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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.71K- 9.57% |
$190K - $210K
|
25.6K
$2.26M
|
|
|
Aug 27, 2025
Q4 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-2.8KClosed |
$196K - $217K
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.81K- 33.66% |
$197K - $218K
|
5.54K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.84K- 4.36% |
$199K - $220K
|
62.3K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.85K- 52.09% |
$200K - $221K
|
2.62K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.86K- 0.51% |
$200K - $222K
|
561K
$49.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.89K- 10.83% |
$202K - $224K
|
23.8K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.91K- 14.33% |
$204K - $226K
|
17.4K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.96K- 1.16% |
$207K - $229K
|
251K
$22.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 15.22% |
$209K - $231K
|
16.6K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3K- 38.8% |
$210K - $232K
|
4.73K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.13K- 19.66% |
$219K - $242K
|
12.8K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.16K- 31.57% |
$221K - $245K
|
6.85K
$603K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-3.24K- 46.14% |
$227K - $250K
|
3.78K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.37K- 18.87% |
$236K - $261K
|
14.5K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.4K- 26.37% |
$238K - $263K
|
9.5K
$836K
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.51K- 0.24% |
$246K - $272K
|
1.47M
$129M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.52K- 8.05% |
$247K - $273K
|
40.2K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-3.56K- 17.12% |
$249K - $276K
|
17.2K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.6K- 1.86% |
$252K - $279K
|
190K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-3.63K- 0.75% |
$254K - $281K
|
481K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.65K- 3.77% |
$255K - $282K
|
92.9K
$8.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.69K- 6.88% |
$258K - $286K
|
49.9K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 5.85% |
$260K - $287K
|
59.8K
$5.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.8K- 38.72% |
$267K - $295K
|
6.02K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.82K- 44.17% |
$267K - $296K
|
4.83K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.84K- 19.29% |
$269K - $297K
|
16.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.89K- 6.1% |
$273K - $301K
|
59.9K
$5.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.94K- 5.5% |
$276K - $305K
|
67.7K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.96K- 5.33% |
$277K - $307K
|
70.3K
$6.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.04K- 19.27% |
$283K - $313K
|
16.9K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.05K- 14.03% |
$284K - $313K
|
24.8K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.05K- 1.62% |
$284K - $314K
|
246K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.09K- 6.53% |
$286K - $316K
|
58.5K
$5.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.1K- 0.51% |
$287K - $317K
|
801K
$70.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.18K- 97.6% |
$293K - $324K
|
103
$9.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.21K- 58.71% |
$295K - $326K
|
2.96K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.22K- 8.72% |
$295K - $327K
|
44.2K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.28K- 44.38% |
$300K - $332K
|
5.37K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.3K- 6.21% |
$301K - $333K
|
64.9K
$5.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-4.45K- 4.17% |
$312K - $345K
|
102K
$9M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.48K- 3.69% |
$314K - $346K
|
117K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.55K- 9.01% |
$319K - $352K
|
45.9K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.63K- 6.36% |
$324K - $358K
|
68.2K
$6M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.63K- 24.49% |
$324K - $359K
|
14.3K
$1.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.73K- 12.56% |
$331K - $366K
|
32.9K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 11.3% |
$332K - $367K
|
37.2K
$3.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.83K- 19.39% |
$339K - $374K
|
20.1K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.87K- 2.84% |
$341K - $377K
|
167K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.93K- 5.26% |
$345K - $382K
|
88.8K
$7.82M
|