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 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.51K+ 8.82% |
$583K - $670K
|
117K
$8.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.42K+ 274.32% |
$578K - $664K
|
12.9K
$933K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9.42K+ 24.99% |
$578K - $664K
|
47.1K
$3.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
9.42K+ 5.42% |
$577K - $664K
|
183K
$13.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
9.38K+ 11.2% |
$575K - $661K
|
93.1K
$6.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.33KNew |
$572K - $658K
|
9.33K
$677K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.1K+ 0.83% |
$558K - $641K
|
1.11M
$80.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
9.07KNew |
$556K - $639K
|
9.07K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8.96KNew |
$549K - $631K
|
8.96K
$650K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8.88K+ 59.0% |
$544K - $626K
|
23.9K
$1.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
8.87K+ 3.41% |
$544K - $625K
|
269K
$19.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
8.84K+ 229.79% |
$542K - $623K
|
12.7K
$920K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
8.75K+ 242.64% |
$536K - $617K
|
12.4K
$897K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8.74K+ 8.82% |
$536K - $616K
|
108K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.47K+ 0.73% |
$519K - $597K
|
1.17M
$84.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.4KNew |
$515K - $592K
|
8.4K
$609K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.31K+ 42.02% |
$509K - $586K
|
28.1K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8.3K+ 36.22% |
$509K - $585K
|
31.2K
$2.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.29K+ 17.54% |
$508K - $584K
|
55.5K
$4.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
8.28K+ 2.16% |
$508K - $584K
|
393K
$28.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.25K+ 13.24% |
$506K - $581K
|
70.5K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8.07K+ 6.11% |
$495K - $569K
|
140K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
8.04K+ 8.4% |
$493K - $566K
|
104K
$7.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
7.93K+ 1.13% |
$486K - $558K
|
710K
$51.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.87KNew |
$482K - $554K
|
7.87K
$571K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.86K+ 2.07% |
$482K - $554K
|
388K
$28.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.85KNew |
$481K - $553K
|
7.85K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
7.8K+ 6.15% |
$478K - $550K
|
135K
$9.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.74K+ 19.98% |
$474K - $545K
|
46.5K
$3.37M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
7.71KNew |
$473K - $544K
|
7.71K
$560K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.57K+ 8.33% |
$464K - $534K
|
98.5K
$7.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.54K+ 141.18% |
$462K - $531K
|
12.9K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.52K+ 195.81% |
$461K - $530K
|
11.4K
$824K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7.48K+ 0.59% |
$458K - $527K
|
1.28M
$92.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
7.39KNew |
$453K - $521K
|
7.39K
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
7.35K+ 9.81% |
$451K - $518K
|
82.3K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.3K+ 6.76% |
$448K - $515K
|
115K
$8.36M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.28K+ 0.62% |
$446K - $513K
|
1.19M
$86.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
7.26K+ 192.78% |
$445K - $512K
|
11K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
7.24K+ 4.89% |
$444K - $510K
|
155K
$11.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.21K+ 13.67% |
$442K - $508K
|
60K
$4.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
7.21K+ 2.74% |
$442K - $508K
|
271K
$19.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
7.17K+ 4.67% |
$440K - $505K
|
161K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.09KNew |
$434K - $499K
|
7.09K
$514K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
7.08K+ 9.52% |
$434K - $499K
|
81.4K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
7.06K+ 2.08% |
$433K - $498K
|
346K
$25.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.03K+ 5.49% |
$431K - $496K
|
135K
$9.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7.03K+ 8.88% |
$431K - $495K
|
86.1K
$6.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.01K+ 22.28% |
$429K - $494K
|
38.5K
$2.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.96K+ 10.05% |
$427K - $490K
|
76.2K
$5.53M
|