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 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.61K+ 0.3% |
$113K - $127K
|
534K
$40.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.61K+ 0.77% |
$113K - $127K
|
212K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.6K+ 1.61% |
$112K - $126K
|
101K
$7.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.59K+ 1.07% |
$112K - $126K
|
150K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.59K+ 22.04% |
$111K - $125K
|
8.8K
$669K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.58K+ 28.33% |
$111K - $124K
|
7.16K
$544K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.57K+ 7.41% |
$110K - $124K
|
22.8K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
1.56K+ 18.97% |
$110K - $123K
|
9.8K
$745K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.56K+ 1.6% |
$109K - $123K
|
99.2K
$7.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.52K+ 1.43% |
$106K - $119K
|
107K
$8.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.51K+ 8.68% |
$106K - $119K
|
18.9K
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.51K+ 12.08% |
$106K - $119K
|
14K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.5K+ 3.53% |
$105K - $118K
|
43.9K
$3.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.49K+ 2.03% |
$105K - $118K
|
75.1K
$5.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.49K+ 0.67% |
$105K - $117K
|
225K
$17.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.49K+ 3.0% |
$104K - $117K
|
51.1K
$3.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.48K+ 17.02% |
$103K - $116K
|
10.2K
$771K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.45K+ 1.67% |
$102K - $114K
|
88.2K
$6.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.44K+ 2.54% |
$101K - $114K
|
58.2K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.44KNew |
$101K - $113K
|
1.44K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.43K+ 10.83% |
$100K - $113K
|
14.7K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 1.68% |
$99.9K - $112K
|
86.2K
$6.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.4K+ 12.44% |
$98.1K - $110K
|
12.7K
$961K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.4K+ 9.35% |
$97.9K - $110K
|
16.3K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.39K+ 30.75% |
$97.3K - $109K
|
5.9K
$449K
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
1.36K+ 0.49% |
$95.6K - $107K
|
280K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.36K+ 13.12% |
$95.2K - $107K
|
11.7K
$890K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.34K+ 0.85% |
$93.7K - $105K
|
159K
$12.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.34K+ 11.88% |
$93.6K - $105K
|
12.6K
$956K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.32K+ 0.85% |
$92.8K - $104K
|
158K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.32KNew |
$92.2K - $104K
|
1.32K
$99.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.3K+ 1.1% |
$90.8K - $102K
|
119K
$9.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.29K+ 3.61% |
$90.6K - $102K
|
37.1K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.29K+ 0.78% |
$90.4K - $102K
|
167K
$12.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.29K+ 1.4% |
$90.3K - $101K
|
93.3K
$7.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.28K+ 776.97% |
$89.9K - $101K
|
1.45K
$110K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 2.26% |
$89K - $100K
|
57.6K
$4.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 1.35% |
$88.5K - $99.4K
|
94.8K
$7.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.26K+ 3.23% |
$88K - $98.9K
|
40.2K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.25K+ 41.99% |
$87.8K - $98.7K
|
4.24K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.25K+ 11.33% |
$87.5K - $98.3K
|
12.3K
$933K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 20.9% |
$87.5K - $98.3K
|
7.22K
$549K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21K+ 11.31% |
$85.1K - $95.6K
|
11.9K
$908K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
1.2K+ 8.58% |
$84.3K - $94.7K
|
15.2K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.18K+ 9.34% |
$82.4K - $92.5K
|
13.8K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.16K+ 21.17% |
$81.3K - $91.3K
|
6.64K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.15K+ 4.41% |
$80.9K - $90.9K
|
27.3K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.14K+ 4.76% |
$79.9K - $89.8K
|
25.1K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.14K+ 3.19% |
$79.9K - $89.8K
|
36.9K
$2.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.14K+ 5.9% |
$79.8K - $89.7K
|
20.4K
$1.55M
|