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
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.3K+ 27.84% |
$1.18M - $1.36M
|
88.5K
$6.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.2K+ 14.65% |
$1.18M - $1.35M
|
150K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.1KNew |
$1.17M - $1.35M
|
19.1K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18.6K+ 16.67% |
$1.14M - $1.31M
|
130K
$9.44M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.5K+ 44.11% |
$1.14M - $1.31M
|
60.6K
$4.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
18.4K+ 8.62% |
$1.13M - $1.3M
|
232K
$16.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 8.84% |
$1.12M - $1.29M
|
225K
$16.3M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
18.2KNew |
$1.12M - $1.28M
|
18.2K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
18K+ 6.07% |
$1.1M - $1.27M
|
315K
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
17.9K+ 7.94% |
$1.1M - $1.26M
|
243K
$17.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.5K+ 3.45% |
$1.07M - $1.23M
|
525K
$38.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.5KNew |
$1.07M - $1.23M
|
17.5K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
17.5KNew |
$1.07M - $1.23M
|
17.5K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.4K+ 6.19% |
$1.07M - $1.23M
|
299K
$21.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
17.2KNew |
$1.06M - $1.21M
|
17.2K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
17.2KNew |
$1.05M - $1.21M
|
17.2K
$1.25M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
17.1KNew |
$1.05M - $1.21M
|
17.1K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16.9K+ 4.61% |
$1.04M - $1.19M
|
384K
$27.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
16.7KNew |
$1.03M - $1.18M
|
16.7K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
16.5K+ 8.77% |
$1.01M - $1.16M
|
205K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16.4KNew |
$1.01M - $1.16M
|
16.4K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.3K+ 172.02% |
$999K - $1.15M
|
25.8K
$1.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16K+ 10.95% |
$978K - $1.12M
|
162K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
15.4K+ 13.79% |
$943K - $1.08M
|
127K
$9.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15.3K+ 5.72% |
$936K - $1.08M
|
282K
$20.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15KNew |
$920K - $1.06M
|
15K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
15K+ 3.3% |
$919K - $1.06M
|
469K
$34M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
14.7K+ 5.35% |
$902K - $1.04M
|
290K
$21M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
14.5K+ 3.97% |
$887K - $1.02M
|
379K
$27.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.4K+ 5.48% |
$883K - $1.02M
|
278K
$20.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 0.64% |
$863K - $992K
|
2.21M
$161M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
13.9K+ 5.42% |
$852K - $979K
|
270K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
13.9K+ 27.99% |
$852K - $979K
|
63.5K
$4.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
13.9K+ 2.28% |
$851K - $979K
|
623K
$45.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13.7K+ 1.65% |
$839K - $965K
|
844K
$61.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.7KNew |
$837K - $962K
|
13.7K
$991K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$832K - $956K
|
13.6K
$985K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13.5K+ 9.94% |
$828K - $951K
|
149K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
13.5K+ 69.01% |
$827K - $950K
|
33K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
13.4K+ 38.22% |
$822K - $945K
|
48.5K
$3.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
13.1KNew |
$800K - $920K
|
13.1K
$947K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
13K+ 7.5% |
$799K - $919K
|
187K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
13KNew |
$798K - $917K
|
13K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.9K+ 2.94% |
$793K - $911K
|
452K
$32.8M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.9KNew |
$790K - $908K
|
12.9K
$935K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
12.9KNew |
$790K - $908K
|
12.9K
$935K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
12.9K+ 1.57% |
$789K - $908K
|
835K
$60.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12.7KNew |
$778K - $895K
|
12.7K
$921K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
12.5KNew |
$767K - $882K
|
12.5K
$908K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
12.5K+ 2.18% |
$765K - $879K
|
585K
$42.5M
|