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
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$756K - $869K
|
12.3K
$895K
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
12.3K+ 1.95% |
$753K - $865K
|
642K
$46.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12.2KNew |
$750K - $862K
|
12.2K
$887K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.2K+ 137.32% |
$746K - $857K
|
21K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 4.42% |
$745K - $856K
|
287K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.1K+ 165.37% |
$742K - $854K
|
19.4K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
12.1K+ 2.87% |
$741K - $852K
|
434K
$31.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
12.1KNew |
$741K - $852K
|
12.1K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$735K - $844K
|
12K
$869K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
11.9K+ 189.48% |
$728K - $837K
|
18.2K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
11.9KNew |
$727K - $836K
|
11.9K
$861K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.8K+ 4.13% |
$726K - $834K
|
299K
$21.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.8K+ 49.61% |
$722K - $830K
|
35.5K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
11.8KNew |
$722K - $830K
|
11.8K
$855K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
11.8K+ 9.7% |
$720K - $828K
|
133K
$9.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11.7K+ 1.96% |
$719K - $826K
|
611K
$44.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.7KNew |
$715K - $823K
|
11.7K
$847K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
11.6KNew |
$711K - $817K
|
11.6K
$841K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11.5K+ 9.38% |
$704K - $809K
|
134K
$9.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.5K+ 5.2% |
$703K - $808K
|
232K
$16.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.5KNew |
$703K - $808K
|
11.5K
$831K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 35.74% |
$699K - $803K
|
43.3K
$3.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 4.29% |
$681K - $782K
|
270K
$19.6M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.1K+ 5.6% |
$680K - $782K
|
209K
$15.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
10.9K+ 4.64% |
$667K - $767K
|
245K
$17.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10.9K+ 19.33% |
$666K - $766K
|
67.1K
$4.87M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10.9K+ 19.33% |
$666K - $766K
|
67.1K
$4.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
10.9K+ 45.36% |
$666K - $765K
|
34.8K
$2.52M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.8K+ 18.4% |
$661K - $760K
|
69.4K
$5.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10.7K+ 117.85% |
$658K - $756K
|
19.8K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10.7KNew |
$655K - $753K
|
10.7K
$775K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10.7K+ 486.79% |
$655K - $753K
|
12.9K
$934K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$654K - $751K
|
10.7K
$774K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10.6KNew |
$647K - $743K
|
10.6K
$765K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
10.5K+ 11.31% |
$641K - $737K
|
103K
$7.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4K+ 100.34% |
$641K - $736K
|
20.9K
$1.51M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
10.4KNew |
$637K - $733K
|
10.4K
$754K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.3KNew |
$632K - $726K
|
10.3K
$747K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
10.2K+ 3.33% |
$626K - $719K
|
317K
$23M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
10.2K+ 5.83% |
$625K - $718K
|
185K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 5.09% |
$622K - $715K
|
210K
$15.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
10.1K+ 9.73% |
$622K - $714K
|
114K
$8.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
10.1K+ 0.54% |
$618K - $711K
|
1.89M
$137M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.1KNew |
$618K - $711K
|
10.1K
$732K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.98K+ 4.58% |
$612K - $703K
|
228K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
9.98KNew |
$612K - $703K
|
9.98K
$724K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.92KNew |
$608K - $699K
|
9.92K
$719K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.68K+ 19.57% |
$593K - $682K
|
59.1K
$4.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.64K+ 6.77% |
$591K - $679K
|
152K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9.59K+ 0.66% |
$588K - $675K
|
1.45M
$106M
|