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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31.1K+ 2.9% |
$1.91M - $2.19M
|
1.1M
$80.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31K+ 13.46% |
$1.9M - $2.18M
|
261K
$18.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30.4K+ 44.22% |
$1.86M - $2.14M
|
99.1K
$7.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
30.2K+ 17.52% |
$1.85M - $2.13M
|
202K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
29.5KNew |
$1.81M - $2.08M
|
29.5K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28.7KNew |
$1.76M - $2.02M
|
28.7K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
28.3K+ 118.16% |
$1.73M - $1.99M
|
52.3K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
28.2K+ 65.95% |
$1.73M - $1.99M
|
71.1K
$5.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
28.2K+ 8.05% |
$1.73M - $1.99M
|
378K
$27.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
28KNew |
$1.71M - $1.97M
|
28K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
27.5KNew |
$1.69M - $1.94M
|
27.5K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
27.5K+ 162.39% |
$1.69M - $1.94M
|
44.4K
$3.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
27.5K+ 23.2% |
$1.68M - $1.94M
|
146K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
27.4K+ 4.8% |
$1.68M - $1.93M
|
598K
$43.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
27K+ 128.43% |
$1.65M - $1.9M
|
48K
$3.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.9K+ 5.62% |
$1.65M - $1.9M
|
506K
$36.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
26.9K+ 23.63% |
$1.65M - $1.9M
|
141K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
26.9K+ 14.74% |
$1.65M - $1.89M
|
209K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
26.9K+ 32.65% |
$1.65M - $1.89M
|
109K
$7.92M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26.7K+ 26.88% |
$1.63M - $1.88M
|
126K
$9.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26.1K+ 1.75% |
$1.6M - $1.84M
|
1.51M
$110M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
25.8K+ 34.53% |
$1.58M - $1.82M
|
101K
$7.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25.6K+ 155.45% |
$1.57M - $1.81M
|
42.1K
$3.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
25.2K+ 89.19% |
$1.54M - $1.78M
|
53.4K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
24.4KNew |
$1.5M - $1.72M
|
24.4K
$1.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.4K+ 87.86% |
$1.5M - $1.72M
|
52.2K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.4K+ 5.41% |
$1.49M - $1.72M
|
475K
$34.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
23.9K+ 0.65% |
$1.46M - $1.68M
|
3.67M
$266M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
23.7K+ 3.58% |
$1.45M - $1.67M
|
684K
$49.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23.5K+ 155.27% |
$1.44M - $1.66M
|
38.6K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
23.5K+ 78.77% |
$1.44M - $1.65M
|
53.3K
$3.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
23K+ 2.02% |
$1.41M - $1.62M
|
1.16M
$84.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
22.9K+ 68.47% |
$1.4M - $1.61M
|
56.3K
$4.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
22.7K+ 6.89% |
$1.39M - $1.6M
|
353K
$25.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
22.6K+ 3.58% |
$1.38M - $1.59M
|
653K
$47.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
22.4K+ 8.45% |
$1.38M - $1.58M
|
288K
$20.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
22.3K+ 0.59% |
$1.37M - $1.57M
|
3.83M
$278M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
22.3K+ 3.99% |
$1.36M - $1.57M
|
580K
$42.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.2K+ 3.33% |
$1.36M - $1.56M
|
688K
$49.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
22KNew |
$1.35M - $1.55M
|
22K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
21.9K+ 223.08% |
$1.34M - $1.55M
|
31.8K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
21.7K+ 4.05% |
$1.33M - $1.53M
|
558K
$40.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
21.6KNew |
$1.32M - $1.52M
|
21.6K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
21.4K+ 28.41% |
$1.31M - $1.51M
|
96.9K
$7.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
21.1K+ 2.23% |
$1.3M - $1.49M
|
968K
$70.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
20.3K+ 7.08% |
$1.24M - $1.43M
|
307K
$22.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
20.3K+ 83.4% |
$1.24M - $1.43M
|
44.5K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20.2K+ 4.25% |
$1.24M - $1.43M
|
496K
$36M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.2K+ 8.27% |
$1.24M - $1.42M
|
265K
$19.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
20KNew |
$1.22M - $1.41M
|
20K
$1.45M
|