Purchases and Sales Made in Q3 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.14K+ 3.93% |
$150K - $169K
|
56.7K
$4.11M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.13K+ 5.51% |
$149K - $168K
|
40.7K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.11K+ 0.53% |
$148K - $166K
|
400K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.1K+ 24.84% |
$147K - $165K
|
10.5K
$764K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.09K+ 3.05% |
$147K - $165K
|
70.7K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.09K+ 1.27% |
$146K - $164K
|
167K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.05K+ 8.75% |
$143K - $161K
|
25.4K
$1.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.02K+ 0.72% |
$142K - $159K
|
284K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.02K+ 1.96% |
$142K - $159K
|
105K
$7.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.01K+ 110.77% |
$141K - $158K
|
3.82K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2K+ 1.91% |
$140K - $157K
|
107K
$7.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2K+ 8.39% |
$140K - $157K
|
25.8K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.97K+ 8.63% |
$138K - $155K
|
24.8K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.95K+ 2.28% |
$137K - $154K
|
87.6K
$6.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
1.94K+ 3.19% |
$136K - $153K
|
62.9K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.85K+ 5.63% |
$130K - $146K
|
34.8K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.85K+ 18.16% |
$130K - $146K
|
12K
$873K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.85K+ 30.25% |
$130K - $146K
|
7.96K
$577K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
1.85K+ 25.11% |
$129K - $145K
|
9.2K
$667K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.83K+ 43.17% |
$128K - $144K
|
6.06K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.81K+ 0.45% |
$127K - $142K
|
402K
$29.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.78K+ 1.14% |
$124K - $140K
|
157K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.77K+ 5.97% |
$124K - $139K
|
31.4K
$2.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.77K+ 1.68% |
$124K - $139K
|
107K
$7.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.76K+ 10.97% |
$123K - $139K
|
17.8K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.76K+ 5.8% |
$123K - $139K
|
32.1K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.74K+ 132.47% |
$122K - $137K
|
3.06K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.73K+ 27.69% |
$121K - $136K
|
7.99K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.72K+ 3.37% |
$120K - $135K
|
52.6K
$3.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 2.43% |
$119K - $134K
|
71.8K
$5.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 4.5% |
$119K - $133K
|
39.3K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.69K+ 17.26% |
$119K - $133K
|
11.5K
$834K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.67K+ 6.46% |
$117K - $131K
|
27.5K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.66K+ 0.72% |
$116K - $131K
|
231K
$16.8M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.66K+ 3.28% |
$116K - $131K
|
52.2K
$3.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.66K+ 2.39% |
$116K - $130K
|
70.8K
$5.14M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.63K+ 5.28% |
$114K - $129K
|
32.5K
$2.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 6.94% |
$113K - $127K
|
24.9K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.62K+ 15.37% |
$113K - $127K
|
12.1K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.61K+ 0.3% |
$113K - $127K
|
534K
$38.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.61K+ 0.77% |
$113K - $127K
|
212K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.6K+ 1.61% |
$112K - $126K
|
101K
$7.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.59K+ 1.07% |
$112K - $126K
|
150K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.59K+ 22.04% |
$111K - $125K
|
8.8K
$638K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.57K+ 7.41% |
$110K - $124K
|
22.8K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
1.56K+ 18.97% |
$110K - $123K
|
9.8K
$711K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.56K+ 1.6% |
$109K - $123K
|
99.2K
$7.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.52K+ 1.43% |
$106K - $119K
|
107K
$7.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.51K+ 8.68% |
$106K - $119K
|
18.9K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.51K+ 12.08% |
$106K - $119K
|
14K
$1.02M
|