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 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
322K+ 11.44% |
$22.6M - $25M
|
3.14M
$219M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
125K+ 45.43% |
$8.76M - $9.68M
|
400K
$27.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
46.8K+ 9.59% |
$3.28M - $3.62M
|
534K
$37.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
35.1K+ 4.88% |
$2.46M - $2.72M
|
755K
$52.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
32.7K+ 4.17% |
$2.29M - $2.54M
|
818K
$57.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
18.6K+ 4.46% |
$1.31M - $1.44M
|
436K
$30.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16.3K+ 50.69% |
$1.14M - $1.26M
|
48.4K
$3.37M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
13.5K+ 4.25% |
$945K - $1.04M
|
331K
$23.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 0.61% |
$804K - $889K
|
1.88M
$131M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.4K+ 390.48% |
$802K - $886K
|
14.4K
$1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.02KNew |
$632K - $699K
|
9.02K
$629K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.53K+ 6.64% |
$598K - $661K
|
137K
$9.55M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
7.35K+ 33.81% |
$515K - $569K
|
29.1K
$2.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$423K - $468K
|
6.04K
$421K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.04KNew |
$283K - $313K
|
4.04K
$282K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
3.59K+ 9.95% |
$252K - $278K
|
39.7K
$2.77M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.27K+ 0.26% |
$229K - $253K
|
1.28M
$89.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.21K+ 96.11% |
$225K - $249K
|
6.55K
$457K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.73K+ 27.7% |
$191K - $211K
|
12.6K
$876K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.18K+ 21.44% |
$152K - $168K
|
12.3K
$860K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.74K+ 159.45% |
$122K - $135K
|
2.83K
$197K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.69K+ 5.17% |
$118K - $131K
|
34.4K
$2.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.58K+ 6.66% |
$111K - $123K
|
25.3K
$1.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
789+ 17.62% |
$55.3K - $61.1K
|
5.27K
$367K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
48+ 1.6% |
$3.36K - $3.72K
|
3.05K
$212K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-116- 2.69% |
$8.13K - $8.98K
|
4.2K
$293K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-340- 7.3% |
$23.8K - $26.3K
|
4.32K
$301K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-454- 15.46% |
$31.8K - $35.2K
|
2.48K
$173K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-641- 1.34% |
$44.9K - $49.6K
|
47.4K
$3.3M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-778- 4.25% |
$54.5K - $60.2K
|
17.5K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.98K- 4.08% |
$139K - $154K
|
46.6K
$3.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.25K- 1.81% |
$157K - $174K
|
122K
$8.48M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-6.03K- 27.3% |
$422K - $467K
|
16K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-7K- 6.44% |
$490K - $542K
|
102K
$7.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-19.8K- 28.54% |
$1.39M - $1.53M
|
49.6K
$3.46M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-39.5K- 1.95% |
$2.77M - $3.06M
|
1.98M
$138M
|