Purchases and Sales Made in Q4 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
7.85KNew |
$550K - $608K
|
7.85K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7.8K+ 19.86% |
$546K - $604K
|
47.1K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
7.77KNew |
$544K - $601K
|
7.77K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.61K+ 1.66% |
$533K - $590K
|
467K
$37.6M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
7.6K+ 0.9% |
$533K - $589K
|
852K
$68.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7.6K+ 8.67% |
$532K - $588K
|
95.2K
$7.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.56K+ 26.79% |
$530K - $585K
|
35.8K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.46K+ 28.88% |
$522K - $577K
|
33.3K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.45K+ 34.33% |
$522K - $577K
|
29.2K
$2.34M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.45K+ 2.61% |
$522K - $577K
|
293K
$23.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
7.44KNew |
$521K - $576K
|
7.44K
$598K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7.43K+ 19.92% |
$520K - $575K
|
44.7K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.42KNew |
$520K - $575K
|
7.42K
$597K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.42K+ 12.05% |
$520K - $575K
|
69K
$5.55M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
7.35K+ 33.81% |
$515K - $569K
|
29.1K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.32K+ 24.32% |
$513K - $567K
|
37.4K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.27K+ 10.7% |
$510K - $563K
|
75.2K
$6.05M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
7.19KNew |
$504K - $557K
|
7.19K
$578K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
7.07K+ 1.72% |
$495K - $548K
|
418K
$33.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.06KNew |
$494K - $546K
|
7.06K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
7.02KNew |
$492K - $544K
|
7.02K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
7.02K+ 2.23% |
$492K - $543K
|
322K
$25.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.93K+ 265.57% |
$485K - $536K
|
9.53K
$766K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.91K+ 1.66% |
$484K - $535K
|
422K
$33.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$483K - $534K
|
6.9K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.89K+ 14.33% |
$483K - $534K
|
55K
$4.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6.88KNew |
$482K - $533K
|
6.88K
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.79K+ 13.0% |
$476K - $526K
|
59K
$4.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.77KNew |
$474K - $524K
|
6.77K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.75KNew |
$473K - $523K
|
6.75K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
6.73KNew |
$471K - $521K
|
6.73K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
6.72K+ 6.75% |
$471K - $520K
|
106K
$8.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.71K+ 26.83% |
$470K - $519K
|
31.7K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.65KNew |
$466K - $515K
|
6.65K
$534K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6.61K+ 54.15% |
$463K - $512K
|
18.8K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.57K+ 2.11% |
$460K - $508K
|
317K
$25.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.53K+ 3.56% |
$458K - $506K
|
190K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.53K+ 2.13% |
$457K - $505K
|
313K
$25.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
6.51K+ 2.49% |
$456K - $504K
|
268K
$21.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.5K+ 2.43% |
$456K - $503K
|
275K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.48K+ 197.98% |
$454K - $502K
|
9.76K
$784K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
6.44K+ 1.91% |
$451K - $499K
|
343K
$27.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.42K+ 9.48% |
$450K - $497K
|
74.1K
$5.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6.42K+ 6.15% |
$449K - $497K
|
111K
$8.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 74.32% |
$449K - $496K
|
15K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.41KNew |
$449K - $496K
|
6.41K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
6.4K+ 5.57% |
$448K - $495K
|
121K
$9.75M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
6.38K+ 0.39% |
$447K - $494K
|
1.66M
$134M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.33K+ 8.91% |
$443K - $490K
|
77.4K
$6.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
BUY
|
- |
6.24K+ 12.81% |
$437K - $483K
|
54.9K
$4.42M
|