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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-130- 2.08% |
$9.11K - $10.2K
|
6.13K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-131- 0.51% |
$9.18K - $10.3K
|
25.6K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-132- 0.61% |
$9.25K - $10.4K
|
21.7K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-140- 0.76% |
$9.81K - $11K
|
18.4K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-140- 2.3% |
$9.81K - $11K
|
5.95K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-143- 4.4% |
$10K - $11.3K
|
3.11K
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-143- 2.14% |
$10K - $11.3K
|
6.54K
$473K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-150- 11.11% |
$10.5K - $11.8K
|
1.2K
$86.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-155- 4.21% |
$10.9K - $12.2K
|
3.53K
$255K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-158- 2.27% |
$11.1K - $12.4K
|
6.8K
$492K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-165- 73.33% |
$11.6K - $13K
|
60
$4.34K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-165- 0.97% |
$11.6K - $13K
|
16.9K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-174- 4.05% |
$12.2K - $13.7K
|
4.12K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-174- 4.42% |
$12.2K - $13.7K
|
3.77K
$272K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-175- 14.32% |
$12.3K - $13.8K
|
1.05K
$75.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-176- 2.48% |
$12.3K - $13.9K
|
6.92K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-176- 1.64% |
$12.3K - $13.9K
|
10.6K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-176- 1.86% |
$12.3K - $13.9K
|
9.28K
$671K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-180- 1.38% |
$12.6K - $14.2K
|
12.9K
$932K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-188- 0.33% |
$13.2K - $14.8K
|
56.6K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-190- 4.6% |
$13.3K - $15K
|
3.94K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-192- 0.87% |
$13.5K - $15.1K
|
21.8K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-200- 0.85% |
$14K - $15.7K
|
23.3K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-201- 1.69% |
$14.1K - $15.8K
|
11.7K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-206- 1.46% |
$14.4K - $16.2K
|
14K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-207- 5.68% |
$14.5K - $16.3K
|
3.44K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-212- 0.12% |
$14.9K - $16.7K
|
182K
$13.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-214- 1.29% |
$15K - $16.9K
|
16.4K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-220- 1.14% |
$15.4K - $17.3K
|
19.1K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-220- 23.58% |
$15.4K - $17.3K
|
713
$51.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-221- 0.39% |
$15.5K - $17.4K
|
55.9K
$4.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-224- 0.24% |
$15.7K - $17.6K
|
91.6K
$6.63M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-225- 0.45% |
$15.8K - $17.7K
|
49.3K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-225- 18.32% |
$15.8K - $17.7K
|
1K
$72.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-225- 1.12% |
$15.8K - $17.7K
|
19.8K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-227- 0.52% |
$15.9K - $17.9K
|
43.8K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-231- 95.45% |
$16.2K - $18.2K
|
11
$795
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-232- 6.42% |
$16.3K - $18.3K
|
3.38K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-232- 12.62% |
$16.3K - $18.3K
|
1.61K
$116K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-233- 0.55% |
$16.3K - $18.3K
|
41.9K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-233- 2.63% |
$16.3K - $18.3K
|
8.63K
$624K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-240- 6.44% |
$16.8K - $18.9K
|
3.49K
$252K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-243- 0.93% |
$17K - $19.1K
|
26K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-247- 0.55% |
$17.3K - $19.4K
|
44.3K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-247- 7.75% |
$17.3K - $19.4K
|
2.94K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-248- 0.92% |
$17.4K - $19.5K
|
26.7K
$1.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-250- 1.65% |
$17.5K - $19.7K
|
14.9K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-250- 31.06% |
$17.5K - $19.7K
|
555
$40.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-258- 0.87% |
$18.1K - $20.3K
|
29.3K
$2.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-258- 4.37% |
$18.1K - $20.3K
|
5.65K
$409K
|