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 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-6.63K- 3.13% |
$464K - $513K
|
205K
$15.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-6.73K- 8.29% |
$472K - $521K
|
74.5K
$5.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.91K- 2.48% |
$484K - $535K
|
272K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.92K- 4.49% |
$485K - $536K
|
147K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-6.94K- 30.26% |
$486K - $537K
|
16K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-7K- 6.44% |
$490K - $542K
|
102K
$7.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-7.02K- 2.73% |
$492K - $543K
|
250K
$18.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.17K- 6.14% |
$502K - $555K
|
110K
$8.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-7.21K- 23.08% |
$505K - $558K
|
24K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.83K- 11.57% |
$548K - $606K
|
59.8K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.08K- 65.57% |
$566K - $626K
|
4.25K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-8.19K- 37.85% |
$574K - $634K
|
13.5K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.21K- 1.35% |
$575K - $636K
|
601K
$45.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-8.27K- 72.71% |
$580K - $641K
|
3.11K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.32K- 78.02% |
$583K - $644K
|
2.34K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-8.42K- 2.28% |
$590K - $652K
|
361K
$27.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.5K- 24.51% |
$595K - $658K
|
26.2K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-8.79K- 7.71% |
$616K - $681K
|
105K
$7.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-9.11K- 34.27% |
$639K - $706K
|
17.5K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.35K- 12.61% |
$655K - $724K
|
64.8K
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-9.5K- 1.07% |
$665K - $736K
|
878K
$66.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-9.86K- 0.32% |
$691K - $763K
|
3.11M
$235M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-9.9K- 54.57% |
$694K - $767K
|
8.24K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10K- 3.53% |
$701K - $775K
|
274K
$20.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-10K- 13.43% |
$703K - $777K
|
64.7K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.5K- 9.08% |
$735K - $812K
|
105K
$7.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 19.87% |
$761K - $841K
|
43.8K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11K- 4.81% |
$774K - $855K
|
219K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 13.44% |
$780K - $862K
|
71.7K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.4K- 81.73% |
$799K - $883K
|
2.55K
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-11.6K- 0.66% |
$809K - $894K
|
1.73M
$131M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-11.6K- 33.77% |
$814K - $899K
|
22.8K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.8K- 4.81% |
$829K - $916K
|
234K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.9K- 9.6% |
$831K - $918K
|
112K
$8.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12.1K- 2.33% |
$851K - $941K
|
509K
$38.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-12.6K- 35.7% |
$884K - $977K
|
22.7K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-12.7K- 29.54% |
$887K - $980K
|
30.2K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-12.8K- 6.33% |
$897K - $991K
|
189K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-13.3K- 10.4% |
$931K - $1.03M
|
114K
$8.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-13.4K- 46.89% |
$941K - $1.04M
|
15.2K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-13.5K- 2.65% |
$946K - $1.05M
|
495K
$37.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-15K- 12.84% |
$1.05M - $1.16M
|
102K
$7.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-15.4K- 10.71% |
$1.08M - $1.19M
|
128K
$9.69M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-15.4K- 37.91% |
$1.08M - $1.2M
|
25.3K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15.5K- 10.15% |
$1.08M - $1.2M
|
137K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-15.9K- 36.96% |
$1.11M - $1.23M
|
27.1K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 59.14% |
$1.13M - $1.25M
|
11.1K
$841K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-16.2K- 3.96% |
$1.13M - $1.25M
|
393K
$29.7M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-16.2K- 93.35% |
$1.14M - $1.26M
|
1.16K
$87.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-16.3K- 7.38% |
$1.14M - $1.26M
|
204K
$15.5M
|