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 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
401+ 8.32% |
$28.1K - $31K
|
5.22K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
400+ 9.72% |
$28K - $31K
|
4.51K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
393New |
$27.5K - $30.4K
|
393
$29.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
389+ 5.63% |
$27.3K - $30.1K
|
7.3K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
387+ 12.5% |
$27.1K - $30K
|
3.48K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
387+ 2.81% |
$27.1K - $30K
|
14.1K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
384+ 1.39% |
$26.9K - $29.7K
|
28K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
379New |
$26.6K - $29.3K
|
379
$28.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
373+ 11.03% |
$26.1K - $28.9K
|
3.76K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
368+ 7.7% |
$25.8K - $28.5K
|
5.15K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
364+ 1.71% |
$25.5K - $28.2K
|
21.6K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
363+ 0.34% |
$25.4K - $28.1K
|
107K
$8.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
352+ 1.62% |
$24.7K - $27.3K
|
22K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
351+ 8.47% |
$24.6K - $27.2K
|
4.49K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
351+ 5.12% |
$24.6K - $27.2K
|
7.21K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
339+ 1.39% |
$23.8K - $26.2K
|
24.7K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
336+ 13.87% |
$23.5K - $26K
|
2.76K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
329+ 7.72% |
$23K - $25.5K
|
4.59K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
327+ 3.49% |
$22.9K - $25.3K
|
9.69K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
322+ 0.51% |
$22.6K - $24.9K
|
63.6K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
321+ 1.95% |
$22.5K - $24.9K
|
16.8K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
316+ 7.35% |
$22.1K - $24.5K
|
4.61K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
314+ 1.58% |
$22K - $24.3K
|
20.2K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
305+ 21.08% |
$21.4K - $23.6K
|
1.75K
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
305+ 1.83% |
$21.4K - $23.6K
|
17K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
304+ 1.71% |
$21.3K - $23.5K
|
18.1K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
300+ 2.47% |
$21K - $23.2K
|
12.4K
$941K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
299+ 1.05% |
$20.9K - $23.2K
|
28.8K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
296+ 0.92% |
$20.7K - $22.9K
|
32.6K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
290+ 5.46% |
$20.3K - $22.5K
|
5.6K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
290New |
$20.3K - $22.5K
|
290
$21.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
289+ 0.71% |
$20.2K - $22.4K
|
40.9K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
287+ 0.29% |
$20.1K - $22.2K
|
101K
$7.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
286+ 1.69% |
$20K - $22.1K
|
17.2K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
282+ 2.46% |
$19.8K - $21.8K
|
11.7K
$887K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
277+ 1.91% |
$19.4K - $21.4K
|
14.8K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
276+ 4.05% |
$19.3K - $21.4K
|
7.1K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
275New |
$19.3K - $21.3K
|
275
$20.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
273+ 1.41% |
$19.1K - $21.1K
|
19.6K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
272+ 3.25% |
$19.1K - $21.1K
|
8.63K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
270+ 1.17% |
$18.9K - $20.9K
|
23.3K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
269+ 6.19% |
$18.8K - $20.8K
|
4.61K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
269+ 0.48% |
$18.8K - $20.8K
|
56.5K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
266+ 3.03% |
$18.6K - $20.6K
|
9.03K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
265+ 7.94% |
$18.6K - $20.5K
|
3.6K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
262New |
$18.4K - $20.3K
|
262
$19.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
260+ 2.55% |
$18.2K - $20.1K
|
10.4K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
256New |
$17.9K - $19.8K
|
256
$19.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
250+ 171.23% |
$17.5K - $19.4K
|
396
$29.9K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
249+ 3.15% |
$17.4K - $19.3K
|
8.15K
$617K
|