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 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-901- 10.44% |
$63.1K - $69.8K
|
7.73K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-905- 2.42% |
$63.4K - $70.1K
|
36.5K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-923- 8.91% |
$64.7K - $71.5K
|
9.44K
$714K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-928- 2.58% |
$65K - $71.9K
|
35K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-934- 15.13% |
$65.4K - $72.3K
|
5.24K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-939- 2.47% |
$65.8K - $72.7K
|
37.1K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-945- 1.85% |
$66.2K - $73.2K
|
50.2K
$3.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-947- 3.7% |
$66.3K - $73.3K
|
24.6K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-965- 1.73% |
$67.6K - $74.7K
|
54.9K
$4.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-972- 2.16% |
$68.1K - $75.3K
|
44K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-979- 5.25% |
$68.6K - $75.8K
|
17.7K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1K- 11.92% |
$70.1K - $77.4K
|
7.39K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1K- 3.83% |
$70.2K - $77.6K
|
25.2K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.03K- 5.27% |
$71.8K - $79.4K
|
18.4K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.04K- 0.21% |
$72.6K - $80.2K
|
498K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.04K- 33.57% |
$72.8K - $80.4K
|
2.06K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.05K- 2.98% |
$73.8K - $81.5K
|
34.2K
$2.59M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.07K- 8.91% |
$74.9K - $82.8K
|
10.9K
$826K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.09K- 20.26% |
$76.6K - $84.6K
|
4.3K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.09K- 0.92% |
$76.6K - $84.7K
|
117K
$8.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.1K- 2.15% |
$76.7K - $84.8K
|
49.9K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.1K- 0.76% |
$77.3K - $85.5K
|
145K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.11K- 3.07% |
$77.8K - $85.9K
|
35K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.12K- 2.61% |
$78.3K - $86.5K
|
41.7K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.13K- 3.06% |
$79.3K - $87.7K
|
35.9K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.14K- 5.2% |
$79.9K - $88.3K
|
20.8K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.14K- 34.54% |
$80.1K - $88.5K
|
2.17K
$164K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.18K- 22.01% |
$82.5K - $91.1K
|
4.17K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 5.49% |
$84.3K - $93.1K
|
20.7K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.22K- 1.35% |
$85.3K - $94.2K
|
88.6K
$6.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.22K- 1.01% |
$85.4K - $94.4K
|
119K
$9M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.24K- 2.96% |
$86.8K - $95.9K
|
40.6K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.26K- 3.34% |
$88K - $97.3K
|
36.4K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.27K- 6.93% |
$88.9K - $98.3K
|
17K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.29K- 11.19% |
$90.2K - $99.7K
|
10.2K
$773K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.29K- 30.79% |
$90.4K - $99.9K
|
2.9K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.34K- 11.34% |
$94K - $104K
|
10.5K
$794K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.35K- 31.72% |
$94.2K - $104K
|
2.9K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 18.04% |
$96.1K - $106K
|
6.23K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.39K- 2.01% |
$97.4K - $108K
|
67.9K
$5.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.4K- 7.03% |
$97.9K - $108K
|
18.5K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.4K- 9.29% |
$98.4K - $109K
|
13.7K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.42K- 68.11% |
$99.2K - $110K
|
663
$50.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.42K- 1.27% |
$99.5K - $110K
|
111K
$8.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.43K- 18.78% |
$100K - $110K
|
6.17K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 9.69% |
$100K - $111K
|
13.3K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.44K- 25.23% |
$101K - $111K
|
4.26K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.44K- 17.87% |
$101K - $111K
|
6.61K
$500K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.46K- 0.46% |
$102K - $113K
|
317K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.47K- 1.6% |
$103K - $114K
|
90.2K
$6.82M
|