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 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.11K- 9.45% |
$218K - $245K
|
29.8K
$2.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.26K- 4.07% |
$228K - $256K
|
76.8K
$5.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-3.33K- 1.18% |
$234K - $262K
|
279K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-3.38K- 2.4% |
$237K - $266K
|
138K
$9.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.42K- 6.5% |
$240K - $269K
|
49.1K
$3.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.42K- 3.67% |
$240K - $269K
|
89.8K
$6.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.49K- 0.95% |
$245K - $275K
|
364K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-3.5K- 0.4% |
$245K - $276K
|
871K
$62.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-3.51K- 6.68% |
$246K - $276K
|
49K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.52K- 0.09% |
$247K - $277K
|
4.05M
$291M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.54K- 8.33% |
$248K - $278K
|
38.9K
$2.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-3.6K- 3.95% |
$252K - $283K
|
87.4K
$6.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.6K- 12.15% |
$253K - $284K
|
26.1K
$1.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.61K- 3.52% |
$253K - $284K
|
99K
$7.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-3.7K- 52.93% |
$260K - $292K
|
3.29K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.71K- 9.68% |
$260K - $292K
|
34.7K
$2.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.73K- 11.43% |
$261K - $294K
|
28.9K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.75K- 2.73% |
$263K - $295K
|
133K
$9.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-3.78K- 2.72% |
$265K - $297K
|
135K
$9.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.8K- 42.12% |
$266K - $299K
|
5.22K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.83K- 3.04% |
$268K - $301K
|
122K
$8.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.92K- 3.07% |
$275K - $309K
|
124K
$8.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.93K- 1.52% |
$276K - $310K
|
254K
$18.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-3.94K- 8.42% |
$276K - $310K
|
42.8K
$3.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4K- 99.6% |
$280K - $315K
|
16
$1.15K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.07K- 5.27% |
$285K - $320K
|
73.1K
$5.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.23K- 3.53% |
$296K - $333K
|
115K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-4.24K- 15.7% |
$297K - $333K
|
22.7K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4.24K- 4.03% |
$297K - $334K
|
101K
$7.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.28K- 8.1% |
$300K - $337K
|
48.6K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.43K- 3.25% |
$310K - $348K
|
132K
$9.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.43K- 0.33% |
$311K - $349K
|
1.35M
$96.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.48K- 1.05% |
$314K - $353K
|
420K
$30.2M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.5K- 9.96% |
$315K - $354K
|
40.7K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-4.56K- 2.52% |
$319K - $359K
|
177K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.69K- 6.49% |
$329K - $369K
|
67.7K
$4.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.8K- 13.54% |
$336K - $378K
|
30.6K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-4.81K- 2.01% |
$337K - $379K
|
234K
$16.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.85K- 6.81% |
$340K - $382K
|
66.3K
$4.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.88K- 63.32% |
$342K - $384K
|
2.83K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.02K- 4.74% |
$352K - $395K
|
101K
$7.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-5.13K- 38.95% |
$360K - $404K
|
8.05K
$579K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-5.14K- 18.32% |
$360K - $405K
|
22.9K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.16K- 11.97% |
$361K - $406K
|
37.9K
$2.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.16K- 12.73% |
$361K - $406K
|
35.3K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.16K- 7.06% |
$362K - $406K
|
68K
$4.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.2K- 0.64% |
$365K - $410K
|
805K
$57.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.22K- 56.46% |
$366K - $411K
|
4.03K
$290K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.55K- 21.27% |
$389K - $437K
|
20.5K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-5.66K- 2.67% |
$396K - $445K
|
206K
$14.8M
|