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
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.12% |
$631 - $697
|
7.36K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-9- 0.6% |
$631 - $697
|
1.5K
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-10- 0.18% |
$701 - $774
|
5.61K
$493K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-10- 0.07% |
$701 - $774
|
13.3K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10- 90.91% |
$701 - $774
|
1
$88
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.03% |
$771 - $852
|
33K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-12- 0.16% |
$841 - $929
|
7.28K
$641K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 2.61% |
$841 - $929
|
448
$39.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-15- 0.23% |
$1.05K - $1.16K
|
6.52K
$574K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-18- 0.24% |
$1.26K - $1.39K
|
7.47K
$658K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-19- -0.0% |
$1.33K - $1.47K
|
623K
$54.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-20- 0.35% |
$1.4K - $1.55K
|
5.63K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 3.33% |
$1.4K - $1.55K
|
580
$51.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-21- 0.4% |
$1.47K - $1.63K
|
5.22K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-22- 0.7% |
$1.54K - $1.7K
|
3.11K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25- 1.01% |
$1.75K - $1.94K
|
2.44K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-26- 0.66% |
$1.82K - $2.01K
|
3.9K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-26- 0.64% |
$1.82K - $2.01K
|
4.06K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-26- 0.1% |
$1.82K - $2.01K
|
26.9K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-27- 0.23% |
$1.89K - $2.09K
|
11.8K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-29- 0.13% |
$2.03K - $2.25K
|
21.5K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-35- 0.84% |
$2.45K - $2.71K
|
4.14K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-38- 1.08% |
$2.66K - $2.94K
|
3.47K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-39- 1.07% |
$2.73K - $3.02K
|
3.59K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-40- 0.58% |
$2.8K - $3.1K
|
6.84K
$602K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-40- 0.06% |
$2.8K - $3.1K
|
62.3K
$5.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-42- 1.05% |
$2.94K - $3.25K
|
3.95K
$348K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-42- 1.05% |
$2.94K - $3.25K
|
3.95K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-45- 26.95% |
$3.15K - $3.48K
|
122
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-45- 18.6% |
$3.15K - $3.48K
|
197
$17.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-46- 0.25% |
$3.22K - $3.56K
|
18.7K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-47- 0.45% |
$3.29K - $3.64K
|
10.4K
$912K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-48- 1.4% |
$3.36K - $3.72K
|
3.38K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-48- 0.21% |
$3.36K - $3.72K
|
22.9K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-49- 0.42% |
$3.43K - $3.79K
|
11.7K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-49- 0.02% |
$3.43K - $3.79K
|
204K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-53- 1.01% |
$3.71K - $4.1K
|
5.2K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-57- 1.74% |
$3.99K - $4.41K
|
3.21K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-59- 0.81% |
$4.13K - $4.57K
|
7.22K
$635K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-66- 1.85% |
$4.62K - $5.11K
|
3.51K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-69- 0.31% |
$4.83K - $5.34K
|
22.2K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-69- 0.13% |
$4.83K - $5.34K
|
54.6K
$4.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-69- 0.09% |
$4.83K - $5.34K
|
72.8K
$6.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-70- 0.68% |
$4.9K - $5.42K
|
10.3K
$905K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-71- 1.44% |
$4.97K - $5.5K
|
4.86K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 16.86% |
$4.97K - $5.5K
|
350
$30.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-71- 0.06% |
$4.97K - $5.5K
|
121K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-73- 1.23% |
$5.11K - $5.65K
|
5.87K
$517K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-73- 2.25% |
$5.11K - $5.65K
|
3.17K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-75- 0.26% |
$5.25K - $5.81K
|
28.8K
$2.54M
|