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 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
92.7K+ 140.84% |
$5.68M - $6.53M
|
158K
$11.5M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
88.9K+ 6.78% |
$5.45M - $6.27M
|
1.4M
$102M
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
87.4K+ 714.03% |
$5.36M - $6.16M
|
99.6K
$7.23M
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
87KNew |
$5.33M - $6.13M
|
87K
$6.31M
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
86.5KNew |
$5.3M - $6.09M
|
86.5K
$6.27M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
85.6K+ 143.97% |
$5.25M - $6.04M
|
145K
$10.5M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
85.5KNew |
$5.24M - $6.02M
|
85.5K
$6.2M
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
85K+ 23.56% |
$5.21M - $5.99M
|
446K
$32.3M
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
82.9KNew |
$5.08M - $5.84M
|
82.9K
$6.01M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
81.8K+ 0.14% |
$5.01M - $5.76M
|
58.4M
$4.23B
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
80.2KNew |
$4.91M - $5.65M
|
80.2K
$5.81M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Investment Management, LLC
|
BUY
|
- |
80K+ 88.88% |
$4.9M - $5.64M
|
170K
$12.3M
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
77KNew |
$4.72M - $5.43M
|
77K
$5.59M
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
76.6KNew |
$4.69M - $5.4M
|
76.6K
$5.55M
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
75.7KNew |
$4.64M - $5.34M
|
75.7K
$5.49M
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
74.4KNew |
$4.56M - $5.25M
|
74.4K
$5.4M
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
73.5K+ 65.42% |
$4.51M - $5.18M
|
186K
$13.5M
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
71.4K+ 105.45% |
$4.38M - $5.03M
|
139K
$10.1M
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
71.4K+ 30.06% |
$4.38M - $5.03M
|
309K
$22.4M
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
69.6K+ 75.41% |
$4.27M - $4.9M
|
162K
$11.7M
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
68.7K+ 285.37% |
$4.21M - $4.84M
|
92.8K
$6.73M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
68.5K+ 6.79% |
$4.2M - $4.83M
|
1.08M
$78.1M
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
68.1K+ 743.82% |
$4.17M - $4.8M
|
77.2K
$5.6M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
67.7K+ 4.57% |
$4.15M - $4.77M
|
1.55M
$112M
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
66.7K+ 17.4% |
$4.09M - $4.7M
|
450K
$32.6M
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
66.4K+ 6.91% |
$4.07M - $4.68M
|
1.03M
$74.6M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
64.9K+ 22.26% |
$3.98M - $4.57M
|
356K
$25.8M
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
64.2K+ 17.9% |
$3.93M - $4.52M
|
422K
$30.6M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
63.9K+ 0.88% |
$3.91M - $4.5M
|
7.35M
$533M
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
63.8K+ 21.94% |
$3.91M - $4.5M
|
355K
$25.7M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
63.4K+ 4.66% |
$3.88M - $4.46M
|
1.42M
$103M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
62.1K+ 153.98% |
$3.81M - $4.38M
|
102K
$7.43M
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
61.1K+ 10.97% |
$3.75M - $4.31M
|
618K
$44.9M
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
60.6K+ 2.32% |
$3.71M - $4.27M
|
2.68M
$194M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
59.7KNew |
$3.66M - $4.21M
|
59.7K
$4.33M
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
59.5K+ 16.57% |
$3.65M - $4.2M
|
419K
$30.4M
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
59.1KNew |
$3.63M - $4.17M
|
59.1K
$4.29M
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
58.8KNew |
$3.61M - $4.14M
|
58.8K
$4.27M
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
58.6K+ 16.46% |
$3.59M - $4.13M
|
414K
$30.1M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
58.5K+ 18.63% |
$3.58M - $4.12M
|
372K
$27M
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
57.4KNew |
$3.52M - $4.05M
|
57.4K
$4.17M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57.2K+ 23.46% |
$3.51M - $4.03M
|
301K
$21.8M
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
56.7KNew |
$3.47M - $3.99M
|
56.7K
$4.11M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.4K+ 13.19% |
$3.4M - $3.91M
|
476K
$34.5M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
55K+ 16.09% |
$3.37M - $3.88M
|
397K
$28.8M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.7K+ 4.25% |
$3.35M - $3.85M
|
1.34M
$97.4M
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
54.2KNew |
$3.32M - $3.82M
|
54.2K
$3.93M
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
54.1K+ 12.68% |
$3.32M - $3.82M
|
481K
$34.9M
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
53.7KNew |
$3.29M - $3.78M
|
53.7K
$3.9M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.6K+ 3.61% |
$3.28M - $3.77M
|
1.54M
$112M
|