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 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 1.87% |
$7.01K - $7.74K
|
5.24K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 18.48% |
$7.01K - $7.74K
|
441
$33.3K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-104- 1.21% |
$7.29K - $8.05K
|
8.5K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-104- 2.66% |
$7.29K - $8.05K
|
3.81K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-107- 1.15% |
$7.5K - $8.29K
|
9.22K
$698K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-110- 0.58% |
$7.71K - $8.52K
|
18.9K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-111- 1.07% |
$7.78K - $8.59K
|
10.2K
$773K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-116- 2.69% |
$8.13K - $8.98K
|
4.2K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-118- 1.44% |
$8.27K - $9.14K
|
8.05K
$609K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-118- 0.29% |
$8.27K - $9.14K
|
40.6K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-120- 2.54% |
$8.41K - $9.29K
|
4.61K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-120- 2.54% |
$8.41K - $9.29K
|
4.61K
$348K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-120- 1.17% |
$8.41K - $9.29K
|
10.1K
$766K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-124- 3.87% |
$8.69K - $9.6K
|
3.08K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-126- 39.87% |
$8.83K - $9.76K
|
190
$14.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-127- 26.62% |
$8.9K - $9.83K
|
350
$26.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-130- 1.91% |
$9.11K - $10.1K
|
6.69K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-132- 0.72% |
$9.25K - $10.2K
|
18.3K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-134- 2.19% |
$9.39K - $10.4K
|
5.97K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-147- 90.74% |
$10.3K - $11.4K
|
15
$1.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-148- 2.69% |
$10.4K - $11.5K
|
5.35K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-149- 1.17% |
$10.4K - $11.5K
|
12.6K
$952K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-152- 1.29% |
$10.6K - $11.8K
|
11.7K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-158- 5.13% |
$11.1K - $12.2K
|
2.92K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-158- 1.63% |
$11.1K - $12.2K
|
9.54K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-158- 0.86% |
$11.1K - $12.2K
|
18.3K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-166- 1.04% |
$11.6K - $12.9K
|
15.8K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-173- 8.78% |
$12.1K - $13.4K
|
1.8K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-174- 2.41% |
$12.2K - $13.5K
|
7.05K
$533K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-174- 5.1% |
$12.2K - $13.5K
|
3.24K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-178- 0.59% |
$12.5K - $13.8K
|
30.1K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-190- 4.32% |
$13.3K - $14.7K
|
4.21K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-193- 0.18% |
$13.5K - $14.9K
|
104K
$7.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-196- 7.97% |
$13.7K - $15.2K
|
2.26K
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-200- 2.66% |
$14K - $15.5K
|
7.31K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-202- 0.49% |
$14.2K - $15.6K
|
40.8K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-203- 5.26% |
$14.2K - $15.7K
|
3.66K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-217- 2.7% |
$15.2K - $16.8K
|
7.83K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-217- 0.49% |
$15.2K - $16.8K
|
43.7K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-221- 3.88% |
$15.5K - $17.1K
|
5.47K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-222- 2.21% |
$15.6K - $17.2K
|
9.81K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-223- 0.1% |
$15.6K - $17.3K
|
218K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-225- 78.4% |
$15.8K - $17.4K
|
62
$4.69K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-226- 5.96% |
$15.8K - $17.5K
|
3.57K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-238- 0.8% |
$16.7K - $18.4K
|
29.6K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-241- 7.72% |
$16.9K - $18.7K
|
2.88K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-243- 2.31% |
$17K - $18.8K
|
10.3K
$778K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-246- 7.87% |
$17.2K - $19K
|
2.88K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-246- 0.81% |
$17.2K - $19K
|
30K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-247- 3.32% |
$17.3K - $19.1K
|
7.2K
$544K
|