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 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.45K+ 1.67% |
$102K - $114K
|
88.2K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.44K+ 2.54% |
$101K - $114K
|
58.2K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.44KNew |
$101K - $113K
|
1.44K
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.43K+ 10.83% |
$100K - $113K
|
14.7K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 1.68% |
$99.9K - $112K
|
86.2K
$6.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.4K+ 12.44% |
$98.1K - $110K
|
12.7K
$915K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.4K+ 9.35% |
$97.9K - $110K
|
16.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.39K+ 30.75% |
$97.3K - $109K
|
5.9K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
1.36K+ 0.49% |
$95.6K - $107K
|
280K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.36K+ 13.12% |
$95.2K - $107K
|
11.7K
$847K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.34K+ 0.85% |
$93.7K - $105K
|
159K
$11.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.34K+ 11.88% |
$93.6K - $105K
|
12.6K
$910K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.32K+ 0.85% |
$92.8K - $104K
|
158K
$11.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.32KNew |
$92.2K - $104K
|
1.32K
$95.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.3K+ 1.1% |
$90.8K - $102K
|
119K
$8.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.29K+ 3.61% |
$90.6K - $102K
|
37.1K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.29K+ 0.78% |
$90.4K - $102K
|
167K
$12M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.29K+ 1.4% |
$90.3K - $101K
|
93.3K
$6.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.28K+ 776.97% |
$89.9K - $101K
|
1.45K
$105K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 1.35% |
$88.5K - $99.4K
|
94.8K
$6.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.26K+ 3.23% |
$88K - $98.9K
|
40.2K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.25K+ 41.99% |
$87.8K - $98.7K
|
4.24K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.25K+ 11.33% |
$87.5K - $98.3K
|
12.3K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 20.9% |
$87.5K - $98.3K
|
7.22K
$522K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21K+ 11.31% |
$85.1K - $95.6K
|
11.9K
$864K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
1.2K+ 8.58% |
$84.3K - $94.7K
|
15.2K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.18K+ 9.34% |
$82.4K - $92.5K
|
13.8K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.16K+ 21.17% |
$81.3K - $91.3K
|
6.64K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.15K+ 4.41% |
$80.9K - $90.9K
|
27.3K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.14K+ 4.76% |
$79.9K - $89.8K
|
25.1K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.14K+ 3.19% |
$79.9K - $89.8K
|
36.9K
$2.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.14K+ 5.9% |
$79.8K - $89.7K
|
20.4K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.14K+ 6.2% |
$79.6K - $89.4K
|
19.4K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.13K+ 4.28% |
$79.3K - $89.1K
|
27.6K
$1.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.13KNew |
$78.9K - $88.6K
|
1.13K
$81.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.11K+ 1.68% |
$78.1K - $87.7K
|
67.5K
$4.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.08K+ 8.07% |
$75.8K - $85.2K
|
14.5K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.08K+ 1.0% |
$75.6K - $84.9K
|
109K
$7.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.06K+ 8.71% |
$74.5K - $83.7K
|
13.3K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.05K+ 6.05% |
$73.7K - $82.8K
|
18.4K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.04K+ 3.45% |
$73.2K - $82.2K
|
31.3K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.02K+ 4.38% |
$71.5K - $80.3K
|
24.3K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1K+ 1.86% |
$70.2K - $78.9K
|
54.9K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
995+ 12.05% |
$69.7K - $78.3K
|
9.25K
$669K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
990New |
$69.4K - $78K
|
990
$71.6K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
982+ 1.71% |
$68.8K - $77.3K
|
58.3K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
963+ 20.84% |
$67.5K - $75.8K
|
5.59K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
957+ 0.62% |
$67.1K - $75.4K
|
156K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
951+ 7.36% |
$66.7K - $74.9K
|
13.9K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
951+ 1.87% |
$66.7K - $74.9K
|
51.7K
$3.74M
|