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 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
35.1K+ 4.88% |
$2.46M - $2.72M
|
755K
$57.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.7KNew |
$2.43M - $2.69M
|
34.7K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
34.6KNew |
$2.42M - $2.68M
|
34.6K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34.6K+ 132.61% |
$2.42M - $2.68M
|
60.6K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.5K+ 25.3% |
$2.42M - $2.68M
|
171K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.5K+ 1.02% |
$2.42M - $2.67M
|
3.43M
$259M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34.4K+ 29.41% |
$2.41M - $2.66M
|
151K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.4K+ 11.79% |
$2.41M - $2.66M
|
326K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 102.58% |
$2.32M - $2.57M
|
65.5K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
33K+ 1.58% |
$2.32M - $2.56M
|
2.13M
$161M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
32.7KNew |
$2.29M - $2.54M
|
32.7K
$2.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
32.7K+ 4.17% |
$2.29M - $2.54M
|
818K
$61.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32.6K+ 11.21% |
$2.28M - $2.52M
|
323K
$24.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
32.4K+ 132.51% |
$2.27M - $2.51M
|
56.9K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
32.3K+ 156.61% |
$2.26M - $2.5M
|
52.9K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
32.3K+ 8.2% |
$2.26M - $2.5M
|
425K
$32.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32.1K+ 50.32% |
$2.25M - $2.49M
|
95.9K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
31.9K+ 3.44% |
$2.23M - $2.47M
|
958K
$72.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
31.3K+ 6.74% |
$2.2M - $2.43M
|
497K
$37.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.2K+ 2.25% |
$2.19M - $2.42M
|
1.42M
$107M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
30.6K+ 1.42% |
$2.14M - $2.37M
|
2.18M
$165M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
30.6K+ 19.28% |
$2.14M - $2.37M
|
189K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 4.39% |
$2.12M - $2.34M
|
718K
$54.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
BUY
|
- |
30K+ 21.79% |
$2.1M - $2.32M
|
168K
$12.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.7K+ 1.8% |
$2.08M - $2.3M
|
1.68M
$127M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29.3K+ 127.91% |
$2.05M - $2.27M
|
52.1K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
29.2K+ 2.82% |
$2.05M - $2.26M
|
1.07M
$80.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
28K+ 16.79% |
$1.96M - $2.16M
|
195K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.9K+ 15.37% |
$1.95M - $2.16M
|
209K
$15.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
27.4K+ 353.86% |
$1.92M - $2.12M
|
35.2K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.9K+ 27.27% |
$1.89M - $2.09M
|
126K
$9.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
26.8K+ 8.27% |
$1.88M - $2.07M
|
350K
$26.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
26.7K+ 4.96% |
$1.87M - $2.07M
|
566K
$42.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.5K+ 2.66% |
$1.86M - $2.06M
|
1.03M
$77.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
26.2K+ 4.91% |
$1.84M - $2.03M
|
560K
$42.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$1.84M - $2.03M
|
26.2K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26.2K+ 57.67% |
$1.83M - $2.03M
|
71.6K
$5.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26KNew |
$1.82M - $2.01M
|
26K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
26K+ 3.47% |
$1.82M - $2.01M
|
774K
$58.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.6KNew |
$1.79M - $1.98M
|
25.6K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
25.5K+ 21.68% |
$1.78M - $1.97M
|
143K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25K+ 73.43% |
$1.75M - $1.94M
|
59.1K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
25KNew |
$1.75M - $1.94M
|
25K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
24.8K+ 49.17% |
$1.74M - $1.92M
|
75.1K
$5.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
24.5K+ 3.26% |
$1.72M - $1.9M
|
778K
$58.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
24.4K+ 62.52% |
$1.71M - $1.89M
|
63.5K
$4.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
24.4K+ 5.38% |
$1.71M - $1.89M
|
477K
$36.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
24.3KNew |
$1.71M - $1.88M
|
24.3K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
24.2KNew |
$1.69M - $1.87M
|
24.2K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
24K+ 8.19% |
$1.68M - $1.86M
|
316K
$23.9M
|