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 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.19K+ 17.34% |
$223K - $247K
|
21.6K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.17K+ 10.17% |
$222K - $245K
|
34.3K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.11KNew |
$218K - $241K
|
3.11K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
3.11K+ 11.36% |
$218K - $241K
|
30.5K
$2.45M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.1KNew |
$217K - $240K
|
3.1K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.1K+ 59.37% |
$217K - $240K
|
8.32K
$669K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.09KNew |
$217K - $240K
|
3.09K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.09K+ 13.16% |
$216K - $239K
|
26.6K
$2.14M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.09KNew |
$216K - $239K
|
3.09K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.07KNew |
$215K - $238K
|
3.07K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
3.07KNew |
$215K - $237K
|
3.07K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.04K+ 0.94% |
$213K - $235K
|
326K
$26.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.04KNew |
$213K - $235K
|
3.04K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.99KNew |
$210K - $232K
|
2.99K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.99K+ 12.83% |
$209K - $231K
|
26.3K
$2.11M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.98KNew |
$209K - $231K
|
2.98K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.97K+ 6.74% |
$208K - $230K
|
47K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.96K+ 5.07% |
$207K - $229K
|
61.2K
$4.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.95KNew |
$207K - $228K
|
2.95K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.94K+ 8.46% |
$206K - $228K
|
37.7K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.92K+ 13.21% |
$205K - $226K
|
25.1K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.9KNew |
$203K - $224K
|
2.9K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.9KNew |
$203K - $224K
|
2.9K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.88KNew |
$202K - $223K
|
2.88K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.87KNew |
$201K - $222K
|
2.87K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.87K+ 77.56% |
$201K - $222K
|
6.56K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2.86KNew |
$201K - $222K
|
2.86K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.83K+ 2.37% |
$198K - $219K
|
122K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.81K+ 3.83% |
$197K - $218K
|
76.2K
$6.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.81K+ 2.83% |
$197K - $217K
|
102K
$8.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.8KNew |
$196K - $217K
|
2.8K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.8KNew |
$196K - $217K
|
2.8K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.78K+ 2.86% |
$195K - $215K
|
100K
$8.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.75K+ 6.98% |
$192K - $213K
|
42.1K
$3.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.73K+ 27.7% |
$191K - $211K
|
12.6K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.68K+ 3.96% |
$187K - $207K
|
70.2K
$5.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.66K+ 2.9% |
$186K - $206K
|
94.3K
$7.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.62K+ 1.25% |
$184K - $203K
|
212K
$17.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.6K+ 1.98% |
$182K - $202K
|
134K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.56K+ 6.5% |
$180K - $198K
|
42K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.56K+ 0.45% |
$179K - $198K
|
574K
$46.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.54K+ 13.36% |
$178K - $196K
|
21.5K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.53K+ 3.64% |
$177K - $196K
|
72.2K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.52K+ 30.64% |
$177K - $195K
|
10.8K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.5K+ 6.91% |
$175K - $193K
|
38.7K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.48K+ 4.29% |
$173K - $192K
|
60.2K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.47K+ 5.32% |
$173K - $191K
|
48.8K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.45K+ 3.17% |
$171K - $189K
|
79.7K
$6.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.42K+ 9.64% |
$170K - $188K
|
27.6K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.38K+ 3.59% |
$167K - $184K
|
68.7K
$5.52M
|