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 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
18KNew |
$1.26M - $1.4M
|
18K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
17.9K+ 4.17% |
$1.26M - $1.39M
|
448K
$36M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
17.7KNew |
$1.24M - $1.37M
|
17.7K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
17.6K+ 16.42% |
$1.23M - $1.36M
|
124K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
17.5K+ 5.05% |
$1.23M - $1.36M
|
364K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
17.4K+ 3.61% |
$1.22M - $1.35M
|
501K
$40.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$1.21M - $1.33M
|
17.2K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
17.1KNew |
$1.2M - $1.32M
|
17.1K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
16.7KNew |
$1.17M - $1.29M
|
16.7K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
16.7KNew |
$1.17M - $1.29M
|
16.7K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
16.7K+ 272.16% |
$1.17M - $1.29M
|
22.8K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.6KNew |
$1.16M - $1.29M
|
16.6K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
16.5KNew |
$1.15M - $1.27M
|
16.5K
$1.32M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
16.5KNew |
$1.15M - $1.27M
|
16.5K
$1.32M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16.3K+ 50.69% |
$1.14M - $1.26M
|
48.4K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16.2KNew |
$1.14M - $1.26M
|
16.2K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
16.2K+ 366.05% |
$1.13M - $1.25M
|
20.6K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
16.2KNew |
$1.13M - $1.25M
|
16.2K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.1K+ 11.41% |
$1.13M - $1.25M
|
157K
$12.6M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16KNew |
$1.12M - $1.24M
|
16K
$1.29M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.8KNew |
$1.11M - $1.22M
|
15.8K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
15.5K+ 4.38% |
$1.09M - $1.2M
|
369K
$29.7M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 5.91% |
$1.07M - $1.19M
|
275K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.3K+ 1322.73% |
$1.07M - $1.18M
|
16.5K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
15.2KNew |
$1.06M - $1.18M
|
15.2K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
15.1K+ 8.03% |
$1.06M - $1.17M
|
203K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15K+ 47.77% |
$1.05M - $1.16M
|
46.3K
$3.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
15K+ 5.38% |
$1.05M - $1.16M
|
293K
$23.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.6K+ 54.75% |
$1.02M - $1.13M
|
41.3K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.6K+ 4.64% |
$1.02M - $1.13M
|
329K
$26.4M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
14.5KNew |
$1.02M - $1.13M
|
14.5K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
14.5K+ 1.48% |
$1.01M - $1.12M
|
992K
$79.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.4K+ 24.32% |
$1.01M - $1.12M
|
73.7K
$5.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
14.3K+ 72.62% |
$1M - $1.11M
|
34.1K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
14.3KNew |
$1M - $1.11M
|
14.3K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14K+ 3.47% |
$983K - $1.09M
|
418K
$33.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
14K+ 6.35% |
$977K - $1.08M
|
234K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13.8KNew |
$967K - $1.07M
|
13.8K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
13.6K+ 114.07% |
$952K - $1.05M
|
25.5K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 53.59% |
$949K - $1.05M
|
38.8K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
13.5K+ 1.55% |
$946K - $1.05M
|
884K
$71.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
13.5K+ 4.25% |
$945K - $1.04M
|
331K
$26.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
13.5KNew |
$944K - $1.04M
|
13.5K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
13.5K+ 4.26% |
$944K - $1.04M
|
330K
$26.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
13.3K+ 48.38% |
$934K - $1.03M
|
40.9K
$3.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13.2KNew |
$927K - $1.02M
|
13.2K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
13.1K+ 6.77% |
$918K - $1.01M
|
207K
$16.6M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
13K+ 44.18% |
$912K - $1.01M
|
42.5K
$3.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
13KNew |
$911K - $1.01M
|
13K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
13KNew |
$910K - $1.01M
|
13K
$1.04M
|