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 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14.3K- 27.62% |
$876K - $1.01M
|
37.5K
$3.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-14.4K- 6.34% |
$885K - $1.02M
|
213K
$17.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-14.7K- 13.63% |
$903K - $1.04M
|
93.4K
$7.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.8K- 0.87% |
$905K - $1.04M
|
1.68M
$140M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-15.1K- 42.18% |
$926K - $1.06M
|
20.7K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.1K- 8.03% |
$928K - $1.07M
|
173K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-15.4K- 12.22% |
$947K - $1.09M
|
111K
$9.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.7K- 31.56% |
$964K - $1.11M
|
34.1K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-15.8K- 11.7% |
$966K - $1.11M
|
119K
$9.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-15.9K- 4.95% |
$972K - $1.12M
|
304K
$25.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-15.9K- 28.53% |
$972K - $1.12M
|
39.7K
$3.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-15.9K- 11.14% |
$972K - $1.12M
|
127K
$10.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-16.2K- 83.37% |
$991K - $1.14M
|
3.23K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-16.3K- 13.41% |
$1M - $1.15M
|
105K
$8.77M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-16.4K- 17.73% |
$1.01M - $1.16M
|
76.2K
$6.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.6K- 13.17% |
$1.02M - $1.17M
|
109K
$9.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.7K- 0.87% |
$1.02M - $1.18M
|
1.9M
$159M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-16.8K- 45.58% |
$1.03M - $1.19M
|
20.1K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-17K- 4.55% |
$1.04M - $1.2M
|
356K
$29.7M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-17.8K- 41.95% |
$1.09M - $1.26M
|
24.7K
$2.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-18K- 6.66% |
$1.1M - $1.27M
|
252K
$21M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-18.3K- 49.08% |
$1.12M - $1.29M
|
19K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-18.5K- 49.8% |
$1.14M - $1.31M
|
18.7K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-18.7K- 2.75% |
$1.14M - $1.32M
|
659K
$54.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-19.2K- 14.78% |
$1.18M - $1.36M
|
111K
$9.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-19.4K- 11.95% |
$1.19M - $1.36M
|
143K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-19.6K- 13.42% |
$1.2M - $1.38M
|
126K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-19.8K- 22.49% |
$1.21M - $1.4M
|
68.2K
$5.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-20K- 8.72% |
$1.22M - $1.41M
|
209K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.1K- 5.6% |
$1.23M - $1.42M
|
338K
$28.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-20.5K- 72.58% |
$1.26M - $1.45M
|
7.75K
$646K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 3.7% |
$1.27M - $1.46M
|
538K
$44.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-20.9K- 4.54% |
$1.28M - $1.47M
|
439K
$36.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-21.2K- 14.78% |
$1.3M - $1.5M
|
123K
$10.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-21.6K- 62.17% |
$1.32M - $1.52M
|
13.1K
$1.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-22.2K- 34.18% |
$1.36M - $1.57M
|
42.8K
$3.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-24.2K- 3.34% |
$1.48M - $1.71M
|
701K
$58.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-25.3K- 4.21% |
$1.55M - $1.79M
|
576K
$48M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25.7K- 33.85% |
$1.58M - $1.81M
|
50.3K
$4.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-26.1K- 6.19% |
$1.6M - $1.84M
|
395K
$32.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-26.5K- 3.32% |
$1.63M - $1.87M
|
772K
$64.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-27.1K- 38.33% |
$1.66M - $1.91M
|
43.5K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-27.5K- 7.07% |
$1.69M - $1.94M
|
362K
$30.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-28.4K- 22.9% |
$1.74M - $2M
|
95.5K
$7.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.4K- 10.02% |
$1.74M - $2M
|
255K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-28.8K- 78.82% |
$1.76M - $2.03M
|
7.73K
$644K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-30.4K- 36.46% |
$1.86M - $2.14M
|
52.9K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-30.7K- 3.25% |
$1.88M - $2.16M
|
914K
$76.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30.7K- 61.97% |
$1.88M - $2.16M
|
18.8K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30.9K- 6.33% |
$1.89M - $2.18M
|
457K
$38.1M
|