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 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
327+ 2.29% |
$22.9K - $25.7K
|
14.6K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
321+ 3.55% |
$22.5K - $25.3K
|
9.37K
$677K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
315+ 2.72% |
$22.1K - $24.8K
|
11.9K
$861K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
314+ 0.28% |
$22K - $24.7K
|
112K
$8.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
312+ 4.35% |
$21.9K - $24.6K
|
7.49K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
312New |
$21.9K - $24.6K
|
312
$22.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
304+ 1.6% |
$21.3K - $23.9K
|
19.3K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
303+ 0.35% |
$21.2K - $23.9K
|
87.3K
$6.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
302New |
$21.2K - $23.8K
|
302
$21.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
297+ 3.88% |
$20.8K - $23.4K
|
7.96K
$575K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
295+ 2.65% |
$20.7K - $23.2K
|
11.4K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
294+ 4.43% |
$20.6K - $23.1K
|
6.93K
$501K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
292New |
$20.5K - $23K
|
292
$21.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
290+ 1.68% |
$20.3K - $22.8K
|
17.6K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
290+ 8.99% |
$20.3K - $22.8K
|
3.52K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
282+ 17.95% |
$19.8K - $22.2K
|
1.85K
$134K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
282+ 1.13% |
$19.8K - $22.2K
|
25.3K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
280+ 6.55% |
$19.6K - $22K
|
4.56K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
275+ 2.32% |
$19.3K - $21.7K
|
12.1K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
274+ 3.22% |
$19.2K - $21.6K
|
8.78K
$635K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
273+ 0.69% |
$19.1K - $21.5K
|
39.6K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
265+ 1.25% |
$18.6K - $20.9K
|
21.5K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Pembroke Management, LTD
|
BUY
|
- |
260+ 0.54% |
$18.2K - $20.5K
|
48.7K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
259+ 0.31% |
$18.2K - $20.4K
|
82.8K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
259+ 0.23% |
$18.2K - $20.4K
|
114K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
258+ 477.78% |
$18.1K - $20.3K
|
312
$22.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
256+ 0.47% |
$17.9K - $20.2K
|
54.4K
$3.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
240New |
$16.8K - $18.9K
|
240
$17.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
232+ 4.69% |
$16.3K - $18.3K
|
5.18K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
230+ 4.86% |
$16.1K - $18.1K
|
4.96K
$359K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
220+ 3.74% |
$15.4K - $17.3K
|
6.11K
$442K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
215+ 0.38% |
$15.1K - $16.9K
|
56.5K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
215New |
$15.1K - $16.9K
|
215
$15.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
206+ 5.35% |
$14.4K - $16.2K
|
4.06K
$293K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
203+ 0.7% |
$14.2K - $16K
|
29.2K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
203+ 2.38% |
$14.2K - $16K
|
8.73K
$631K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
198+ 1.07% |
$13.9K - $15.6K
|
18.7K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
193+ 0.2% |
$13.5K - $15.2K
|
95.7K
$6.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
188+ 1.81% |
$13.2K - $14.8K
|
10.6K
$764K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
188+ 3.48% |
$13.2K - $14.8K
|
5.59K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
185+ 0.87% |
$13K - $14.6K
|
21.5K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
182+ 4.48% |
$12.8K - $14.3K
|
4.24K
$307K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
180+ 1.77% |
$12.6K - $14.2K
|
10.4K
$749K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
178+ 2.97% |
$12.5K - $14K
|
6.17K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
178+ 0.09% |
$12.5K - $14K
|
204K
$14.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
175New |
$12.3K - $13.8K
|
175
$12.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
166+ 1.98% |
$11.6K - $13.1K
|
8.54K
$618K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
164+ 5.59% |
$11.5K - $12.9K
|
3.1K
$224K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
162New |
$11.4K - $12.8K
|
162
$11.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
156+ 2.33% |
$10.9K - $12.3K
|
6.86K
$496K
|