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 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-248- 0.17% |
$17.4K - $19.2K
|
145K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-248- 2.84% |
$17.4K - $19.2K
|
8.48K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-250- 0.97% |
$17.5K - $19.4K
|
25.5K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-251- 1.36% |
$17.6K - $19.4K
|
18.2K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-253- 0.81% |
$17.7K - $19.6K
|
31.2K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-259- 2.59% |
$18.1K - $20.1K
|
9.72K
$735K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-260- 5.26% |
$18.2K - $20.1K
|
4.68K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-265- 4.84% |
$18.6K - $20.5K
|
5.21K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-266- 0.88% |
$18.6K - $20.6K
|
29.9K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-271- 1.85% |
$19K - $21K
|
14.4K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-271- 86.86% |
$19K - $21K
|
41
$3.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-272- 0.15% |
$19.1K - $21.1K
|
182K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-273- 1.44% |
$19.1K - $21.1K
|
18.7K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-278- 0.25% |
$19.5K - $21.5K
|
110K
$8.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-279- 4.01% |
$19.5K - $21.6K
|
6.68K
$505K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-282- 15.22% |
$19.8K - $21.8K
|
1.57K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-282- 8.05% |
$19.8K - $21.8K
|
3.22K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-300- 1.23% |
$21K - $23.2K
|
24K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-303- 6.03% |
$21.2K - $23.5K
|
4.72K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-311- 3.99% |
$21.8K - $24.1K
|
7.48K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-313- 4.56% |
$21.9K - $24.2K
|
6.55K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-328- 4.21% |
$23K - $25.4K
|
7.46K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-330- 0.56% |
$23.1K - $25.6K
|
59K
$4.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-340- 7.3% |
$23.8K - $26.3K
|
4.32K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-349- 0.44% |
$24.5K - $27K
|
78.6K
$5.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-350- 1.21% |
$24.5K - $27.1K
|
28.7K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-356- 5.15% |
$24.9K - $27.6K
|
6.56K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-359- 5.7% |
$25.2K - $27.8K
|
5.94K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-364- 9.18% |
$25.5K - $28.2K
|
3.6K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-365- 4.59% |
$25.6K - $28.3K
|
7.59K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-389- 21.66% |
$27.3K - $30.1K
|
1.41K
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-396- 0.14% |
$27.7K - $30.7K
|
284K
$21.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-400- 13.98% |
$28K - $31K
|
2.46K
$186K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-402- 1.34% |
$28.2K - $31.1K
|
29.7K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-404- 3.91% |
$28.3K - $31.3K
|
9.93K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-409- 9.65% |
$28.7K - $31.7K
|
3.83K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-415- 4.19% |
$29.1K - $32.1K
|
9.48K
$717K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-418- 41.39% |
$29.3K - $32.4K
|
592
$44.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-426- 8.35% |
$29.8K - $33K
|
4.67K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-432- 12.39% |
$30.3K - $33.4K
|
3.06K
$231K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-454- 15.46% |
$31.8K - $35.2K
|
2.48K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-465- 1.83% |
$32.6K - $36K
|
25K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-477- 4.3% |
$33.4K - $36.9K
|
10.6K
$803K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-481- 11.96% |
$33.7K - $37.2K
|
3.54K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-482- 1.95% |
$33.8K - $37.3K
|
24.3K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-491- 6.03% |
$34.4K - $38K
|
7.65K
$578K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-519- 2.8% |
$36.4K - $40.2K
|
18K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-519- 9.19% |
$36.4K - $40.2K
|
5.13K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-544- 21.35% |
$38.1K - $42.1K
|
2K
$152K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-545- 11.39% |
$38.2K - $42.2K
|
4.24K
$321K
|