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 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
137+ 3.12% |
$9.6K - $10.6K
|
4.53K
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
132+ 0.93% |
$9.25K - $10.2K
|
14.3K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
131+ 1.01% |
$9.18K - $10.1K
|
13.1K
$994K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
131+ 5.12% |
$9.18K - $10.1K
|
2.69K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
131New |
$9.18K - $10.1K
|
131
$9.91K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
129New |
$9.04K - $9.99K
|
129
$9.75K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
126+ 2.03% |
$8.83K - $9.76K
|
6.33K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
126+ 1.86% |
$8.83K - $9.76K
|
6.91K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
125+ 2.41% |
$8.76K - $9.68K
|
5.31K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
124+ 0.12% |
$8.69K - $9.6K
|
101K
$7.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
124+ 1.93% |
$8.69K - $9.6K
|
6.54K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
122+ 2.81% |
$8.55K - $9.45K
|
4.46K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
122+ 6.76% |
$8.55K - $9.45K
|
1.93K
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
122New |
$8.55K - $9.45K
|
122
$9.23K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
121+ 1.71% |
$8.48K - $9.37K
|
7.19K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
119+ 1.1% |
$8.34K - $9.21K
|
11K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
116+ 0.24% |
$8.13K - $8.98K
|
49.4K
$3.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
115+ 1.63% |
$8.06K - $8.9K
|
7.18K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
114+ 0.14% |
$7.99K - $8.83K
|
83K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
113New |
$7.92K - $8.75K
|
113
$8.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
111+ 1.6% |
$7.78K - $8.59K
|
7.04K
$532K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
106+ 0.19% |
$7.43K - $8.21K
|
56.6K
$4.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
106+ 1.18% |
$7.43K - $8.21K
|
9.12K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
103+ 0.62% |
$7.22K - $7.98K
|
16.6K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
100+ 3.19% |
$7.01K - $7.74K
|
3.24K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$7.01K - $7.74K
|
100
$7.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
99New |
$6.94K - $7.67K
|
99
$7.49K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
98+ 1.93% |
$6.87K - $7.59K
|
5.18K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
97+ 0.96% |
$6.8K - $7.51K
|
10.2K
$769K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
96+ 0.13% |
$6.73K - $7.43K
|
74.4K
$5.63M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
94+ 0.65% |
$6.59K - $7.28K
|
14.6K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
89+ 51.15% |
$6.24K - $6.89K
|
263
$19.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
88+ 3.74% |
$6.17K - $6.81K
|
2.44K
$185K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
85+ 1.62% |
$5.96K - $6.58K
|
5.33K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
81+ 0.92% |
$5.67K - $6.27K
|
8.86K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
78+ 1.08% |
$5.46K - $6.04K
|
7.3K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
76+ 0.65% |
$5.32K - $5.88K
|
11.8K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
70New |
$4.9K - $5.42K
|
70
$5.29K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
69+ 4.04% |
$4.83K - $5.34K
|
1.78K
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
69+ 1.5% |
$4.83K - $5.34K
|
4.66K
$352K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
66+ 1.17% |
$4.62K - $5.11K
|
5.73K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
66+ 1.36% |
$4.62K - $5.11K
|
4.92K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
65+ 0.66% |
$4.55K - $5.03K
|
9.87K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
63+ 1.13% |
$4.41K - $4.88K
|
5.66K
$428K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
59+ 1.61% |
$4.13K - $4.57K
|
3.72K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
58+ 0.73% |
$4.06K - $4.49K
|
8.02K
$606K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
58+ 1.33% |
$4.06K - $4.49K
|
4.42K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
57New |
$3.99K - $4.41K
|
57
$4.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
55+ 1.7% |
$3.85K - $4.26K
|
3.29K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
52+ 0.96% |
$3.64K - $4.03K
|
5.46K
$413K
|