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 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-21.6K- 12.8% |
$1.51M - $1.67M
|
147K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-21.9K- 8.98% |
$1.53M - $1.69M
|
222K
$19.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-22.3K- 28.17% |
$1.56M - $1.72M
|
56.8K
$5M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-22.3K- 4.26% |
$1.57M - $1.73M
|
502K
$44.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-23.1K- 18.54% |
$1.62M - $1.79M
|
101K
$8.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-23.4K- 84.73% |
$1.64M - $1.81M
|
4.21K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-24.1K- 12.45% |
$1.69M - $1.87M
|
170K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-24.3K- 6.33% |
$1.71M - $1.89M
|
360K
$31.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-24.5K- 12.31% |
$1.72M - $1.9M
|
174K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24.6K- 26.9% |
$1.72M - $1.9M
|
66.7K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-24.7K- 16.64% |
$1.73M - $1.91M
|
124K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26.2K- 5.81% |
$1.83M - $2.02M
|
424K
$37.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-26.2K- 0.72% |
$1.84M - $2.03M
|
3.63M
$319M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-28.4K- 12.83% |
$1.99M - $2.2M
|
193K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-29.2K- 16.24% |
$2.04M - $2.26M
|
151K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-29.5K- 79.19% |
$2.07M - $2.28M
|
7.75K
$682K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-29.9K- 16.59% |
$2.1M - $2.32M
|
150K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-30.9K- 3.96% |
$2.16M - $2.39M
|
750K
$66M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-31.6K- 33.16% |
$2.21M - $2.44M
|
63.6K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33.6K- 31.24% |
$2.35M - $2.6M
|
73.8K
$6.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34.6K- 5.2% |
$2.42M - $2.68M
|
631K
$55.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-35K- 2.88% |
$2.45M - $2.71M
|
1.18M
$104M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-35.7K- 48.8% |
$2.5M - $2.76M
|
37.4K
$3.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-35.9K- 0.97% |
$2.51M - $2.78M
|
3.66M
$323M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-37.6K- 70.03% |
$2.63M - $2.91M
|
16.1K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-37.8K- 9.66% |
$2.65M - $2.93M
|
354K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-38.4K- 9.55% |
$2.69M - $2.98M
|
364K
$32M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38.6K- 68.36% |
$2.7M - $2.99M
|
17.9K
$1.57M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-39.5K- 1.95% |
$2.77M - $3.06M
|
1.98M
$174M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-40.5K- 27.0% |
$2.84M - $3.14M
|
110K
$9.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-41.5K- 8.08% |
$2.9M - $3.21M
|
472K
$41.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-42K- 47.53% |
$2.94M - $3.25M
|
46.4K
$4.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-45.9K- 2.02% |
$3.22M - $3.56M
|
2.23M
$196M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-46.8K- 95.64% |
$3.28M - $3.63M
|
2.13K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-49K- 13.31% |
$3.43M - $3.79M
|
319K
$28.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-49.9K- 19.35% |
$3.5M - $3.87M
|
208K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-51.5K- 81.93% |
$3.61M - $3.99M
|
11.4K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-53.3K- 34.22% |
$3.74M - $4.13M
|
102K
$9.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.9K- 26.0% |
$3.92M - $4.33M
|
159K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-57.2K- 90.97% |
$4.01M - $4.43M
|
5.68K
$500K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-62K- 4.25% |
$4.34M - $4.8M
|
1.39M
$123M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-68.7K- 38.21% |
$4.81M - $5.32M
|
111K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-70K- 2.46% |
$4.9M - $5.42M
|
2.77M
$244M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-74.3K- 6.17% |
$5.2M - $5.75M
|
1.13M
$99.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-77.7K- 68.51% |
$5.44M - $6.01M
|
35.7K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-80.9K- 20.86% |
$5.67M - $6.27M
|
307K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-82K- 4.75% |
$5.74M - $6.35M
|
1.65M
$145M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-88.6K- 2.19% |
$6.21M - $6.86M
|
3.97M
$349M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-91.3K- 88.86% |
$6.4M - $7.07M
|
11.5K
$1.01M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-91.3K- 88.86% |
$6.4M - $7.07M
|
11.5K
$1.01M
|