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 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.85K- 6.81% |
$340K - $382K
|
66.3K
$4.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.88K- 63.32% |
$342K - $384K
|
2.83K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.02K- 4.74% |
$352K - $395K
|
101K
$7.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-5.13K- 38.95% |
$360K - $404K
|
8.05K
$584K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-5.14K- 18.32% |
$360K - $405K
|
22.9K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.16K- 11.97% |
$361K - $406K
|
37.9K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.16K- 12.73% |
$361K - $406K
|
35.3K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.16K- 7.06% |
$362K - $406K
|
68K
$4.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.2K- 0.64% |
$365K - $410K
|
805K
$58.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.22K- 56.46% |
$366K - $411K
|
4.03K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.55K- 21.27% |
$389K - $437K
|
20.5K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-5.66K- 2.67% |
$396K - $445K
|
206K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-5.66K- 16.66% |
$397K - $446K
|
28.3K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.8K- 3.7% |
$407K - $457K
|
151K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.87K- 3.37% |
$412K - $463K
|
169K
$12.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.93K- 8.42% |
$416K - $467K
|
64.5K
$4.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5.99K- 51.12% |
$420K - $472K
|
5.73K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.02K- 25.72% |
$422K - $474K
|
17.4K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-6.13K- 0.59% |
$430K - $483K
|
1.03M
$74.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-6.2K- 16.08% |
$434K - $488K
|
32.3K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.25K- 3.9% |
$438K - $492K
|
154K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-6.34K- 4.63% |
$444K - $499K
|
130K
$9.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6.58K- 2.49% |
$461K - $518K
|
258K
$18.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6.69K- 9.23% |
$469K - $527K
|
65.8K
$4.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.72K- 5.43% |
$471K - $529K
|
117K
$8.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.75K- 5.46% |
$473K - $531K
|
117K
$8.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-6.8K- 56.44% |
$477K - $535K
|
5.25K
$381K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.98K- 23.07% |
$489K - $549K
|
23.3K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.11K- 89.94% |
$498K - $560K
|
795
$57.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.14K- 12.23% |
$500K - $562K
|
51.2K
$3.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-7.39K- 7.08% |
$518K - $582K
|
96.9K
$7.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.59K- 11.28% |
$532K - $597K
|
59.6K
$4.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-7.79K- 34.02% |
$546K - $614K
|
15.1K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.79K- 1.06% |
$546K - $614K
|
726K
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-8.19K- 17.75% |
$574K - $645K
|
38K
$2.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-8.43K- 13.11% |
$591K - $664K
|
55.9K
$4.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-8.5K- 1.42% |
$596K - $669K
|
591K
$42.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-8.58K- 5.19% |
$601K - $675K
|
157K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-8.72K- 58.55% |
$611K - $687K
|
6.17K
$448K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.74K- 2.07% |
$613K - $688K
|
414K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.05K- 27.0% |
$634K - $713K
|
24.5K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-9.13K- 9.89% |
$640K - $719K
|
83.2K
$6.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9.18K- 2.35% |
$644K - $723K
|
381K
$27.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.49K- 34.04% |
$665K - $747K
|
18.4K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-9.5K- 65.24% |
$666K - $748K
|
5.06K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9.55K- 3.53% |
$669K - $752K
|
261K
$18.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.58K- 0.22% |
$672K - $755K
|
4.32M
$313M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-10.1K- 53.84% |
$707K - $794K
|
8.64K
$627K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-10.2K- 1.93% |
$718K - $807K
|
521K
$37.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.3K- 11.06% |
$722K - $811K
|
82.8K
$6.01M
|