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 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
53.9K+ 6.41% |
$3.78M - $4.17M
|
894K
$67.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.3K+ 6.04% |
$3.73M - $4.12M
|
935K
$70.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
53.1K+ 14.73% |
$3.72M - $4.11M
|
414K
$31.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
50.8K+ 18.08% |
$3.56M - $3.94M
|
332K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50.7K+ 0.34% |
$3.55M - $3.92M
|
15M
$1.13B
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
50.4K+ 4.2% |
$3.53M - $3.9M
|
1.25M
$94.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
50.3KNew |
$3.52M - $3.89M
|
50.3K
$3.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
50KNew |
$3.51M - $3.87M
|
50K
$3.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.2K+ 4.0% |
$3.45M - $3.81M
|
1.28M
$96.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
49K+ 10.12% |
$3.44M - $3.8M
|
534K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
48.9K+ 5.21% |
$3.43M - $3.79M
|
988K
$74.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
48.9KNew |
$3.43M - $3.79M
|
48.9K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.1K+ 4.04% |
$3.37M - $3.72M
|
1.24M
$93.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
47.8K+ 18.23% |
$3.35M - $3.7M
|
310K
$23.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.2K+ 8.57% |
$3.3M - $3.65M
|
598K
$45.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
46.8K+ 13.02% |
$3.28M - $3.62M
|
406K
$30.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
46.8K+ 9.59% |
$3.28M - $3.62M
|
534K
$40.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
46.4K+ 0.14% |
$3.25M - $3.59M
|
32.9M
$2.49B
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
45.1K+ 6.5% |
$3.16M - $3.49M
|
739K
$55.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
44.2KNew |
$3.1M - $3.42M
|
44.2K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
43.8KNew |
$3.07M - $3.39M
|
43.8K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.8K+ 35.85% |
$3.07M - $3.39M
|
166K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
42.8K+ 7.39% |
$3M - $3.31M
|
621K
$47M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
42.7K+ 127.19% |
$2.99M - $3.31M
|
76.3K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
42.6KNew |
$2.99M - $3.3M
|
42.6K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
42.6K+ 7.69% |
$2.98M - $3.3M
|
596K
$45.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
42.2K+ 2.5% |
$2.96M - $3.27M
|
1.73M
$131M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.1K+ 6.04% |
$2.95M - $3.26M
|
739K
$55.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
41.7K+ 1.96% |
$2.92M - $3.23M
|
2.17M
$164M
|
|
|
Feb 13, 2025
Q4 2024
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
41.7KNew |
$2.92M - $3.22M
|
41.7K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
41.5K+ 3.48% |
$2.91M - $3.22M
|
1.23M
$93.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
41.3K+ 0.77% |
$2.89M - $3.19M
|
5.39M
$408M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
41.2K+ 14.83% |
$2.89M - $3.19M
|
319K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
40.9K+ 3.97% |
$2.87M - $3.17M
|
1.07M
$81M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40.8K+ 54.0% |
$2.86M - $3.16M
|
116K
$8.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40.3K+ 40.18% |
$2.82M - $3.12M
|
141K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
40K+ 14.19% |
$2.8M - $3.1M
|
322K
$24.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
39.5K+ 10.19% |
$2.77M - $3.06M
|
427K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
38.6KNew |
$2.7M - $2.99M
|
38.6K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
38.1KNew |
$2.67M - $2.95M
|
38.1K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
38.1K+ 5.87% |
$2.67M - $2.95M
|
687K
$51.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
38K+ 5.29% |
$2.66M - $2.94M
|
756K
$57.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37.9K+ 3.09% |
$2.66M - $2.93M
|
1.27M
$95.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.7K+ 0.87% |
$2.64M - $2.92M
|
4.36M
$329M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
37.3KNew |
$2.61M - $2.89M
|
37.3K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37.3K+ 20.48% |
$2.61M - $2.88M
|
219K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 14.02% |
$2.57M - $2.84M
|
299K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
36.6K+ 620.36% |
$2.56M - $2.83M
|
42.5K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
35.8K+ 3.32% |
$2.51M - $2.77M
|
1.11M
$84.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
35.5K+ 7.94% |
$2.49M - $2.75M
|
483K
$36.5M
|