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 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
16.5KNew |
$1.15M - $1.27M
|
16.5K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16.3K+ 50.69% |
$1.14M - $1.26M
|
48.4K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16.2KNew |
$1.14M - $1.26M
|
16.2K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
16.2K+ 366.05% |
$1.13M - $1.25M
|
20.6K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
16.2KNew |
$1.13M - $1.25M
|
16.2K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.1K+ 11.41% |
$1.13M - $1.25M
|
157K
$12M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.8KNew |
$1.11M - $1.22M
|
15.8K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
15.5K+ 4.38% |
$1.09M - $1.2M
|
369K
$28.1M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 5.91% |
$1.07M - $1.19M
|
275K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.3K+ 1322.73% |
$1.07M - $1.18M
|
16.5K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
15.2KNew |
$1.06M - $1.18M
|
15.2K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
15.1K+ 8.03% |
$1.06M - $1.17M
|
203K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15K+ 47.77% |
$1.05M - $1.16M
|
46.3K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
15K+ 5.38% |
$1.05M - $1.16M
|
293K
$22.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.6K+ 54.75% |
$1.02M - $1.13M
|
41.3K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.6K+ 4.64% |
$1.02M - $1.13M
|
329K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
14.5K+ 1.48% |
$1.01M - $1.12M
|
992K
$75.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.4K+ 24.32% |
$1.01M - $1.12M
|
73.7K
$5.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
14.3K+ 72.62% |
$1M - $1.11M
|
34.1K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
14.3KNew |
$1M - $1.11M
|
14.3K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14K+ 3.47% |
$983K - $1.09M
|
418K
$31.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
14K+ 6.35% |
$977K - $1.08M
|
234K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13.8KNew |
$967K - $1.07M
|
13.8K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
13.6K+ 114.07% |
$952K - $1.05M
|
25.5K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 53.59% |
$949K - $1.05M
|
38.8K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
13.5K+ 1.55% |
$946K - $1.05M
|
884K
$67.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
13.5K+ 4.25% |
$945K - $1.04M
|
331K
$25.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
13.5KNew |
$944K - $1.04M
|
13.5K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
13.5K+ 4.26% |
$944K - $1.04M
|
330K
$25.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
13.3K+ 48.38% |
$934K - $1.03M
|
40.9K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13.2KNew |
$927K - $1.02M
|
13.2K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
13.1K+ 6.77% |
$918K - $1.01M
|
207K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
13KNew |
$911K - $1.01M
|
13K
$992K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
13KNew |
$910K - $1.01M
|
13K
$990K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
12.9K+ 4.7% |
$903K - $998K
|
287K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.8KNew |
$896K - $990K
|
12.8K
$975K
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
12.7K+ 3.99% |
$893K - $986K
|
332K
$25.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.7K+ 3.93% |
$891K - $984K
|
336K
$25.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
12.7KNew |
$890K - $984K
|
12.7K
$969K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
12.6K+ 8.7% |
$884K - $977K
|
158K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
12.6KNew |
$882K - $975K
|
12.6K
$960K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12.4K+ 38.62% |
$869K - $960K
|
44.5K
$3.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.4K+ 38.97% |
$868K - $960K
|
44.2K
$3.37M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
12.3K+ 5.13% |
$861K - $952K
|
252K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
12.2K+ 7.09% |
$854K - $944K
|
184K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.2K+ 1.58% |
$852K - $942K
|
781K
$59.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12KNew |
$841K - $930K
|
12K
$915K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12K+ 545.57% |
$841K - $929K
|
14.2K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
11.9K+ 4.38% |
$834K - $921K
|
283K
$21.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
11.6K+ 344.34% |
$812K - $897K
|
15K
$1.14M
|