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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.96KNew |
$426K - $490K
|
6.96K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.95K+ 2.04% |
$426K - $490K
|
347K
$25.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.92KNew |
$424K - $488K
|
6.92K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.83K+ 32.18% |
$419K - $481K
|
28K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.8KNew |
$417K - $479K
|
6.8K
$493K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6.75K+ 58.62% |
$414K - $476K
|
18.3K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.75K+ 16.34% |
$414K - $476K
|
48.1K
$3.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6.73K+ 27.66% |
$413K - $474K
|
31.1K
$2.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
6.68K+ 2.24% |
$410K - $471K
|
305K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.67K+ 2.5% |
$409K - $470K
|
274K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.66K+ 242.97% |
$408K - $469K
|
9.39K
$681K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6.64KNew |
$407K - $468K
|
6.64K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
6.6KNew |
$405K - $465K
|
6.6K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
6.57KNew |
$403K - $463K
|
6.57K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.53K+ 3.1% |
$400K - $460K
|
217K
$15.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
6.45KNew |
$395K - $454K
|
6.45K
$468K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6.42KNew |
$394K - $453K
|
6.42K
$466K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.4KNew |
$392K - $451K
|
6.4K
$464K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.36K+ 139.5% |
$390K - $448K
|
10.9K
$792K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.31KNew |
$387K - $445K
|
6.31K
$458K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.31K+ 1.44% |
$387K - $444K
|
443K
$32.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
6.25K+ 7.04% |
$383K - $440K
|
95K
$6.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.22K+ 25.59% |
$382K - $439K
|
30.5K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.15K+ 0.8% |
$377K - $433K
|
777K
$56.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.15K+ 18.47% |
$377K - $433K
|
39.4K
$2.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
6.1K+ 0.35% |
$374K - $430K
|
1.75M
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6.06K+ 4.98% |
$371K - $427K
|
128K
$9.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.03K+ 9.82% |
$370K - $425K
|
67.4K
$4.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.01K+ 7.39% |
$368K - $424K
|
87.4K
$6.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.97K+ 17.39% |
$366K - $421K
|
40.3K
$2.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
5.92KNew |
$363K - $417K
|
5.92K
$430K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.91KNew |
$362K - $417K
|
5.91K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
5.9K+ 120.31% |
$362K - $416K
|
10.8K
$784K
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5.88KNew |
$361K - $415K
|
5.88K
$427K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.87K+ 10.66% |
$360K - $414K
|
60.9K
$4.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
5.82K+ 111.77% |
$357K - $410K
|
11K
$800K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
5.78K+ 2.86% |
$354K - $407K
|
208K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5.78KNew |
$354K - $407K
|
5.78K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.75K+ 2.34% |
$352K - $405K
|
251K
$18.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.66K+ 53.54% |
$347K - $399K
|
16.2K
$1.18M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
5.64KNew |
$345K - $397K
|
5.64K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
5.63K+ 2.23% |
$345K - $397K
|
258K
$18.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.61K+ 1.39% |
$344K - $395K
|
410K
$29.7M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.56K+ 12.06% |
$341K - $392K
|
51.6K
$3.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
5.44KNew |
$334K - $384K
|
5.44K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5.43K+ 1.41% |
$333K - $383K
|
390K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.42KNew |
$332K - $382K
|
5.42K
$393K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
5.39KNew |
$330K - $380K
|
5.39K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5.37K+ 14.99% |
$329K - $379K
|
41.2K
$2.99M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.35K+ 2.37% |
$328K - $377K
|
231K
$16.8M
|