Purchases and Sales Made in Q3 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17+ 0.37% |
$1.19K - $1.34K
|
4.55K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16+ 0.08% |
$1.12K - $1.26K
|
20.5K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12+ 0.06% |
$841 - $945
|
19.4K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
11+ 0.33% |
$771 - $866
|
3.34K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10+ 0.29% |
$701 - $787
|
3.42K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
9+ 0.8% |
$631 - $709
|
1.14K
$86K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.37% |
$631 - $709
|
2.41K
$182K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.76% |
$491 - $551
|
929
$70.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5+ 0.16% |
$350 - $394
|
3.14K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5+ 0.11% |
$350 - $394
|
4.39K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4New |
$280 - $315
|
4
$302
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.03% |
$140 - $157
|
6.86K
$518K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.01% |
$70.1 - $78.7
|
9.42K
$712K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.0% |
$70.1 - $78.7
|
22.9K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$70.1 - $78.7
|
4.78K
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1- 0.01% |
$70.1 - $78.7
|
10.3K
$781K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$70.1 - $78.7
|
8.73K
$659K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2- 0.05% |
$140 - $157
|
3.65K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3- 0.04% |
$210 - $236
|
7.27K
$549K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-5- 0.05% |
$350 - $394
|
9.87K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6- 0.02% |
$421 - $472
|
29.8K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7- 0.09% |
$491 - $551
|
7.84K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 0.33% |
$491 - $551
|
2.12K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-7- 0.21% |
$491 - $551
|
3.32K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-7- 0.46% |
$491 - $551
|
1.5K
$114K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-7- 0.1% |
$491 - $551
|
7.34K
$554K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8- 0.21% |
$561 - $630
|
3.75K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-10- 0.5% |
$701 - $787
|
1.97K
$149K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 0.32% |
$701 - $787
|
3.14K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-12- 0.05% |
$841 - $945
|
25.1K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-12- 0.81% |
$841 - $945
|
1.48K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-12- 0.01% |
$841 - $945
|
111K
$8.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-13- 0.42% |
$911 - $1.02K
|
3.06K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-14- 0.27% |
$981 - $1.1K
|
5.1K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-14- 0.11% |
$981 - $1.1K
|
12.3K
$930K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-17- 0.93% |
$1.19K - $1.34K
|
1.8K
$136K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-17- 0.53% |
$1.19K - $1.34K
|
3.21K
$242K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 2.4% |
$1.26K - $1.42K
|
731
$55.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-21- 0.64% |
$1.47K - $1.65K
|
3.27K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-21- 0.28% |
$1.47K - $1.65K
|
7.44K
$562K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-22- 0.72% |
$1.54K - $1.73K
|
3.02K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-22- 0.1% |
$1.54K - $1.73K
|
21.5K
$1.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-23- 0.48% |
$1.61K - $1.81K
|
4.72K
$357K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 1.44% |
$1.75K - $1.97K
|
1.71K
$129K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-25- 0.79% |
$1.75K - $1.97K
|
3.16K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-26- 0.14% |
$1.82K - $2.05K
|
18.7K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-26- 0.78% |
$1.82K - $2.05K
|
3.32K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-26- 0.22% |
$1.82K - $2.05K
|
11.7K
$887K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-26- 0.24% |
$1.82K - $2.05K
|
10.7K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-26- 0.25% |
$1.82K - $2.05K
|
10.3K
$775K
|