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 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2K- 1.5% |
$140K - $155K
|
131K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.01K- 2.41% |
$141K - $155K
|
81.2K
$6.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.05K- 4.71% |
$144K - $159K
|
41.4K
$3.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.06K- 0.54% |
$145K - $160K
|
379K
$28.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.09K- 2.39% |
$146K - $162K
|
85.3K
$6.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.12K- 4.28% |
$148K - $164K
|
47.3K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.14K- 8.09% |
$150K - $165K
|
24.3K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.16K- 8.07% |
$151K - $167K
|
24.6K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.17K- 4.26% |
$152K - $168K
|
48.8K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.17K- 38.52% |
$152K - $168K
|
3.47K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 15.7% |
$153K - $169K
|
11.7K
$892K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 2.21% |
$153K - $169K
|
96.8K
$7.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.19K- 3.42% |
$153K - $169K
|
61.7K
$4.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.24K- 0.68% |
$157K - $174K
|
325K
$24.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.25K- 1.81% |
$157K - $174K
|
122K
$9.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.29K- 19.17% |
$160K - $177K
|
9.66K
$736K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.3K- 3.57% |
$161K - $178K
|
62.2K
$4.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-2.31K- 1.5% |
$162K - $179K
|
152K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.33K- 19.9% |
$163K - $180K
|
9.37K
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.36K- 1.81% |
$165K - $183K
|
128K
$9.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.39K- 19.36% |
$167K - $185K
|
9.95K
$758K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.39K- 28.39% |
$167K - $185K
|
6.03K
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.39K- 20.23% |
$168K - $185K
|
9.43K
$719K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.42K- 0.75% |
$169K - $187K
|
318K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.46K- 4.53% |
$173K - $191K
|
52K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.49K- 1.84% |
$174K - $192K
|
132K
$10.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.53K- 3.29% |
$177K - $196K
|
74.3K
$5.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.55K- 12.66% |
$178K - $197K
|
17.6K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.63K- 10.34% |
$184K - $204K
|
22.8K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.64K- 23.32% |
$185K - $205K
|
8.69K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.65K- 11.76% |
$185K - $205K
|
19.9K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.69K- 20.24% |
$188K - $208K
|
10.6K
$807K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.7K- 1.15% |
$189K - $209K
|
233K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.71K- 16.37% |
$190K - $210K
|
13.8K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.71K- 9.57% |
$190K - $210K
|
25.6K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.81K- 33.66% |
$197K - $218K
|
5.54K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.84K- 4.36% |
$199K - $220K
|
62.3K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.85K- 52.09% |
$200K - $221K
|
2.62K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.86K- 0.51% |
$200K - $222K
|
561K
$42.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.89K- 10.83% |
$202K - $224K
|
23.8K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.91K- 14.33% |
$204K - $226K
|
17.4K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.96K- 1.16% |
$207K - $229K
|
251K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 15.22% |
$209K - $231K
|
16.6K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3K- 38.8% |
$210K - $232K
|
4.73K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.13K- 19.66% |
$219K - $242K
|
12.8K
$975K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.16K- 31.57% |
$221K - $245K
|
6.85K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-3.24K- 46.14% |
$227K - $250K
|
3.78K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.37K- 18.87% |
$236K - $261K
|
14.5K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.4K- 26.37% |
$238K - $263K
|
9.5K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.51K- 0.24% |
$246K - $272K
|
1.47M
$112M
|