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 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-433- 0.39% |
$30.3K - $34.1K
|
111K
$8.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-435- 4.74% |
$30.5K - $34.3K
|
8.73K
$633K
|
|
|
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
$1.35M
|
|
|
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
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-468- 1.01% |
$32.8K - $36.9K
|
46.1K
$3.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-470- 4.92% |
$32.9K - $37K
|
9.07K
$658K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-470- 4.64% |
$32.9K - $37K
|
9.65K
$700K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-472- 1.17% |
$33.1K - $37.2K
|
39.8K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-474- 0.39% |
$33.2K - $37.3K
|
120K
$8.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-485- 3.88% |
$34K - $38.2K
|
12K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-486- 4.92% |
$34.1K - $38.3K
|
9.39K
$681K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-501- 3.18% |
$35.1K - $39.4K
|
15.3K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-506- 3.2% |
$35.5K - $39.8K
|
15.3K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-510- 0.92% |
$35.7K - $40.2K
|
54.6K
$3.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-513- 2.55% |
$36K - $40.4K
|
19.6K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-523- 6.6% |
$36.7K - $41.2K
|
7.4K
$537K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-527- 13.86% |
$36.9K - $41.5K
|
3.27K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-528- 22.21% |
$37K - $41.6K
|
1.85K
$134K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-530- 6.03% |
$37.1K - $41.7K
|
8.26K
$599K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-535- 0.19% |
$37.5K - $42.1K
|
278K
$20.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-541- 0.5% |
$37.9K - $42.6K
|
108K
$7.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-550- 0.85% |
$38.5K - $43.3K
|
64K
$4.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-555- 8.8% |
$38.9K - $43.7K
|
5.75K
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-562- 2.13% |
$39.4K - $44.3K
|
25.8K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-564- 4.74% |
$39.5K - $44.4K
|
11.3K
$822K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-575- 9.71% |
$40.3K - $45.3K
|
5.34K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-591- 2.01% |
$41.4K - $46.5K
|
28.9K
$2.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-594- 12.1% |
$41.6K - $46.8K
|
4.32K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-594- 5.72% |
$41.6K - $46.8K
|
9.78K
$710K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-612- 2.71% |
$42.9K - $48.2K
|
22K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-625- 1.95% |
$43.8K - $49.2K
|
31.4K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-635- 3.14% |
$44.5K - $50K
|
19.6K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-641- 11.71% |
$44.9K - $50.5K
|
4.83K
$350K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-641- 6.66% |
$44.9K - $50.5K
|
8.98K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-653- 3.22% |
$45.8K - $51.4K
|
19.6K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-660- 12.22% |
$46.3K - $52K
|
4.74K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-665- 2.16% |
$46.6K - $52.4K
|
30.1K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-668- 5.07% |
$46.8K - $52.6K
|
12.5K
$907K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-674- 4.54% |
$47.2K - $53.1K
|
14.2K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-682- 16.55% |
$47.8K - $53.7K
|
3.44K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-687- 13.82% |
$48.2K - $54.1K
|
4.28K
$311K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-698- 12.66% |
$48.9K - $55K
|
4.82K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-700- 16.22% |
$49.1K - $55.1K
|
3.62K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-707- 7.27% |
$49.6K - $55.7K
|
9.02K
$654K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-708- 62.71% |
$49.6K - $55.7K
|
421
$30.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-717- 0.99% |
$50.3K - $56.5K
|
71.7K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-734- 1.47% |
$51.4K - $57.8K
|
49.3K
$3.58M
|