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 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.48K- 3.14% |
$104K - $115K
|
45.7K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.48K- 4.96% |
$104K - $115K
|
28.4K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.49K- 0.64% |
$104K - $115K
|
233K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.49K- 9.81% |
$105K - $116K
|
13.7K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.49K- 6.36% |
$105K - $116K
|
22K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.5K- 9.55% |
$105K - $116K
|
14.2K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.54K- 13.04% |
$108K - $119K
|
10.2K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 0.98% |
$108K - $119K
|
156K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.54K- 1.93% |
$108K - $119K
|
78.4K
$5.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.56K- 11.61% |
$109K - $121K
|
11.9K
$900K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.56K- 7.28% |
$110K - $121K
|
19.9K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.58K- 1.44% |
$110K - $122K
|
107K
$8.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 99.94% |
$112K - $124K
|
1
$75.6
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.62K- 0.51% |
$114K - $126K
|
318K
$24.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.62K- 17.36% |
$114K - $126K
|
7.72K
$584K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.63K- 3.48% |
$114K - $126K
|
45.2K
$3.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.63K- 14.42% |
$114K - $126K
|
9.67K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.65K- 12.42% |
$115K - $128K
|
11.6K
$878K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.65K- 21.99% |
$116K - $128K
|
5.87K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.68K- 10.27% |
$118K - $130K
|
14.7K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.68K- 10.56% |
$118K - $130K
|
14.2K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.69K- 10.12% |
$119K - $131K
|
15K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.7K- 2.65% |
$119K - $132K
|
62.5K
$4.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.71K- 3.12% |
$119K - $132K
|
52.9K
$4M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.76K- 1.14% |
$123K - $136K
|
153K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.76K- 1.53% |
$123K - $136K
|
113K
$8.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.82K- 9.62% |
$128K - $141K
|
17.1K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.84K- 1.1% |
$129K - $143K
|
166K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.85K- 8.58% |
$130K - $143K
|
19.7K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 15.37% |
$130K - $143K
|
10.2K
$770K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.88K- 1.36% |
$131K - $145K
|
136K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.88K- 1.2% |
$132K - $146K
|
155K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.89K- 1.26% |
$133K - $147K
|
148K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.91K- 33.55% |
$134K - $148K
|
3.78K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.92K- 0.68% |
$135K - $149K
|
283K
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.96K- 35.93% |
$137K - $151K
|
3.49K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.96K- 0.34% |
$137K - $152K
|
581K
$43.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.96K- 1.94% |
$137K - $152K
|
98.9K
$7.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.96K- 11.94% |
$137K - $152K
|
14.4K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.97K- 6.97% |
$138K - $153K
|
26.3K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.98K- 1.87% |
$138K - $153K
|
103K
$7.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.98K- 11.89% |
$139K - $153K
|
14.7K
$1.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.98K- 4.08% |
$139K - $154K
|
46.6K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2K- 1.5% |
$140K - $155K
|
131K
$9.94M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.01K- 2.41% |
$141K - $155K
|
81.2K
$6.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.05K- 4.71% |
$144K - $159K
|
41.4K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.06K- 0.54% |
$145K - $160K
|
379K
$28.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.09K- 2.39% |
$146K - $162K
|
85.3K
$6.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.12K- 4.28% |
$148K - $164K
|
47.3K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.14K- 8.09% |
$150K - $165K
|
24.3K
$1.84M
|