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 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-166K- 71.51% |
$10.2M - $11.7M
|
66.2K
$4.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-168K- 49.91% |
$10.3M - $11.9M
|
169K
$12.3M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-170K- 19.51% |
$10.4M - $12M
|
703K
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-177K- 1.93% |
$10.9M - $12.5M
|
8.99M
$652M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-185K- 1.06% |
$11.4M - $13.1M
|
17.4M
$1.26B
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-189K- 4.02% |
$11.6M - $13.3M
|
4.52M
$328M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-196K- 19.73% |
$12M - $13.8M
|
797K
$57.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-210K- 3.76% |
$12.9M - $14.8M
|
5.39M
$391M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-214K- 73.4% |
$13.1M - $15.1M
|
77.5K
$5.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-217K- 63.03% |
$13.3M - $15.3M
|
128K
$9.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-220K- 9.02% |
$13.5M - $15.5M
|
2.22M
$161M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-221K- 23.22% |
$13.6M - $15.6M
|
733K
$53.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-227K- 5.09% |
$13.9M - $16M
|
4.23M
$307M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-239K- 3.55% |
$14.6M - $16.8M
|
6.49M
$471M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-246K- 2.0% |
$15.1M - $17.4M
|
12M
$874M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-257K- 5.42% |
$15.8M - $18.1M
|
4.49M
$326M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-273K- 86.77% |
$16.7M - $19.2M
|
41.6K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-314K- 0.89% |
$19.3M - $22.1M
|
34.9M
$2.53B
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-330K- 25.04% |
$20.2M - $23.2M
|
986K
$71.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-332K- 5.7% |
$20.4M - $23.4M
|
5.5M
$399M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-351K- 2.28% |
$21.5M - $24.7M
|
15.1M
$1.09B
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-437K- 10.47% |
$26.8M - $30.8M
|
3.74M
$271M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-471K- 5.75% |
$28.9M - $33.2M
|
7.71M
$560M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-489K- 52.55% |
$30M - $34.5M
|
442K
$32.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-498K- 26.15% |
$30.5M - $35.1M
|
1.41M
$102M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-539K- 12.33% |
$33M - $38M
|
3.83M
$278M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-542K- 21.18% |
$33.2M - $38.2M
|
2.02M
$146M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-578K- 49.46% |
$35.4M - $40.7M
|
591K
$42.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-653K- 0.74% |
$40M - $46M
|
87.7M
$6.36B
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-739K- 14.68% |
$45.3M - $52.1M
|
4.29M
$311M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-772K- 18.2% |
$47.3M - $54.4M
|
3.47M
$252M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-854K- 23.8% |
$52.4M - $60.2M
|
2.74M
$198M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-896K- 98.58% |
$55M - $63.2M
|
12.9K
$938K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-984K- 41.39% |
$60.3M - $69.3M
|
1.39M
$101M
|
|
|
Mar 14, 2024
Q4 2023
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-1.13MClosed |
$69.2M - $79.5M
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.33M- 18.88% |
$81.4M - $93.6M
|
5.71M
$414M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42M- 23.79% |
$87M - $100M
|
4.55M
$330M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.84M- 7.2% |
$113M - $130M
|
23.7M
$1.72B
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.18M- 89.37% |
$134M - $154M
|
259K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.47M- 6.2% |
$151M - $174M
|
37.3M
$2.71B
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.21M- 41.06% |
$197M - $226M
|
4.6M
$334M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11M- 11.16% |
$675M - $776M
|
87.7M
$6.36B
|