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 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-819- 1.98% |
$57.4K - $64.5K
|
40.6K
$2.92M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-832- 3.63% |
$58.3K - $65.5K
|
22.1K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-833- 0.91% |
$58.4K - $65.6K
|
90.8K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-837- 19.61% |
$58.7K - $65.9K
|
3.43K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-850- 9.91% |
$59.6K - $66.9K
|
7.73K
$556K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-858- 9.74% |
$60.1K - $67.6K
|
7.95K
$572K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-861- 6.33% |
$60.3K - $67.8K
|
12.7K
$916K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-868- 1.56% |
$60.8K - $68.3K
|
54.8K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-882- 1.46% |
$61.8K - $69.4K
|
59.4K
$4.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-892- 1.32% |
$62.5K - $70.2K
|
66.5K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-897- 25.61% |
$62.9K - $70.6K
|
2.61K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-901- 2.55% |
$63.2K - $70.9K
|
34.4K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-910- 1.23% |
$63.8K - $71.7K
|
72.8K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-915- 5.51% |
$64.1K - $72K
|
15.7K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-917- 1.73% |
$64.3K - $72.2K
|
52.2K
$3.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-919- 0.46% |
$64.4K - $72.4K
|
197K
$14.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-925- 5.9% |
$64.8K - $72.8K
|
14.8K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-925- 2.96% |
$64.8K - $72.8K
|
30.3K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-942- 6.31% |
$66K - $74.2K
|
14K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-947- 2.54% |
$66.4K - $74.6K
|
36.3K
$2.61M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-951- 24.09% |
$66.7K - $74.9K
|
3K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-962- 2.59% |
$67.4K - $75.7K
|
36.2K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-971- 23.82% |
$68.1K - $76.5K
|
3.11K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-978- 2.98% |
$68.5K - $77K
|
31.8K
$2.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-991- 5.26% |
$69.5K - $78K
|
17.9K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-996- 20.34% |
$69.8K - $78.4K
|
3.9K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1K- 7.19% |
$70.1K - $78.7K
|
12.9K
$928K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1K- 2.6% |
$70.2K - $78.8K
|
37.5K
$2.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.01K- 11.51% |
$70.7K - $79.4K
|
7.76K
$558K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 1.18% |
$71K - $79.8K
|
85K
$6.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.02K- 3.84% |
$71.1K - $79.9K
|
25.4K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.02K- 4.82% |
$71.6K - $80.4K
|
20.1K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.02K- 1.24% |
$71.8K - $80.6K
|
81.2K
$5.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.03K- 25.43% |
$72.1K - $80.9K
|
3.01K
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.03K- 29.46% |
$72.1K - $81K
|
2.46K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 7.85% |
$73.6K - $82.7K
|
12.3K
$887K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 9.72% |
$75.3K - $84.6K
|
9.98K
$718K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.08K- 11.19% |
$75.3K - $84.6K
|
8.54K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 5.28% |
$75.8K - $85.1K
|
19.4K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.09K- 10.4% |
$76K - $85.4K
|
9.35K
$672K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.09K- 0.88% |
$76.4K - $85.8K
|
123K
$8.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.1K- 10.15% |
$76.7K - $86.2K
|
9.7K
$698K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 1.63% |
$77K - $86.5K
|
66.3K
$4.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.1K- 16.68% |
$77.1K - $86.6K
|
5.49K
$395K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 3.72% |
$77.5K - $87.1K
|
28.7K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.11K- 9.93% |
$77.5K - $87.1K
|
10K
$721K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 22.24% |
$77.6K - $87.2K
|
3.87K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.11K- 1.93% |
$78.1K - $87.7K
|
56.5K
$4.06M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.12K- 5.74% |
$78.5K - $88.2K
|
18.4K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.15K- 5.76% |
$80.5K - $90.5K
|
18.8K
$1.35M
|