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 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-9.86K- 0.32% |
$691K - $763K
|
3.11M
$274M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-9.9K- 54.57% |
$694K - $767K
|
8.24K
$726K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10K- 3.53% |
$701K - $775K
|
274K
$24.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-10K- 13.43% |
$703K - $777K
|
64.7K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.5K- 9.08% |
$735K - $812K
|
105K
$9.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 19.87% |
$761K - $841K
|
43.8K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11K- 4.81% |
$774K - $855K
|
219K
$19.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 13.44% |
$780K - $862K
|
71.7K
$6.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.4K- 81.73% |
$799K - $883K
|
2.55K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-11.6K- 0.66% |
$809K - $894K
|
1.73M
$152M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-11.6K- 33.77% |
$814K - $899K
|
22.8K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.8K- 4.81% |
$829K - $916K
|
234K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.9K- 9.6% |
$831K - $918K
|
112K
$9.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12.1K- 2.33% |
$851K - $941K
|
509K
$44.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-12.6K- 35.7% |
$884K - $977K
|
22.7K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-12.7K- 29.54% |
$887K - $980K
|
30.2K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-12.8K- 6.33% |
$897K - $991K
|
189K
$16.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-13.3K- 10.4% |
$931K - $1.03M
|
114K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-13.4K- 46.89% |
$941K - $1.04M
|
15.2K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-13.5K- 2.65% |
$946K - $1.05M
|
495K
$43.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-14.2K- 31.75% |
$998K - $1.1M
|
30.6K
$2.69M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-15K- 2.64% |
$1.05M - $1.16M
|
552K
$48.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-15K- 12.84% |
$1.05M - $1.16M
|
102K
$8.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-15.4K- 10.71% |
$1.08M - $1.19M
|
128K
$11.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-15.4K- 37.91% |
$1.08M - $1.2M
|
25.3K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15.5K- 10.15% |
$1.08M - $1.2M
|
137K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-15.9K- 36.96% |
$1.11M - $1.23M
|
27.1K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 59.14% |
$1.13M - $1.25M
|
11.1K
$979K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-16.2K- 3.96% |
$1.13M - $1.25M
|
393K
$34.5M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-16.2K- 93.35% |
$1.14M - $1.26M
|
1.16K
$102K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-16.3K- 7.38% |
$1.14M - $1.26M
|
204K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-16.5K- 2.99% |
$1.15M - $1.28M
|
534K
$47M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.6K- 12.97% |
$1.16M - $1.28M
|
111K
$9.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.6K- 0.32% |
$1.17M - $1.29M
|
5.17M
$455M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-16.8K- 13.59% |
$1.17M - $1.3M
|
107K
$9.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 44.46% |
$1.18M - $1.3M
|
21K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-16.9K- 6.31% |
$1.19M - $1.31M
|
251K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16.9K- 2.64% |
$1.19M - $1.31M
|
625K
$55M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-17K- 2.66% |
$1.19M - $1.32M
|
622K
$54.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-17K- 3.11% |
$1.19M - $1.32M
|
532K
$46.8M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-17.4K- 6.9% |
$1.22M - $1.35M
|
235K
$20.7M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-17.7K- 40.27% |
$1.24M - $1.37M
|
26.3K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-18K- 2.34% |
$1.26M - $1.4M
|
753K
$66.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-18.6K- 39.23% |
$1.31M - $1.44M
|
28.9K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.3K- 21.12% |
$1.35M - $1.5M
|
72.1K
$6.35M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-19.8K- 28.54% |
$1.39M - $1.53M
|
49.6K
$4.37M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.6K- 18.32% |
$1.44M - $1.59M
|
91.7K
$8.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20.7K- 4.5% |
$1.45M - $1.6M
|
440K
$38.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-21.2K- 51.01% |
$1.49M - $1.64M
|
20.4K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.3K- 5.98% |
$1.49M - $1.65M
|
334K
$29.4M
|