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 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.52K- 8.05% |
$247K - $273K
|
40.2K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-3.56K- 17.12% |
$249K - $276K
|
17.2K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.6K- 1.86% |
$252K - $279K
|
190K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-3.63K- 0.75% |
$254K - $281K
|
481K
$36.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.65K- 3.77% |
$255K - $282K
|
92.9K
$7.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.69K- 6.88% |
$258K - $286K
|
49.9K
$3.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 5.85% |
$260K - $287K
|
59.8K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.8K- 38.72% |
$267K - $295K
|
6.02K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.82K- 44.17% |
$267K - $296K
|
4.83K
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.84K- 19.29% |
$269K - $297K
|
16.1K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.89K- 6.1% |
$273K - $301K
|
59.9K
$4.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.94K- 5.5% |
$276K - $305K
|
67.7K
$5.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.96K- 5.33% |
$277K - $307K
|
70.3K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.04K- 19.27% |
$283K - $313K
|
16.9K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.05K- 14.03% |
$284K - $313K
|
24.8K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.05K- 1.62% |
$284K - $314K
|
246K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.09K- 6.53% |
$286K - $316K
|
58.5K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.1K- 0.51% |
$287K - $317K
|
801K
$61M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.18K- 97.6% |
$293K - $324K
|
103
$7.85K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.21K- 58.71% |
$295K - $326K
|
2.96K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.22K- 8.72% |
$295K - $327K
|
44.2K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.28K- 44.38% |
$300K - $332K
|
5.37K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.3K- 6.21% |
$301K - $333K
|
64.9K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-4.45K- 4.17% |
$312K - $345K
|
102K
$7.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.48K- 3.69% |
$314K - $346K
|
117K
$8.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.55K- 9.01% |
$319K - $352K
|
45.9K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.63K- 6.36% |
$324K - $358K
|
68.2K
$5.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.73K- 12.56% |
$331K - $366K
|
32.9K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 11.3% |
$332K - $367K
|
37.2K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.83K- 19.39% |
$339K - $374K
|
20.1K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.87K- 2.84% |
$341K - $377K
|
167K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.93K- 5.26% |
$345K - $382K
|
88.8K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4.95K- 14.03% |
$347K - $384K
|
30.4K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.97K- 25.6% |
$348K - $385K
|
14.4K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.02K- 12.5% |
$351K - $388K
|
35.1K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.13K- 10.0% |
$359K - $397K
|
46.2K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.22K- 2.94% |
$366K - $404K
|
173K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-5.25K- 8.79% |
$368K - $407K
|
54.5K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.25K- 48.12% |
$368K - $407K
|
5.66K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.29K- 8.1% |
$370K - $409K
|
60K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.46K- 2.55% |
$382K - $423K
|
209K
$15.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.5K- 32.35% |
$385K - $426K
|
11.5K
$877K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.55K- 61.54% |
$389K - $430K
|
3.47K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.55K- 28.95% |
$389K - $430K
|
13.6K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.62K- 5.63% |
$394K - $435K
|
94.2K
$7.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-5.73K- 24.1% |
$401K - $444K
|
18K
$1.38M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.9K- 15.75% |
$413K - $457K
|
31.6K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.01K- 3.56% |
$421K - $465K
|
163K
$12.4M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-6.03K- 27.3% |
$422K - $467K
|
16K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.13K- 28.0% |
$430K - $475K
|
15.8K
$1.2M
|