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 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
51+ 1.01% |
$3.57K - $3.95K
|
5.09K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
51+ 1.63% |
$3.57K - $3.95K
|
3.18K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
50+ 0.74% |
$3.5K - $3.87K
|
6.77K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
50+ 0.42% |
$3.5K - $3.87K
|
11.8K
$896K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
48+ 1.6% |
$3.36K - $3.72K
|
3.05K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
47+ 0.26% |
$3.29K - $3.64K
|
18.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
47+ 1.56% |
$3.29K - $3.64K
|
3.06K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
46+ 1.56% |
$3.22K - $3.56K
|
3K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
45+ 0.49% |
$3.15K - $3.48K
|
9.31K
$704K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
39+ 0.39% |
$2.73K - $3.02K
|
9.92K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
39+ 0.03% |
$2.73K - $3.02K
|
118K
$8.95M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
38New |
$2.66K - $2.94K
|
38
$2.87K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
38+ 1.23% |
$2.66K - $2.94K
|
3.14K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
36New |
$2.52K - $2.79K
|
36
$2.72K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
35+ 0.04% |
$2.45K - $2.71K
|
88.3K
$6.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
35+ 0.97% |
$2.45K - $2.71K
|
3.65K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
35+ 0.67% |
$2.45K - $2.71K
|
5.27K
$399K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
35+ 0.05% |
$2.45K - $2.71K
|
65.6K
$4.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
34+ 0.06% |
$2.38K - $2.63K
|
54.4K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
34New |
$2.38K - $2.63K
|
34
$2.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
32+ 1.05% |
$2.24K - $2.48K
|
3.07K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.21% |
$2.1K - $2.32K
|
14.6K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30+ 0.52% |
$2.1K - $2.32K
|
5.84K
$442K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30+ 0.31% |
$2.1K - $2.32K
|
9.65K
$730K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
26New |
$1.82K - $2.01K
|
26
$1.97K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.22% |
$1.75K - $1.94K
|
11.5K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 1.67% |
$1.68K - $1.86K
|
1.46K
$111K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
23+ 0.7% |
$1.61K - $1.78K
|
3.32K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
23+ 0.1% |
$1.61K - $1.78K
|
22.8K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
23+ 0.08% |
$1.61K - $1.78K
|
30.1K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.37% |
$1.54K - $1.7K
|
5.89K
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
22+ 0.72% |
$1.54K - $1.7K
|
3.09K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21+ 0.02% |
$1.47K - $1.63K
|
113K
$8.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
21+ 0.61% |
$1.47K - $1.63K
|
3.44K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
21+ 0.4% |
$1.47K - $1.63K
|
5.26K
$397K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19+ 0.82% |
$1.33K - $1.47K
|
2.34K
$177K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17+ 0.47% |
$1.19K - $1.32K
|
3.63K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16+ 0.27% |
$1.12K - $1.24K
|
5.84K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15+ 0.02% |
$1.05K - $1.16K
|
78.1K
$5.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
15+ 0.26% |
$1.05K - $1.16K
|
5.77K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
15+ 0.38% |
$1.05K - $1.16K
|
3.93K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.02% |
$1.05K - $1.16K
|
68.2K
$5.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
14New |
$981 - $1.08K
|
14
$1.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
14+ 0.26% |
$981 - $1.08K
|
5.34K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 0.11% |
$981 - $1.08K
|
12.7K
$958K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
13+ 0.27% |
$911 - $1.01K
|
4.85K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
12+ 0.35% |
$841 - $929
|
3.45K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
12+ 0.04% |
$841 - $929
|
30.6K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
11+ 0.24% |
$771 - $852
|
4.51K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
11+ 0.02% |
$771 - $852
|
46.1K
$3.48M
|