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 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-46.8K- 95.64% |
$3.28M - $3.63M
|
2.13K
$161K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-49K- 13.31% |
$3.43M - $3.79M
|
319K
$24.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-49.9K- 19.35% |
$3.5M - $3.87M
|
208K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-51.5K- 81.93% |
$3.61M - $3.99M
|
11.4K
$859K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-53.3K- 34.22% |
$3.74M - $4.13M
|
102K
$7.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.9K- 26.0% |
$3.92M - $4.33M
|
159K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-57.2K- 90.97% |
$4.01M - $4.43M
|
5.68K
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-62K- 4.25% |
$4.34M - $4.8M
|
1.39M
$105M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-68.7K- 38.21% |
$4.81M - $5.32M
|
111K
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-70K- 2.46% |
$4.9M - $5.42M
|
2.77M
$209M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-74.3K- 6.17% |
$5.2M - $5.75M
|
1.13M
$85.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-77.7K- 68.51% |
$5.44M - $6.01M
|
35.7K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-80.9K- 20.86% |
$5.67M - $6.27M
|
307K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-82K- 4.75% |
$5.74M - $6.35M
|
1.65M
$124M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-88.6K- 2.19% |
$6.21M - $6.86M
|
3.97M
$300M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-92.9K- 3.64% |
$6.51M - $7.19M
|
2.46M
$186M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-94.7K- 8.34% |
$6.63M - $7.33M
|
1.04M
$78.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-96.6K- 38.76% |
$6.77M - $7.48M
|
153K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-98K- 23.13% |
$6.87M - $7.59M
|
326K
$24.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-100K- 24.78% |
$7.02M - $7.76M
|
304K
$23M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-100K- 62.62% |
$7.02M - $7.76M
|
59.8K
$4.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
SELL
|
- |
-101K- 4.7% |
$7.06M - $7.8M
|
2.04M
$155M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-105K- 34.29% |
$7.34M - $8.11M
|
201K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-108K- 97.35% |
$7.6M - $8.4M
|
2.95K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-109K- 76.85% |
$7.65M - $8.46M
|
32.9K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-118K- 15.03% |
$8.27M - $9.14M
|
667K
$50.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-122K- 8.72% |
$8.52M - $9.42M
|
1.27M
$96.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-130K- 10.07% |
$9.11M - $10.1M
|
1.16M
$87.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-131K- 23.8% |
$9.2M - $10.2M
|
420K
$31.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-137K- 44.74% |
$9.57M - $10.6M
|
169K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-146K- 4.5% |
$10.2M - $11.3M
|
3.1M
$234M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-162K- 37.98% |
$11.3M - $12.5M
|
264K
$20M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-169K- 42.25% |
$11.8M - $13.1M
|
231K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-174K- 52.28% |
$12.2M - $13.5M
|
159K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-196K- 4.13% |
$13.7M - $15.2M
|
4.55M
$344M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-204K- 85.08% |
$14.3M - $15.8M
|
35.8K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-210K- 2.78% |
$14.7M - $16.3M
|
7.36M
$556M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-218K- 2.21% |
$15.3M - $16.9M
|
9.62M
$727M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-222K- 54.47% |
$15.6M - $17.2M
|
186K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-242K- 4.95% |
$17M - $18.8M
|
4.66M
$352M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-273K- 33.92% |
$19.1M - $21.2M
|
532K
$40.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-279K- 66.31% |
$19.6M - $21.6M
|
142K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-290K- 23.59% |
$20.3M - $22.4M
|
938K
$71M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-294K- 65.31% |
$20.6M - $22.8M
|
156K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-313K- 20.26% |
$22M - $24.3M
|
1.23M
$93.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-321K- 97.03% |
$22.5M - $24.9M
|
9.82K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-360K- 4.63% |
$25.2M - $27.8M
|
7.4M
$560M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-371K- 98.58% |
$26M - $28.7M
|
5.35K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-468K- 9.82% |
$32.8M - $36.3M
|
4.3M
$325M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-601K- 15.98% |
$42.1M - $46.6M
|
3.16M
$239M
|