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
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-283- 3.46% |
$19.8K - $22.3K
|
7.9K
$572K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-285- 0.62% |
$20K - $22.4K
|
45.4K
$3.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-288- 5.21% |
$20.2K - $22.7K
|
5.24K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-290- 8.54% |
$20.3K - $22.8K
|
3.11K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-292- 9.79% |
$20.5K - $23K
|
2.69K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-295- 0.57% |
$20.7K - $23.2K
|
51K
$3.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-300- 4.04% |
$21K - $23.6K
|
7.12K
$515K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-305- 5.11% |
$21.4K - $24K
|
5.66K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-307- 0.28% |
$21.5K - $24.2K
|
108K
$7.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-309- 2.55% |
$21.7K - $24.3K
|
11.8K
$854K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-311- 2.73% |
$21.8K - $24.5K
|
11.1K
$802K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-329- 0.76% |
$23.1K - $25.9K
|
43K
$3.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-330- 1.77% |
$23.1K - $26K
|
18.3K
$1.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-332- 2.23% |
$23.3K - $26.1K
|
14.6K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-336- 6.66% |
$23.6K - $26.5K
|
4.71K
$340K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-336- 1.42% |
$23.6K - $26.5K
|
23.3K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-342- 11.04% |
$24K - $26.9K
|
2.76K
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-350- 3.4% |
$24.5K - $27.6K
|
9.93K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-350- 2.18% |
$24.5K - $27.6K
|
15.7K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-353- 6.85% |
$24.7K - $27.8K
|
4.8K
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-354- 2.0% |
$24.8K - $27.9K
|
17.4K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-354- 0.92% |
$24.8K - $27.9K
|
38.1K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-355- 38.38% |
$24.9K - $28K
|
570
$41.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-358- 2.64% |
$25.1K - $28.2K
|
13.2K
$954K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-359- 1.15% |
$25.2K - $28.3K
|
30.8K
$2.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-360- 0.71% |
$25.2K - $28.3K
|
50.7K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-364- 0.52% |
$25.5K - $28.7K
|
69.3K
$5.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-389- 6.23% |
$27.3K - $30.6K
|
5.85K
$423K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-391- 1.35% |
$27.4K - $30.8K
|
28.5K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-394- 7.69% |
$27.6K - $31K
|
4.73K
$342K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-394- 7.69% |
$27.6K - $31K
|
4.73K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-397- 0.33% |
$27.8K - $31.3K
|
121K
$8.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-400- 10.35% |
$28K - $31.5K
|
3.47K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-400- 7.11% |
$28K - $31.5K
|
5.22K
$378K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-406- 1.82% |
$28.5K - $32K
|
21.9K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-411- 4.97% |
$28.8K - $32.4K
|
7.86K
$568K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-420- 0.26% |
$29.4K - $33.1K
|
158K
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-423- 14.24% |
$29.6K - $33.3K
|
2.55K
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-424- 2.19% |
$29.7K - $33.4K
|
19K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-424- 5.85% |
$29.7K - $33.4K
|
6.82K
$493K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-428- 4.65% |
$30K - $33.7K
|
8.77K
$634K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-433- 0.39% |
$30.3K - $34.1K
|
111K
$8M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-435- 4.74% |
$30.5K - $34.3K
|
8.73K
$631K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-441- 0.19% |
$30.9K - $34.7K
|
236K
$17.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-444- 2.29% |
$31.1K - $35K
|
18.9K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-461- 2.43% |
$32.3K - $36.3K
|
18.5K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-463- 2.09% |
$32.5K - $36.5K
|
21.7K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-466- 13.7% |
$32.7K - $36.7K
|
2.94K
$212K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-468- 1.01% |
$32.8K - $36.9K
|
46.1K
$3.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-470- 4.92% |
$32.9K - $37K
|
9.07K
$656K
|