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
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.84K- 1.1% |
$129K - $143K
|
166K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.85K- 8.58% |
$130K - $143K
|
19.7K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 15.37% |
$130K - $143K
|
10.2K
$897K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.88K- 1.36% |
$131K - $145K
|
136K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.88K- 1.2% |
$132K - $146K
|
155K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.89K- 1.26% |
$133K - $147K
|
148K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.91K- 33.55% |
$134K - $148K
|
3.78K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.92K- 0.68% |
$135K - $149K
|
283K
$24.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.96K- 35.93% |
$137K - $151K
|
3.49K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.96K- 0.34% |
$137K - $152K
|
581K
$51.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.96K- 1.94% |
$137K - $152K
|
98.9K
$8.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.96K- 11.94% |
$137K - $152K
|
14.4K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.97K- 6.97% |
$138K - $153K
|
26.3K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.98K- 1.87% |
$138K - $153K
|
103K
$9.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.98K- 11.89% |
$139K - $153K
|
14.7K
$1.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.98K- 4.08% |
$139K - $154K
|
46.6K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2K- 1.5% |
$140K - $155K
|
131K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.01K- 2.41% |
$141K - $155K
|
81.2K
$7.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.05K- 4.71% |
$144K - $159K
|
41.4K
$3.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.06K- 0.54% |
$145K - $160K
|
379K
$33.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.09K- 2.39% |
$146K - $162K
|
85.3K
$7.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.12K- 4.28% |
$148K - $164K
|
47.3K
$4.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.14K- 8.09% |
$150K - $165K
|
24.3K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.16K- 8.07% |
$151K - $167K
|
24.6K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.17K- 4.26% |
$152K - $168K
|
48.8K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.17K- 38.52% |
$152K - $168K
|
3.47K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 15.7% |
$153K - $169K
|
11.7K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 2.21% |
$153K - $169K
|
96.8K
$8.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.19K- 3.42% |
$153K - $169K
|
61.7K
$5.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.24K- 0.68% |
$157K - $174K
|
325K
$28.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.25K- 1.81% |
$157K - $174K
|
122K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.29K- 19.17% |
$160K - $177K
|
9.66K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.3K- 3.57% |
$161K - $178K
|
62.2K
$5.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-2.31K- 1.5% |
$162K - $179K
|
152K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.33K- 19.9% |
$163K - $180K
|
9.37K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.36K- 1.81% |
$165K - $183K
|
128K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.39K- 19.36% |
$167K - $185K
|
9.95K
$876K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.39K- 28.39% |
$167K - $185K
|
6.03K
$530K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.39K- 20.23% |
$168K - $185K
|
9.43K
$830K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.42K- 0.75% |
$169K - $187K
|
318K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.46K- 4.53% |
$173K - $191K
|
52K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.49K- 1.84% |
$174K - $192K
|
132K
$11.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.53K- 3.29% |
$177K - $196K
|
74.3K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.55K- 12.66% |
$178K - $197K
|
17.6K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.63K- 10.34% |
$184K - $204K
|
22.8K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.64K- 23.32% |
$185K - $205K
|
8.69K
$765K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.65K- 11.76% |
$185K - $205K
|
19.9K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.69K- 20.24% |
$188K - $208K
|
10.6K
$932K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.7K- 1.15% |
$189K - $209K
|
233K
$20.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.71K- 16.37% |
$190K - $210K
|
13.8K
$1.22M
|