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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
858+ 0.38% |
$60.1K - $66.4K
|
225K
$17M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
855+ 5.07% |
$59.9K - $66.2K
|
17.7K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
846New |
$59.3K - $65.5K
|
846
$64K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
843+ 2.21% |
$59.1K - $65.3K
|
39K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
841+ 105.79% |
$58.9K - $65.1K
|
1.64K
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
834+ 3.81% |
$58.4K - $64.6K
|
22.7K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
817+ 4.17% |
$57.2K - $63.3K
|
20.4K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
813New |
$57K - $63K
|
813
$61.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
813+ 29.66% |
$57K - $63K
|
3.55K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
806+ 4.59% |
$56.5K - $62.4K
|
18.4K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
799+ 2.91% |
$56K - $61.9K
|
28.3K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
794+ 1.79% |
$55.6K - $61.5K
|
45.2K
$3.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
789+ 17.62% |
$55.3K - $61.1K
|
5.27K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
787+ 16.72% |
$55.1K - $60.9K
|
5.49K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
786New |
$55.1K - $60.9K
|
786
$59.4K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
785+ 2.28% |
$55K - $60.8K
|
35.2K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
763+ 14.47% |
$53.5K - $59.1K
|
6.04K
$456K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
759+ 0.95% |
$53.2K - $58.8K
|
80.5K
$6.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
752New |
$52.7K - $58.2K
|
752
$56.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
750+ 3.07% |
$52.5K - $58.1K
|
25.2K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
745+ 3.76% |
$52.2K - $57.7K
|
20.6K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
714+ 7.76% |
$50K - $55.3K
|
9.92K
$750K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
710+ 0.38% |
$49.7K - $55K
|
189K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
708+ 23.57% |
$49.6K - $54.8K
|
3.71K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
708+ 0.13% |
$49.6K - $54.8K
|
541K
$40.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
698+ 8.45% |
$48.9K - $54K
|
8.96K
$677K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
695+ 3.21% |
$48.7K - $53.8K
|
22.4K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
692+ 15.77% |
$48.5K - $53.6K
|
5.08K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
680New |
$47.6K - $52.7K
|
680
$51.4K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
678+ 1.11% |
$47.5K - $52.5K
|
62K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
675+ 14.83% |
$47.3K - $52.3K
|
5.23K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
674New |
$47.2K - $52.2K
|
674
$51K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
661+ 8.03% |
$46.3K - $51.2K
|
8.89K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
659+ 0.42% |
$46.2K - $51K
|
158K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
656+ 3.49% |
$46K - $50.8K
|
19.4K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
654+ 7.28% |
$45.8K - $50.6K
|
9.64K
$729K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
652+ 0.16% |
$45.7K - $50.5K
|
421K
$31.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
650+ 0.65% |
$45.5K - $50.3K
|
100K
$7.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
650+ 8.38% |
$45.5K - $50.3K
|
8.41K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
649+ 0.57% |
$45.5K - $50.3K
|
115K
$8.7M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
644+ 1.17% |
$45.1K - $49.9K
|
55.5K
$4.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
644+ 5.5% |
$45.1K - $49.9K
|
12.4K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
635+ 17.74% |
$44.5K - $49.2K
|
4.22K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
625+ 7.28% |
$43.8K - $48.4K
|
9.21K
$696K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
621+ 0.25% |
$43.5K - $48.1K
|
251K
$19M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
605New |
$42.4K - $46.8K
|
605
$45.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
598+ 2.38% |
$41.9K - $46.3K
|
25.7K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
594+ 14.64% |
$41.6K - $46K
|
4.65K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
566+ 20.44% |
$39.7K - $43.8K
|
3.34K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
565+ 7.7% |
$39.6K - $43.7K
|
7.91K
$598K
|