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 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.14KNew |
$640K - $708K
|
9.14K
$691K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
9.13K+ 282.98% |
$639K - $707K
|
12.4K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
9.11K+ 184.42% |
$638K - $706K
|
14.1K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.11K+ 310.21% |
$638K - $705K
|
12K
$911K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.08KNew |
$636K - $703K
|
9.08K
$686K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.02KNew |
$632K - $699K
|
9.02K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.84K+ 5.67% |
$619K - $684K
|
165K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
8.8KNew |
$616K - $681K
|
8.8K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
8.78KNew |
$615K - $680K
|
8.78K
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
8.62K+ 2.6% |
$604K - $667K
|
341K
$25.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
8.61K+ 7.4% |
$603K - $667K
|
125K
$9.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.6K+ 17.6% |
$603K - $666K
|
57.5K
$4.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.59K+ 8.92% |
$602K - $665K
|
105K
$7.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.58K+ 4.04% |
$601K - $664K
|
221K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.54KNew |
$599K - $662K
|
8.54K
$646K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.53K+ 6.64% |
$598K - $661K
|
137K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.48K+ 0.52% |
$594K - $656K
|
1.65M
$124M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8.31KNew |
$582K - $644K
|
8.31K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.3KNew |
$582K - $643K
|
8.3K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.26KNew |
$579K - $639K
|
8.26K
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.14K+ 7.83% |
$570K - $630K
|
112K
$8.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.12K+ 48.07% |
$569K - $629K
|
25K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.01K+ 6.06% |
$561K - $620K
|
140K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.98K+ 0.13% |
$559K - $618K
|
5.97M
$451M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.94KNew |
$556K - $615K
|
7.94K
$600K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
7.94KNew |
$556K - $615K
|
7.94K
$600K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.89K+ 59.77% |
$552K - $611K
|
21.1K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
7.85K+ 8.02% |
$550K - $608K
|
106K
$8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7.8K+ 19.86% |
$546K - $604K
|
47.1K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
7.77KNew |
$544K - $601K
|
7.77K
$587K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.61K+ 1.66% |
$533K - $590K
|
467K
$35.3M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
7.6K+ 0.9% |
$533K - $589K
|
852K
$64.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7.6K+ 8.67% |
$532K - $588K
|
95.2K
$7.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.56K+ 26.79% |
$530K - $585K
|
35.8K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.46K+ 28.88% |
$522K - $577K
|
33.3K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.45K+ 34.33% |
$522K - $577K
|
29.2K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
7.44KNew |
$521K - $576K
|
7.44K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.42KNew |
$520K - $575K
|
7.42K
$561K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
7.35K+ 33.81% |
$515K - $569K
|
29.1K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.32K+ 24.32% |
$513K - $567K
|
37.4K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.27K+ 10.7% |
$510K - $563K
|
75.2K
$5.69M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
7.19KNew |
$504K - $557K
|
7.19K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
7.07K+ 1.72% |
$495K - $548K
|
418K
$31.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.06KNew |
$494K - $546K
|
7.06K
$534K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
7.02KNew |
$492K - $544K
|
7.02K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
7.02K+ 2.23% |
$492K - $543K
|
322K
$24.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.93K+ 265.57% |
$485K - $536K
|
9.53K
$721K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.91K+ 1.66% |
$484K - $535K
|
422K
$31.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$483K - $534K
|
6.9K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.89K+ 14.33% |
$483K - $534K
|
55K
$4.16M
|