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
|
Cabot Wealth Management Inc
|
BUY
|
- |
92+ 0.53% |
$6.45K - $7.24K
|
17.3K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
92New |
$6.45K - $7.24K
|
92
$6.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
90New |
$6.31K - $7.09K
|
90
$6.84K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
89New |
$6.24K - $7.01K
|
89
$6.76K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
87+ 1.7% |
$6.1K - $6.85K
|
5.2K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
83+ 2.49% |
$5.82K - $6.54K
|
3.42K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80New |
$5.61K - $6.3K
|
80
$6.08K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
78+ 0.04% |
$5.47K - $6.14K
|
180K
$13.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
76+ 1.12% |
$5.33K - $5.98K
|
6.88K
$523K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
73+ 1.71% |
$5.12K - $5.75K
|
4.34K
$330K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
72+ 2.72% |
$5.05K - $5.67K
|
2.72K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
71New |
$4.98K - $5.59K
|
71
$5.4K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
67+ 1.46% |
$4.7K - $5.28K
|
4.65K
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
65+ 0.49% |
$4.56K - $5.12K
|
13.4K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
61+ 1.1% |
$4.28K - $4.8K
|
5.58K
$424K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
60New |
$4.21K - $4.72K
|
60
$4.56K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
59+ 1.99% |
$4.14K - $4.65K
|
3.03K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
59+ 0.15% |
$4.14K - $4.65K
|
39.3K
$2.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
57+ 1.1% |
$4K - $4.49K
|
5.25K
$399K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
56+ 1.9% |
$3.93K - $4.41K
|
3K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 5.68% |
$3.85K - $4.33K
|
1.02K
$77.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
54+ 0.42% |
$3.78K - $4.25K
|
13K
$985K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
53+ 1.19% |
$3.71K - $4.17K
|
4.5K
$342K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
51+ 0.14% |
$3.57K - $4.02K
|
37.6K
$2.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 0.11% |
$3.5K - $3.94K
|
47.2K
$3.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
49+ 0.11% |
$3.43K - $3.86K
|
46.5K
$3.54M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
49+ 0.21% |
$3.43K - $3.86K
|
23.7K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
45+ 0.34% |
$3.15K - $3.54K
|
13.2K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
44+ 8.18% |
$3.08K - $3.46K
|
582
$44.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
43+ 8.63% |
$3.01K - $3.39K
|
541
$41.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
41+ 0.55% |
$2.87K - $3.23K
|
7.52K
$571K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
40New |
$2.8K - $3.15K
|
40
$3.04K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
39+ 0.21% |
$2.73K - $3.07K
|
19K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
39+ 0.11% |
$2.73K - $3.07K
|
35.1K
$2.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
36+ 0.69% |
$2.52K - $2.83K
|
5.27K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
34+ 0.18% |
$2.38K - $2.68K
|
19.2K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
32+ 0.06% |
$2.24K - $2.52K
|
57.7K
$4.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
31+ 0.58% |
$2.17K - $2.44K
|
5.4K
$410K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
29+ 0.16% |
$2.03K - $2.28K
|
18.5K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
29New |
$2.03K - $2.28K
|
29
$2.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 0.04% |
$1.75K - $1.97K
|
63.9K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
23+ 0.14% |
$1.61K - $1.81K
|
16.3K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 15.17% |
$1.54K - $1.73K
|
167
$12.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
21New |
$1.47K - $1.65K
|
21
$1.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20+ 0.09% |
$1.4K - $1.57K
|
22.2K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.4% |
$1.26K - $1.42K
|
4.57K
$347K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18New |
$1.26K - $1.42K
|
18
$1.37K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
18+ 0.56% |
$1.26K - $1.42K
|
3.23K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17+ 0.37% |
$1.19K - $1.34K
|
4.55K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16+ 0.08% |
$1.12K - $1.26K
|
20.5K
$1.56M
|