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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.75K+ 6.98% |
$192K - $213K
|
42.1K
$3.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.73K+ 27.7% |
$191K - $211K
|
12.6K
$958K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.68K+ 3.96% |
$187K - $207K
|
70.2K
$5.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.66K+ 2.9% |
$186K - $206K
|
94.3K
$7.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.62K+ 1.25% |
$184K - $203K
|
212K
$16.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.6K+ 1.98% |
$182K - $202K
|
134K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.56K+ 6.5% |
$180K - $198K
|
42K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.56K+ 0.45% |
$179K - $198K
|
574K
$43.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.54K+ 13.36% |
$178K - $196K
|
21.5K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.53K+ 3.64% |
$177K - $196K
|
72.2K
$5.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.52K+ 30.64% |
$177K - $195K
|
10.8K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.5K+ 6.91% |
$175K - $193K
|
38.7K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.48K+ 4.29% |
$173K - $192K
|
60.2K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.47K+ 5.32% |
$173K - $191K
|
48.8K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.45K+ 3.17% |
$171K - $189K
|
79.7K
$6.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.42K+ 9.64% |
$170K - $188K
|
27.6K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.38K+ 3.59% |
$167K - $184K
|
68.7K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.37K+ 25.25% |
$166K - $184K
|
11.8K
$896K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.37KNew |
$166K - $183K
|
2.37K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
2.36KNew |
$165K - $183K
|
2.36K
$180K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.29K+ 19.74% |
$160K - $177K
|
13.9K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.26K+ 28.37% |
$158K - $175K
|
10.2K
$779K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.26K+ 7.05% |
$158K - $175K
|
34.2K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.23K+ 63.31% |
$156K - $173K
|
5.76K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.23K+ 4.79% |
$156K - $173K
|
48.8K
$3.72M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.23KNew |
$156K - $172K
|
2.23K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.19K+ 1.08% |
$154K - $170K
|
205K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.19K+ 3.79% |
$153K - $169K
|
59.9K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 16.21% |
$153K - $169K
|
15.7K
$1.19M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.18K+ 21.44% |
$152K - $168K
|
12.3K
$940K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.15K+ 2.19% |
$151K - $167K
|
101K
$7.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.15K+ 27.08% |
$151K - $167K
|
10.1K
$769K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.14K+ 17.36% |
$150K - $165K
|
14.4K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.13K+ 21.62% |
$150K - $165K
|
12K
$915K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.13K+ 15.41% |
$149K - $165K
|
15.9K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.13K+ 0.56% |
$149K - $165K
|
380K
$29M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.1K+ 42.54% |
$147K - $163K
|
7.04K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
2.1KNew |
$147K - $162K
|
2.1K
$160K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.09K+ 8.97% |
$146K - $162K
|
25.3K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.08K+ 1.02% |
$146K - $161K
|
207K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2.07K+ 5.68% |
$145K - $160K
|
38.4K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.06KNew |
$145K - $160K
|
2.06K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.06K+ 37.32% |
$144K - $160K
|
7.58K
$578K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.05K+ 1.07% |
$144K - $159K
|
194K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2K+ 0.53% |
$140K - $155K
|
383K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.99K+ 0.29% |
$140K - $154K
|
700K
$53.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.97K+ 24.01% |
$138K - $153K
|
10.2K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.94K+ 33.05% |
$136K - $150K
|
7.82K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.91K+ 32.29% |
$134K - $148K
|
7.81K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.9K+ 5.41% |
$133K - $147K
|
37K
$2.82M
|