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 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2- 0.05% |
$140 - $157
|
3.65K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3- 0.04% |
$210 - $236
|
7.27K
$528K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-5- 0.05% |
$350 - $394
|
9.87K
$716K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6- 0.02% |
$421 - $472
|
29.8K
$2.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7- 0.09% |
$491 - $551
|
7.84K
$568K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 0.33% |
$491 - $551
|
2.12K
$154K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-7- 0.21% |
$491 - $551
|
3.32K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-7- 0.46% |
$491 - $551
|
1.5K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-7- 0.1% |
$491 - $551
|
7.34K
$533K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8- 0.21% |
$561 - $630
|
3.75K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-10- 0.5% |
$701 - $787
|
1.97K
$143K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 0.32% |
$701 - $787
|
3.14K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-12- 0.05% |
$841 - $945
|
25.1K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-12- 0.81% |
$841 - $945
|
1.48K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-12- 0.01% |
$841 - $945
|
111K
$8.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-13- 0.42% |
$911 - $1.02K
|
3.06K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-14- 0.27% |
$981 - $1.1K
|
5.1K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-14- 0.11% |
$981 - $1.1K
|
12.3K
$893K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-17- 0.93% |
$1.19K - $1.34K
|
1.8K
$131K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-17- 0.53% |
$1.19K - $1.34K
|
3.21K
$233K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 2.4% |
$1.26K - $1.42K
|
731
$53K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-21- 0.64% |
$1.47K - $1.65K
|
3.27K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-21- 0.28% |
$1.47K - $1.65K
|
7.44K
$540K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-22- 0.72% |
$1.54K - $1.73K
|
3.02K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-22- 0.1% |
$1.54K - $1.73K
|
21.5K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-23- 0.48% |
$1.61K - $1.81K
|
4.72K
$343K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 1.44% |
$1.75K - $1.97K
|
1.71K
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-25- 0.79% |
$1.75K - $1.97K
|
3.16K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-26- 0.14% |
$1.82K - $2.05K
|
18.7K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-26- 0.78% |
$1.82K - $2.05K
|
3.32K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-26- 0.22% |
$1.82K - $2.05K
|
11.7K
$852K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-26- 0.24% |
$1.82K - $2.05K
|
10.7K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-26- 0.25% |
$1.82K - $2.05K
|
10.3K
$744K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-27- 0.05% |
$1.89K - $2.13K
|
53.6K
$3.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-27- 0.91% |
$1.89K - $2.13K
|
2.95K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-27- 0.03% |
$1.89K - $2.13K
|
103K
$7.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-28- 0.13% |
$1.96K - $2.2K
|
22.2K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-28- 0.5% |
$1.96K - $2.2K
|
5.62K
$407K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-30- 0.37% |
$2.1K - $2.36K
|
8.17K
$593K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-33- 0.49% |
$2.31K - $2.6K
|
6.64K
$481K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 0.27% |
$2.31K - $2.6K
|
12.2K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-33- 0.74% |
$2.31K - $2.6K
|
4.42K
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.1% |
$2.38K - $2.68K
|
33.1K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-35- 1.23% |
$2.45K - $2.76K
|
2.82K
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-35- 0.49% |
$2.45K - $2.76K
|
7.05K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-36- 0.26% |
$2.52K - $2.83K
|
13.7K
$995K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-37- 0.5% |
$2.59K - $2.91K
|
7.32K
$531K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-38- 5.46% |
$2.66K - $2.99K
|
658
$47.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-43- 0.07% |
$3.01K - $3.39K
|
64.3K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-43- 1.44% |
$3.01K - $3.39K
|
2.93K
$213K
|