Purchases and Sales Made in Q3 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1M+ 5.84% |
$706M - $793M
|
183M
$13.1B
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.93M+ 3.46% |
$205M - $230M
|
87.4M
$6.29B
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
2.82MNew |
$197M - $222M
|
2.82M
$203M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.59M+ 100.02% |
$182M - $204M
|
5.18M
$373M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.31M+ 3.85% |
$162M - $182M
|
62.4M
$4.49B
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.9M+ 6.66% |
$133M - $149M
|
30.4M
$2.18B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6M+ 1.62% |
$112M - $126M
|
100M
$7.22B
|
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
1.59MNew |
$112M - $125M
|
1.59M
$114M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.57M+ 73.88% |
$110M - $124M
|
3.7M
$266M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.51M+ 4.33% |
$106M - $119M
|
36.3M
$2.61B
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.3M+ 10.01% |
$91.1M - $102M
|
14.3M
$1.03B
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.22M+ 20.8% |
$85.6M - $96.1M
|
7.09M
$510M
|
|
|
Nov 14, 2024
Q3 2024
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
1.11MNew |
$77.7M - $87.3M
|
1.11M
$79.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
862K+ 235.25% |
$60.4M - $67.8M
|
1.23M
$88.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
784K+ 1530.03% |
$55M - $61.8M
|
836K
$60.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
BUY
|
- |
678K+ 149.22% |
$47.5M - $53.4M
|
1.13M
$81.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
664K+ 37.79% |
$46.6M - $52.3M
|
2.42M
$174M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
656K+ 2.04% |
$46M - $51.7M
|
32.9M
$2.36B
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
625K+ 22426.87% |
$43.8M - $49.2M
|
628K
$45.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
472K+ 26.59% |
$33.1M - $37.2M
|
2.25M
$162M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
440K+ 396.25% |
$30.8M - $34.6M
|
551K
$39.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
401K+ 4.83% |
$28.1M - $31.6M
|
8.71M
$627M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
389K+ 228.7% |
$27.3M - $30.6M
|
559K
$40.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
366K+ 17.63% |
$25.6M - $28.8M
|
2.44M
$175M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
358K+ 9.55% |
$25.1M - $28.1M
|
4.1M
$295M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
316KNew |
$22.2M - $24.9M
|
316K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
310K+ 2604.99% |
$21.8M - $24.4M
|
322K
$23.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
283K+ 9.57% |
$19.9M - $22.3M
|
3.24M
$233M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
282K+ 0.95% |
$19.8M - $22.2M
|
30M
$2.16B
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
274K+ 1.17% |
$19.2M - $21.6M
|
23.8M
$1.71B
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
257K+ 2.74% |
$18M - $20.2M
|
9.66M
$695M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
255K+ 165.94% |
$17.9M - $20.1M
|
408K
$29.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
255K+ 15.69% |
$17.9M - $20.1M
|
1.88M
$135M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
226K+ 3.94% |
$15.8M - $17.8M
|
5.96M
$429M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
221K+ 6.52% |
$15.5M - $17.4M
|
3.61M
$260M
|
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
214KNew |
$15M - $16.8M
|
214K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
213K+ 29.22% |
$14.9M - $16.7M
|
940K
$67.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
206K+ 20.4% |
$14.5M - $16.2M
|
1.22M
$87.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
200K+ 16.9% |
$14M - $15.8M
|
1.39M
$99.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
200K+ 7.04% |
$14M - $15.7M
|
3.04M
$219M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
185K+ 26.37% |
$13M - $14.6M
|
888K
$63.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
176K+ 5.96% |
$12.4M - $13.9M
|
3.14M
$226M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
176K+ 34.3% |
$12.3M - $13.8M
|
688K
$49.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
173K+ 4.28% |
$12.1M - $13.6M
|
4.21M
$303M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
169K+ 16.31% |
$11.8M - $13.3M
|
1.2M
$86.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
156K+ 3.41% |
$11M - $12.3M
|
4.75M
$342M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
149KNew |
$10.4M - $11.7M
|
149K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
147K+ 18.61% |
$10.3M - $11.6M
|
939K
$67.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
143K+ 75.5% |
$10M - $11.3M
|
333K
$24M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
141K+ 1.98% |
$9.86M - $11.1M
|
7.25M
$522M
|