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 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.9KNew |
$203K - $228K
|
2.9K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.88KNew |
$202K - $227K
|
2.88K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.87K+ 18.82% |
$201K - $226K
|
18.1K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.86K+ 5.95% |
$201K - $226K
|
51K
$3.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.86KNew |
$201K - $225K
|
2.86K
$218K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.86K+ 1.94% |
$201K - $225K
|
150K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.86KNew |
$201K - $225K
|
2.86K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.86K+ 20.89% |
$200K - $225K
|
16.5K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.85K+ 2.43% |
$200K - $224K
|
120K
$9.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.83K+ 13.7% |
$198K - $223K
|
23.5K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.82KNew |
$198K - $222K
|
2.82K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
2.77KNew |
$194K - $218K
|
2.77K
$210K
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.76KNew |
$193K - $217K
|
2.76K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.75K+ 86.74% |
$193K - $217K
|
5.93K
$451K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.75K+ 17.22% |
$193K - $216K
|
18.7K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.74KNew |
$192K - $216K
|
2.74K
$208K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.73K+ 1.02% |
$191K - $215K
|
269K
$20.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.71K+ 11.33% |
$190K - $214K
|
26.7K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.7KNew |
$189K - $213K
|
2.7K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.7KNew |
$189K - $213K
|
2.7K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.7KNew |
$189K - $213K
|
2.7K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.68K+ 5.5% |
$188K - $211K
|
51.5K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.67KNew |
$187K - $210K
|
2.67K
$203K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.66KNew |
$187K - $210K
|
2.66K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.65K+ 12.22% |
$185K - $208K
|
24.3K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.64KNew |
$185K - $207K
|
2.64K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.63KNew |
$184K - $207K
|
2.63K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.63KNew |
$184K - $207K
|
2.63K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
2.62KNew |
$184K - $206K
|
2.62K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.61KNew |
$183K - $206K
|
2.61K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.6KNew |
$182K - $204K
|
2.6K
$197K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.59K+ 2.32% |
$182K - $204K
|
114K
$8.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.59KNew |
$181K - $204K
|
2.59K
$197K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.58KNew |
$181K - $203K
|
2.58K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.58KNew |
$181K - $203K
|
2.58K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.58K+ 9.37% |
$181K - $203K
|
30.1K
$2.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.57K+ 4.04% |
$180K - $203K
|
66.3K
$5.04M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
2.55K+ 0.99% |
$179K - $201K
|
259K
$19.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.54K+ 18.47% |
$178K - $200K
|
16.3K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.53K+ 1.91% |
$177K - $199K
|
135K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.52K+ 1.75% |
$177K - $199K
|
147K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.48K+ 14.85% |
$174K - $195K
|
19.2K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.47K+ 44.2% |
$173K - $194K
|
8.04K
$611K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.47K+ 26.3% |
$173K - $194K
|
11.8K
$900K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.41K+ 74.8% |
$169K - $190K
|
5.64K
$429K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.4K+ 27.15% |
$168K - $189K
|
11.2K
$853K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.39K+ 72.23% |
$167K - $188K
|
5.69K
$432K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.39K+ 0.14% |
$167K - $188K
|
1.66M
$126M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.38K+ 0.58% |
$167K - $188K
|
415K
$31.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.33K+ 0.83% |
$163K - $184K
|
282K
$21.4M
|