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 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
11.5K+ 5.88% |
$805K - $890K
|
207K
$15.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 0.61% |
$804K - $889K
|
1.88M
$142M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.4K+ 390.48% |
$802K - $886K
|
14.4K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
11.3K+ 152.21% |
$793K - $877K
|
18.8K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
11.3K+ 4.38% |
$793K - $876K
|
270K
$20.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.1KNew |
$780K - $862K
|
11.1K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
11.1K+ 1.86% |
$778K - $860K
|
608K
$46M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$774K - $855K
|
11K
$835K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
10.9K+ 6.54% |
$765K - $845K
|
178K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.9KNew |
$764K - $845K
|
10.9K
$825K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.9K+ 7.0% |
$761K - $841K
|
166K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.8KNew |
$759K - $839K
|
10.8K
$820K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
10.8K+ 2.05% |
$754K - $833K
|
537K
$40.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10.6K+ 2.95% |
$745K - $823K
|
371K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.6K+ 278.54% |
$743K - $821K
|
14.4K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.6K+ 0.53% |
$743K - $821K
|
2.02M
$153M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.6K+ 7.69% |
$742K - $820K
|
148K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10.5K+ 11.06% |
$734K - $811K
|
105K
$7.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.4K+ 1.3% |
$732K - $809K
|
812K
$61.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
10.4K+ 3.81% |
$731K - $808K
|
284K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.4KNew |
$729K - $806K
|
10.4K
$787K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.4K+ 13.87% |
$728K - $805K
|
85.4K
$6.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.3K+ 2.52% |
$724K - $800K
|
420K
$31.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.3K+ 5.7% |
$719K - $795K
|
190K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.3K+ 15.98% |
$719K - $795K
|
74.5K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 4.83% |
$708K - $782K
|
219K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10.1K+ 24.41% |
$707K - $781K
|
51.4K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
10KNew |
$701K - $774K
|
10K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
9.98K+ 1.25% |
$699K - $772K
|
806K
$60.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 18.71% |
$698K - $772K
|
63.2K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
9.9K+ 163.43% |
$694K - $767K
|
16K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.87K+ 5.92% |
$691K - $764K
|
177K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9.8K+ 6.22% |
$687K - $759K
|
168K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.77K+ 59.69% |
$685K - $757K
|
26.1K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
9.75KNew |
$683K - $755K
|
9.75K
$738K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
9.71K+ 4.19% |
$680K - $752K
|
241K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9.71K+ 63.61% |
$680K - $751K
|
25K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.61K+ 1.97% |
$673K - $744K
|
499K
$37.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.6K+ 6.53% |
$673K - $743K
|
157K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.55K+ 7.15% |
$669K - $739K
|
143K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
9.52KNew |
$667K - $737K
|
9.52K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
9.49KNew |
$665K - $735K
|
9.49K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.36K+ 6.03% |
$656K - $725K
|
165K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
9.35K+ 7.85% |
$655K - $724K
|
128K
$9.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9.32K+ 1.72% |
$653K - $721K
|
552K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.26KNew |
$649K - $717K
|
9.26K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.23K+ 12.33% |
$647K - $715K
|
84.1K
$6.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.19K+ 22.39% |
$644K - $712K
|
50.2K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.18K+ 6.14% |
$643K - $711K
|
159K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.16K+ 6.68% |
$642K - $709K
|
146K
$11.1M
|