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 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
28.8K+ 6.59% |
$2.02M - $2.26M
|
465K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
27.9K+ 1.97% |
$1.95M - $2.2M
|
1.44M
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
27.8K+ 6.49% |
$1.95M - $2.19M
|
457K
$32.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.95M - $2.19M
|
27.8K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.7K+ 3.24% |
$1.94M - $2.18M
|
882K
$63.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
27.6K+ 14.8% |
$1.93M - $2.17M
|
214K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
27.3K+ 125.89% |
$1.91M - $2.15M
|
49K
$3.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Matson Money. Inc.
|
BUY
|
- |
27.1K+ 1.29% |
$1.9M - $2.14M
|
2.13M
$153M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26.6K+ 1.54% |
$1.87M - $2.1M
|
1.76M
$127M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
26.2K+ 26.66% |
$1.83M - $2.06M
|
124K
$8.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25.7K+ 39.23% |
$1.8M - $2.03M
|
91.3K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.6K+ 12.88% |
$1.79M - $2.01M
|
224K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
25.2K+ 16.89% |
$1.76M - $1.98M
|
174K
$12.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
25.2K+ 18.99% |
$1.76M - $1.98M
|
158K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
24.9K+ 21.97% |
$1.74M - $1.96M
|
138K
$9.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
24.6K+ 4.57% |
$1.72M - $1.94M
|
564K
$40.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24K+ 5.63% |
$1.68M - $1.89M
|
450K
$32.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
23.6K+ 5.35% |
$1.66M - $1.86M
|
465K
$33.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
23.3K+ 7.45% |
$1.64M - $1.84M
|
337K
$24.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
23.3K+ 7.52% |
$1.63M - $1.83M
|
333K
$24M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.9K+ 1.58% |
$1.61M - $1.8M
|
1.47M
$106M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.9K+ 155.61% |
$1.6M - $1.8M
|
37.6K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.8K+ 43.21% |
$1.6M - $1.79M
|
75.5K
$5.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 9.3% |
$1.56M - $1.75M
|
262K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
22.3K+ 5.24% |
$1.56M - $1.75M
|
447K
$32.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
22.2K+ 801.01% |
$1.56M - $1.75M
|
25K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.2K+ 3.29% |
$1.56M - $1.75M
|
698K
$50.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
22.2K+ 3.68% |
$1.55M - $1.74M
|
624K
$44.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.8KNew |
$1.52M - $1.71M
|
21.8K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.9K+ 125.13% |
$1.47M - $1.65M
|
37.7K
$2.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.9K+ 1.02% |
$1.47M - $1.65M
|
2.07M
$149M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
20.9K+ 4.02% |
$1.46M - $1.64M
|
540K
$38.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20.5K+ 7.16% |
$1.44M - $1.61M
|
307K
$22.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
20.2K+ 2.46% |
$1.41M - $1.59M
|
840K
$60.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
20K+ 2.49% |
$1.4M - $1.58M
|
823K
$59.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
19.8K+ 429.16% |
$1.39M - $1.56M
|
24.4K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
19.4K+ 28.97% |
$1.36M - $1.53M
|
86.3K
$6.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19.2K+ 8.48% |
$1.35M - $1.51M
|
246K
$17.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
19.1K+ 8.93% |
$1.34M - $1.5M
|
233K
$16.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
19.1K+ 7.45% |
$1.34M - $1.5M
|
275K
$19.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
18.8K+ 1.59% |
$1.32M - $1.48M
|
1.2M
$86.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
18.4KNew |
$1.29M - $1.45M
|
18.4K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18.4KNew |
$1.29M - $1.45M
|
18.4K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18.1K+ 4.99% |
$1.27M - $1.43M
|
381K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
18.1K+ 2.31% |
$1.27M - $1.42M
|
802K
$57.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
17.8KNew |
$1.25M - $1.4M
|
17.8K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.7K+ 0.95% |
$1.24M - $1.39M
|
1.87M
$135M
|
|
|
Oct 21, 2024
Q3 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
17.6K+ 4.8% |
$1.23M - $1.38M
|
384K
$27.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
17.4K+ 19.99% |
$1.22M - $1.37M
|
105K
$7.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
17.2K+ 1.79% |
$1.2M - $1.35M
|
977K
$70.3M
|