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 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3.91K+ 17.89% |
$274K - $303K
|
25.8K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
3.9K+ 38.24% |
$273K - $302K
|
14.1K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.89K+ 58.51% |
$272K - $301K
|
10.5K
$846K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.87KNew |
$271K - $299K
|
3.87K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.86K+ 39.49% |
$271K - $299K
|
13.6K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.86KNew |
$270K - $299K
|
3.86K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.85KNew |
$269K - $298K
|
3.85K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.84KNew |
$269K - $297K
|
3.84K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.83K+ 1.62% |
$268K - $296K
|
240K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.81K+ 2.52% |
$267K - $295K
|
155K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.8K+ 5.62% |
$266K - $294K
|
71.4K
$5.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.8KNew |
$266K - $294K
|
3.8K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.79K+ 109.06% |
$266K - $294K
|
7.27K
$584K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.75K+ 77.96% |
$263K - $290K
|
8.56K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.73KNew |
$262K - $289K
|
3.73K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.71KNew |
$260K - $287K
|
3.71K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.69KNew |
$259K - $286K
|
3.69K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.67KNew |
$257K - $284K
|
3.67K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.66K+ 90.91% |
$256K - $283K
|
7.68K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.62K+ 7.08% |
$253K - $280K
|
54.7K
$4.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 5.24% |
$252K - $278K
|
72.3K
$5.81M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
3.59K+ 9.95% |
$252K - $278K
|
39.7K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.59K+ 5.42% |
$252K - $278K
|
69.9K
$5.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.58K+ 4.04% |
$251K - $277K
|
92.1K
$7.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.56K+ 1.83% |
$250K - $276K
|
199K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.56KNew |
$249K - $275K
|
3.56K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.52K+ 15.87% |
$247K - $273K
|
25.7K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.51K+ 46.02% |
$246K - $272K
|
11.1K
$894K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.49K+ 37.58% |
$244K - $270K
|
12.8K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$244K - $270K
|
3.48K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.46KNew |
$242K - $268K
|
3.46K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.44K+ 1.26% |
$241K - $267K
|
278K
$22.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.39K+ 20.78% |
$238K - $262K
|
19.7K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.37K+ 4.26% |
$236K - $261K
|
82.6K
$6.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.37K+ 1.45% |
$236K - $261K
|
236K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.37K+ 3.13% |
$236K - $261K
|
111K
$8.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.33K+ 1.68% |
$234K - $258K
|
202K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.33K+ 19.82% |
$233K - $258K
|
20.1K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
3.33KNew |
$233K - $258K
|
3.33K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.3KNew |
$231K - $256K
|
3.3K
$266K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.27K+ 0.26% |
$229K - $253K
|
1.28M
$103M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.23K+ 24.47% |
$226K - $250K
|
16.4K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.23K+ 2.64% |
$226K - $250K
|
126K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.23K+ 12.69% |
$226K - $250K
|
28.6K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.22KNew |
$226K - $250K
|
3.22K
$259K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.21K+ 96.11% |
$225K - $249K
|
6.55K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.21KNew |
$225K - $248K
|
3.21K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.2KNew |
$224K - $248K
|
3.2K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.2KNew |
$224K - $248K
|
3.2K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$224K - $248K
|
3.2K
$257K
|