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
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-482- 1.95% |
$33.8K - $37.3K
|
24.3K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-491- 6.03% |
$34.4K - $38K
|
7.65K
$583K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-519- 2.8% |
$36.4K - $40.2K
|
18K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-519- 9.19% |
$36.4K - $40.2K
|
5.13K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-544- 21.35% |
$38.1K - $42.1K
|
2K
$153K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-545- 11.39% |
$38.2K - $42.2K
|
4.24K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-547- 1.69% |
$38.3K - $42.4K
|
31.8K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-548- 3.69% |
$38.4K - $42.4K
|
14.3K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-549- 4.14% |
$38.5K - $42.5K
|
12.7K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-550- 17.54% |
$38.5K - $42.6K
|
2.59K
$197K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-554- 46.67% |
$38.8K - $42.9K
|
633
$48.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-558- 13.24% |
$39.1K - $43.2K
|
3.66K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-569- 13.83% |
$39.9K - $44.1K
|
3.55K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-570- 1.67% |
$39.9K - $44.1K
|
33.5K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-573- 0.9% |
$40.1K - $44.4K
|
63.2K
$4.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-574- 18.94% |
$40.2K - $44.4K
|
2.46K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-574- 13.23% |
$40.2K - $44.4K
|
3.76K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-601- 4.07% |
$42.1K - $46.5K
|
14.2K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-602- 2.95% |
$42.2K - $46.6K
|
19.8K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-611- 1.98% |
$42.8K - $47.3K
|
30.3K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-626- 5.64% |
$43.9K - $48.5K
|
10.5K
$799K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-641- 1.34% |
$44.9K - $49.6K
|
47.4K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-647- 2.49% |
$45.3K - $50.1K
|
25.4K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-647- 1.31% |
$45.3K - $50.1K
|
48.7K
$3.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-652- 0.99% |
$45.7K - $50.5K
|
65.2K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-654- 1.52% |
$45.8K - $50.6K
|
42.3K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-666- 0.62% |
$46.7K - $51.6K
|
107K
$8.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-675- 0.77% |
$47.3K - $52.3K
|
86.5K
$6.59M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-676- 4.74% |
$47.4K - $52.3K
|
13.6K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-680- 1.09% |
$47.6K - $52.7K
|
61.6K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-684- 3.4% |
$47.9K - $53K
|
19.5K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-691- 0.02% |
$48.4K - $53.5K
|
2.82M
$215M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-695- 9.49% |
$48.7K - $53.8K
|
6.63K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-695- 1.09% |
$48.7K - $53.8K
|
63.3K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-700- 5.43% |
$49K - $54.2K
|
12.2K
$930K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-703- 4.3% |
$49.3K - $54.4K
|
15.6K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-709- 17.81% |
$49.7K - $54.9K
|
3.27K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-710- 2.27% |
$49.7K - $55K
|
30.6K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-711- 5.07% |
$49.8K - $55.1K
|
13.3K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-728- 2.95% |
$51K - $56.4K
|
24K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-742- 0.99% |
$52K - $57.5K
|
74.3K
$5.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-755- 2.08% |
$52.9K - $58.5K
|
35.5K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-758- 5.42% |
$53.1K - $58.7K
|
13.2K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-766- 2.62% |
$53.7K - $59.3K
|
28.5K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-770- 7.16% |
$53.9K - $59.6K
|
9.98K
$761K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-775- 13.63% |
$54.3K - $60K
|
4.91K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-777- 7.56% |
$54.4K - $60.2K
|
9.5K
$724K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-778- 4.25% |
$54.5K - $60.2K
|
17.5K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-783- 2.1% |
$54.9K - $60.6K
|
36.5K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-799- 2.05% |
$56K - $61.9K
|
38.1K
$2.91M
|