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 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-6.2K- 16.08% |
$434K - $488K
|
32.3K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.25K- 3.9% |
$438K - $492K
|
154K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-6.34K- 4.63% |
$444K - $499K
|
130K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6.58K- 2.49% |
$461K - $518K
|
258K
$20.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6.69K- 9.23% |
$469K - $527K
|
65.8K
$5.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.72K- 5.43% |
$471K - $529K
|
117K
$9.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.75K- 5.46% |
$473K - $531K
|
117K
$9.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-6.8K- 56.44% |
$477K - $535K
|
5.25K
$422K
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-6.96K- 2.31% |
$487K - $548K
|
294K
$23.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.98K- 23.07% |
$489K - $549K
|
23.3K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.11K- 89.94% |
$498K - $560K
|
795
$63.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.14K- 12.23% |
$500K - $562K
|
51.2K
$4.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-7.39K- 7.08% |
$518K - $582K
|
96.9K
$7.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.59K- 11.28% |
$532K - $597K
|
59.6K
$4.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-7.79K- 34.02% |
$546K - $614K
|
15.1K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.79K- 1.06% |
$546K - $614K
|
726K
$58.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-8.19K- 17.75% |
$574K - $645K
|
38K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-8.43K- 13.11% |
$591K - $664K
|
55.9K
$4.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-8.5K- 1.42% |
$596K - $669K
|
591K
$47.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-8.58K- 5.19% |
$601K - $675K
|
157K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-8.72K- 58.55% |
$611K - $687K
|
6.17K
$496K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.74K- 2.07% |
$613K - $688K
|
414K
$33.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.05K- 27.0% |
$634K - $713K
|
24.5K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-9.13K- 9.89% |
$640K - $719K
|
83.2K
$6.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9.18K- 2.35% |
$644K - $723K
|
381K
$30.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.49K- 34.04% |
$665K - $747K
|
18.4K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-9.5K- 65.24% |
$666K - $748K
|
5.06K
$407K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9.55K- 3.53% |
$669K - $752K
|
261K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.58K- 0.22% |
$672K - $755K
|
4.32M
$347M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-10.1K- 53.84% |
$707K - $794K
|
8.64K
$695K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-10.2K- 1.93% |
$718K - $807K
|
521K
$41.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.3K- 11.06% |
$722K - $811K
|
82.8K
$6.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-10.4K- 1.31% |
$726K - $816K
|
778K
$62.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10.4K- 1.0% |
$729K - $818K
|
1.03M
$82.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.4K- 2.1% |
$731K - $821K
|
485K
$39M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.6K- 1.5% |
$742K - $834K
|
697K
$56M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 55.17% |
$744K - $836K
|
8.63K
$693K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-10.9K- 4.72% |
$766K - $860K
|
221K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-11K- 8.26% |
$769K - $863K
|
122K
$9.8M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-11K- 4.2% |
$774K - $870K
|
252K
$20.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11.1K- 4.88% |
$779K - $875K
|
217K
$17.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11.2K- 17.34% |
$788K - $886K
|
53.6K
$4.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-11.4K- 3.46% |
$800K - $899K
|
319K
$25.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-11.5K- 55.91% |
$807K - $906K
|
9.08K
$730K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-11.7K- 25.34% |
$818K - $919K
|
34.4K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-11.7K- 15.99% |
$818K - $919K
|
61.3K
$4.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.8K- 5.19% |
$826K - $927K
|
215K
$17.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-12.5K- 2.33% |
$879K - $987K
|
526K
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 2.45% |
$879K - $988K
|
499K
$40.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12.8K- 34.92% |
$894K - $1M
|
23.8K
$1.91M
|