Purchases and Sales Made in Q4 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6.88KNew |
$482K - $533K
|
6.88K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.79K+ 13.0% |
$476K - $526K
|
59K
$4.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.77KNew |
$474K - $524K
|
6.77K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.75KNew |
$473K - $523K
|
6.75K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
6.73KNew |
$471K - $521K
|
6.73K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
6.72K+ 6.75% |
$471K - $520K
|
106K
$8.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.71K+ 26.83% |
$470K - $519K
|
31.7K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.65KNew |
$466K - $515K
|
6.65K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6.61K+ 54.15% |
$463K - $512K
|
18.8K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.57K+ 2.11% |
$460K - $508K
|
317K
$24M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.53K+ 3.56% |
$458K - $506K
|
190K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.53K+ 2.13% |
$457K - $505K
|
313K
$23.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
6.51K+ 2.49% |
$456K - $504K
|
268K
$20.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.5K+ 2.43% |
$456K - $503K
|
275K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.48K+ 197.98% |
$454K - $502K
|
9.76K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
6.44K+ 1.91% |
$451K - $499K
|
343K
$25.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.42K+ 9.48% |
$450K - $497K
|
74.1K
$5.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6.42K+ 6.15% |
$449K - $497K
|
111K
$8.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 74.32% |
$449K - $496K
|
15K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.41KNew |
$449K - $496K
|
6.41K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
6.4K+ 5.57% |
$448K - $495K
|
121K
$9.17M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
6.38K+ 0.39% |
$447K - $494K
|
1.66M
$126M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.33K+ 8.91% |
$443K - $490K
|
77.4K
$5.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
BUY
|
- |
6.24K+ 12.81% |
$437K - $483K
|
54.9K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
6.15K+ 2.19% |
$431K - $476K
|
286K
$21.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$423K - $468K
|
6.04K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.04K+ 9.07% |
$423K - $467K
|
72.6K
$5.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.98K+ 31.96% |
$419K - $463K
|
24.7K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.97K+ 30.77% |
$419K - $463K
|
25.4K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5.92K+ 46.94% |
$415K - $458K
|
18.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.79K+ 2.93% |
$406K - $448K
|
203K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5.75K+ 11.11% |
$402K - $445K
|
57.4K
$4.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.72K+ 12.22% |
$401K - $443K
|
52.6K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.72K+ 6.63% |
$401K - $443K
|
92K
$6.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.67K+ 61.62% |
$397K - $439K
|
14.9K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.62KNew |
$394K - $435K
|
5.62K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.61K+ 2.32% |
$393K - $435K
|
247K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.61K+ 6.25% |
$393K - $434K
|
95.4K
$7.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
5.6KNew |
$392K - $433K
|
5.6K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.59KNew |
$392K - $433K
|
5.59K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
5.51K+ 7.84% |
$386K - $427K
|
75.8K
$5.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.49KNew |
$385K - $425K
|
5.49K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.48K+ 37.17% |
$384K - $424K
|
20.2K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.46KNew |
$383K - $423K
|
5.46K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
5.44K+ 4.58% |
$381K - $421K
|
124K
$9.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$377K - $416K
|
5.38K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.36K+ 13.57% |
$376K - $415K
|
44.9K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5.36KNew |
$375K - $415K
|
5.36K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.35K+ 40.97% |
$375K - $414K
|
18.4K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.29K+ 8.07% |
$370K - $409K
|
70.8K
$5.35M
|