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
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.4K- 9.64% |
$147K - $169K
|
22.5K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.42K- 1.92% |
$148K - $170K
|
123K
$9.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.46K- 12.6% |
$151K - $173K
|
17K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.46K- 56.69% |
$151K - $173K
|
1.88K
$138K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.5K- 6.49% |
$153K - $176K
|
36.1K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.52K- 0.53% |
$155K - $178K
|
469K
$34.5M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.61K- 12.99% |
$160K - $184K
|
17.5K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.61K- 0.93% |
$160K - $184K
|
278K
$20.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.69K- 15.48% |
$165K - $190K
|
14.7K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.69K- 25.2% |
$165K - $190K
|
7.99K
$588K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.7K- 88.52% |
$166K - $190K
|
350
$25.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.83K- 6.78% |
$173K - $199K
|
38.9K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-2.83K- 12.49% |
$174K - $200K
|
19.8K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-2.89K- 3.53% |
$177K - $203K
|
78.9K
$5.81M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 31.55% |
$179K - $206K
|
6.33K
$466K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.93K- 11.34% |
$180K - $206K
|
22.9K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.97K- 2.82% |
$182K - $209K
|
102K
$7.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.97K- 33.69% |
$182K - $209K
|
5.85K
$430K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3K- 4.87% |
$184K - $211K
|
58.5K
$4.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.04K- 1.95% |
$186K - $214K
|
152K
$11.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-3.1K- 17.45% |
$190K - $218K
|
14.7K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.12K- 3.58% |
$191K - $220K
|
83.8K
$6.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.13K- 0.19% |
$192K - $221K
|
1.65M
$121M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-3.17K- 5.73% |
$194K - $223K
|
52.1K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.18K- 51.17% |
$195K - $224K
|
3.04K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-3.22K- 3.28% |
$197K - $227K
|
94.7K
$6.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-3.22K- 42.2% |
$197K - $227K
|
4.41K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-3.24K- 23.34% |
$199K - $229K
|
10.7K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-3.3K- 37.46% |
$202K - $232K
|
5.51K
$405K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.31K- 0.2% |
$203K - $233K
|
1.65M
$121M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.34K- 3.24% |
$205K - $235K
|
99.7K
$7.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.4K- 0.97% |
$208K - $239K
|
347K
$25.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.58K- 22.26% |
$219K - $252K
|
12.5K
$918K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.59KClosed |
$220K - $253K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.59K- 1.32% |
$220K - $253K
|
269K
$19.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.59K- 0.56% |
$220K - $253K
|
638K
$46.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.62K- 7.07% |
$222K - $255K
|
47.5K
$3.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.65K- 10.47% |
$224K - $257K
|
31.2K
$2.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.75K- 32.17% |
$230K - $265K
|
7.92K
$583K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.94K- 2.33% |
$241K - $277K
|
165K
$12.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.96K- 1.93% |
$243K - $279K
|
201K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-3.99K- 7.26% |
$245K - $281K
|
51.1K
$3.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.1K- 56.7% |
$251K - $289K
|
3.13K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.11K- 2.48% |
$252K - $290K
|
162K
$11.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-4.12K- 17.74% |
$252K - $290K
|
19.1K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-4.26K- 2.65% |
$261K - $300K
|
156K
$11.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.28K- 36.22% |
$262K - $302K
|
7.54K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.32K- 1.66% |
$265K - $305K
|
257K
$18.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.33K- 16.32% |
$266K - $305K
|
22.2K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-4.39K- 3.66% |
$269K - $309K
|
115K
$8.48M
|