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 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-43- 8.16% |
$3.01K - $3.39K
|
484
$35.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-46- 0.91% |
$3.22K - $3.62K
|
5.02K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-46- 0.9% |
$3.22K - $3.62K
|
5.04K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-46- 9.09% |
$3.22K - $3.62K
|
460
$33.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-47- 1.15% |
$3.29K - $3.7K
|
4.02K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-48- 1.25% |
$3.36K - $3.78K
|
3.81K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-48- 0.52% |
$3.36K - $3.78K
|
9.26K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-49- 1.12% |
$3.43K - $3.86K
|
4.34K
$315K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.06% |
$3.5K - $3.94K
|
4.66K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-50- 1.58% |
$3.5K - $3.94K
|
3.12K
$226K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-51- 0.67% |
$3.57K - $4.02K
|
7.6K
$552K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-51- 0.92% |
$3.57K - $4.02K
|
5.5K
$399K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-54- 0.03% |
$3.78K - $4.25K
|
156K
$11.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-54- 4.95% |
$3.78K - $4.25K
|
1.04K
$75.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-56- 0.05% |
$3.93K - $4.41K
|
118K
$8.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-56- 1.41% |
$3.93K - $4.41K
|
3.92K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-57- 0.02% |
$4K - $4.49K
|
271K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-58- 1.08% |
$4.07K - $4.57K
|
5.31K
$385K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-59- 0.54% |
$4.14K - $4.65K
|
10.9K
$792K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-60- 0.09% |
$4.21K - $4.72K
|
68.1K
$4.94M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-60- 1.11% |
$4.21K - $4.72K
|
5.36K
$389K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-61- 0.36% |
$4.28K - $4.8K
|
17.1K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-63- 0.54% |
$4.42K - $4.96K
|
11.7K
$849K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-65- 2.1% |
$4.56K - $5.12K
|
3.04K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-65- 0.51% |
$4.56K - $5.12K
|
12.6K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-66- 1.25% |
$4.63K - $5.2K
|
5.24K
$380K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-67- 1.17% |
$4.7K - $5.28K
|
5.65K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-68- 0.05% |
$4.77K - $5.35K
|
126K
$9.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-71- 6.57% |
$4.98K - $5.59K
|
1.01K
$73.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-75- 0.35% |
$5.26K - $5.91K
|
21.6K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-75- 31.12% |
$5.26K - $5.91K
|
166
$12K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-82- 91.11% |
$5.75K - $6.46K
|
8
$580
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-85- 0.85% |
$5.96K - $6.69K
|
9.88K
$717K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-85- 0.32% |
$5.96K - $6.69K
|
26.8K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-92- 3.41% |
$6.45K - $7.24K
|
2.61K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-93- 5.05% |
$6.52K - $7.32K
|
1.75K
$127K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-96- 0.27% |
$6.73K - $7.56K
|
36K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-97- 1.31% |
$6.8K - $7.64K
|
7.29K
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-97- 2.32% |
$6.8K - $7.64K
|
4.09K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-100- 2.86% |
$7.01K - $7.87K
|
3.4K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.22% |
$7.01K - $7.87K
|
4.41K
$320K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-104- 1.83% |
$7.29K - $8.19K
|
5.57K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-107- 47.77% |
$7.5K - $8.43K
|
117
$8.49K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-107- 1.52% |
$7.5K - $8.43K
|
6.91K
$501K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-113- 2.6% |
$7.92K - $8.9K
|
4.24K
$307K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-115- 2.14% |
$8.06K - $9.06K
|
5.25K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-117- 1.53% |
$8.2K - $9.21K
|
7.51K
$545K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-117- 1.12% |
$8.2K - $9.21K
|
10.4K
$751K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-118- 1.49% |
$8.27K - $9.29K
|
7.79K
$565K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-120- 0.55% |
$8.41K - $9.45K
|
21.7K
$1.57M
|