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
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.18% |
$771 - $852
|
6.18K
$467K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$701 - $774
|
10
$756
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
10+ 0.07% |
$701 - $774
|
14.3K
$1.08M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.23% |
$560 - $619
|
3.56K
$269K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
7+ 0.11% |
$490 - $542
|
6.39K
$483K
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.14% |
$490 - $542
|
5.06K
$382K
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
5+ 0.05% |
$350 - $387
|
9.94K
$752K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5+ 0.15% |
$350 - $387
|
3.4K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5+ 0.16% |
$350 - $387
|
3.11K
$235K
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 1.67% |
$280 - $310
|
244
$18.5K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 0.02% |
$210 - $232
|
12K
$908K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.29% |
$210 - $232
|
1.03K
$77.6K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 1.4% |
$210 - $232
|
218
$16.5K
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 1.35% |
$210 - $232
|
226
$17.1K
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.62% |
$210 - $232
|
487
$36.8K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 1.6% |
$210 - $232
|
191
$14.4K
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.07% |
$140 - $155
|
2.93K
$221K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$140 - $155
|
15.6K
$1.18M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$140 - $155
|
3.14K
$237K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1+ 0.01% |
$70.1 - $77.4
|
15.8K
$1.19M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.45% |
$70.1 - $77.4
|
225
$17K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.03% |
$70.1 - $77.4
|
3.65K
$276K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.12% |
$70.1 - $77.4
|
839
$63.4K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.03% |
$70.1 - $77.4
|
3.42K
$258K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.01% |
$70.1 - $77.4
|
7.54K
$570K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1- 0.01% |
$70.1 - $77.4
|
8.59K
$650K
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.01% |
$70.1 - $77.4
|
9.42K
$712K
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2- 0.03% |
$140 - $155
|
6.64K
$502K
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2- 0.06% |
$140 - $155
|
3.61K
$273K
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5- 0.03% |
$350 - $387
|
17.3K
$1.31M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$420 - $465
|
6.46K
$488K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7- 0.75% |
$490 - $542
|
922
$69.7K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 1.79% |
$490 - $542
|
383
$29K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.05% |
$560 - $619
|
16.5K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.12% |
$631 - $697
|
7.36K
$557K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-9- 0.6% |
$631 - $697
|
1.5K
$113K
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-10- 0.18% |
$701 - $774
|
5.61K
$424K
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-10- 0.07% |
$701 - $774
|
13.3K
$1.01M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10- 90.91% |
$701 - $774
|
1
$75.6
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.03% |
$771 - $852
|
33K
$2.5M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-12- 0.16% |
$841 - $929
|
7.28K
$550K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 2.61% |
$841 - $929
|
448
$33.9K
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-15- 0.23% |
$1.05K - $1.16K
|
6.52K
$493K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-18- 0.24% |
$1.26K - $1.39K
|
7.47K
$565K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-19- -0.0% |
$1.33K - $1.47K
|
623K
$47.1M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-20- 0.35% |
$1.4K - $1.55K
|
5.63K
$426K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 3.33% |
$1.4K - $1.55K
|
580
$43.9K
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-21- 0.4% |
$1.47K - $1.63K
|
5.22K
$395K
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-22- 0.7% |
$1.54K - $1.7K
|
3.11K
$235K
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25- 1.01% |
$1.75K - $1.94K
|
2.44K
$184K
|