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 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
577+ 0.3% |
$40.4K - $45.4K
|
193K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
575+ 10.08% |
$40.3K - $45.3K
|
6.28K
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
556+ 14.59% |
$39K - $43.8K
|
4.37K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
551+ 1.93% |
$38.6K - $43.4K
|
29.2K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
550+ 9.4% |
$38.5K - $43.3K
|
6.4K
$464K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
549+ 0.96% |
$38.5K - $43.2K
|
57.7K
$4.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
544+ 0.2% |
$38.1K - $42.8K
|
274K
$19.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
540+ 3.31% |
$37.8K - $42.5K
|
16.9K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
538+ 0.98% |
$37.7K - $42.4K
|
55.5K
$4.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
534+ 0.57% |
$37.4K - $42K
|
95K
$6.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
518+ 6.8% |
$36.3K - $40.8K
|
8.14K
$590K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
514+ 10.16% |
$36K - $40.5K
|
5.58K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
503+ 0.45% |
$35.3K - $39.6K
|
112K
$8.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
494+ 3.53% |
$34.6K - $38.9K
|
14.5K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
493+ 0.31% |
$34.6K - $38.8K
|
161K
$11.7M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
491+ 4.57% |
$34.4K - $38.7K
|
11.2K
$815K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
490+ 0.29% |
$34.3K - $38.6K
|
167K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
485+ 1.33% |
$34K - $38.2K
|
37K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
479+ 71.39% |
$33.6K - $37.7K
|
1.15K
$83.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
475+ 11.72% |
$33.3K - $37.4K
|
4.53K
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
472+ 3.8% |
$33.1K - $37.2K
|
12.9K
$936K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
470New |
$32.9K - $37K
|
470
$34.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
467+ 80.1% |
$32.7K - $36.8K
|
1.05K
$76.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
447+ 0.7% |
$31.3K - $35.2K
|
63.9K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
444+ 8.66% |
$31.1K - $35K
|
5.57K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
434+ 6.9% |
$30.4K - $34.2K
|
6.72K
$488K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
433+ 0.56% |
$30.3K - $34.1K
|
78.1K
$5.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
425+ 0.58% |
$29.8K - $33.5K
|
74.2K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
424+ 13.43% |
$29.7K - $33.4K
|
3.58K
$260K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
422+ 13.21% |
$29.6K - $33.2K
|
3.62K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
420+ 2.37% |
$29.4K - $33.1K
|
18.1K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
418+ 6.92% |
$29.3K - $32.9K
|
6.46K
$468K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
416+ 5.8% |
$29.2K - $32.8K
|
7.59K
$551K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
415+ 0.54% |
$29.1K - $32.7K
|
77.3K
$5.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
412+ 0.89% |
$28.9K - $32.4K
|
46.8K
$3.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
410+ 0.64% |
$28.7K - $32.3K
|
64.7K
$4.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
409+ 11.37% |
$28.7K - $32.2K
|
4.01K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
404+ 7.13% |
$28.3K - $31.8K
|
6.07K
$440K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
400+ 3.0% |
$28K - $31.5K
|
13.8K
$998K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
386+ 1.26% |
$27.1K - $30.4K
|
31.1K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
378New |
$26.5K - $29.8K
|
378
$27.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
377+ 2.98% |
$26.4K - $29.7K
|
13K
$944K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
376+ 18.37% |
$26.4K - $29.6K
|
2.42K
$176K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
373+ 18.81% |
$26.1K - $29.4K
|
2.36K
$171K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
366+ 38.73% |
$25.7K - $28.8K
|
1.31K
$95.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
366+ 1.53% |
$25.7K - $28.8K
|
24.3K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
361+ 4.08% |
$25.3K - $28.4K
|
9.2K
$668K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
359New |
$25.2K - $28.3K
|
359
$26K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
357+ 0.33% |
$25K - $28.1K
|
109K
$7.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
352+ 7.67% |
$24.7K - $27.7K
|
4.94K
$358K
|