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 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
561+ 10.06% |
$39.3K - $43.4K
|
6.14K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
558+ 0.61% |
$39.1K - $43.2K
|
91.4K
$6.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
557+ 6.62% |
$39K - $43.1K
|
8.97K
$678K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
549New |
$38.5K - $42.5K
|
549
$41.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
537+ 0.19% |
$37.6K - $41.6K
|
280K
$21.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
537+ 0.94% |
$37.6K - $41.6K
|
57.9K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
535+ 4.56% |
$37.5K - $41.4K
|
12.3K
$928K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
534+ 7.57% |
$37.4K - $41.3K
|
7.59K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
531+ 9.53% |
$37.2K - $41.1K
|
6.11K
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
523+ 1.7% |
$36.6K - $40.5K
|
31.3K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
522+ 0.82% |
$36.6K - $40.4K
|
64.5K
$4.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
519New |
$36.4K - $40.2K
|
519
$39.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
518+ 18.09% |
$36.3K - $40.1K
|
3.38K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
515+ 8.49% |
$36.1K - $39.9K
|
6.58K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
514New |
$36K - $39.8K
|
514
$38.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
507+ 19.34% |
$35.5K - $39.3K
|
3.13K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
506+ 1.5% |
$35.5K - $39.2K
|
34.2K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
506+ 1.35% |
$35.5K - $39.2K
|
38.1K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
500+ 5.26% |
$35K - $38.7K
|
10K
$756K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
498+ 11.18% |
$34.9K - $38.6K
|
4.95K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
495+ 1.76% |
$34.7K - $38.3K
|
28.6K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
493+ 0.5% |
$34.5K - $38.2K
|
98.2K
$7.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
487+ 11.16% |
$34.1K - $37.7K
|
4.85K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
481+ 0.37% |
$33.7K - $37.2K
|
132K
$9.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
479New |
$33.6K - $37.1K
|
479
$36.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
477+ 8.51% |
$33.4K - $36.9K
|
6.09K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
475+ 17.6% |
$33.3K - $36.8K
|
3.17K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
473+ 4.47% |
$33.1K - $36.6K
|
11K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
473+ 233.0% |
$33.1K - $36.6K
|
676
$51.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
472New |
$33.1K - $36.5K
|
472
$35.7K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
461+ 7.78% |
$32.3K - $35.7K
|
6.39K
$483K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
456+ 0.44% |
$31.9K - $35.3K
|
103K
$7.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
455+ 6.98% |
$31.9K - $35.2K
|
6.97K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
453+ 2.06% |
$31.7K - $35.1K
|
22.4K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
453+ 0.14% |
$31.7K - $35.1K
|
323K
$24.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
443+ 15.1% |
$31K - $34.3K
|
3.38K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
435+ 23.53% |
$30.5K - $33.7K
|
2.28K
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
434+ 2.36% |
$30.4K - $33.6K
|
18.8K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
434+ 3.01% |
$30.4K - $33.6K
|
14.8K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
433+ 3.57% |
$30.3K - $33.5K
|
12.6K
$950K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
430+ 10.75% |
$30.1K - $33.3K
|
4.43K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
429+ 2.59% |
$30.1K - $33.2K
|
17K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
429+ 4.88% |
$30.1K - $33.2K
|
9.23K
$698K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
429+ 1.57% |
$30.1K - $33.2K
|
27.8K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
427New |
$29.9K - $33.1K
|
427
$32.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
423+ 10.91% |
$29.6K - $32.8K
|
4.3K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
419New |
$29.4K - $32.4K
|
419
$31.7K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
418+ 6.71% |
$29.3K - $32.4K
|
6.65K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
417+ 6.84% |
$29.2K - $32.3K
|
6.52K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
414+ 5.25% |
$29K - $32.1K
|
8.3K
$628K
|