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 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-26- 0.66% |
$1.82K - $2.01K
|
3.9K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-26- 0.64% |
$1.82K - $2.01K
|
4.06K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-26- 0.1% |
$1.82K - $2.01K
|
26.9K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-27- 0.23% |
$1.89K - $2.09K
|
11.8K
$894K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-29- 0.13% |
$2.03K - $2.25K
|
21.5K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-35- 0.84% |
$2.45K - $2.71K
|
4.14K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-38- 1.08% |
$2.66K - $2.94K
|
3.47K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-39- 1.07% |
$2.73K - $3.02K
|
3.59K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-40- 0.58% |
$2.8K - $3.1K
|
6.84K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-40- 0.06% |
$2.8K - $3.1K
|
62.3K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-42- 1.05% |
$2.94K - $3.25K
|
3.95K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-45- 26.95% |
$3.15K - $3.48K
|
122
$9.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-45- 18.6% |
$3.15K - $3.48K
|
197
$14.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-46- 0.25% |
$3.22K - $3.56K
|
18.7K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-47- 0.45% |
$3.29K - $3.64K
|
10.4K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-48- 1.4% |
$3.36K - $3.72K
|
3.38K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-48- 0.21% |
$3.36K - $3.72K
|
22.9K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-49- 0.42% |
$3.43K - $3.79K
|
11.7K
$884K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-49- 0.02% |
$3.43K - $3.79K
|
204K
$15.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-53- 1.01% |
$3.71K - $4.1K
|
5.2K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-57- 1.74% |
$3.99K - $4.41K
|
3.21K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-59- 0.81% |
$4.13K - $4.57K
|
7.22K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-66- 1.85% |
$4.62K - $5.11K
|
3.51K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-69- 0.31% |
$4.83K - $5.34K
|
22.2K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-69- 0.13% |
$4.83K - $5.34K
|
54.6K
$4.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-69- 0.09% |
$4.83K - $5.34K
|
72.8K
$5.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-70- 0.68% |
$4.9K - $5.42K
|
10.3K
$778K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-71- 1.44% |
$4.97K - $5.5K
|
4.86K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 16.86% |
$4.97K - $5.5K
|
350
$26.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-71- 0.06% |
$4.97K - $5.5K
|
121K
$9.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-73- 1.23% |
$5.11K - $5.65K
|
5.87K
$444K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-75- 0.26% |
$5.25K - $5.81K
|
28.8K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-75- 1.61% |
$5.25K - $5.81K
|
4.59K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-76- 0.97% |
$5.32K - $5.88K
|
7.79K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-78- 1.84% |
$5.46K - $6.04K
|
4.16K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-79- 0.7% |
$5.53K - $6.12K
|
11.3K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-83- 45.36% |
$5.81K - $6.43K
|
100
$7.56K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-87- 1.84% |
$6.1K - $6.74K
|
4.64K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-87- 1.67% |
$6.1K - $6.74K
|
5.12K
$387K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-88- 0.07% |
$6.17K - $6.81K
|
135K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-89- 0.52% |
$6.24K - $6.89K
|
17K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-90- 0.72% |
$6.31K - $6.97K
|
12.5K
$945K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-90- 7.9% |
$6.31K - $6.97K
|
1.05K
$79.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-92- 0.15% |
$6.45K - $7.12K
|
59.6K
$4.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-93- 1.02% |
$6.52K - $7.2K
|
8.98K
$679K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-94- 1.38% |
$6.59K - $7.28K
|
6.7K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-94- 5.38% |
$6.59K - $7.28K
|
1.65K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-95- 0.04% |
$6.66K - $7.36K
|
253K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-98- 1.29% |
$6.87K - $7.59K
|
7.49K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-99- 1.77% |
$6.94K - $7.67K
|
5.48K
$415K
|