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 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
52.9KNew |
$3.24M - $3.73M
|
52.9K
$3.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
52.3KNew |
$3.21M - $3.69M
|
52.3K
$3.79M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
51.9KNew |
$3.18M - $3.66M
|
51.9K
$3.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.5K+ 14.37% |
$3.04M - $3.49M
|
394K
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
49.2KNew |
$3.02M - $3.47M
|
49.2K
$3.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
48.2K+ 614.67% |
$2.96M - $3.4M
|
56.1K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
48.2K+ 9.09% |
$2.95M - $3.39M
|
578K
$41.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
47.9K+ 74.89% |
$2.93M - $3.37M
|
112K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
47K+ 92.25% |
$2.88M - $3.32M
|
98K
$7.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
46.5K+ 1.54% |
$2.85M - $3.27M
|
3.07M
$222M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
46.2KNew |
$2.83M - $3.26M
|
46.2K
$3.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46.1K+ 20.53% |
$2.83M - $3.25M
|
271K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
45.4K+ 34.87% |
$2.79M - $3.2M
|
176K
$12.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
45.4K+ 20.46% |
$2.78M - $3.2M
|
267K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
44.1KNew |
$2.71M - $3.11M
|
44.1K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44K+ 4.64% |
$2.7M - $3.1M
|
993K
$72M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
43.7KNew |
$2.68M - $3.08M
|
43.7K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
42.1K+ 15.28% |
$2.58M - $2.97M
|
318K
$23.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
41.8K+ 7.86% |
$2.56M - $2.94M
|
574K
$41.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
40.8K+ 29.37% |
$2.5M - $2.88M
|
180K
$13M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40.3KNew |
$2.47M - $2.84M
|
40.3K
$2.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
40.1K+ 1.54% |
$2.46M - $2.83M
|
2.65M
$192M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
39.8K+ 8.64% |
$2.44M - $2.81M
|
501K
$36.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
39.5K+ 31.03% |
$2.42M - $2.78M
|
167K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
39.2KNew |
$2.4M - $2.76M
|
39.2K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
39.1K+ 77.71% |
$2.39M - $2.75M
|
89.3K
$6.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
38K+ 9.91% |
$2.33M - $2.67M
|
421K
$30.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
37.9K+ 4.03% |
$2.32M - $2.67M
|
978K
$71M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
37.8K+ 7.85% |
$2.32M - $2.66M
|
519K
$37.6M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
37.3K+ 7.2% |
$2.29M - $2.63M
|
556K
$40.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
37.1K+ 5.5% |
$2.27M - $2.62M
|
712K
$51.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.9K+ 39.41% |
$2.26M - $2.6M
|
131K
$9.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.2K+ 6.61% |
$2.22M - $2.55M
|
584K
$42.4M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
35.6KNew |
$2.18M - $2.51M
|
35.6K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
35.4KNew |
$2.17M - $2.5M
|
35.4K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
34.8K+ 5.45% |
$2.14M - $2.45M
|
674K
$48.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34.6K+ 27.24% |
$2.12M - $2.44M
|
162K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
34.6K+ 19.46% |
$2.12M - $2.43M
|
212K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
34.2K+ 139.53% |
$2.1M - $2.41M
|
58.7K
$4.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34.2K+ 20.21% |
$2.09M - $2.41M
|
203K
$14.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
34.1K+ 93.55% |
$2.09M - $2.4M
|
70.6K
$5.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
34.1K+ 10.36% |
$2.09M - $2.4M
|
363K
$26.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
32.1KNew |
$1.97M - $2.26M
|
32.1K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
32K+ 6.0% |
$1.96M - $2.25M
|
565K
$41M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
31.7K+ 601.93% |
$1.95M - $2.24M
|
37K
$2.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
31.5K+ 43.53% |
$1.93M - $2.22M
|
104K
$7.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.5K+ 135.11% |
$1.93M - $2.22M
|
54.8K
$3.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
31.2KNew |
$1.91M - $2.2M
|
31.2K
$2.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
31.1KNew |
$1.91M - $2.19M
|
31.1K
$2.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
31.1K+ 2.9% |
$1.91M - $2.19M
|
1.1M
$80.1M
|