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 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52.5K+ 2.35% |
$3.68M - $4.13M
|
2.28M
$164M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
51.4K+ 49.62% |
$3.61M - $4.05M
|
155K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
51.1K+ 1.84% |
$3.58M - $4.02M
|
2.82M
$203M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
50.9K+ 7.63% |
$3.57M - $4.01M
|
718K
$51.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
50.4KNew |
$3.53M - $3.97M
|
50.4K
$3.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
50.4K+ 10.0% |
$3.53M - $3.96M
|
554K
$39.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
50.2K+ 224.5% |
$3.52M - $3.95M
|
72.5K
$5.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
49.6K+ 8.05% |
$3.48M - $3.91M
|
666K
$47.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
47.5K+ 14.1% |
$3.33M - $3.74M
|
384K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
47.1K+ 3.14% |
$3.3M - $3.71M
|
1.55M
$111M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
46.8K+ 6.46% |
$3.28M - $3.69M
|
771K
$55.5M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
46.5K+ 7.58% |
$3.26M - $3.66M
|
660K
$47.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
46.4KNew |
$3.25M - $3.65M
|
46.4K
$3.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
45.3K+ 4.07% |
$3.18M - $3.57M
|
1.16M
$83.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
43.5K+ 158.05% |
$3.05M - $3.43M
|
71.1K
$5.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
43.5K+ 73.9% |
$3.05M - $3.43M
|
102K
$7.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
43.5K+ 7.26% |
$3.05M - $3.42M
|
642K
$46.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
42.3K+ 4.39% |
$2.97M - $3.33M
|
1.01M
$72.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
41.2K+ 8.07% |
$2.89M - $3.24M
|
552K
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.2K+ 2.58% |
$2.88M - $3.24M
|
1.64M
$118M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
41.1K+ 3.46% |
$2.88M - $3.23M
|
1.23M
$88.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
40.9KNew |
$2.87M - $3.22M
|
40.9K
$2.94M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
40.3K+ 3.39% |
$2.83M - $3.18M
|
1.23M
$88.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40K+ 7.43% |
$2.8M - $3.15M
|
579K
$41.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39.7K+ 1.32% |
$2.78M - $3.13M
|
3.04M
$219M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
39.4KNew |
$2.76M - $3.1M
|
39.4K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
39.1KNew |
$2.74M - $3.08M
|
39.1K
$2.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38K+ 90.54% |
$2.66M - $2.99M
|
80K
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
37.7K+ 222.85% |
$2.65M - $2.97M
|
54.7K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
37.6K+ 19.67% |
$2.64M - $2.96M
|
229K
$16.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
37.2K+ 48.83% |
$2.61M - $2.93M
|
113K
$8.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36.1K+ 1.8% |
$2.53M - $2.84M
|
2.04M
$147M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
36K+ 8.05% |
$2.52M - $2.84M
|
484K
$34.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35.9K+ 9.43% |
$2.52M - $2.83M
|
417K
$30M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
34.3K+ 9.56% |
$2.4M - $2.7M
|
393K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
33KNew |
$2.31M - $2.6M
|
33K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32.9K+ 11.67% |
$2.3M - $2.59M
|
314K
$22.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32.6K+ 11.22% |
$2.29M - $2.57M
|
323K
$23.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
32.4KNew |
$2.27M - $2.55M
|
32.4K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
32.1K+ 12.9% |
$2.25M - $2.53M
|
281K
$20.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
31.7K+ 1042.75% |
$2.22M - $2.5M
|
34.8K
$2.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31.5K+ 4.18% |
$2.21M - $2.48M
|
786K
$56.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.3K+ 41.12% |
$2.19M - $2.46M
|
107K
$7.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31.1K+ 20.62% |
$2.18M - $2.45M
|
182K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
30.6KNew |
$2.15M - $2.41M
|
30.6K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
29.7K+ 7.54% |
$2.08M - $2.34M
|
424K
$30.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
29.6KNew |
$2.08M - $2.33M
|
29.6K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
29.4K+ 10.14% |
$2.06M - $2.32M
|
320K
$23M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
29.1K+ 4.38% |
$2.04M - $2.29M
|
694K
$49.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
28.9K+ 11.82% |
$2.02M - $2.27M
|
273K
$19.6M
|