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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.8K+ 3.8% |
$266K - $299K
|
104K
$7.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.76K+ 99.66% |
$264K - $296K
|
7.54K
$573K
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.76K+ 1.21% |
$264K - $296K
|
315K
$24M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.73K+ 5.25% |
$261K - $294K
|
74.7K
$5.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.7K+ 4.09% |
$259K - $291K
|
94.2K
$7.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.68K+ 6.58% |
$258K - $290K
|
59.7K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.68KNew |
$258K - $290K
|
3.68K
$280K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.67K+ 3.38% |
$257K - $289K
|
112K
$8.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.64K+ 0.8% |
$255K - $286K
|
460K
$34.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.63KNew |
$254K - $286K
|
3.63K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.63K+ 2.55% |
$254K - $286K
|
146K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.62KNew |
$254K - $285K
|
3.62K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.61K+ 4.1% |
$253K - $284K
|
91.6K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.54K+ 0.84% |
$248K - $279K
|
424K
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.53KNew |
$247K - $278K
|
3.53K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.51KNew |
$246K - $276K
|
3.51K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.5KNew |
$246K - $276K
|
3.5K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.48K+ 3.66% |
$244K - $274K
|
98.8K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.48K+ 28.65% |
$244K - $274K
|
15.6K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.48KNew |
$244K - $274K
|
3.48K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
3.48K+ 26.28% |
$244K - $274K
|
16.7K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.43K+ 82.12% |
$240K - $270K
|
7.6K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
3.41KNew |
$239K - $268K
|
3.41K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.38K+ 1.42% |
$237K - $266K
|
242K
$18.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.37KNew |
$236K - $265K
|
3.37K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.36K+ 85.57% |
$236K - $265K
|
7.29K
$554K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.34KNew |
$234K - $263K
|
3.34K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
3.32K+ 31.57% |
$232K - $261K
|
13.8K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.3K+ 4.06% |
$231K - $260K
|
84.6K
$6.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
3.3KNew |
$231K - $260K
|
3.3K
$251K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.27K+ 2.92% |
$229K - $258K
|
115K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.21K+ 1.03% |
$225K - $253K
|
315K
$23.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.2K+ 39.22% |
$224K - $252K
|
11.4K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 26.69% |
$222K - $249K
|
15K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.15K+ 6.9% |
$221K - $248K
|
48.9K
$3.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.12K+ 7.88% |
$219K - $246K
|
42.8K
$3.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.12K+ 3.38% |
$218K - $245K
|
95.2K
$7.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.08K+ 67.92% |
$216K - $243K
|
7.62K
$579K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$216K - $243K
|
3.08K
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.04K+ 15.93% |
$213K - $239K
|
22.1K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.03KNew |
$213K - $239K
|
3.03K
$231K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
3.03KNew |
$212K - $238K
|
3.03K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.02KNew |
$212K - $238K
|
3.02K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
3.01K+ 0.84% |
$211K - $237K
|
360K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.95KNew |
$207K - $233K
|
2.95K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.94KNew |
$206K - $231K
|
2.94K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2.93KNew |
$206K - $231K
|
2.93K
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.93KNew |
$205K - $231K
|
2.93K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.92KNew |
$205K - $230K
|
2.92K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 24.54% |
$204K - $229K
|
14.7K
$1.12M
|