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 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.86K+ 1.23% |
$130K - $144K
|
153K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.85K+ 8.13% |
$130K - $143K
|
24.6K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.81K+ 25.49% |
$126K - $140K
|
8.89K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.8K+ 2.12% |
$126K - $139K
|
86.4K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.79K+ 61.01% |
$125K - $139K
|
4.72K
$360K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.78K+ 2.18% |
$125K - $138K
|
83.5K
$6.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.77K+ 4.71% |
$124K - $137K
|
39.3K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.76K+ 0.94% |
$124K - $137K
|
189K
$14.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.74K+ 3.08% |
$122K - $135K
|
58.4K
$4.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.74K+ 0.65% |
$122K - $135K
|
270K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.74K+ 0.79% |
$122K - $135K
|
223K
$17M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.74K+ 159.45% |
$122K - $135K
|
2.83K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.74K+ 15.2% |
$122K - $134K
|
13.2K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.74K+ 2.42% |
$122K - $134K
|
73.6K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.73K+ 0.25% |
$121K - $134K
|
687K
$52.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1.73K+ 3.11% |
$121K - $134K
|
57.2K
$4.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.71K+ 3.38% |
$120K - $132K
|
52.4K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.7K+ 15.1% |
$119K - $132K
|
13K
$989K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.69K+ 5.17% |
$118K - $131K
|
34.4K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.67K+ 5.72% |
$117K - $129K
|
30.8K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.66KNew |
$117K - $129K
|
1.66K
$127K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 14.56% |
$116K - $128K
|
13K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.64K+ 7.02% |
$115K - $127K
|
25K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.64KNew |
$115K - $127K
|
1.64K
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.62K+ 2.4% |
$113K - $125K
|
68.9K
$5.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.61K+ 1.66% |
$113K - $125K
|
98.6K
$7.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 1.69% |
$112K - $124K
|
96.4K
$7.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.6K+ 41.64% |
$112K - $124K
|
5.45K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.59K+ 1.47% |
$112K - $123K
|
110K
$8.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.58K+ 6.66% |
$111K - $123K
|
25.3K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.57K+ 45.57% |
$110K - $121K
|
5.01K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.57K+ 1.67% |
$110K - $121K
|
95.1K
$7.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 2.21% |
$110K - $121K
|
72.3K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.56K+ 6.06% |
$109K - $121K
|
27.3K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.54K+ 1.37% |
$108K - $119K
|
114K
$8.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.54K+ 2.87% |
$108K - $119K
|
55.1K
$4.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.53K+ 1.76% |
$107K - $119K
|
88.8K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.52KNew |
$106K - $118K
|
1.52K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.52KNew |
$106K - $117K
|
1.52K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.47K+ 0.71% |
$103K - $114K
|
208K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$103K - $114K
|
1.47K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.46K+ 2.99% |
$102K - $113K
|
50.3K
$3.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.45K+ 4.17% |
$102K - $112K
|
36.2K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.43K+ 14.41% |
$100K - $111K
|
11.4K
$866K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.43K+ 1.68% |
$100K - $111K
|
86.4K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 1.45% |
$100K - $111K
|
100K
$7.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.42KNew |
$99.6K - $110K
|
1.42K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.41K+ 7.8% |
$99.1K - $109K
|
19.6K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.41KNew |
$98.9K - $109K
|
1.41K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$98.8K - $109K
|
1.41K
$107K
|