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 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.15K+ 4.41% |
$291K - $321K
|
98.3K
$7.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.15KNew |
$291K - $321K
|
4.15K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.12K+ 2.16% |
$288K - $319K
|
195K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.09KNew |
$287K - $317K
|
4.09K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4.09K+ 48.47% |
$287K - $317K
|
12.5K
$947K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.07K+ 1.55% |
$285K - $315K
|
266K
$20.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.04KNew |
$283K - $313K
|
4.04K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
4.03KNew |
$283K - $312K
|
4.03K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.03KNew |
$282K - $312K
|
4.03K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.03K+ 15.58% |
$282K - $312K
|
29.9K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.02K+ 13.04% |
$282K - $311K
|
34.9K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.02K+ 166.82% |
$282K - $311K
|
6.43K
$486K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
4KNew |
$280K - $310K
|
4K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
3.96K+ 5.59% |
$277K - $307K
|
74.8K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.91K+ 0.48% |
$274K - $303K
|
827K
$62.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.91KNew |
$274K - $303K
|
3.91K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3.91K+ 17.89% |
$274K - $303K
|
25.8K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
3.9K+ 38.24% |
$273K - $302K
|
14.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.89K+ 58.51% |
$272K - $301K
|
10.5K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.86K+ 39.49% |
$271K - $299K
|
13.6K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.86KNew |
$270K - $299K
|
3.86K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.85KNew |
$269K - $298K
|
3.85K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.84KNew |
$269K - $297K
|
3.84K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.83K+ 1.62% |
$268K - $296K
|
240K
$18.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.81K+ 2.52% |
$267K - $295K
|
155K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.8K+ 5.62% |
$266K - $294K
|
71.4K
$5.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.8KNew |
$266K - $294K
|
3.8K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.79K+ 109.06% |
$266K - $294K
|
7.27K
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.75K+ 77.96% |
$263K - $290K
|
8.56K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.73KNew |
$262K - $289K
|
3.73K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.71KNew |
$260K - $287K
|
3.71K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.69KNew |
$259K - $286K
|
3.69K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.67KNew |
$257K - $284K
|
3.67K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.66K+ 90.91% |
$256K - $283K
|
7.68K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.62K+ 7.08% |
$253K - $280K
|
54.7K
$4.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 5.24% |
$252K - $278K
|
72.3K
$5.46M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
3.59K+ 9.95% |
$252K - $278K
|
39.7K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.59K+ 5.42% |
$252K - $278K
|
69.9K
$5.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.58K+ 4.04% |
$251K - $277K
|
92.1K
$6.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.56K+ 1.83% |
$250K - $276K
|
199K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.56KNew |
$249K - $275K
|
3.56K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.52K+ 15.87% |
$247K - $273K
|
25.7K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.51K+ 46.02% |
$246K - $272K
|
11.1K
$841K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.49K+ 37.58% |
$244K - $270K
|
12.8K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$244K - $270K
|
3.48K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.46KNew |
$242K - $268K
|
3.46K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.44K+ 1.26% |
$241K - $267K
|
278K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.39K+ 20.78% |
$238K - $262K
|
19.7K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.37K+ 4.26% |
$236K - $261K
|
82.6K
$6.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.37K+ 1.45% |
$236K - $261K
|
236K
$17.9M
|