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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
6.15K+ 2.19% |
$431K - $476K
|
286K
$23M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
6.13KNew |
$430K - $475K
|
6.13K
$493K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$423K - $468K
|
6.04K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.04K+ 9.07% |
$423K - $467K
|
72.6K
$5.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.98K+ 31.96% |
$419K - $463K
|
24.7K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.97K+ 30.77% |
$419K - $463K
|
25.4K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5.92K+ 46.94% |
$415K - $458K
|
18.5K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.79K+ 2.93% |
$406K - $448K
|
203K
$16.3M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.75KNew |
$403K - $445K
|
5.75K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5.75K+ 11.11% |
$402K - $445K
|
57.4K
$4.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.72K+ 12.22% |
$401K - $443K
|
52.6K
$4.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.72K+ 6.63% |
$401K - $443K
|
92K
$7.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.67K+ 61.62% |
$397K - $439K
|
14.9K
$1.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.65KNew |
$396K - $437K
|
5.65K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.62KNew |
$394K - $435K
|
5.62K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.61K+ 2.32% |
$393K - $435K
|
247K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.61K+ 6.25% |
$393K - $434K
|
95.4K
$7.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
5.6KNew |
$392K - $433K
|
5.6K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.59KNew |
$392K - $433K
|
5.59K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
5.51K+ 7.84% |
$386K - $427K
|
75.8K
$6.1M
|
|
|
Jun 11, 2025
Q4 2024
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
5.5KNew |
$386K - $426K
|
5.5K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.49KNew |
$385K - $425K
|
5.49K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.48K+ 37.17% |
$384K - $424K
|
20.2K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.46KNew |
$383K - $423K
|
5.46K
$439K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
5.44K+ 4.58% |
$381K - $421K
|
124K
$9.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$377K - $416K
|
5.38K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.36K+ 13.57% |
$376K - $415K
|
44.9K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5.36KNew |
$375K - $415K
|
5.36K
$431K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.35K+ 40.97% |
$375K - $414K
|
18.4K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.29K+ 8.07% |
$370K - $409K
|
70.8K
$5.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.28K+ 11.75% |
$370K - $409K
|
50.2K
$4.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 135.86% |
$368K - $407K
|
9.13K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.23K+ 2.93% |
$366K - $405K
|
184K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.22K+ 8.98% |
$366K - $404K
|
63.4K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.21K+ 7.18% |
$365K - $403K
|
77.8K
$6.25M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
5.2KNew |
$364K - $403K
|
5.2K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.13KNew |
$359K - $397K
|
5.13K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.95KNew |
$347K - $383K
|
4.95K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.89KNew |
$342K - $378K
|
4.89K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
4.86KNew |
$341K - $376K
|
4.86K
$391K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.85KNew |
$340K - $375K
|
4.85K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.8K+ 2.99% |
$336K - $372K
|
165K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
4.71K+ 2.67% |
$330K - $365K
|
181K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.7K+ 16.97% |
$329K - $364K
|
32.4K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
4.68K+ 5.16% |
$328K - $362K
|
95.4K
$7.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.67K+ 92.06% |
$327K - $362K
|
9.75K
$783K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.67KNew |
$327K - $361K
|
4.67K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.65K+ 6.22% |
$326K - $360K
|
79.4K
$6.38M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.64KNew |
$325K - $359K
|
4.64K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
4.61KNew |
$323K - $357K
|
4.61K
$371K
|