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 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
154New |
$10.8K - $12.1K
|
154
$11.1K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
153+ 2.66% |
$10.7K - $12K
|
5.9K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
150+ 3.99% |
$10.5K - $11.8K
|
3.91K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
145+ 0.6% |
$10.2K - $11.4K
|
24.5K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
135+ 1.27% |
$9.46K - $10.6K
|
10.8K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134New |
$9.39K - $10.6K
|
134
$9.69K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
134New |
$9.39K - $10.6K
|
134
$9.69K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
133+ 2.52% |
$9.32K - $10.5K
|
5.41K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
132+ 2.8% |
$9.25K - $10.4K
|
4.85K
$351K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
130+ 26.42% |
$9.11K - $10.2K
|
622
$45K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
130+ 4.65% |
$9.11K - $10.2K
|
2.93K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
128+ 0.34% |
$8.97K - $10.1K
|
38K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
127+ 2.28% |
$8.9K - $10K
|
5.69K
$412K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
125+ 2.18% |
$8.76K - $9.84K
|
5.87K
$424K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
124+ 1.5% |
$8.69K - $9.76K
|
8.41K
$608K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
118+ 0.13% |
$8.27K - $9.29K
|
93.6K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
117+ 3.99% |
$8.2K - $9.21K
|
3.05K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
113+ 0.08% |
$7.92K - $8.9K
|
145K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
113+ 0.21% |
$7.92K - $8.9K
|
53.7K
$3.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
110+ 0.99% |
$7.71K - $8.66K
|
11.3K
$815K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
110+ 0.27% |
$7.71K - $8.66K
|
41.3K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
109+ 0.97% |
$7.64K - $8.58K
|
11.4K
$822K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
104+ 0.08% |
$7.29K - $8.19K
|
138K
$9.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
103+ 3.42% |
$7.22K - $8.11K
|
3.12K
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
102+ 4.14% |
$7.15K - $8.03K
|
2.57K
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100+ 1.07% |
$7.01K - $7.87K
|
9.4K
$680K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
100+ 2.3% |
$7.01K - $7.87K
|
4.46K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
99+ 1.57% |
$6.94K - $7.8K
|
6.42K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
96+ 1.51% |
$6.73K - $7.56K
|
6.46K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
92+ 0.53% |
$6.45K - $7.24K
|
17.3K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
92New |
$6.45K - $7.24K
|
92
$6.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
90New |
$6.31K - $7.09K
|
90
$6.51K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
89New |
$6.24K - $7.01K
|
89
$6.44K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
87+ 1.7% |
$6.1K - $6.85K
|
5.2K
$376K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
83+ 2.49% |
$5.82K - $6.54K
|
3.42K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80New |
$5.61K - $6.3K
|
80
$5.78K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
78+ 0.04% |
$5.47K - $6.14K
|
180K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
76+ 1.12% |
$5.33K - $5.98K
|
6.88K
$497K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
73+ 1.71% |
$5.12K - $5.75K
|
4.34K
$314K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
72+ 2.72% |
$5.05K - $5.67K
|
2.72K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
71New |
$4.98K - $5.59K
|
71
$5.13K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
67+ 1.46% |
$4.7K - $5.28K
|
4.65K
$336K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
65+ 0.49% |
$4.56K - $5.12K
|
13.4K
$966K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
61+ 1.1% |
$4.28K - $4.8K
|
5.58K
$404K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
60New |
$4.21K - $4.72K
|
60
$4.34K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
59+ 1.99% |
$4.14K - $4.65K
|
3.03K
$219K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
59+ 0.15% |
$4.14K - $4.65K
|
39.3K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
57+ 1.1% |
$4K - $4.49K
|
5.25K
$380K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
56+ 1.9% |
$3.93K - $4.41K
|
3K
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 5.68% |
$3.85K - $4.33K
|
1.02K
$74K
|