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 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
409+ 11.37% |
$28.7K - $32.2K
|
4.01K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
404+ 7.13% |
$28.3K - $31.8K
|
6.07K
$461K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
400+ 3.0% |
$28K - $31.5K
|
13.8K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
386+ 1.26% |
$27.1K - $30.4K
|
31.1K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
378New |
$26.5K - $29.8K
|
378
$28.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
377+ 2.98% |
$26.4K - $29.7K
|
13K
$989K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
376+ 18.37% |
$26.4K - $29.6K
|
2.42K
$184K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
373+ 18.81% |
$26.1K - $29.4K
|
2.36K
$179K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
366+ 38.73% |
$25.7K - $28.8K
|
1.31K
$99.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
366+ 1.53% |
$25.7K - $28.8K
|
24.3K
$1.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
361+ 4.08% |
$25.3K - $28.4K
|
9.2K
$699K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
359New |
$25.2K - $28.3K
|
359
$27.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
357+ 0.33% |
$25K - $28.1K
|
109K
$8.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
352+ 7.67% |
$24.7K - $27.7K
|
4.94K
$375K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
351+ 2.86% |
$24.6K - $27.6K
|
12.6K
$959K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
347+ 0.17% |
$24.3K - $27.3K
|
205K
$15.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
343New |
$24K - $27K
|
343
$26.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
342+ 0.87% |
$24K - $26.9K
|
39.5K
$3M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
333+ 4.47% |
$23.3K - $26.2K
|
7.79K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
329+ 2.05% |
$23.1K - $25.9K
|
16.4K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
327+ 2.29% |
$22.9K - $25.7K
|
14.6K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
321+ 3.55% |
$22.5K - $25.3K
|
9.37K
$712K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
315+ 2.72% |
$22.1K - $24.8K
|
11.9K
$905K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
314+ 0.28% |
$22K - $24.7K
|
112K
$8.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
312+ 4.35% |
$21.9K - $24.6K
|
7.49K
$569K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
312New |
$21.9K - $24.6K
|
312
$23.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
308+ 2.77% |
$21.6K - $24.3K
|
11.4K
$870K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
304+ 1.6% |
$21.3K - $23.9K
|
19.3K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
303+ 0.35% |
$21.2K - $23.9K
|
87.3K
$6.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
302New |
$21.2K - $23.8K
|
302
$23K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
297+ 3.88% |
$20.8K - $23.4K
|
7.96K
$605K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
295+ 2.65% |
$20.7K - $23.2K
|
11.4K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
294+ 4.43% |
$20.6K - $23.1K
|
6.93K
$526K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
292New |
$20.5K - $23K
|
292
$22.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
290+ 1.68% |
$20.3K - $22.8K
|
17.6K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
290+ 8.99% |
$20.3K - $22.8K
|
3.52K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
282+ 17.95% |
$19.8K - $22.2K
|
1.85K
$141K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
282+ 1.13% |
$19.8K - $22.2K
|
25.3K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
280+ 6.55% |
$19.6K - $22K
|
4.56K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
275+ 2.32% |
$19.3K - $21.7K
|
12.1K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
274+ 3.22% |
$19.2K - $21.6K
|
8.78K
$667K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
273+ 0.69% |
$19.1K - $21.5K
|
39.6K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
265+ 1.25% |
$18.6K - $20.9K
|
21.5K
$1.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Pembroke Management, LTD
|
BUY
|
- |
260+ 0.54% |
$18.2K - $20.5K
|
48.7K
$3.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
259+ 0.31% |
$18.2K - $20.4K
|
82.8K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
259+ 0.23% |
$18.2K - $20.4K
|
114K
$8.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
258+ 477.78% |
$18.1K - $20.3K
|
312
$23.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
256+ 0.47% |
$17.9K - $20.2K
|
54.4K
$4.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
240New |
$16.8K - $18.9K
|
240
$18.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
232+ 4.69% |
$16.3K - $18.3K
|
5.18K
$394K
|