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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-594- 5.72% |
$41.6K - $46.8K
|
9.78K
$739K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-612- 2.71% |
$42.9K - $48.2K
|
22K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-625- 1.95% |
$43.8K - $49.2K
|
31.4K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-635- 3.14% |
$44.5K - $50K
|
19.6K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-641- 11.71% |
$44.9K - $50.5K
|
4.83K
$365K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-641- 6.66% |
$44.9K - $50.5K
|
8.98K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-653- 3.22% |
$45.8K - $51.4K
|
19.6K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-660- 12.22% |
$46.3K - $52K
|
4.74K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-665- 2.16% |
$46.6K - $52.4K
|
30.1K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-668- 5.07% |
$46.8K - $52.6K
|
12.5K
$945K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-674- 4.54% |
$47.2K - $53.1K
|
14.2K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-682- 16.55% |
$47.8K - $53.7K
|
3.44K
$260K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-687- 13.82% |
$48.2K - $54.1K
|
4.28K
$323K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-698- 12.66% |
$48.9K - $55K
|
4.82K
$364K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-700- 16.22% |
$49.1K - $55.1K
|
3.62K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-707- 7.27% |
$49.6K - $55.7K
|
9.02K
$681K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-708- 62.71% |
$49.6K - $55.7K
|
421
$31.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-717- 0.99% |
$50.3K - $56.5K
|
71.7K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-734- 1.47% |
$51.4K - $57.8K
|
49.3K
$3.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-735- 12.43% |
$51.5K - $57.9K
|
5.18K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-740- 13.05% |
$51.9K - $58.3K
|
4.93K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-747- 2.45% |
$52.4K - $58.8K
|
29.7K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-759- 2.74% |
$53.2K - $59.8K
|
27K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-761- 0.32% |
$53.3K - $59.9K
|
240K
$18.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-765- 1.21% |
$53.6K - $60.2K
|
62.3K
$4.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-768- 4.37% |
$53.8K - $60.5K
|
16.8K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-768- 88.48% |
$53.8K - $60.5K
|
100
$7.55K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-769- 6.88% |
$53.9K - $60.6K
|
10.4K
$786K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-788- 14.96% |
$55.2K - $62K
|
4.48K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-793- 7.47% |
$55.6K - $62.4K
|
9.82K
$742K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-795- 15.33% |
$55.7K - $62.6K
|
4.39K
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-819- 1.98% |
$57.4K - $64.5K
|
40.6K
$3.07M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-832- 3.63% |
$58.3K - $65.5K
|
22.1K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-833- 0.91% |
$58.4K - $65.6K
|
90.8K
$6.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-837- 19.61% |
$58.7K - $65.9K
|
3.43K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-850- 9.91% |
$59.6K - $66.9K
|
7.73K
$583K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-858- 9.74% |
$60.1K - $67.6K
|
7.95K
$601K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-861- 6.33% |
$60.3K - $67.8K
|
12.7K
$962K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-868- 1.56% |
$60.8K - $68.3K
|
54.8K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-882- 1.46% |
$61.8K - $69.4K
|
59.4K
$4.48M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-892- 1.32% |
$62.5K - $70.2K
|
66.5K
$5.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-897- 25.61% |
$62.9K - $70.6K
|
2.61K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-901- 2.55% |
$63.2K - $70.9K
|
34.4K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-910- 1.23% |
$63.8K - $71.7K
|
72.8K
$5.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-915- 5.51% |
$64.1K - $72K
|
15.7K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-917- 1.73% |
$64.3K - $72.2K
|
52.2K
$3.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-919- 0.46% |
$64.4K - $72.4K
|
197K
$14.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-925- 5.9% |
$64.8K - $72.8K
|
14.8K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-925- 2.96% |
$64.8K - $72.8K
|
30.3K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-942- 6.31% |
$66K - $74.2K
|
14K
$1.06M
|