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 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
12.9K+ 4.7% |
$903K - $998K
|
287K
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.8KNew |
$896K - $990K
|
12.8K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
12.7K+ 3.99% |
$893K - $986K
|
332K
$26.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.7K+ 3.93% |
$891K - $984K
|
336K
$27M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
12.7KNew |
$890K - $984K
|
12.7K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
12.6K+ 8.7% |
$884K - $977K
|
158K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
12.6KNew |
$882K - $975K
|
12.6K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12.4K+ 38.62% |
$869K - $960K
|
44.5K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.4K+ 38.97% |
$868K - $960K
|
44.2K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
12.3K+ 5.13% |
$861K - $952K
|
252K
$20.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
12.2K+ 7.09% |
$854K - $944K
|
184K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.2K+ 1.58% |
$852K - $942K
|
781K
$62.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12KNew |
$841K - $930K
|
12K
$965K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12K+ 545.57% |
$841K - $929K
|
14.2K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
11.9K+ 4.38% |
$834K - $921K
|
283K
$22.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
11.6K+ 344.34% |
$812K - $897K
|
15K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.5K+ 2.06% |
$809K - $894K
|
571K
$45.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
11.5K+ 5.12% |
$809K - $894K
|
237K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
11.5K+ 5.88% |
$805K - $890K
|
207K
$16.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 0.61% |
$804K - $889K
|
1.88M
$151M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.4K+ 390.48% |
$802K - $886K
|
14.4K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
11.3K+ 152.21% |
$793K - $877K
|
18.8K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
11.3K+ 4.38% |
$793K - $876K
|
270K
$21.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.1KNew |
$780K - $862K
|
11.1K
$895K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
11.1K+ 1.86% |
$778K - $860K
|
608K
$48.9M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$774K - $855K
|
11K
$888K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
10.9K+ 6.54% |
$765K - $845K
|
178K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.9KNew |
$764K - $845K
|
10.9K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.9K+ 7.0% |
$761K - $841K
|
166K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.8KNew |
$759K - $839K
|
10.8K
$871K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
10.8K+ 2.05% |
$754K - $833K
|
537K
$43.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10.6K+ 2.95% |
$745K - $823K
|
371K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.6K+ 278.54% |
$743K - $821K
|
14.4K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.6K+ 0.53% |
$743K - $821K
|
2.02M
$162M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.6K+ 7.69% |
$742K - $820K
|
148K
$11.9M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
10.6KNew |
$741K - $819K
|
10.6K
$850K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10.5K+ 11.06% |
$734K - $811K
|
105K
$8.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.4K+ 1.3% |
$732K - $809K
|
812K
$65.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
10.4K+ 3.81% |
$731K - $808K
|
284K
$22.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.4KNew |
$729K - $806K
|
10.4K
$837K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.4K+ 13.87% |
$728K - $805K
|
85.4K
$6.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.3K+ 2.52% |
$724K - $800K
|
420K
$33.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.3K+ 5.7% |
$719K - $795K
|
190K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.3K+ 15.98% |
$719K - $795K
|
74.5K
$5.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 4.83% |
$708K - $782K
|
219K
$17.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10.1K+ 24.41% |
$707K - $781K
|
51.4K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
10KNew |
$701K - $774K
|
10K
$804K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
9.98K+ 1.25% |
$699K - $772K
|
806K
$64.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 18.71% |
$698K - $772K
|
63.2K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
9.9K+ 163.43% |
$694K - $767K
|
16K
$1.28M
|