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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
303K+ 4.58% |
$21.3M - $23.5M
|
6.93M
$524M
|
|
|
Feb 13, 2025
Q4 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
300K+ 77.12% |
$21M - $23.2M
|
689K
$52.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
300K+ 199.83% |
$21M - $23.2M
|
450K
$34M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
291K+ 41.38% |
$20.4M - $22.6M
|
995K
$75.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
290K+ 9.53% |
$20.3M - $22.4M
|
3.33M
$252M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
288K+ 148.97% |
$20.2M - $22.3M
|
481K
$36.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
282K+ 7.81% |
$19.8M - $21.9M
|
3.89M
$294M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
279K+ 17.52% |
$19.5M - $21.6M
|
1.87M
$141M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
270K+ 103.67% |
$18.9M - $20.9M
|
531K
$40.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
266K+ 3.13% |
$18.6M - $20.6M
|
8.77M
$664M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
263K+ 3.02% |
$18.4M - $20.4M
|
8.98M
$679M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
243K+ 162.97% |
$17M - $18.8M
|
392K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
236K+ 2114.04% |
$16.5M - $18.3M
|
247K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
236K+ 39.79% |
$16.5M - $18.2M
|
828K
$62.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
229K+ 7.3% |
$16M - $17.7M
|
3.37M
$254M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
218K+ 3.26% |
$15.3M - $16.9M
|
6.91M
$522M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
199K+ 669.01% |
$13.9M - $15.4M
|
228K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
198K+ 11.21% |
$13.9M - $15.3M
|
1.97M
$149M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
191K+ 3.1% |
$13.4M - $14.8M
|
6.34M
$480M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
183K+ 841.73% |
$12.8M - $14.2M
|
205K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
182K+ 38.24% |
$12.7M - $14.1M
|
657K
$49.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
180K+ 16.49% |
$12.6M - $13.9M
|
1.27M
$96.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
174KNew |
$12.2M - $13.5M
|
174K
$13.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
172KNew |
$12.1M - $13.3M
|
172K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
172K+ 1.22% |
$12M - $13.3M
|
14.2M
$1.07B
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
165K+ 39.32% |
$11.6M - $12.8M
|
585K
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
162K+ 144.84% |
$11.3M - $12.5M
|
274K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
158KNew |
$11.1M - $12.2M
|
158K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
152KNew |
$10.6M - $11.7M
|
152K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
148K+ 7.92% |
$10.4M - $11.5M
|
2.02M
$153M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137K+ 4.66% |
$9.62M - $10.6M
|
3.08M
$233M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
137KNew |
$9.57M - $10.6M
|
137K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
135K+ 17.25% |
$9.47M - $10.5M
|
919K
$69.5M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
131K+ 5.73% |
$9.17M - $10.1M
|
2.41M
$182M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
130K+ 18.68% |
$9.12M - $10.1M
|
826K
$62.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
125K+ 45.43% |
$8.76M - $9.68M
|
400K
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
124K+ 8.92% |
$8.66M - $9.57M
|
1.51M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
122K+ 19.44% |
$8.55M - $9.45M
|
750K
$56.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
116KNew |
$8.1M - $8.95M
|
116K
$8.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
115K+ 112.74% |
$8.08M - $8.93M
|
218K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
113K+ 12.31% |
$7.94M - $8.77M
|
1.03M
$78.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
113K+ 509.07% |
$7.93M - $8.77M
|
135K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
112K+ 6.55% |
$7.84M - $8.67M
|
1.82M
$138M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
109KNew |
$7.6M - $8.4M
|
109K
$8.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
106K+ 201.61% |
$7.43M - $8.22M
|
159K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
106K+ 7.92% |
$7.41M - $8.19M
|
1.44M
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
103K+ 1243.35% |
$7.2M - $7.96M
|
111K
$8.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
101KNew |
$7.05M - $7.79M
|
101K
$7.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
98.6K+ 21.15% |
$6.91M - $7.64M
|
565K
$42.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
97.6K+ 859.19% |
$6.84M - $7.56M
|
109K
$8.24M
|