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 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
247+ 8.15% |
$17.3K - $19.1K
|
3.28K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
245+ 1.56% |
$17.2K - $19K
|
15.9K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
238+ 3966.67% |
$16.7K - $18.4K
|
244
$18.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
238+ 8.67% |
$16.7K - $18.4K
|
2.98K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
232+ 7.59% |
$16.3K - $18K
|
3.29K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
228+ 1.33% |
$16K - $17.7K
|
17.3K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
226+ 0.59% |
$15.8K - $17.5K
|
38.4K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
221+ 0.95% |
$15.5K - $17.1K
|
23.5K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
219New |
$15.3K - $17K
|
219
$16.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
217+ 10.01% |
$15.2K - $16.8K
|
2.39K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
216+ 0.55% |
$15.1K - $16.7K
|
39.6K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
216+ 5.74% |
$15.1K - $16.7K
|
3.98K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
214+ 0.12% |
$15K - $16.6K
|
184K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
210+ 6.74% |
$14.7K - $16.3K
|
3.33K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
210+ 0.67% |
$14.7K - $16.3K
|
31.6K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
210+ 1.18% |
$14.7K - $16.3K
|
18K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
209+ 4.66% |
$14.6K - $16.2K
|
4.69K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
208+ 7.51% |
$14.6K - $16.1K
|
2.98K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
208+ 2.85% |
$14.6K - $16.1K
|
7.5K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
207+ 3.37% |
$14.5K - $16K
|
6.35K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
206+ 0.69% |
$14.4K - $16K
|
30K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
204+ 19.48% |
$14.3K - $15.8K
|
1.25K
$94.6K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
202+ 1.32% |
$14.2K - $15.6K
|
15.5K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
201New |
$14.1K - $15.6K
|
201
$15.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
200+ 1.58% |
$14K - $15.5K
|
12.9K
$972K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
200New |
$14K - $15.5K
|
200
$15.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
195+ 243.75% |
$13.7K - $15.1K
|
275
$20.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
188+ 0.82% |
$13.2K - $14.6K
|
23.1K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
188New |
$13.2K - $14.6K
|
188
$14.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
187+ 5.68% |
$13.1K - $14.5K
|
3.48K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
182+ 0.1% |
$12.8K - $14.1K
|
175K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
181+ 1.47% |
$12.7K - $14K
|
12.5K
$944K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
179New |
$12.5K - $13.9K
|
179
$13.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
178+ 0.31% |
$12.5K - $13.8K
|
56.9K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
174+ 2.04% |
$12.2K - $13.5K
|
8.72K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
173+ 0.19% |
$12.1K - $13.4K
|
93.5K
$7.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
172+ 0.39% |
$12.1K - $13.3K
|
44.5K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
172+ 1.11% |
$12.1K - $13.3K
|
15.7K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
170+ 1.15% |
$11.9K - $13.2K
|
14.9K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
160+ 2.1% |
$11.2K - $12.4K
|
7.76K
$587K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
157New |
$11K - $12.2K
|
157
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
156New |
$10.9K - $12.1K
|
156
$11.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
151+ 4.3% |
$10.6K - $11.7K
|
3.67K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
148+ 0.3% |
$10.4K - $11.5K
|
49.3K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
142+ 39.55% |
$9.95K - $11K
|
501
$37.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
142+ 0.7% |
$9.95K - $11K
|
20.5K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
140+ 4.51% |
$9.81K - $10.8K
|
3.25K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
139+ 2.21% |
$9.74K - $10.8K
|
6.42K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
138+ 56.33% |
$9.67K - $10.7K
|
383
$29K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
137+ 10.45% |
$9.6K - $10.6K
|
1.45K
$109K
|