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 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
96K+ 19.78% |
$6.72M - $7.43M
|
581K
$43.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
95.8KNew |
$6.71M - $7.42M
|
95.8K
$7.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
93.9KNew |
$6.58M - $7.27M
|
93.9K
$7.1M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
93.9K+ 14.23% |
$6.58M - $7.27M
|
754K
$57M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
93.5K+ 2.22% |
$6.55M - $7.24M
|
4.3M
$325M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
93KNew |
$6.51M - $7.2M
|
93K
$7.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
91.7KNew |
$6.42M - $7.1M
|
91.7K
$6.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
90.9K+ 6.74% |
$6.37M - $7.04M
|
1.44M
$109M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
90.4K+ 15.97% |
$6.33M - $7M
|
656K
$49.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
87.6KNew |
$6.13M - $6.78M
|
87.6K
$6.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86.8K+ 2.86% |
$6.08M - $6.72M
|
3.13M
$236M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
85.4K+ 3274.65% |
$5.98M - $6.61M
|
88K
$6.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
85.3K+ 4.18% |
$5.98M - $6.6M
|
2.12M
$161M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
83.5K+ 211.61% |
$5.85M - $6.47M
|
123K
$9.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
82.2K+ 9.83% |
$5.76M - $6.36M
|
918K
$69.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
82.1KNew |
$5.75M - $6.36M
|
82.1K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.7KNew |
$5.58M - $6.17M
|
79.7K
$6.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
78.4K+ 22.79% |
$5.49M - $6.07M
|
422K
$31.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
77.4K+ 11.75% |
$5.42M - $5.99M
|
736K
$55.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
76.3K+ 7.44% |
$5.35M - $5.91M
|
1.1M
$83.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
75.6K+ 190.02% |
$5.29M - $5.85M
|
115K
$8.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
75.5K+ 3.64% |
$5.29M - $5.84M
|
2.15M
$162M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
75.1K+ 2.72% |
$5.26M - $5.81M
|
2.83M
$214M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
73.4K+ 19.16% |
$5.15M - $5.69M
|
457K
$34.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
72.9K+ 49.75% |
$5.11M - $5.64M
|
219K
$16.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
71.6K+ 4.06% |
$5.02M - $5.54M
|
1.83M
$139M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
70.2K+ 11.25% |
$4.92M - $5.44M
|
694K
$52.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
70K+ 21.02% |
$4.9M - $5.42M
|
403K
$30.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
69.9KNew |
$4.9M - $5.41M
|
69.9K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
69.6KNew |
$4.87M - $5.39M
|
69.6K
$5.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
69.2K+ 11.75% |
$4.85M - $5.36M
|
659K
$49.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
67.5K+ 14.79% |
$4.73M - $5.23M
|
524K
$39.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
66.7K+ 16.12% |
$4.68M - $5.17M
|
481K
$36.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
66.5K+ 15.7% |
$4.66M - $5.15M
|
490K
$37.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
65.1KNew |
$4.56M - $5.04M
|
65.1K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
64.6K+ 17.73% |
$4.52M - $5M
|
429K
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
64.5K+ 91.17% |
$4.52M - $4.99M
|
135K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
64.4KNew |
$4.51M - $4.99M
|
64.4K
$4.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
64.2K+ 16.73% |
$4.5M - $4.97M
|
448K
$33.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
64K+ 10.14% |
$4.48M - $4.96M
|
695K
$52.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
63.7KNew |
$4.46M - $4.93M
|
63.7K
$4.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
62.6K+ 75.35% |
$4.39M - $4.85M
|
146K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
61.4K+ 46.15% |
$4.3M - $4.75M
|
194K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60.7K+ 9.78% |
$4.25M - $4.7M
|
681K
$51.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
60K+ 5.18% |
$4.21M - $4.65M
|
1.22M
$92.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
59.9KNew |
$4.2M - $4.64M
|
59.9K
$4.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
59.1K+ 8.2% |
$4.14M - $4.57M
|
779K
$58.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
58.6K+ 14.04% |
$4.1M - $4.53M
|
476K
$36M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
56.7K+ 20.75% |
$3.97M - $4.39M
|
330K
$24.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
55.1K+ 46.32% |
$3.86M - $4.26M
|
174K
$13.2M
|