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 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
25.5K+ 21.68% |
$1.78M - $1.97M
|
143K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25K+ 73.43% |
$1.75M - $1.94M
|
59.1K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
25KNew |
$1.75M - $1.94M
|
25K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
24.8K+ 49.17% |
$1.74M - $1.92M
|
75.1K
$6.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
24.5K+ 3.26% |
$1.72M - $1.9M
|
778K
$62.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
24.4K+ 62.52% |
$1.71M - $1.89M
|
63.5K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
24.4K+ 5.38% |
$1.71M - $1.89M
|
477K
$38.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
24.3KNew |
$1.71M - $1.88M
|
24.3K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
24.2KNew |
$1.69M - $1.87M
|
24.2K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
24K+ 8.19% |
$1.68M - $1.86M
|
316K
$25.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 69.51% |
$1.68M - $1.85M
|
58.4K
$4.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
23.6K+ 2.35% |
$1.66M - $1.83M
|
1.03M
$82.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23.6K+ 2.51% |
$1.65M - $1.82M
|
963K
$77.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
23.5K+ 17.03% |
$1.65M - $1.82M
|
162K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
23.3K+ 3.28% |
$1.64M - $1.81M
|
736K
$59.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23K+ 1.84% |
$1.61M - $1.78M
|
1.28M
$103M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
22.9K+ 1.89% |
$1.61M - $1.78M
|
1.24M
$99.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.3KNew |
$1.57M - $1.73M
|
22.3K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
22K+ 5.12% |
$1.54M - $1.71M
|
453K
$36.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21.7K+ 7.58% |
$1.52M - $1.68M
|
308K
$24.8M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
21.6KNew |
$1.51M - $1.67M
|
21.6K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
21.6K+ 4.63% |
$1.51M - $1.67M
|
487K
$39.1M
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
21.4KNew |
$1.5M - $1.66M
|
21.4K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
21.3KNew |
$1.49M - $1.65M
|
21.3K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20.9K+ 18.22% |
$1.46M - $1.62M
|
135K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.7K+ 1.1% |
$1.45M - $1.6M
|
1.9M
$153M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.5K+ 8.94% |
$1.43M - $1.58M
|
249K
$20M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
20.4K+ 52.72% |
$1.43M - $1.58M
|
59.2K
$4.76M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
20.4KNew |
$1.43M - $1.58M
|
20.4K
$1.64M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20.4K+ 26.07% |
$1.43M - $1.58M
|
98.5K
$7.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.3K+ 2.4% |
$1.42M - $1.57M
|
864K
$69.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 11.12% |
$1.42M - $1.57M
|
202K
$16.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20.1K+ 50.82% |
$1.41M - $1.56M
|
59.7K
$4.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20K+ 7.33% |
$1.4M - $1.55M
|
293K
$23.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
20K+ 2.51% |
$1.4M - $1.55M
|
816K
$65.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
20K+ 5.48% |
$1.4M - $1.55M
|
384K
$30.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19.9K+ 3.75% |
$1.4M - $1.54M
|
552K
$44.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19.8K+ 0.81% |
$1.39M - $1.53M
|
2.46M
$198M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
19.8K+ 14.77% |
$1.39M - $1.53M
|
154K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.7K+ 81.17% |
$1.38M - $1.53M
|
44K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
19.7K+ 68.09% |
$1.38M - $1.52M
|
48.6K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.5K+ 2.69% |
$1.37M - $1.51M
|
745K
$59.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
19.4K+ 4.05% |
$1.36M - $1.51M
|
499K
$40.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
19.2K+ 11.03% |
$1.35M - $1.49M
|
193K
$15.6M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
19KNew |
$1.33M - $1.47M
|
19K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
19K+ 446.01% |
$1.33M - $1.47M
|
23.2K
$1.86M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
18.6K+ 4.46% |
$1.31M - $1.44M
|
436K
$35.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
18.6KNew |
$1.3M - $1.44M
|
18.6K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
18.4K+ 179.34% |
$1.29M - $1.42M
|
28.7K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
18.1K+ 8.3% |
$1.27M - $1.4M
|
237K
$19M
|