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 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-360- 0.71% |
$25.2K - $28.3K
|
50.7K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-364- 0.52% |
$25.5K - $28.7K
|
69.3K
$5.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-389- 6.23% |
$27.3K - $30.6K
|
5.85K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-391- 1.35% |
$27.4K - $30.8K
|
28.5K
$2.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-394- 7.69% |
$27.6K - $31K
|
4.73K
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-394- 7.69% |
$27.6K - $31K
|
4.73K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-397- 0.33% |
$27.8K - $31.3K
|
121K
$9.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-400- 10.35% |
$28K - $31.5K
|
3.47K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-400- 7.11% |
$28K - $31.5K
|
5.22K
$397K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-406- 1.82% |
$28.5K - $32K
|
21.9K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-411- 4.97% |
$28.8K - $32.4K
|
7.86K
$597K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-420- 0.26% |
$29.4K - $33.1K
|
158K
$12M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-423- 14.24% |
$29.6K - $33.3K
|
2.55K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-424- 2.19% |
$29.7K - $33.4K
|
19K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-424- 5.85% |
$29.7K - $33.4K
|
6.82K
$519K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-428- 4.65% |
$30K - $33.7K
|
8.77K
$666K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-433- 0.39% |
$30.3K - $34.1K
|
111K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-435- 4.74% |
$30.5K - $34.3K
|
8.73K
$664K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-441- 0.19% |
$30.9K - $34.7K
|
236K
$17.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-444- 2.29% |
$31.1K - $35K
|
18.9K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-461- 2.43% |
$32.3K - $36.3K
|
18.5K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-463- 2.09% |
$32.5K - $36.5K
|
21.7K
$1.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-466- 13.7% |
$32.7K - $36.7K
|
2.94K
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-468- 1.01% |
$32.8K - $36.9K
|
46.1K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-470- 4.92% |
$32.9K - $37K
|
9.07K
$690K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-470- 4.64% |
$32.9K - $37K
|
9.65K
$733K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-472- 1.17% |
$33.1K - $37.2K
|
39.8K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-474- 0.39% |
$33.2K - $37.3K
|
120K
$9.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-485- 3.88% |
$34K - $38.2K
|
12K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-486- 4.92% |
$34.1K - $38.3K
|
9.39K
$713K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-501- 3.18% |
$35.1K - $39.4K
|
15.3K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-506- 3.2% |
$35.5K - $39.8K
|
15.3K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-510- 0.92% |
$35.7K - $40.2K
|
54.6K
$4.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-513- 2.55% |
$36K - $40.4K
|
19.6K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-523- 6.6% |
$36.7K - $41.2K
|
7.4K
$562K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-527- 13.86% |
$36.9K - $41.5K
|
3.27K
$249K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-528- 22.21% |
$37K - $41.6K
|
1.85K
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-530- 6.03% |
$37.1K - $41.7K
|
8.26K
$628K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-535- 0.19% |
$37.5K - $42.1K
|
278K
$21.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-541- 0.5% |
$37.9K - $42.6K
|
108K
$8.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-550- 0.85% |
$38.5K - $43.3K
|
64K
$4.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-555- 8.8% |
$38.9K - $43.7K
|
5.75K
$437K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-562- 2.13% |
$39.4K - $44.3K
|
25.8K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-564- 4.74% |
$39.5K - $44.4K
|
11.3K
$861K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-575- 9.71% |
$40.3K - $45.3K
|
5.34K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-591- 2.01% |
$41.4K - $46.5K
|
28.9K
$2.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-594- 12.1% |
$41.6K - $46.8K
|
4.32K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-594- 5.72% |
$41.6K - $46.8K
|
9.78K
$744K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-612- 2.71% |
$42.9K - $48.2K
|
22K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-625- 1.95% |
$43.8K - $49.2K
|
31.4K
$2.39M
|