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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.7K+ 0.87% |
$2.64M - $2.92M
|
4.36M
$350M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
37.3KNew |
$2.61M - $2.89M
|
37.3K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37.3K+ 20.48% |
$2.61M - $2.88M
|
219K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 14.02% |
$2.57M - $2.84M
|
299K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
36.6K+ 620.36% |
$2.56M - $2.83M
|
42.5K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
35.8K+ 3.32% |
$2.51M - $2.77M
|
1.11M
$89.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
35.5K+ 7.94% |
$2.49M - $2.75M
|
483K
$38.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
35.1K+ 4.88% |
$2.46M - $2.72M
|
755K
$60.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.7KNew |
$2.43M - $2.69M
|
34.7K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
34.6KNew |
$2.42M - $2.68M
|
34.6K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34.6K+ 132.61% |
$2.42M - $2.68M
|
60.6K
$4.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.5K+ 25.3% |
$2.42M - $2.68M
|
171K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.5K+ 1.02% |
$2.42M - $2.67M
|
3.43M
$276M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34.4K+ 29.41% |
$2.41M - $2.66M
|
151K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.4K+ 11.79% |
$2.41M - $2.66M
|
326K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 102.58% |
$2.32M - $2.57M
|
65.5K
$5.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
33K+ 1.58% |
$2.32M - $2.56M
|
2.13M
$171M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
32.7KNew |
$2.29M - $2.54M
|
32.7K
$2.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
32.7K+ 4.17% |
$2.29M - $2.54M
|
818K
$65.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32.6K+ 11.21% |
$2.28M - $2.52M
|
323K
$26M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
32.4K+ 132.51% |
$2.27M - $2.51M
|
56.9K
$4.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
32.3K+ 156.61% |
$2.26M - $2.5M
|
52.9K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
32.3K+ 8.2% |
$2.26M - $2.5M
|
425K
$34.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32.1K+ 50.32% |
$2.25M - $2.49M
|
95.9K
$7.71M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
31.9K+ 3.44% |
$2.23M - $2.47M
|
958K
$77M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
31.3K+ 6.74% |
$2.2M - $2.43M
|
497K
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.2K+ 2.25% |
$2.19M - $2.42M
|
1.42M
$114M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
30.6K+ 1.42% |
$2.14M - $2.37M
|
2.18M
$175M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
30.6K+ 19.28% |
$2.14M - $2.37M
|
189K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 4.39% |
$2.12M - $2.34M
|
718K
$57.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
BUY
|
- |
30K+ 21.79% |
$2.1M - $2.32M
|
168K
$13.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.7K+ 1.8% |
$2.08M - $2.3M
|
1.68M
$135M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
29.7KNew |
$2.08M - $2.3M
|
29.7K
$2.39M
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
29.6KNew |
$2.07M - $2.29M
|
29.6K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29.3K+ 127.91% |
$2.05M - $2.27M
|
52.1K
$4.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
29.2K+ 2.82% |
$2.05M - $2.26M
|
1.07M
$85.7M
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
28.7KNew |
$2.01M - $2.22M
|
28.7K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
28K+ 16.79% |
$1.96M - $2.16M
|
195K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.9K+ 15.37% |
$1.95M - $2.16M
|
209K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
27.4K+ 353.86% |
$1.92M - $2.12M
|
35.2K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.9K+ 27.27% |
$1.89M - $2.09M
|
126K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
26.8K+ 8.27% |
$1.88M - $2.07M
|
350K
$28.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
26.7K+ 4.96% |
$1.87M - $2.07M
|
566K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.5K+ 2.66% |
$1.86M - $2.06M
|
1.03M
$82.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
26.2K+ 4.91% |
$1.84M - $2.03M
|
560K
$45M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$1.84M - $2.03M
|
26.2K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26.2K+ 57.67% |
$1.83M - $2.03M
|
71.6K
$5.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26KNew |
$1.82M - $2.01M
|
26K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
26K+ 3.47% |
$1.82M - $2.01M
|
774K
$62.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.6KNew |
$1.79M - $1.98M
|
25.6K
$2.06M
|