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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.5K- 4.26% |
$3.12M - $3.5M
|
999K
$80.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-44.5K- 62.58% |
$3.12M - $3.5M
|
26.6K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-44.6K- 57.07% |
$3.13M - $3.51M
|
33.6K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-44.7K- 5.32% |
$3.13M - $3.52M
|
796K
$64M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44.9K- 2.34% |
$3.15M - $3.54M
|
1.87M
$150M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-45.5K- 30.38% |
$3.19M - $3.59M
|
104K
$8.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46.5K- 13.76% |
$3.26M - $3.66M
|
292K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47.1K- 3.8% |
$3.3M - $3.71M
|
1.19M
$95.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.1K- 65.11% |
$3.3M - $3.71M
|
25.3K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-50K- 69.53% |
$3.5M - $3.93M
|
21.9K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-50.3K- 13.55% |
$3.52M - $3.96M
|
321K
$25.8M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-51.4K- 6.98% |
$3.6M - $4.04M
|
685K
$55M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.5K- 0.3% |
$3.75M - $4.21M
|
17.5M
$1.41B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.5K- 0.3% |
$3.75M - $4.21M
|
17.5M
$1.41B
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-57.2K- 33.83% |
$4.01M - $4.5M
|
112K
$8.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-57.8K- 18.81% |
$4.05M - $4.55M
|
249K
$20M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-58.1K- 6.73% |
$4.07M - $4.58M
|
806K
$64.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-60.3K- 95.11% |
$4.23M - $4.75M
|
3.1K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-63.8K- 13.01% |
$4.47M - $5.02M
|
426K
$34.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-64K- 91.08% |
$4.48M - $5.04M
|
6.26K
$504K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-64.4K- 4.98% |
$4.51M - $5.07M
|
1.23M
$98.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.1K- 13.86% |
$4.78M - $5.37M
|
424K
$34.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-71.1K- 8.98% |
$4.98M - $5.59M
|
720K
$57.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-72.6K- 64.77% |
$5.09M - $5.71M
|
39.5K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-72.9K- 46.74% |
$5.11M - $5.74M
|
83.1K
$6.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-77.6K- 73.77% |
$5.44M - $6.11M
|
27.6K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.7K- 2.8% |
$5.94M - $6.67M
|
2.94M
$237M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-85.9K- 97.27% |
$6.02M - $6.76M
|
2.41K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-87.8K- 37.47% |
$6.15M - $6.91M
|
147K
$11.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93.2K- 3.18% |
$6.54M - $7.34M
|
2.84M
$228M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-94.6K- 92.01% |
$6.63M - $7.45M
|
8.21K
$660K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-94.6K- 92.01% |
$6.63M - $7.45M
|
8.21K
$660K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-96.5K- 2.5% |
$6.77M - $7.6M
|
3.76M
$302M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-97.2K- 11.49% |
$6.81M - $7.65M
|
748K
$60.1M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-98.7K- 4.65% |
$6.92M - $7.77M
|
2.02M
$163M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-98.8K- 3.73% |
$6.93M - $7.78M
|
2.55M
$205M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-99.1K- 0.25% |
$6.94M - $7.8M
|
38.8M
$3.12B
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-99.3K- 59.48% |
$6.96M - $7.82M
|
67.6K
$5.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-99.9K- 13.36% |
$7M - $7.86M
|
647K
$52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-107KClosed |
$7.52M - $8.45M
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-111K- 63.54% |
$7.75M - $8.71M
|
63.5K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-111K- 2.96% |
$7.81M - $8.77M
|
3.65M
$294M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-119K- 68.45% |
$8.32M - $9.34M
|
54.7K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-126K- 2.51% |
$8.82M - $9.91M
|
4.9M
$394M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-127K- 3.04% |
$8.92M - $10M
|
4.06M
$326M
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
SELL
|
- |
-131K- 5.76% |
$9.19M - $10.3M
|
2.14M
$172M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-134K- 7.05% |
$9.41M - $10.6M
|
1.77M
$142M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-143K- 2.91% |
$10M - $11.2M
|
4.77M
$383M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-154K- 48.96% |
$10.8M - $12.1M
|
160K
$12.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-159K- 8.27% |
$11.2M - $12.5M
|
1.77M
$142M
|