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 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.4K+ 35.5% |
$98.3K - $109K
|
5.36K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.4K+ 15.45% |
$98.3K - $109K
|
10.5K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.39K+ 9.15% |
$97.7K - $108K
|
16.6K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.37K+ 0.56% |
$96.1K - $106K
|
245K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
1.37K+ 0.41% |
$96K - $106K
|
332K
$25.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.36K+ 8.85% |
$95.3K - $105K
|
16.7K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 4.22% |
$95K - $105K
|
33.5K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.36K+ 36.86% |
$94.9K - $105K
|
5.03K
$384K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.35K+ 36.52% |
$94.6K - $105K
|
5.05K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.55% |
$92.1K - $102K
|
52.8K
$4.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.31KNew |
$91.8K - $102K
|
1.31K
$99.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
1.3K+ 12.71% |
$90.8K - $100K
|
11.5K
$876K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.3K+ 1.95% |
$90.8K - $100K
|
67.6K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.29KNew |
$90.4K - $99.9K
|
1.29K
$98.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.27K+ 28.98% |
$89.2K - $98.6K
|
5.67K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
1.27K+ 11.18% |
$89K - $98.4K
|
12.6K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.24K+ 0.65% |
$86.6K - $95.7K
|
192K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.22K+ 24.52% |
$85.2K - $94.2K
|
6.18K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.21K+ 1.26% |
$84.6K - $93.5K
|
96.9K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.2K+ 1.58% |
$84.1K - $93K
|
77.1K
$5.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
1.19K+ 0.15% |
$83.5K - $92.3K
|
779K
$59.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.18K+ 9.45% |
$82.8K - $91.5K
|
13.7K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.13KNew |
$79.3K - $87.7K
|
1.13K
$86.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.1K+ 2.01% |
$77.3K - $85.4K
|
56K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.09K+ 1.68% |
$76.3K - $84.3K
|
65.8K
$5.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.09K+ 4.97% |
$76.2K - $84.2K
|
23K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 2.07% |
$75.7K - $83.7K
|
53.3K
$4.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.07K+ 8.41% |
$74.8K - $82.6K
|
13.8K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.06K+ 4.9% |
$74.5K - $82.4K
|
22.8K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.05K+ 3.6% |
$73.8K - $81.6K
|
30.3K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.05K+ 3.22% |
$73.3K - $81K
|
33.6K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.03KNew |
$72K - $79.5K
|
1.03K
$78.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.02K+ 37.67% |
$71.7K - $79.3K
|
3.74K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.02K+ 22.59% |
$71.7K - $79.2K
|
5.55K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.02K+ 3.69% |
$71.4K - $78.9K
|
28.6K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 6.98% |
$70.8K - $78.3K
|
15.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.01KNew |
$70.7K - $78.1K
|
1.01K
$76.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 3.25% |
$70.4K - $77.8K
|
31.9K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
996+ 3.02% |
$69.8K - $77.1K
|
34K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
989New |
$69.3K - $76.6K
|
989
$75.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
964+ 8.33% |
$67.5K - $74.6K
|
12.5K
$955K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
963+ 23.14% |
$67.5K - $74.6K
|
5.12K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
950+ 1.94% |
$66.6K - $73.6K
|
50K
$3.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
944+ 0.94% |
$66.1K - $73.1K
|
101K
$7.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
940+ 5.11% |
$65.9K - $72.8K
|
19.3K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
938+ 0.06% |
$65.7K - $72.6K
|
1.44M
$110M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
936+ 11.71% |
$65.6K - $72.5K
|
8.93K
$681K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
934+ 2.52% |
$65.4K - $72.3K
|
38.1K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
921+ 20.22% |
$64.5K - $71.3K
|
5.48K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
903+ 9.6% |
$63.3K - $69.9K
|
10.3K
$786K
|