
$275K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.2K- 3.63% |
$73.3K - $84.3K
|
31.8K
$2.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.2K- 1.36% |
$73.4K - $84.4K
|
86.7K
$6.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.2K- 27.05% |
$73.4K - $84.4K
|
3.23K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.2K- 3.05% |
$73.6K - $84.6K
|
38.2K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.22K- 0.42% |
$74.6K - $85.8K
|
287K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 2.35% |
$75K - $86.2K
|
50.9K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.25K- 1.24% |
$76.6K - $88.1K
|
99.2K
$7.19M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.26K- 25.09% |
$77.4K - $88.9K
|
3.77K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.26K- 1.32% |
$77.4K - $88.9K
|
94.1K
$6.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.28K- 0.8% |
$78.3K - $90.1K
|
159K
$11.5M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.28K- 5.8% |
$78.5K - $90.2K
|
20.8K
$1.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.28K- 14.82% |
$78.6K - $90.4K
|
7.37K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.32K- 9.5% |
$80.6K - $92.7K
|
12.5K
$908K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.32K- 1.86% |
$80.7K - $92.7K
|
69.3K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.32K- 12.02% |
$81K - $93.2K
|
9.67K
$702K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.33K- 28.33% |
$81.3K - $93.5K
|
3.36K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.37K- 0.83% |
$84K - $96.5K
|
165K
$11.9M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.37K- 0.96% |
$84.2K - $96.8K
|
141K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.38K- 3.73% |
$84.8K - $97.5K
|
35.7K
$2.59M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 0.86% |
$85.6K - $98.4K
|
160K
$11.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 2.97% |
$87K - $100K
|
46.3K
$3.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.43K- 0.55% |
$87.5K - $101K
|
258K
$18.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.45K- 8.19% |
$88.9K - $102K
|
16.3K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 8.3% |
$89.1K - $102K
|
16K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.46K- 24.02% |
$89.7K - $103K
|
4.63K
$336K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.47K- 2.02% |
$90K - $104K
|
71.2K
$5.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-1.47K- 8.16% |
$90.2K - $104K
|
16.6K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.48K- 13.64% |
$90.5K - $104K
|
9.36K
$679K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.51K- 6.54% |
$92.3K - $106K
|
21.5K
$1.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.52K- 20.9% |
$92.9K - $107K
|
5.74K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.53K- 13.93% |
$93.9K - $108K
|
9.46K
$687K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.54K- 2.18% |
$94.1K - $108K
|
68.8K
$4.99M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.55K- 0.6% |
$95.2K - $109K
|
256K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.55K- 3.78% |
$95.3K - $110K
|
39.6K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.55K- 33.07% |
$95.3K - $110K
|
3.15K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-1.56K- 32.81% |
$95.6K - $110K
|
3.19K
$232K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.56K- 22.74% |
$95.9K - $110K
|
5.31K
$385K
|