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 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.67K+ 0.66% |
$327K - $368K
|
712K
$51.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.67K+ 3.39% |
$327K - $367K
|
142K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.67K+ 5.48% |
$327K - $367K
|
89.8K
$6.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.66K+ 15.81% |
$326K - $367K
|
34.1K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.61K+ 4.82% |
$323K - $363K
|
100K
$7.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.51K+ 1.4% |
$316K - $355K
|
327K
$23.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.5K+ 16.39% |
$316K - $355K
|
32K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.47K+ 128.61% |
$313K - $352K
|
7.94K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.46K+ 2.71% |
$313K - $351K
|
169K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.46K+ 203.98% |
$312K - $351K
|
6.64K
$478K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.4K+ 9.54% |
$308K - $346K
|
50.5K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.4KNew |
$308K - $346K
|
4.4K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.38K+ 4.85% |
$307K - $345K
|
94.7K
$6.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.3KNew |
$301K - $338K
|
4.3K
$309K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.23KNew |
$296K - $333K
|
4.23K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.22K+ 1.82% |
$296K - $332K
|
236K
$17M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 1.93% |
$292K - $328K
|
220K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.16KNew |
$292K - $328K
|
4.16K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
4.14KNew |
$290K - $326K
|
4.14K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.11KNew |
$288K - $324K
|
4.11K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.11K+ 1.89% |
$288K - $323K
|
221K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.05K+ 65.06% |
$284K - $319K
|
10.3K
$739K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.02K+ 1.05% |
$282K - $317K
|
388K
$27.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
3.97K+ 4.58% |
$278K - $313K
|
90.7K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.95KNew |
$277K - $311K
|
3.95K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.95K+ 4.28% |
$277K - $311K
|
96.2K
$6.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.93K+ 3.49% |
$275K - $309K
|
116K
$8.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.92K+ 32.7% |
$275K - $309K
|
15.9K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
3.92K+ 12.17% |
$275K - $309K
|
36.1K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
3.92K+ 4.23% |
$275K - $309K
|
96.6K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.91K+ 10.01% |
$274K - $308K
|
42.9K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.9K+ 1.9% |
$273K - $307K
|
209K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.88KNew |
$272K - $305K
|
3.88K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.86K+ 0.31% |
$270K - $304K
|
1.24M
$89.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.84K+ 99.35% |
$269K - $303K
|
7.71K
$555K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.83K+ 30.27% |
$268K - $301K
|
16.5K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.82K+ 1.99% |
$268K - $301K
|
196K
$14.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.82KNew |
$268K - $301K
|
3.82K
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.8K+ 3.8% |
$266K - $299K
|
104K
$7.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.76K+ 99.66% |
$264K - $296K
|
7.54K
$542K
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.76K+ 1.21% |
$264K - $296K
|
315K
$22.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.73K+ 5.25% |
$261K - $294K
|
74.7K
$5.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.7K+ 4.09% |
$259K - $291K
|
94.2K
$6.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.68K+ 6.58% |
$258K - $290K
|
59.7K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.68KNew |
$258K - $290K
|
3.68K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.64K+ 0.8% |
$255K - $286K
|
460K
$33.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.63KNew |
$254K - $286K
|
3.63K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.63K+ 2.55% |
$254K - $286K
|
146K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.62KNew |
$254K - $285K
|
3.62K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.61K+ 4.1% |
$253K - $284K
|
91.6K
$6.59M
|