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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
982+ 1.71% |
$68.8K - $77.3K
|
58.3K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
963+ 20.84% |
$67.5K - $75.8K
|
5.59K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
957+ 0.62% |
$67.1K - $75.4K
|
156K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
951+ 7.36% |
$66.7K - $74.9K
|
13.9K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
951+ 1.87% |
$66.7K - $74.9K
|
51.7K
$3.75M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
945+ 8.55% |
$66.2K - $74.4K
|
12K
$870K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
943+ 6.96% |
$66.1K - $74.3K
|
14.5K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
941+ 5.58% |
$66K - $74.1K
|
17.8K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
937+ 4.45% |
$65.7K - $73.8K
|
22K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
935+ 1.41% |
$65.5K - $73.6K
|
67.3K
$4.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
915+ 18.62% |
$64.1K - $72K
|
5.83K
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
907+ 2.64% |
$63.6K - $71.4K
|
35.3K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
904+ 6.0% |
$63.4K - $71.2K
|
16K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
869+ 8.1% |
$60.9K - $68.4K
|
11.6K
$842K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
854+ 11.58% |
$59.9K - $67.2K
|
8.23K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
850+ 37.86% |
$59.6K - $66.9K
|
3.1K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
848+ 5.69% |
$59.4K - $66.8K
|
15.8K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
838+ 0.54% |
$58.7K - $66K
|
155K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
832+ 0.14% |
$58.3K - $65.5K
|
597K
$43.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
828+ 7.81% |
$58K - $65.2K
|
11.4K
$829K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
813+ 1.54% |
$57K - $64K
|
53.6K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
795+ 13.27% |
$55.7K - $62.6K
|
6.79K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
790New |
$55.4K - $62.2K
|
790
$57.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
768+ 0.98% |
$53.8K - $60.5K
|
78.9K
$5.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
764+ 18.31% |
$53.5K - $60.2K
|
4.94K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
756+ 2.76% |
$53K - $59.5K
|
28.1K
$2.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
755New |
$52.9K - $59.4K
|
755
$54.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
752+ 2.14% |
$52.7K - $59.2K
|
35.8K
$2.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
745+ 0.41% |
$52.2K - $58.7K
|
181K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
743+ 21.55% |
$52.1K - $58.5K
|
4.19K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
730+ 2.71% |
$51.2K - $57.5K
|
27.7K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
718+ 0.48% |
$50.3K - $56.5K
|
151K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
711+ 14.52% |
$49.8K - $56K
|
5.61K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
709+ 21.66% |
$49.7K - $55.8K
|
3.98K
$289K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
687+ 1.08% |
$48.2K - $54.1K
|
64.2K
$4.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
676+ 2.53% |
$47.4K - $53.2K
|
27.3K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
668+ 4.18% |
$46.8K - $52.6K
|
16.6K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
652+ 2.86% |
$45.7K - $51.3K
|
23.5K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
650+ 21.48% |
$45.6K - $51.2K
|
3.68K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
641+ 1.27% |
$44.9K - $50.5K
|
51.3K
$3.72M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
641+ 11.47% |
$44.9K - $50.5K
|
6.23K
$452K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
640+ 6.66% |
$44.9K - $50.4K
|
10.3K
$744K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
635+ 13.0% |
$44.5K - $50K
|
5.52K
$400K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
629+ 17.9% |
$44.1K - $49.5K
|
4.14K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
628+ 2.12% |
$44K - $49.4K
|
30.2K
$2.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
622+ 1.51% |
$43.6K - $49K
|
41.9K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
616+ 1.28% |
$43.2K - $48.5K
|
48.9K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
615+ 6.92% |
$43.1K - $48.4K
|
9.5K
$689K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
600+ 12.24% |
$42.1K - $47.2K
|
5.5K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
578+ 4.18% |
$40.5K - $45.5K
|
14.4K
$1.04M
|