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 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.87K+ 5.92% |
$691K - $764K
|
177K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9.8K+ 6.22% |
$687K - $759K
|
168K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.77K+ 59.69% |
$685K - $757K
|
26.1K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
9.75KNew |
$683K - $755K
|
9.75K
$784K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
9.71K+ 4.19% |
$680K - $752K
|
241K
$19.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9.71K+ 63.61% |
$680K - $751K
|
25K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.61K+ 1.97% |
$673K - $744K
|
499K
$40.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.6K+ 6.53% |
$673K - $743K
|
157K
$12.6M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
9.55K+ 101.9% |
$669K - $739K
|
18.9K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.55K+ 7.15% |
$669K - $739K
|
143K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
9.52KNew |
$667K - $737K
|
9.52K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
9.49KNew |
$665K - $735K
|
9.49K
$763K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.36K+ 6.03% |
$656K - $725K
|
165K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
9.35K+ 7.85% |
$655K - $724K
|
128K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9.32K+ 1.72% |
$653K - $721K
|
552K
$44.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.26KNew |
$649K - $717K
|
9.26K
$744K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.23K+ 12.33% |
$647K - $715K
|
84.1K
$6.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.19K+ 22.39% |
$644K - $712K
|
50.2K
$4.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.18K+ 6.14% |
$643K - $711K
|
159K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.16K+ 6.68% |
$642K - $709K
|
146K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.14KNew |
$640K - $708K
|
9.14K
$735K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
9.13K+ 282.98% |
$639K - $707K
|
12.4K
$993K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
9.11K+ 184.42% |
$638K - $706K
|
14.1K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.11K+ 310.21% |
$638K - $705K
|
12K
$968K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.08KNew |
$636K - $703K
|
9.08K
$730K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.02KNew |
$632K - $699K
|
9.02K
$725K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.84K+ 5.67% |
$619K - $684K
|
165K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
8.8KNew |
$616K - $681K
|
8.8K
$707K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.79KNew |
$616K - $681K
|
8.79K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
8.78KNew |
$615K - $680K
|
8.78K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
8.62K+ 2.6% |
$604K - $667K
|
341K
$27.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
8.61K+ 7.4% |
$603K - $667K
|
125K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.6K+ 17.6% |
$603K - $666K
|
57.5K
$4.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.59K+ 8.92% |
$602K - $665K
|
105K
$8.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.58K+ 4.04% |
$601K - $664K
|
221K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.54KNew |
$599K - $662K
|
8.54K
$687K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.53K+ 6.64% |
$598K - $661K
|
137K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.48K+ 0.52% |
$594K - $656K
|
1.65M
$132M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8.31KNew |
$582K - $644K
|
8.31K
$668K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.3KNew |
$582K - $643K
|
8.3K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.26KNew |
$579K - $639K
|
8.26K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.14K+ 7.83% |
$570K - $630K
|
112K
$9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.12K+ 48.07% |
$569K - $629K
|
25K
$2.01M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.11K+ 15.69% |
$568K - $628K
|
59.8K
$4.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.01K+ 6.06% |
$561K - $620K
|
140K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.98K+ 0.13% |
$559K - $618K
|
5.97M
$480M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.94KNew |
$556K - $615K
|
7.94K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
7.94KNew |
$556K - $615K
|
7.94K
$638K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.89K+ 59.77% |
$552K - $611K
|
21.1K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
7.85K+ 8.02% |
$550K - $608K
|
106K
$8.5M
|