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 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.71K+ 3.38% |
$120K - $132K
|
52.4K
$4.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.7K+ 15.1% |
$119K - $132K
|
13K
$1.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.69K+ 5.17% |
$118K - $131K
|
34.4K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.67K+ 5.72% |
$117K - $129K
|
30.8K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.66KNew |
$117K - $129K
|
1.66K
$134K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 14.56% |
$116K - $128K
|
13K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.64K+ 7.02% |
$115K - $127K
|
25K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.64KNew |
$115K - $127K
|
1.64K
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.62K+ 2.4% |
$113K - $125K
|
68.9K
$5.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.61K+ 1.66% |
$113K - $125K
|
98.6K
$7.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 1.69% |
$112K - $124K
|
96.4K
$7.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.6K+ 41.64% |
$112K - $124K
|
5.45K
$438K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.6KNew |
$112K - $124K
|
1.6K
$129K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.59K+ 1.47% |
$112K - $123K
|
110K
$8.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.58K+ 6.66% |
$111K - $123K
|
25.3K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.57K+ 45.57% |
$110K - $121K
|
5.01K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.57K+ 1.67% |
$110K - $121K
|
95.1K
$7.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 2.21% |
$110K - $121K
|
72.3K
$5.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.56K+ 6.06% |
$109K - $121K
|
27.3K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.54K+ 1.37% |
$108K - $119K
|
114K
$9.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.54K+ 2.87% |
$108K - $119K
|
55.1K
$4.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.53K+ 1.76% |
$107K - $119K
|
88.8K
$7.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.52KNew |
$106K - $118K
|
1.52K
$122K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.52KNew |
$106K - $117K
|
1.52K
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.47K+ 0.71% |
$103K - $114K
|
208K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$103K - $114K
|
1.47K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.46K+ 2.99% |
$102K - $113K
|
50.3K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.45K+ 4.17% |
$102K - $112K
|
36.2K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.43K+ 14.41% |
$100K - $111K
|
11.4K
$913K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.43K+ 1.68% |
$100K - $111K
|
86.4K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 1.45% |
$100K - $111K
|
100K
$8.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.42KNew |
$99.6K - $110K
|
1.42K
$114K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.41K+ 7.8% |
$99.1K - $109K
|
19.6K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.41KNew |
$98.9K - $109K
|
1.41K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$98.8K - $109K
|
1.41K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.4K+ 35.5% |
$98.3K - $109K
|
5.36K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.4K+ 15.45% |
$98.3K - $109K
|
10.5K
$842K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.39K+ 9.15% |
$97.7K - $108K
|
16.6K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.37K+ 0.56% |
$96.1K - $106K
|
245K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
1.37K+ 0.41% |
$96K - $106K
|
332K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.36K+ 8.85% |
$95.3K - $105K
|
16.7K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 4.22% |
$95K - $105K
|
33.5K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.36K+ 36.86% |
$94.9K - $105K
|
5.03K
$404K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.35K+ 36.52% |
$94.6K - $105K
|
5.05K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.55% |
$92.1K - $102K
|
52.8K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.31KNew |
$91.8K - $102K
|
1.31K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
1.3K+ 12.71% |
$90.8K - $100K
|
11.5K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.3K+ 1.95% |
$90.8K - $100K
|
67.6K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.29KNew |
$90.4K - $99.9K
|
1.29K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.27K+ 28.98% |
$89.2K - $98.6K
|
5.67K
$455K
|