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 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-85- 0.32% |
$5.96K - $6.69K
|
26.8K
$2.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-92- 3.41% |
$6.45K - $7.24K
|
2.61K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-93- 5.05% |
$6.52K - $7.32K
|
1.75K
$132K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-96- 0.27% |
$6.73K - $7.56K
|
36K
$2.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-97- 1.31% |
$6.8K - $7.64K
|
7.29K
$551K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-97- 2.32% |
$6.8K - $7.64K
|
4.09K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-100- 2.86% |
$7.01K - $7.87K
|
3.4K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.22% |
$7.01K - $7.87K
|
4.41K
$333K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-104- 1.83% |
$7.29K - $8.19K
|
5.57K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-107- 47.77% |
$7.5K - $8.43K
|
117
$8.84K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-107- 1.52% |
$7.5K - $8.43K
|
6.91K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-113- 2.6% |
$7.92K - $8.9K
|
4.24K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-115- 2.14% |
$8.06K - $9.06K
|
5.25K
$397K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-117- 1.53% |
$8.2K - $9.21K
|
7.51K
$567K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-117- 1.12% |
$8.2K - $9.21K
|
10.4K
$782K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-118- 1.49% |
$8.27K - $9.29K
|
7.79K
$589K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-120- 0.55% |
$8.41K - $9.45K
|
21.7K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-125- 1.49% |
$8.76K - $9.84K
|
8.24K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-125- 4.35% |
$8.76K - $9.84K
|
2.75K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-126- 0.17% |
$8.83K - $9.92K
|
72.8K
$5.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-127- 2.95% |
$8.9K - $10K
|
4.17K
$315K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-128- 1.35% |
$8.97K - $10.1K
|
9.33K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-129- 2.42% |
$9.04K - $10.2K
|
5.2K
$393K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-130- 2.08% |
$9.11K - $10.2K
|
6.13K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-131- 0.51% |
$9.18K - $10.3K
|
25.6K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-132- 0.61% |
$9.25K - $10.4K
|
21.7K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-140- 0.76% |
$9.81K - $11K
|
18.4K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-140- 2.3% |
$9.81K - $11K
|
5.95K
$449K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-143- 4.4% |
$10K - $11.3K
|
3.11K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-143- 2.14% |
$10K - $11.3K
|
6.54K
$494K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-150- 11.11% |
$10.5K - $11.8K
|
1.2K
$90.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-155- 4.21% |
$10.9K - $12.2K
|
3.53K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-158- 2.27% |
$11.1K - $12.4K
|
6.8K
$513K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-165- 73.33% |
$11.6K - $13K
|
60
$4.53K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-165- 0.97% |
$11.6K - $13K
|
16.9K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-174- 4.05% |
$12.2K - $13.7K
|
4.12K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-174- 4.42% |
$12.2K - $13.7K
|
3.77K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-175- 14.32% |
$12.3K - $13.8K
|
1.05K
$79.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-176- 2.48% |
$12.3K - $13.9K
|
6.92K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-176- 1.64% |
$12.3K - $13.9K
|
10.6K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-176- 1.86% |
$12.3K - $13.9K
|
9.28K
$701K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-178- 31.34% |
$12.5K - $14K
|
390
$29.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-180- 1.38% |
$12.6K - $14.2K
|
12.9K
$973K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-188- 0.33% |
$13.2K - $14.8K
|
56.6K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-190- 4.6% |
$13.3K - $15K
|
3.94K
$298K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-192- 0.87% |
$13.5K - $15.1K
|
21.8K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-200- 0.85% |
$14K - $15.7K
|
23.3K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-201- 1.69% |
$14.1K - $15.8K
|
11.7K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-206- 1.46% |
$14.4K - $16.2K
|
14K
$1.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-207- 5.68% |
$14.5K - $16.3K
|
3.44K
$260K
|